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How to Connect Paylocity and QuickBooks Online (Integration)

An online tool called Paylocity was created expressly to make routine payroll and HR-related procedures easier. You can streamline HR […]


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An online tool called Paylocity was created expressly to make routine payroll and HR-related procedures easier. You can streamline HR procedures using Paylocity and possibly cut costs and time. Additionally, Paylocity and QuickBooks may be readily connected, reducing the need for duplicate entry. In this article, we’ll look at how to link QuickBooks and Paylocity.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Paylocity is a comprehensive program that offers small businesses in numerous industries the best options for cloud-based payroll services and HR software. This software offers Web Pay, their entry-level payroll solution, in addition to tax preparation, benefits management, time and labor tracking, and talent management. Each employee will be given access to the Paylocity self-service site after providing all the necessary information. After that, team members can access other personal and business information and register for direct deposit.

Some HR solutions enclose your data in “Walled Gardens” or make it challenging to use other technologies. Others don’t lock you in, but they provide additional difficulties due to manual integrations and bad data quality.

Users have access to check the accuracy of each payroll before it is processed to assure this. Users can also run reports to see how the organization’s staffing costs and personnel patterns have changed over time. This work productivity app assists employees in filing payroll taxes and other employer taxes by acting as a registered reporting agent with the IRS in each state. Due to its time-saving payroll features, ability to link payroll with other business operations, and seamless integration with other programs like QuickBooks, Paylocity is becoming more and more popular in large enterprises.

We provide a comprehensive, single platform solution with built-in flexibility and selection. Paylocity is your hub, helping to maximize accuracy, increase automation and efficiency, and drive action throughout the business. Whether you need to link other services and providers or access data from Paylocity in other systems, Paylocity is your hub.

QuickBooks is an accounting program created by Intuit whose products offer desktop, internet, and cloud-based accounting program that can process invoices and business payments. The majority of QuickBooks customers are medium-sized and small enterprises. QuickBooks is well-liked by these consumers due to its simplicity of use and reporting capabilities.

Numerous features from the Web have been incorporated by Intuit into QuickBooks, including:

  • Functions of electronic payments
  • Remotely accessible features
  • Map capabilities
  • Outsourcing and guidance with remote payroll
  • Reconciliation and online banking
  • Enhanced mail capabilities with Microsoft Outlook

Additionally, QuickBooks provides support features and other features including pre-authorization of electronic funds and employee time monitoring alternatives. Intuit also offers QuickBooks Online, a cloud-based service that enables users to access the program through a secure logon by subscribing for a fee. Intuit frequently updates and upgrades QuickBooks software.

Integration of Paylocity and QuickBooks

  • The first step for users is to verify their Paylocity and QuickBooks accounts.
  • Users should then log in to Paylocity Web Pay after logging into their Paylocity accounts.
  • Users should then choose Integrations, then Web Services, and finally Integrations.
  • Users should then open the explore Marketplace Menu.
  • Users should now locate and access the Browse Marketplace Menu, where they can search for QuickBooks.
  • After completing the form, the user will receive specific information from the chosen vendor regarding the data that will be transferred.
  • The Paylocity Automated Data Exchange (PADE) request form will automatically appear after selecting “Integration.”
  • Users should now finish the PADE form and digitally sign it.
  • It will immediately generate a request ticket for the implementation analyst for partner integration.
  • The users will receive a call within 2 to 4 days with the necessary billing information and supporting documentation.
  • Visit QuickBooks Online to start the integration process.
    • The users can link to their QBO accounts and map their web pay codes to the appropriate QBO accounts by accessing Journal Entry set up.

List of Paylocity

  • Integration of Payroll
  • Management of Payroll
  • Management of Labor
  • Pre – registration
  • Templates of Document
  • Management of employee
  • Portal of Employee
  • Self service employee
  • Reporting interactive
  • Financial Analysis
  • Dashboard of Activity

Paylocity vs QuickBooks Desktop

Reviewers who compared the two options discovered QuickBooks Desktop Payroll to be simpler to use and manage. The ease of setup and working with Paylocity in general, however, was favored by reviewers.

  • Reviewers believed that QuickBooks Desktop Payroll better suited their needs than Paylocity.
  • The majority of reviewers said Paylocity was the best choice when considering the level of ongoing product support.
  • Our evaluators appreciated Paylocity’s path over QuickBooks Desktop Payroll’s in terms of feature releases and roadmaps.

