QuickBooks Online - Exporting pay run data

  • Updated

Integrating the QuickBooks Online (QBO) app with OnPay gives you real-time views into the day-to-day expenses of your business by automatically syncing your payroll data to your QuickBooks chart of accounts with each run. Though, there may be times where you need to manually send pay run data.

 

Getting started

Click Company, then App Directory.

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Click My Apps and select QuickBooks Online.

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If "Sync Automatically" is "Yes"

In "Connection Settings", you have the option to "Sync Automatically".

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If "Sync Automatically" is "Yes", OnPay will initiate the export when you click Submit Payroll

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If "Sync Automatically" is "No"

If "Sync Automatically" is "No", you will need to send pay run data to QuickBooks manually.

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There may also be situations where pay run data will need to be sent to QuickBooks manually, even when "Sync Automatically" is "Yes", such as:

  • Pay run data has been deleted in QuickBooks
  • Pay run data needs to be corrected in QuickBooks
  • Pay run data includes "Unmapped Accounts" (Unable to Send)

 

Unable to Send - Unmapped Accounts

If you receive an "Unmapped Accounts" warning in your pay run, you'll need to manually sync this run to QuickBooks after addressing the warning. Unmapped accounts can be addressed by correcting the pay item or account used in the pay run, or by mapping it to its corresponding account found in QuickBooks.

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Once the warning has been addressed, return to this pay run and click Map Accounts, then follow the steps to manually export pay run data to QuickBooks. 

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Click Pay Runs.

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Click Send for the check date you would like to export to QuickBooks Online.

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When the data is sent to QuickBooks Online successfully, you will receive a confirmation message from OnPay.  

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Once this export is complete, you'll find your exported pay run data in your QuickBooks Online chart of accounts. 

 

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