Please note: this article is about the Justworks Payroll product. Not sure which product you're using? Check out: How Do I Know Which Justworks Product I Have?
You can connect your Quickbooks Online account to your Justworks Payroll account to track your company’s expenses more efficiently. Follow the steps below to connect, map, and sync your QuickBooks data.
Step 1: Connect
To get started, log into Justworks Payroll and click the Accounting Integrations tab under the Company section. Then, click Connect, which will take you to your QuickBooks Online login page, where you can log into your account.
After you log in, you’ll be brought back to your Justworks Payroll account to start mapping your data.
Step 2: Map
You will see a new option to Map Justworks Payroll data to your Chart of Accounts. You can click Start to get your bank account connected. Then, you’ll be able to start mapping by classification or skip to mapping payroll details.
Class Mapping
If you’d like to map and integrate data by classification (department or office), you can select Yes on this page for class mapping fields to appear.
On this page, you can map your departments or offices to the settings you already have in QuickBooks.
Payroll Detail Mapping
If you don’t need to map by classification, you can select No and continue on to mapping payroll details. You can use the drop-down menu to map a default QuickBooks account to any blank payment types. Aside from net pay, you can choose a default option for any other field you don’t want to map to a specific account.
Please note that class details and account types are pulled from your QuickBooks Online account, so any changes to this data would need to be made in QuickBooks in order to be effective.
Step 3: Sync
After you’re done mapping, you’ll see the last step of this accounting integration appear: Data syncing configuration
You can choose to leave the automated data sync turned off and manually sync payrolls, which you would complete through the Payrolls tab, or you can turn on auto-syncing and all future payroll will sync from Justworks Payroll to QuickBooks Online at 6pm EST on the pay date.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.