The QuickBooks Online integration with HR Cloud allows HR admins to export employee data from HR Cloud to their QuickBooks Online account.
OAuth 2.0 Connection
To connect the integration follow the steps below:
1. Log in to HR Cloud as HR Admin and navigate to System Settings > Integrations > Intuit QuickBooks Integration
2. Initiate the configuration by acknowledging the Privacy Policy. To accept it, enable the checkbox, and save the change by pressing Save button. Accepting the aforementioned policy will showcase the formal consent with the timestamp and the name of the User who was to agree to the terms.
3. Click on the Connect to QuickBooks button.
4. If the HR Admins aren't already signed in to QuickBooks Online, they will have to sign in to their account in the popup window, select the correct company to export employee data to and click Authorize.
Once the authorization flow is successfully completed, the pop window will close automatically and the HR Admins will see QuickBooks Integration dashboard.
If the authorization fails and an error appears in the popup window, please, submit a help desk request.
Import Employee Data
QuickBooks integration allows you to import employees into HR Cloud.
After a successful consent, you will have an option to turn on the overnight Automatic Import or Import data manually at any wanted time.
All updates for employees that exist on both sides are done from QuickBooks to HR Cloud.
Export Employee Data
Intuit QBO Id and Intuit QBO Display Name are added automatically to Employee Profiles when QuickBooks integration is enabled, with Intuit QBO Id being the only required information needed for import and Intuit QBO Display Name being required for successful exporting.
Once the integration has been successfully connected, HR admins can activate a real-time export of employee data to their QuickBooks Online account.
Employee information that is synced from HR Cloud to Quickbooks and the other way around:
| HR Cloud field | Intuit QB field |
| IntuitQboId | id |
| FirstName | GivenName |
| LastName | FamilyName |
| MiddleName | MiddleName |
| EmployeeNumber |
EmployeeNumber
|
| IntuitQboDisplayName |
DisplayName (import only)
|
| Address1 |
PrimaryAddr.Line1
|
| Address2 |
PrimaryAddr.Line2
|
| City |
PrimaryAddr.City
|
| ZipCode |
PrimaryAddr.PostalCode
|
| State |
PrimaryAddr.CountrySubDivisionCode
|
| Country |
PrimaryAddr.Country
|
| StartDate | HiredDate |
| DateOfBirth | BirthDate |
| Email and User.Email |
PrimaryEmailAddr.Address
|
| PersonalEmail |
PrimaryEmailAddr.Address
|
| Gender | Gender |
| Salary.Amount | BillRate |
| SeparationDate | ReleasedDate |
| WorkPhone | PrimaryPhone |
| CellPhone | Mobile |
| Location |
“QuickBooks Unassigned” (import only)
|
| Department |
“QuickBooks Unassigned” (import only)
|
| Position |
“QuickBooks Unassigned” (import only)
|
| SSN |
SSN (export from HRC only, Quickbooks does not share SSNs)
|
Note:
- If there is no HiredDate today's date is set as Start Date in HR Cloud
- if the email does not exist on the QuickBooks side email is generated in guid@noemail.com format
If the export fails or if records appear in the Erred column, please, submit a help desk request.