Integration with Quickbooks

In this guide you will complete the following steps:

  1. Set Type of Integration
  2. Online Integration
    1. Connect to Quickbooks
    2. Account Setting
    3. Export Data
  3. Desktop Integration
    1. Account Setting
    2. Create File
    1. Set Type of Integration
      1. In SimplePay to get started go to Add-Ons >> Quickbooks >> Account Settings
    2. Online Integration
      1. Connect to Quickbooks
        1. System will redirect to Quickbooks, login with your Quickbooks user details
        2. Quickbooks will ask to allow access to SimplePay.
      2. Account Setting
        1. Accounts created at Quickbooks will be available now in SimplePay Accounts Settings page
        2. Select appropriate accounts against the required heads and press Save Settings button.
      3. Export Data
        1. Load Export data page Add-Ons >> Quickbooks >> Export Data .
        2. Employee Data will be exported as journal entry and Department Data will be exported as bill
        3. To view journal entry
          1. Log into Quickbooks
          2. Click Reports on left
          3. Click on Journal to view detailed transactions.
        4. To view bill transactions.
          1. Click on Expenses to view bill transactions.
    3. Desktop Integration
      1. Account Setting
      2. Create File
        1. Load Export data page Add-Ons >> Quickbooks >> Export Data .
        2. You can create file by selecting pay period type and pay period end date/ date range.