Inova's QBO integration automatically sends payroll journal entries to clients' QBO companies based on the approved general ledger mapping in Inova UKG. Mapping may include class, department, and customer/job details. Clients can also opt to transmit live check and vendor payments. Setup involves account number configuration in QBO and takes under two weeks after ledger approval. The integration sends entries the day after a payroll is finalized. Historical journal transmissions are available, with fees for periods before the current quarter.
Inova provides an integration that sends the journal entry for each payroll automatically to the client's company in QBO. The journal entry is based on the general ledger mapping that is set up in Inova UKG, and can include:
- Class
- Department
- Customer/Job
In addition to the standard journal entry, the client may also elect to have live check and vendor payments transmitted to QBO for ease in reconciling their cash account.
Account numbers should be utilized in QBO. Instructions for enabling and assigning account numbers are provided in the linked article below:
QBO Integration - Client Instructions for Setting Up Account Numbers in QBO
General ledger mapping should be completed in Inova UKG by the Inova Representative prior to initiating the QBO integration, and the general ledger must be approved by the client.
Once the general ledger is approved by the client and the integration has been initiated, the Integrations Department will reach out to the client contact and 1) establish a connection for QBO, 2) configure the integration, and 3) transmit a test journal entry for review.
Prior journal entries for payrolls processed in Inova UKG can also be transmitted at this time. If requested, historical journals for the current quarter will be transmitted without fees. Historical journals for payrolls prior to the current quarter may be transmitted to QBO for additional fees.
Once the integration is live, each payroll journal entry will be sent automatically on the day after the payroll is finalized in Inova UKG. The transmission typically takes place in the morning at approximately 7 am ET. Notification of successful transmission will be sent to the primary accounting contact for the client. Any errors will be routed to the Account Representative for follow-up.
If the client has multiple EINs, their journal entries will be submitted to each QBO company separately.
The QBO Integration setup should take less than two weeks once the general ledger mapping is completed and approved. Requests for the QBO Integration can be submitted to the Integrations Team by the Inova Account Manager or Implementation Specialist.