Manually Syncing Payroll to QuickBooks Desktop #

If you are using QuickBooks Desktop, payroll data does not sync automatically. You must manually export your payroll data from our software and import it into your QuickBooks program each time you process a payroll period.

Prerequisites #

• You must have already integrated your QuickBooks Desktop account with our software.

Export the Payroll File #

1. Navigate to the Payroll tab in the main menu.
2. Select Payroll History.
3. Locate the specific pay period you want to sync and click the Eye icon next to it.
4. On the payroll details page, look at the middle right-hand side of the screen.
5. Hover over the Export button.
6. Select Download QuickBooks .iif file.

– Note: The file will download directly to your computer.

Import into QuickBooks Desktop #

Once you have the IIF file saved to your computer, follow these steps within your QuickBooks Desktop program:

1. Open QuickBooks Desktop.
2. Go to the File menu.
3. Select Utilities > Import.
4. Select the IIF file you just downloaded from our software.
5. The import process will run automatically; once finished, your data is synced.

Note: Ensure you are imported into the correct company file in QuickBooks to keep your records accurate.