Exporting: How to export transactions to accounting software

To set up your account to export to accounting software, please call us.

Instructions for our "employeronthego.com" and "managepayroll.com" portals follow.

If using our "employeronthego.com" portal and you wish to export to "QuickBooks Online"

1. From the “Home” screen, in “Shortcuts,” select “General Ledger”
2. Beneath the “General Ledger” table, select the “QuickBooks Online Setup” link
3. Select “QuickBooks Online Setup” link
   1. 1. May need to scroll down to bottom of page
4. Under “Please select a Pay Date,” select drop-down menu
5. Select desired date to export
6. Select “Save” button
7. Repeat from 4 for additional dates
8. To categorize tax payments:
   1. 1. Tax payments are handled separately from periodic payroll and are NOT exported
         1. 1. To account for tax payments, see help article here: https://ludtpayroll.zendesk.com/hc/en-us/articles/1500012466402

If using our "employeronthego.com" portal and you wish to export to "QuickBooks Desktop"

1. Download IIF files
   1. 1. From "employeronthego.com"
      2. Select "Reports" 
      3. Select "Payroll Documents"
      4. Set "Date Range" and "Status" options
      5. *Tip* If no documents are visible, change status to "All"
      6. Select "+" icon to expand list of documents available
      7. Select the "QUICKBOOKS_GL_PAYROLL" file
      8. Select the "View" button
      9. File will download (note location)
      10. Back in "Payroll Documents," select the "QUICKBOOKS_GL_TAXES" file
      11. Select the "View" button
      12. File will download (note location)
2. Import IIF files
   1. In QuickBooks, goto "File"
   2. Select: Utilities > Import > IIF Files
   3. Browse to the location of your IIF file and highlight the file.
   4. Click Open.
   5. QuickBooks pops a message confirming your data has been imported.
   6. Click OK on the message.