QuickBooks® Online

What is QuickBooks Online?

QuickBooks Online is an accounting software package that helps clients save time and money by automating tasks and serving as a centralized system for storing and tracking data.

How does the integration work?

To help small businesses be more efficient by saving time and reducing data entry errors, the integration supports the following features: 

• User Authentication
• Syncing of QuickBooks Online journal entries upon payroll processing
• Regeneration and transmission of QuickBooks Online reports

Before setting up the QuickBooks Online integration, what requirements must be met? 

Clients must:

• Serve as the Administrator of an active QuickBooks Online account and know their username/password 
• Possess the Security role as an isolved People Cloud user 
• Have the capability to export Chart of Account reports from QuickBooks Online 
• Have the capability to export an Employee List and Vendor Expense List if they have physical checks 
• Have their general ledger setup complete in the isolved People Cloud system

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