Setting Up the Payroll Sync with QuickBooks Online

When you run payroll in Mangomint, you can sync your payroll data with QuickBooks Online automatically. This eliminates the need to export payroll data to QuickBooks manually, and it ensures your books stay balanced and up to date.

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Setting up the payroll sync with QuickBooks Online

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To set up the payroll sync with QuickBooks Online, open the Settings app and go to Business Setup > Payroll > Advanced configuration. If you have multiple payroll accounts, select Manage account > Advanced configuration.

Select Set up under Accounting export.

Select Connect to QuickBooks. You will be prompted to log in to your QuickBooks account and authorize the connection.

Once your QuickBooks account is connected, update your export settings and select Next.

• Payroll runs: Specify whether you’d like to sync new payroll runs with QuickBooks automatically or manually.

• Payroll adjustments: Specify whether you’d like to sync payroll adjustments with QuickBooks automatically or manually. Payroll adjustments include any changes made to a payroll run after it’s submitted, including corrections and voided payroll runs.

• Export timing: Specify when you’d like to sync new payroll runs with QuickBooks. We recommend selecting After payments are complete. This ensures that if you need to cancel or edit a payroll run after it’s submitted, you won’t need to log in to QuickBooks and manually update the data.

Once you’ve updated your export settings, update your account mapping. This allows you to specify how your payroll data should be mapped to your chart of accounts in QuickBooks.

Once you’ve updated your account mapping, select Save to finish setting up the payroll sync with QuickBooks.

After running payroll in Mangomint, your payroll data will be synced with QuickBooks according to your selected export settings and account mapping. To view payroll data that was synced (or that needs to be manually synced), select Review under Accounting export and select the Transactions tab.

In QuickBooks Online, you can view synced payroll data in your standard Journal report. Make sure to filter the report to include the pay date you’d like to view.

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Updating your payroll sync settings

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To view or update your account mapping or export settings, open the Settings app and go to Business Setup > Payroll > Advanced configuration. If you have multiple payroll accounts, select Manage account > Advanced configuration.

Select Review under Accounting export.

Select the Mapping tab to update your account mapping, or the Settings tab to update your export settings.