Quickbooks - Netchex

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.  

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  

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:

  • Provides reliable and accurate data
  • Removes the need for manual data entry 
  • Eliminates human error
  • Ensures all data is secure

Why is this integration important for Certified Public Accountants (CPA)?

  • Save time and effort by streamlining your workflows 
  • Simplify your accounting operations through automation 
  • Ensure reliable and accurate data by eliminating human error
  • Don’t get held up waiting for reports to be created
  • Get the data you need on your clients quicker and more accurate

Why is this integration critical for QuickBooks users?

  • Save time and effort by streamlining your workflows 
  • Simplify your accounting operations through automation 
  • Ensure reliable and accurate data by eliminating human error
  • Don’t get held up waiting for reports to be created
  • Get the data you need on your clients quicker and more accurate

Why is this integration critical for QuickBooks users?

QuickBooks Desktop software will be discontinued on May 31, 20224, this will include all QB Desktop Payroll services

  • No access to live technical support
  • No critical security patches and updates
  • Potential service interruptions
  • Unprotected data

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:

  • Step 1: Connect & login to QBO via button 
  • Step 2: Select Company in QBO
  • Step 3: Authenticate QBO account
  • Step 4: Automatic redirect back to Netchex

Netchex Integrations make your tools work better. Eliminate manual work, gain powerful insights, and streamline your processes through secure data sharing with other industry-leading solutions. Learn more about our various software integrations.

Quickbooks Online (QBO) Integration FAQs  

  • How much is the Quickbooks integration?
    The Quickbooks Online integration is free for all Netchex clients! There is no additional cost.
  • How easy will this be to set up?
    Very easy! You can connect to your Quickbooks Online account in Netchex using your QBO username and password.
  • How will my Quickbooks data be synced?
    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.
  • Can I preview my GL before submitting?
    Yes! We offer a GL preview report that emulates how your data will be posted in Quickbooks Online.
  • Will I be able to view the history of posted payrolls?
    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.
  • What do my mapping options look like?
    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.
  • Can I customize the post date?
    Not currently, but we are exploring this as a future update.
  • Can I connect to multiple Quickbooks Online accounts with your payroll system?
    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.
  • Can I undo or change a journal entry once it has been sent to Quickbooks?
    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.
  • How do the rollup options work?
    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.

Do you want to get more for your business with Payroll, Benefits, & HR made easy?

Ready for a live demo? Fill out our contact form or call
(877) 729-2661 to speak with Netchex sales and discover how our payroll software for small business can help you

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