Last modified by Peytience S on 2023/10/31 14:06
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christie w 1.1 1 **First, you would need to export your chart of accounts from your Quickbooks program:**
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Peytience S 2.1 3 * In Quickbooks, go to the **"File"** menu and select **Export **and to the right choose **"List to IIF files"**.
4 * Select **"Chart of Accounts"** and click **"OK"**.
5 * For the **"Save As"**, enter **"COA"** and save the file to the desktop.
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7 **Now that you have exported your chart of accounts, you will need to import it into the payroll program:**
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Peytience S 2.1 9 * From the main **"Payroll Navigator"** screen, click on **"Quickbooks Links"** in the bottom right.
10 * Click on the arrow to the left of **"Designate Account Links"** to expand the bottom part of the window.
11 * Click on the **"Import Chart of Accounts"** button.
12 * in the window that opens, navigate to your desktop, select the **"COA.IIF"** file you saved there and click **"Open"**.
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14 **To change the bank account your payroll posts to:**
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Peytience S 2.1 16 * 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.
17 * To the right, click on the** "Unlink"** button to remove the link.
18 * Above, in Box **1 Payroll Variables**, choose **"Net Pay".**
19 * To the right, in Box **2 Chart of Accounts**, select the **new bank account.**
20 * To the right, in **3 Entry Type**, select **"Credit".**
21 * In 4, click the **"Link"** button.
22 * 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"**.
23 * When payroll is posted, it will now post the paychecks to the new bank account.
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27 == Related Pages: ==
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29 === [[Linking a New Payroll Item>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Linking a New Payroll Item.WebHome]] ===
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31 Learn how to set up a new payroll item in the Aatrix Payroll Series.
32
33
34 === [[Reviewing Links>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Reviewing Links.WebHome]] ===
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36 FAQ: Is there a report showing all of my links I can pull up to review?
37
38
39 === [[Required Accounts in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Required Accounts in Quickbooks.WebHome]] ===
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41 Learn about the required accounts needed to be set up with Quickbooks for payroll to post properly.
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43
44 === [[Payroll Liability/Expense account changes in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Payroll LiabilityExpense account changes in Quickbooks.WebHome]] ===
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46 Learn more about what you must do when you made account changes in Quickbooks.
47
48
49 === [[Required Links>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Required Links.WebHome]] ===
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51 Learn about the required links needed to be set up with Quickbooks for payroll to post properly.