This article explains how to integrate QuickBooks with Expert Tax by extracting data to Excel and then importing it into Expert Tax modules.
Once you have installed the integration and open it, the initial screen of the program will be displayed.
Connect To QuickBooks:
This step will establish the connection between the integration and QuickBooks.
The QuickBooks file should be open before starting. It's important to grant access to the program for it to function correctly.
On this screen, the program will show you the following information and options:
- Connected To: The program will display the name of the company to which it is connected.
- From – To: In this option, you will indicate the date range from which you want to export data.
- Export to Excel: Once you have verified that the information is complete in QuickBooks and the date range is correct, this option exports the data from QuickBooks and initializes Excel as required by the program.
- Change Client: This option allows you to switch clients. The program will return to the initial screen. You must have the client open in QuickBooks with whom you are working.
- Status: It is important to always see that it is CONNECTED. If the connection is lost for any reason, you will need to close and reopen the program and then reopen the file in QuickBooks.
The program will indicate the status and how many employees it found.
Once you have finished searching and exporting the information, it will open "File Explorer" to let you choose where to save it.
The Excel sheet will display the information of the employees and their payrolls:
Import Excel into Expert Tax
Before importing the Excel file created with the QuickBooks integration, you need to configure the accounts in the program.
To do this, go to the Settings area and under the Import Templates tab, select QuickBooks.
In the Payroll Entry section, you must match the accounts in the program. You can do this manually or by importing a previously configured template.
Note: If the accounts are not configured, the program will not be able to classify the amounts and an import error will occur.
Once this process is complete, you will proceed with the payroll creation process.
If you need assistance, remember that you can request it through your Profile on our new Support Platform, and our staff will contact you as soon as possible. You can also reach us via our new email address at support@experttax.com.