Netchex & QuickBooks Online
Automatically post General Ledger data into QuickBooks Online after running Netchex payroll.
Data entry can be the most tedious part of payroll and HR. Netchex + QuickBooks take the headache out of this process by automatically mapping your General Ledger via a direct API integration.
6,500+ organizations trust Netchex
Seamless Connection &
Simplified Workflow
Seamless Integration
Seamlessly connect your QuickBooks Online (QBO) account directly to Netchex payroll
Simplified Process
Easily and accurately map and send general ledger data without manual download/upload
Easy Setup
When we say easy, we mean it. Link your QBO directly to Netchex in just a few simple steps
Benefits of Netchex-QuickBooks Integration
For businesses already using or upgrading to QuickBooks Online, ensure your payroll process remains easy, straight-forward, and error-free with Netchex’s seamless API integration with QuickBooks Online.
How does this integration benefit your business?
Save time, streamline your workflow, and improve productivity. A direct connection between Netchex and QuickBooks Online means:
Why is this integration important for Certified Public Accountants (CPA)?
Why is this integration critical for QuickBooks users?
How does the Netchex-QuickBooks Online integration work:
From inside the Netchex system navigate to: Reports ▶️ Payroll ▶️ QuickBooks Online
Then, follow these quick and easy steps:
Connect & login to QBO via button
Click the button to connect and log in to your QuickBooks Online account.
Select Company in QBO
Choose the appropriate company within QuickBooks Online.
Authenticate QBO account
Verify your QuickBooks Online account credentials.
Automatic redirect back to Netchex
You will be redirected back to Netchex automatically.
Quickbooks Online (QBO) Integration FAQs
The Quickbooks Online integration is free for all Netchex clients! There is no additional cost.
Very easy! You can connect to your Quickbooks Online account in Netchex using your QBO username and password.
Journal entries are sent via API and are synced using Account Number or Account Description. Netchex will then check if account numbers or descriptions match Quickbooks prior to sending data over. We will give you an error if your account numbers or descriptions don’t match what you have in QBO.
Yes! We offer a GL preview report that emulates how your data will be posted in Quickbooks Online.
We don’t show a history of payrolls that were synced to Quickbooks. However, you can send GL data for any Netchex payroll that has been processed and invoiced. You can also run reports to see historic GL data from previous payrolls as well as see historic journal entries sent to QBO in Quickbooks under Reports > Journal Entries.
You can organize your data using Journal Summary or Journal Entry Detail. There are also Labor distribution options that allow you to map expenses and liabilities to a home department, work department, or no department.
Not currently, but we are exploring this as a future update.
Our system only allows you to connect to one Quickbooks Online (QBO) account at a time. However, you do have the flexibility to switch between different Quickbooks companies if you need to connect to a different QBO account.
Yes. To do this, go to Quickbooks Online > Reports > Journal Entries, find the journal entry that was sent from Netchex for the payroll you selected, and use Quickbooks tools to delete or edit.
Journal entry rollup controls the level of detail you will see in individual journal entry line items.
Summary: One line item for each GL account and transaction category. For example, credits to your cash account would be separated by those that represent salary expenses vs tax expenses. The memo for each line item is set to the transaction category.
Detailed: One line item for each GL account, type of transaction, and employee’s check. The memo for each line item is set to the check number and transaction category.