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Export payroll journal entries to QuickBooks Online

If your client uses QuickBooks Online, you can export that client's payroll checks, vendor payments, and impounded liabilities as payroll journal entries from Accounting CS to QuickBooks Online.
  1. Select
    File
    ,
    Export
    , then
    QuickBooks Online
    .
  2. Select the client you want to export data from.
  3. Select
    Connect to QuickBooks
     and enter the user ID and password to sign in to the client's QuickBooks Online account.
    After you successfully sign in,
    Connect to QuickBooks
     changes to
    Disconnect
    . The application keeps you signed in to the client's account until you select
    Disconnect
    . QuickBooks Online sends a security token to Accounting CS, and that token is valid for 180 days.
  4. In the
    Export Details
     section, select the options you want to apply to the export:
    • Payroll journal entries
      : Because you can export only payroll journal entries to QuickBooks Online, this checkbox is always marked and can't be cleared. To include checks that have already been exported during a previous export, mark the
      Include previously exported checks
       checkbox.
    • Detail to include
      : Mark the checkboxes for the transactions to include in the export, then select either the detail or summary format to use for the export.
      The format of the exported data depends on the type of transaction you are exporting:
      • If you're exporting payroll checks, you can choose either detail or summary.
      • If you're exporting vendor payments, the transactions will always be exported in detail format and include each vendor transaction in the selected date range as an individual check, each using the reference numbers associated with that check.
      • If you're exporting impounded liabilities, the transactions will always be exported in the summary format. A separate journal entry will be created for the impounded tax agent liabilities, impounded payroll agent liabilities, and impounded firm vendor liabilities in the selected date range and will use the reference specified in the associated Reference field.
    • Reference
      : Specify a reference to be used for payroll checks and various liabilities.
    • Export entries for
      : Specify the date range for which you want to export the payroll journal entries. If you previously exported data for this client, the application displays the date range of the last export in the
      Previous export date range
       field.
  5. Select
    Export Data
     to export the client's data from Accounting CS. Before the application exports the data, it automatically opens the QuickBooks Online – Manage Data window, where you can view prior export mappings and re-map items as necessary for future exports.
    You can select
    Manage Data
     to open the QuickBooks Online – Manage Data window without exporting the data to QuickBooks Online.
  6. After the data has been exported, the transactions will be available for the client in QuickBooks Online.

This article applies to:

  • Subject: Export, Journal entries

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