Connect QuickBooks - Journal & Employee Option
This guide explains how to connect Ocerli Payroll to QuickBooks and configure the Journal & Employee export option for payroll data exports.
If you have not yet connected Ocerli Payroll to QuickBooks, please complete the connection process first by following the guide below:
How to Connect Ocerli Payroll & QuickBooks
Once connected, follow the steps in the guide below to configure the Journal & Employee export option.
Once the connection has been configured:
- Run through the nominal ledger mapping process for each pay element.
- Run a test export from the completed pay run screen; click the 'Export To QuickBooks' button. (This pay run must not have been started before configuring your nominal ledger mapping).
- Check the resulting journal and net pay data in QuickBooks.
- Confirm that all accounts and values have been mapped correctly.
- Contact support@ocerli.com if the issue persists and provide any error messages or screenshots.