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Accounting Integrations

Justworks
Justworks
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Justworks—Quickbooks Online

Justworks connects seamlessly to Quickbooks Online. Send all your paid invoices to QBO so you can keep track of your entire financial picture in one place. Your invoices have all your payments and transactions - including payroll, vendor and payments, and benefits contributions.


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Linking your Quickbooks Online account to Justworks

  1. In your Justworks account, navigate to "Invoices" located under “Payments”
  2. From you Invoices, click Accounting Integrations > Set up Quickbooks Online
  3. A list of Justworks invoice categories will appear. You'll need to make sure you have QBO accounts in your Chart of Accounts for each Justworks invoice category. You can use the same QBO account for multiple invoice categories. Once you've made sure you have your accounts set up in QBO, click the QBO logo to connect.
  4. Enter your QBO account information in the pop up window, and click “Authorize.”
  5. Map each invoice category to the to the appropriate QBO account that appears in the dropdown. Click “Save.”
  6. Once your information is saved, click “Send to QBO” next to each invoice you’d like to sync to your QBO account.

Justworks - Xero integration

Justworks connects seamlessly to Xero. Send all your paid invoices to Xero so you can keep track of your entire financial picture in one place. Your invoices have all your payments and transactions.

To get started, you'll need to make sure you have Xero accounts for each Justworks invoice category listed below. These should be set up directly in Xero. Once you've done so, just click the button below to connect.


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Linking your Xero account to Justworks

  1. In your Justworks account, navigate to "Invoices" located under “Payments”
  2. From your Invoices, click “Accounting Integrations,” then “Set up Xero”
  3. A list of Justworks invoice categories will appear. You'll need to make sure you have Xero accounts in your Chart of Accounts for each Justworks invoice category. You can use the same Xero account for multiple invoice categories. Once you've made sure you have your accounts set up in Xero, click the Xero logo to connect.
  4. Enter your Xero account information in the pop up window, and click “Authorize.”
  5. Map each invoice category to the to the appropriate Xero account that appears in the dropdown. Click “Save.”
  6. Please note that your connection to Xero will only last for a limited period of time. You'll be asked to reconnect to Xero once your connection expires.
  7. Once your information is saved, click “Send to Xero” next to each invoice you’d like to sync to your Xero account.
  8. Invoices will create draft bills in your Xero account, so make sure to login to your Xero account and click “pay bill” to complete the sync

Justworks also supports Quickbooks 2011-2017 for Windows and Quickbooks 2011- 2017 for Mac

Setting up your QuickBooks Export from Justworks

  1. In your Justworks account, navigate to "Invoices" located under “Payments”
  2. This will bring you to your Update Company Information section.
  3. Adjust the names for your accounts as needed, and click "Save"

Mapping Justworks to Quickbooks naming conventions

The file you download from Justworks should not need any additional formatting to be imported into QuickBooks. However, you can make sure your data between QuickBooks and Justworks is properly matched. You can match your existing account names. Go to the dropdown menu under [Your Company Name] & Company Settings

Exporting your Quickbooks IIF file from Justworks

Once you have the Quickbooks details set up, you can navigate to "Invoices", click an Invoice, and then click the "Quickbooks IIF File" link on the top right.

Importing your IIF file into Quickbooks

  1. In Quickbooks, go to File > Import
  2. Quickbooks may require you to create a backup, simply click OK and confirm the back up.
  3. Then select > From IIF Files, and click on the file you just downloaded from Justworks. The file name will look like this ---> justworks_invoice_[date].iif
  4. Once your data has been imported, select > OK

That's it - your information is mapped to your accounts in Quickbooks!

View the updated Justworks information in Quickbooks

For an overall view: From the Quickbooks homepage, go to Lists > Chart of Accounts. Here, you can view the overall import from Justworks, and you will see that the money has been debited from the proper accounts.

For a detailed view: From the Quickbooks homepage, go to Reports > Company and Financials > Balance Sheet Standard. You will be able to drill down into the specifics of how the money has been allocated, and to which accounts.

NOTE: Wages, Employer Taxes, Insurance, and Fees will all be imported in aggregate. Contractor Payments and Expense Reimbursements are reported in detail, with each payment broken out into its own line item.

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.

 

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