Select the type of employee tax and corresponding QBO account.
REPORT QUICKBOOKS ONLINE SETTINGS FULL
If you have Full Service Payroll and indicated you use a clearing account, select the clearing account you use in QuickBooks in the dropdown.If you have Full Service Payroll (no clearing account) and completed your tax filing set up, you will not see this question because it will default to the bank account you have indicated above.If you have Basic Payroll, this will be a liability account.NOTE: This field will not show if you have completed your Full Service Payroll setup and indicated you DO NOT use clearing accounts) In this example, the money types Bonus, Commission, and Expense Reimbursement were each mapped to different expense accounts.Įmployee Tax – The accounts listed depend on whether you have Patriot clearing accounts and are Basic Payroll or have not completed the Full Service Payroll setup yet. Hour or Money Type – If you’re going to map specific money or hour types to particular accounts in your QBO expense accounts, click the link that reads +Map Hour and Money Types to Account (in the software). Gross Pay – Select the expense account you want your gross pay applied to. Map wages, taxes and expenses to QBO accounts Read Create mapping profiles for journal entriesbelow for more information. If you have specific accounts that, for example, the owner’s payroll goes to, select “No.” You will create different “profiles” for each money type, contribution, or deduction, and assign employees to them.If your entries post to the same accounts for all employees, choose “Yes.”.Which QuickBooks account will your taxes (and direct deposit, if applicable) be collected from? Choose the asset account (typically a bank account) that Patriot will withdraw the money from.ĭo you want to map all of your employee journal entries to the same expense and liability accounts? In effect, you are clearing out this “account,” and it should have zero balance when everything posts to the specific general ledger account. As you reconcile each line item when they clear your bank, you move it from the clearing (or holding account) to a more specific account in your general ledger. This clearing account is a liability account for your payroll liabilities, such as taxes and deductions you withhold from your employees’ pay. This would be a clearing account in your Quickbooks Online account in your general ledger. Line-by-line employee detail: This will break out the journal entries by each employee.ĭo you use clearing accounts? In this case, we’re not talking about a bank account that you may only use for payroll.Summary: Payroll for all employees will be sent over as a total to each account you select.Journal Entry Type: Select how you want your journal entries imported into your QuickBooks Online account. If you use Patriot Accounting, see Integrating Patriot Payroll with Patriot Accounting.
REPORT QUICKBOOKS ONLINE SETTINGS SOFTWARE
If you use QuickBooks Desktop, see the help article Exporting Patriot Software Payroll into QuickBooks Desktop via a QuickBooks IIF. You’ll see a pop-up confirming your account is connected. If you have multiple QuickBooks accounts under the same login, choose the account you want to connect to. Enter your QuickBooks email or user ID and password.The QuickBooks Online sign-in page will pop up for you to authorize integrating your QuickBooks account information into Patriot Software.Use your login credentials to connect to your QuickBooks Online account.Select QuickBooks Online, and click “Connect to QuickBooks.”.Go to Settings > Payroll Settings > Payroll Integration Options.Connect Patriot Software with QuickBooks Online Each time you run a payroll in Patriot Software, a journal entry will be created and automatically sent to your QuickBooks Online account. If you use both Patriot Software and Intuit QuickBooks Online, you can connect your Patriot account and integrate your payroll entries from Patriot into QuickBooks Online.