Last modified by Peytience S on 2023/10/31 14:04
From version 1.1
edited by christie w
on 2023/02/06 21:50
Change comment: There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/10/31 14:04
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.peytiences
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4 4  
5 5  In Quickbooks, pull up your **Chart of Account List** and **verify** that you have the proper account set up to track the new item in.
6 6  
7 -*
8 -** **Deductions** are linked to an account set up as **"Type: Other Current Liability".** This tracks the amount due for deductions.
7 +* **Deductions** are linked to an account set up as **"Type: Other Current Liability".** This tracks the amount due for deductions.
8 +* **Income Items **are linked to an **Expense account.** This track the expense for items that make up Gross Pay.
9 +* **Company Paid Items **are linked to an **Expense** **Account** **and also** linked to an account set up as **"Type: Other Current Liability"**. This tracks the expense for the items paid by the company and also tracks the amount due for them.
9 9  
10 -*
11 -** **Income Items **are linked to an **Expense account.** This track the expense for items that make up Gross Pay.
11 +=== **Exporting/Importing your Chart of Accounts:** ===
12 12  
13 -*
14 -** **Company Paid Items **are linked to an **Expense** **Account** **and also** linked to an account set up as **"Type: Other Current Liability"**. This tracks the expense for the items paid by the company and also tracks the amount due for them.
13 +* If you needed to set up accounts in Quickbooks for the items to post to you will need to **Export your Chart of Accounts (COA) from Quickbooks**:
15 15  
15 +* In **Quickbooks, **go to the **"File" **menu and select **"Export".**
16 +* Choose **List to IIF files.**
17 +* In the next box, select **"Chart of Accounts"** and click **"OK"**.
18 +* Enter **COA** for the** "Save As"** and be sure to save it to your Desktop and export the information.
19 +* **To Import your Chart of Accounts (COA) into your Payroll Program:**
16 16  
17 -=== **Exporting/Importing your Chart of Accounts:** ===
21 +* In your payroll program, from the main **"Payroll Navigator"** screen, click on **"Quickbooks Links"** button to the right across the bottom of the window.
22 +* Click on the arrow to the left of **"Designate Account Links"** to expand the bottom of the window.
23 +* Click on the** "Import Chart of Accounts"** button and in the window that opens, navigate to your desktop, select the **"COA.IIF"** file you saved there and click **"Open"** to import the new Chart of Account list.
18 18  
19 -* If you needed to set up accounts in Quickbooks for the items to post to you will need to **Export your Chart of Accounts (COA) from Quickbooks**:
25 +[[image:https://www.aatrix.com/files/9614/2360/5922/Linking_a_New_Payroll_Item_01.png||alt="Learn how to set up a new payroll item in the Aatrix Payroll Series." height="447" width="619"]]
20 20  
21 -*
22 -** In **Quickbooks, **go to the **"File" **menu and select **"Export".**
23 23  
24 -*
25 -** Choose **List to IIF files.**
28 +**~ **
26 26  
27 -*
28 -** In the next box, select **"Chart of Accounts"** and click **"OK"**.
30 +=== **To Link the New Item to Quickbooks:** ===
29 29  
30 -*
31 -** Enter **COA** for the** "Save As"** and be sure to save it to your Desktop and export the information.
32 +* In **1 - Payroll Variables** box, select the new Payroll Item you created.
33 +* In **2 - Chart of Accounts** box, select the account to track the new Payroll Item In.
34 +* Select the proper **"Entry Type" **to the left and click the **Link** button in number 4. The link will be added to the bottom of the **Existing Link** list.
32 32  
36 +[[image:https://www.aatrix.com/files/5714/2360/5923/Linking_a_New_Payroll_Item_02.png||alt="Learn how to set up a new payroll item in the Aatrix Payroll Series." height="457" width="631"]]
33 33  
34 -* **To Import your Chart of Accounts (COA) into your Payroll Program:**
38 +----
35 35  
36 -*
37 -** In your payroll program, from the main **"Payroll Navigator"** screen, click on **"Quickbooks Links"** button to the right across the bottom of the window.
40 +== Related Pages: ==
38 38  
39 -*
40 -** Click on the arrow to the left of **"Designate Account Links"** to expand the bottom of the window.
42 +=== [[Updated Quickbooks; Setting Aatrix Payroll program with it.>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Updated Quickbooks; Setting Aatrix Payroll program with it\..WebHome]] ===
41 41  
42 -*
43 -** Click on the** "Import Chart of Accounts"** button and in the window that opens, navigate to your desktop, select the **"COA.IIF"** file you saved there and click **"Open"** to import the new Chart of Account list.
44 +FAQ: I have updated my version of Quickbooks, how do I set it to open my Aatrix Payroll program?
44 44  
45 45  
46 -[[image:https://www.aatrix.com/files/9614/2360/5922/Linking_a_New_Payroll_Item_01.png||alt="Learn how to set up a new payroll item in the Aatrix Payroll Series." height="447" width="619"]]
47 +=== [[Reviewing Links>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Reviewing Links.WebHome]] ===
47 47  
49 +FAQ: Is there a report showing all of my links I can pull up to review?
48 48  
49 -**~ **
50 50  
51 -=== **To Link the New Item to Quickbooks:** ===
52 +=== [[Required Accounts in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Required Accounts in Quickbooks.WebHome]] ===
52 52  
53 -*
54 -** In **1 - Payroll Variables** box, select the new Payroll Item you created.
54 +Learn about the required accounts needed to be set up with Quickbooks for payroll to post properly.
55 55  
56 -*
57 -** In **2 - Chart of Accounts** box, select the account to track the new Payroll Item In.
58 58  
59 -*
60 -** Select the proper **"Entry Type" **to the left and click the **Link** button in number 4. The link will be added to the bottom of the **Existing Link** list.
57 +=== [[Payroll Liability/Expense account changes in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Payroll LiabilityExpense account changes in Quickbooks.WebHome]] ===
61 61  
59 +Learn more about what you must do when you made account changes in Quickbooks.
62 62  
63 -[[image:https://www.aatrix.com/files/5714/2360/5923/Linking_a_New_Payroll_Item_02.png||alt="Learn how to set up a new payroll item in the Aatrix Payroll Series." height="457" width="631"]]
61 +
62 +=== [[Changing the Bank Account Payroll Checks are posted to>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Changing the Bank Account Payroll Checks are posted to.WebHome]] ===
63 +
64 +Learn how to change bank account payroll checks to post to a new one.