Changes for page Linking a New Payroll Item

Last modified by Peytience S on 2023/10/31 14:04

From version 3.1

edited by Peytience S
on 2023/10/31 14:04

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To version 1.1

edited by christie w
on 2023/02/06 21:50

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--XWiki.peytiences
++XWiki.christiew

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  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.
--* **Deductions** are linked to an account set up as **"Type: Other Current Liability".** This tracks the amount due for deductions.
--* **Income Items **are linked to an **Expense account.** This track the expense for items that make up Gross Pay.
--* **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.
++*
++** **Deductions** are linked to an account set up as **"Type: Other Current Liability".** This tracks the amount due for deductions.
--=== **Exporting/Importing your Chart of Accounts:** ===
++*
++** **Income Items **are linked to an **Expense account.** This track the expense for items that make up Gross Pay.
--* 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**:
++*
++** **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.
--* In **Quickbooks, **go to the **"File" **menu and select **"Export".**
--* Choose **List to IIF files.**
--* In the next box, select **"Chart of Accounts"** and click **"OK"**.
--* Enter **COA** for the** "Save As"** and be sure to save it to your Desktop and export the information.
--* **To Import your Chart of Accounts (COA) into your Payroll Program:**
--* In your payroll program, from the main **"Payroll Navigator"** screen, click on **"Quickbooks Links"** button to the right across the bottom of the window.
--* Click on the arrow to the left of **"Designate Account Links"** to expand the bottom of the window.
--* 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.
++=== **Exporting/Importing your Chart of Accounts:** ===
--[[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"]]
++* 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**:
++*
++** In **Quickbooks, **go to the **"File" **menu and select **"Export".**
--**~ **
++*
++** Choose **List to IIF files.**
--=== **To Link the New Item to Quickbooks:** ===
++*
++** In the next box, select **"Chart of Accounts"** and click **"OK"**.
--* In **1 - Payroll Variables** box, select the new Payroll Item you created.
--* In **2 - Chart of Accounts** box, select the account to track the new Payroll Item In.
--* 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.
++*
++** Enter **COA** for the** "Save As"** and be sure to save it to your Desktop and export the information.
--[[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"]]
------
++* **To Import your Chart of Accounts (COA) into your Payroll Program:**
--== Related Pages: ==
++*
++** In your payroll program, from the main **"Payroll Navigator"** screen, click on **"Quickbooks Links"** button to the right across the bottom of the window.
--=== [[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]] ===
++*
++** Click on the arrow to the left of **"Designate Account Links"** to expand the bottom of the window.
--FAQ: I have updated my version of Quickbooks, how do I set it to open my Aatrix Payroll program?
++*
++** 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.
--=== [[Reviewing Links>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Reviewing Links.WebHome]] ===
++[[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"]]
--FAQ: Is there a report showing all of my links I can pull up to review?
++**~ **
--=== [[Required Accounts in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Required Accounts in Quickbooks.WebHome]] ===
++=== **To Link the New Item to Quickbooks:** ===
--Learn about the required accounts needed to be set up with Quickbooks for payroll to post properly.
++*
++** In **1 - Payroll Variables** box, select the new Payroll Item you created.
++*
++** In **2 - Chart of Accounts** box, select the account to track the new Payroll Item In.
--=== [[Payroll Liability/Expense account changes in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Payroll LiabilityExpense account changes in Quickbooks.WebHome]] ===
++*
++** 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.
--Learn more about what you must do when you made account changes in Quickbooks.
--
--=== [[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]] ===
--
--Learn how to change bank account payroll checks to post to a new one.
++[[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"]]