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      QuickBooks Online Integration Setup

      Integrating Workeasy Software with QuickBooks Online streamlines payroll processing by allowing direct transfer of pay data, reducing manual entry and ensuring accuracy. Once connected, payroll data can be seamlessly pushed from the Pay Period Overview to QuickBooks Online, saving time and minimizing errors. After setup, as instructed here, you can transfer payroll data directly from the Pay Period Overview, ensuring a smooth and efficient payroll process.

      1. Navigate to Global Settings > Integrations > Quickbooks Online.
      2. Review the App Overview tab and ensure you have the necessary Intuit subscriptions required to integrate with QuickBooks Online.
      3. Click Connect to QuickBooks.
      4. Log in to Intuit QuickBooks Online.
        NOTE: You will be asked to select the QuickBooks Online account you wish to connect. If you have multiple QuickBooks Online accounts, repeat these steps for each account.
      5. From the list of connected accounts, click Complete Setup.
      6. Configure Employee Data Mapping and Service Items by following the prompts to map employees and assign service items.
      7. Click Save.

      Good to know!

      • The QuickBooks Online (QBO) setup wizard now displays WorkEasy Time Codes in a fixed order for better organization.
      Benefits:
      • Easier configuration of service items
      • Improved user experience in the setup wizard

      Troubleshooting tips: 
      • Clear your browser cache if recent changes don’t appear correctly.
      • Verify that all time codes are accurately mapped to the corresponding items.
      For Admins:

      • You can now bulk-sync employees using these options:

        • ✔ Set all as new employees: Adds all listed employees as new entries.

        • ✔ Find match by Employee ID: Matches employees based on their Employee ID.

      Important:

      • Selecting Set all as new employees will override manually linked employees not previously synced.

      • Users with PIN-based logins should review keypad settings if multiple QBO accounts are connected.

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