What's Quickbooks?
QuickBooks is an accounting platform used for journaling. By integrating Buddy, you can send payroll bills or journals directly to QuickBooks, saving time from manual input and reducing human-errors.
Integrating Buddy with Quickbooks
- Go to Integrations Page
- Connect to QuickBooks
- Select Company and click Connect
- Verify Connection
Set the Integration Settings
You can select whether to send either Journal Data or Bills to Quickboos
Journals Type Integration
When setting up a Journal type integration, you can select from which Ledgers you want to take payment from and attribute expenses to.
Bills Type Integration
When selecting a Bills Type Integration, select the account to which each expense is allocated to.
For items like taxes, you would then select what account they are payable to, usually along the lines of MTCA, CFR, or Inland Revenue - depending on what they are referred to within your account.
Sending Data to QuickBooks
After having concluded payroll, from Payroll History you can:
- Click Actions
- Select Send to Quickbooks
You'll be notified immediately about the success or failure of the data sync.