How to Integrate Paylocity with QuickBooks Online

Paylocity is an online software specifically designed to simplify everyday payroll and HR-related tasks. With Paylocity you can ease the HR processes and even save on cost and time. Besides that, Paylocity can be easily integrated with QuickBooks thereby saving on duplication of entries. In this article, we will see how to integrate Paylocity and QuickBooks.

Paylocity provides an all-encompassing system tailored to meet the needs of small businesses across various sectors, delivering top-notch cloud-based payroll services and HR software. Their software includes Web Pay, an introductory payroll solution, along with features for tax preparation, benefits administration, time and attendance tracking, and talent management. Once employees furnish the requisite details, they are granted access to the Paylocity self-service portal. From there, team members can view and update personal and professional information, as well as set up direct deposit.

In some HR solutions, your data is locked in “Walled Gardens” or difficult to use with other technologies. In others, manual integrations and bad data quality make them difficulties to use.

Users can verify the accuracy of every payroll batch before it undergoes processing to ensure precision. Furthermore, they have the capability to generate reports that showcase shifts in staffing expenses and workforce trends over various timeframes within the organization. This productivity-enhancing application aids employees in handling payroll and employer tax filings by serving as an authorized reporting agent with the IRS across multiple states. Thanks to its time-efficient payroll functionalities, capacity to seamlessly integrate payroll with other core business processes, and its seamless compatibility with software such as QuickBooks, Paylocity is rapidly gaining popularity among larger enterprises.

Our all-encompassing solution offers a unified platform with inherent adaptability and choices. Paylocity serves as your central hub, optimizing precision, automating processes, enhancing efficiency, and fostering proactive measures across the organization. Whether you seek to integrate additional services and partners or extract data from Paylocity for utilization in other systems, Paylocity acts as your central point of management.

QuickBooks, an accounting software developed by Intuit, provides accounting solutions through desktop, web, and cloud-based platforms for managing business payments and processing invoices. The primary user base of QuickBooks consists of small and medium-sized enterprises. These businesses appreciate QuickBooks for its ease of use and robust reporting features, making it a favored choice among them.

QuickBooks has been enhanced with a number of features derived from the Web, including:

• Remotely accessible features
• Map capabilities
• Functions of electronic payments
• Outsourcing and guidance with remote payroll
• Enhanced mail capabilities with Microsoft Outlook
• Reconciliation and online banking

In addition, QuickBooks provides support and other features, including pre-authorization of electronic funds and alternatives for monitoring employee time. Intuit also offers QuickBooks Online, a cloud-based service that lets users access the program through a secure logon by subscribing for a fee. QuickBooks software is updated and upgraded regularly by Intuit.

Integration of Paylocity and QuickBooks

• Start by verifying your Paylocity and QuickBooks accounts.
• Log in to Paylocity Web Pay using your Paylocity account credentials.
• Navigate to Integrations, then Web Services, and finally Integrations.
• Access the Explore Marketplace Menu.
• Locate and enter the Browse Marketplace Menu to search for QuickBooks.
• Fill out the required form to receive specific information from the selected vendor regarding data transfer.
• Select “Integration” to automatically open the Paylocity Automated Data Exchange (PADE) request form.
• Complete the PADE form and provide a digital signature.
• The system will generate a request ticket for the implementation analyst responsible for partner integration.
• Expect a call within 2 to 4 days, during which you will receive necessary billing information and supporting documentation.
• Proceed to QuickBooks Online to initiate the integration process.
  • Link your QBO accounts and map your web pay codes to the appropriate QBO accounts by accessing the Journal Entry setup.

Paylocity vs QuickBooks Desktop

Reviewers who conducted a comparison found that QuickBooks Desktop Payroll is more straightforward to use and handle. However, they expressed a preference for the ease of setup and overall usability of Paylocity.

• Reviewers felt QuickBooks Desktop Payroll was a better fit for their requirements compared to Paylocity.
• Most reviewers highlighted Paylocity as the optimal choice, especially considering the continuous product support.
• Our assessors favored Paylocity’s approach over QuickBooks Desktop Payroll concerning feature releases and roadmaps.

Features of Paylocity QuickBooks Integration

Paylocity has two key features in the integration marketplace, Integration Platform as a Service (IPAAS).

• To oversee the current integration.
• Makes it possible to browse and select new integrations from a list of supported vendors.
• With QuickBooks, Paylocity provides full 180-degree outbound connectivity. This indicates that the interface is one-way only, and data from Paylocity will be transferred to QuickBooks. The opposite situation is not possible.

The Integrations Marketplace by Paylocity is an Integration Platform as a Service (IPAAS) and has two main features.

• To manage the existing Integrations.
• To enable browsing and selection of new integrations on the supported Vendor List.

Paylocity offers 180-degree outbound integration with QuickBooks. This means there is only one-way integration and the data from Paylocity will flow to QuickBooks. The vice-versa is not possible.

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Steps To Integrate Paylocity and QuickBooks

Benefits of Paylocity QuickBooks Integration

Incorporating QuickBooks and Paylocity has many advantages when it comes to tracking every aspect of your company’s accounting more accurately. An important aspect of this integration is that it functions as a connector, eliminating the need for separate integration tools and the need for users to connect any services separately.

Running Integration Paylocity

To utilize the Paylocity interface with QuickBooks, commence by initiating and setting up a payroll in QuickBooks. Subsequently, proceed to update the Quick Pay screen and adjust the pay details. To validate the tool, perform an additional manual check. Confirm the completion of the audit screen, approve the batch tools, and click the submit button.

Integration of Paylocity

Begin by logging into Paylocity before accessing any integrations. Navigate to the web service menu to select the desired integrations. Utilize the browse marketplace menu to locate QuickBooks. Follow the displayed instructions until the software setup is completed. Once the program setup is finished, ensure to fill out the mandatory fields with all the required information.

Need Professional Help?

Thus the aforesaid are the steps to integrate QuickBooks and Paylocity. If you are facing any problem in integrating the same then kindly get in touch with our QuickBooks Technical Support team on smbaccountants.com. They will help you with step by step integration.

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