Assigning and enabling account numbers in QBO is required when setting up a QBO integration with Inova UKG.
Before the QBO Integration can be configured, your Inova Representative will assist with mapping your general ledger in Inova UKG to your account numbers in QBO.
If you are not currently utilizing account numbers in QBO, please follow the instructions below to set them up. Account numbers should be set up in QBO prior to providing your chart of accounts and sample journal entries to Inova UKG for your general ledger mapping.
Instructions
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Enable Account Numbers:
- Go to the Gear icon, then choose Account and Settings.
- Select the Advanced tab.
- In the Chart of Accounts section, click the Edit (pencil) icon.
- Check Enable account numbers and Show account numbers.
- Click Save, then Done.
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Assign Account Numbers:
- Go to the Gear icon, then choose Chart of Accounts.
- Above the Action column, select the Edit (pencil) icon.
- Enter the account numbers in the Number column. (Please see screenshot below).
- Click Save & Close.
Once you have assigned and enabled account numbers for all of your payroll-related accounts, you may provide your Inova Representative with your Chart of Accounts and a sample Payroll Journal Entry. They will set up your general ledger mapping in Inova UKG based on these documents and ask you to approve the finalized mapping before proceeding with the integration setup.
Additional Information
Questions may be directed either to your Account Manager at support@inovapayroll.com or to your Implementation Specialist at setup@inovapayroll.com.