Wiki source code of Linking a New Payroll Item

Last modified by Peytience S on 2023/10/31 14:04
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1 Before linking a new Payroll Item first you would need to make sure you have an account in Quickbooks to track it.
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3 If you created an account for the item in Quickbooks, you will need to **import a new Chart of Accounts** list to the payroll program.
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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.
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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.
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11 === **Exporting/Importing your Chart of Accounts:** ===
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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**:
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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:**
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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.
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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"]]
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28 **~ **
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30 === **To Link the New Item to Quickbooks:** ===
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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.
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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"]]
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38 ----
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40 == Related Pages: ==
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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]] ===
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44 FAQ: I have updated my version of Quickbooks, how do I set it to open my Aatrix Payroll program?
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46
47 === [[Reviewing Links>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Reviewing Links.WebHome]] ===
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49 FAQ: Is there a report showing all of my links I can pull up to review?
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51
52 === [[Required Accounts in Quickbooks>>doc:Mac.PostingLinking Payroll to Quickbooks .Linking Payroll To Quickbooks.Required Accounts in Quickbooks.WebHome]] ===
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54 Learn about the required accounts needed to be set up with Quickbooks for payroll to post properly.
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56
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]] ===
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59 Learn more about what you must do when you made account changes in Quickbooks.
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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]] ===
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64 Learn how to change bank account payroll checks to post to a new one.