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Version 1.1 by christie w on 2023/02/06 21:51
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1 **First, you would need to export your chart of accounts from your Quickbooks program:**
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4 ** In Quickbooks, go to the **"File"** menu and select **Export **and to the right choose **"List to IIF files"**.
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7 ** Select **"Chart of Accounts"** and click **"OK"**.
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10 ** For the **"Save As"**, enter **"COA"** and save the file to the desktop.
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13 **Now that you have exported your chart of accounts, you will need to import it into the payroll program:**
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16 ** From the main **"Payroll Navigator"** screen, click on **"Quickbooks Links"** in the bottom right.
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19 ** Click on the arrow to the left of **"Designate Account Links"** to expand the bottom part of the window.
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22 ** Click on the **"Import Chart of Accounts"** button.
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25 ** in the window that opens, navigate to your desktop, select the **"COA.IIF"** file you saved there and click **"Open"**.
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28 **To change the bank account your payroll posts to:**
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31 ** In the **"Existing Links"**, box at the bottom of the window locate the link that starts **"Net Pay Credit to"** with the name of the old bank and highlight it.
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34 ** To the right, click on the** "Unlink"** button to remove the link.
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37 ** Above, in Box **1 Payroll Variables**, choose **"Net Pay".**
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40 ** To the right, in Box **2 Chart of Accounts**, select the **new bank account.**
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43 ** To the right, in **3 Entry Type**, select **"Credit".**
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46 ** In 4, click the **"Link"** button.
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49 ** In the **"Existing Links"** box, scroll to the bottom and verify the last link on the list is for **"Net Pay"** as a **"Credit"** to the new bank account. Click **"Done"**.
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52 ** When payroll is posted, it will now post the paychecks to the new bank account.