QuickBooks® Online

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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