Features of Paylocity Integration

There are two key characteristics of Paylocity’s Integrations Marketplace, an Integration Platform as a Service (IPAAS).

  • To oversee the current Integrations.
  • To make it possible to browse and choose new integrations from the list of supported vendors.

With QuickBooks, Paylocity provides a full 180-degree outbound connectivity. This indicates that the interface is just one-way, and data from Paylocity will transfer to QuickBooks. A reverse situation is not feasible.

Steps to Integrate Paylocity and QuickBooks

Implement Paylocity with QuickBooks by following the instructions below:

  • Login Paylocity: Access Paylocity Web Pay.
  • Choosing Integrations: Select Integrations from the Web Services menu.
  • Open the Menu for the Marketplace: Search for QuickBooks in the Browse marketplace menu that is open on the right side.
  • Compile the Data :
    • You will get comprehensive information about the data that will be shared from the chosen vendor under the data exchanged action. (QuickBooks Online does not, however, offer this option.)
    • The Paylocity Automated Data Exchange (PADE) request form will open as soon as you click on “Begin Integration.”
  • Fill Out the PADE Form: Fill out the PADE form and digitally sign it. The partner integration implementation analyst will call you within 2-4 days with the billing information and any extra papers the vendor will need to submit, and this will instantly open a request ticket for them.
  • Final Step: When you select “Begin Integration” for QuickBooks Online, you will be taken to the Journal Entry setup page, where you may connect to your QBO account and map the web pay codes to the appropriate QBO accounts.

Benefits of Integration

The integration of QuickBooks and Paylocity has many advantages for tracking every aspect of your company’s accounting with more accuracy. The best feature of this integration is that it functions as connectors, removing the need for separate integrating tools and eliminating the necessity for the user to connect any services.

Running Integration Paylocity

A user must add and then start a payroll in QuickBooks in order to use the Paylocity interface with QuickBooks. Next, update the Quick Pay screen and make modifications to the pay details screen. To confirm the tool, you must now make an additional manual check. Ensure that the audit screen is finished, that the batch tools have been approved, and that you have clicked the submit button.

Integration of Paylocity

You must first log into Paylocity before selecting any integrations. The user must select the integrations from the web service menu. You must now locate QuickBooks by using the browse marketplace menu. Till the software is not finished, adhere to the displayed instructions. Once the program is finished, complete the mandatory area with all necessary information.

If you follow the steps, you can easily integrate Paylocity with QuickBooks Desktop and Online. You can easily combine Paylocity Integration with QuickBooks Desktop and Online by simply adding an extension. Depending on the integration solution, you might be able to access features that are useful for your corporate website.

All you have to do is make sure that you perform these tasks under expert guidance. However, if you experience any difficulties while using the Paylocity Integration with QuickBooks Desktop and Online, You can connect with Dancing Numbers team via, chat, mail or phone call. They will assist you in resolving your issue.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

What Payroll Companies Integrate with QuickBooks?

QuickBooks Payroll App Integration Online Advanced Payroll Apps that Are QuickBooks Compatible

• Gusto. Highly Viewed. 4.7. (3.5K) …
• Rippling. Highly Viewed. 4.9. (1.7K) …
• Square Payroll. 4.7. (579) Cloud-based payroll processing solution. …
• OnPay. 4.8. (400) …
• Patriot Payroll. 4.8. (3K) …
• WebHR. 4.3. (498) …
• Homebase. 4.6. (866) …
• Buddy Punch. 4.8. (724)

How can I Integrate a Website into QuickBooks?

To accomplish this, access the control panel of your Web host and log in as an administrator. After selecting the “Operations” option, select “QuickBooks.” Check the box next to “Import Inventory on the Next Sync” by selecting “Account Settings” after that.

What Type of Programs Integrates with QuickBooks Desktop?

Sales force- QuickBooks is effortlessly integrated with Salesforce, a potent cloud-based customer relationship management (CRM) application.

• Zoho
• WooCommerce
• Shopify.
• Hubspot
• Amazon
• TSheets Time management
• Expensify.

How can I Pay Employees in QuickBooks Online if I don’t have a Payroll Subscription?

With the latest QuickBooks online editions, setting up your payroll manually is a relatively straightforward process.

• Click Edit.
• Visit Payroll.
• Then click Company Preferences.
• Pick “Manual Payroll” from the menu.
• Click “OK,” and it is done.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

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On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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