Migrating from your existing Journal Entry tool to the QuickBooks Online or Xero Journal Entry integration
You can connect your journal entry tool to a new payroll system to sync payroll data while keeping your previous accounts. Rise supports QuickBooks Online and Xero.
Connect your accounting software
1. Open Journal Entry
Go to Payroll > Journal Entry.
2. Start the setup
Click Get Started to begin the configuration using your existing information.
3. Select your provider
Choose whether you want to connect to QuickBooks or Xero.
4. Log in to your accounting software
Have your credentials ready. You'll be prompted to log into your accounting software account.
Map your accounts
Once connected, the system compares your previous journal entry accounts with your current chart of accounts.
1. Review unmatched accounts
Check for any accounts from your previous setup that don't match your current chart of accounts.
2. Search and replace accounts
If a specific account (e.g., a wages account) is unavailable, search for a new one by typing its name or GL code. Select the new account to replace the old one.
3. Verify matched accounts
Review the accounts where a match was found to see how they affect other payroll instructions.
4. Finalize the setup
After all accounts are mapped and you've selected a main credit account, click Next to go to the main mapping and reporting screen.
Run and send reports
After the initial setup, you can manage your payroll data from the main screen.
1. Review pay instructions
Verify that the pay instructions reflect the updated information from your accounting software.
2. Generate a report
Click the button at the top of the screen to run a report. You can filter by payment number or pay year.
3. Sync to your accounting software
Send the completed journal entry directly to QuickBooks or Xero from this screen.
Disconnect your integration
To disconnect your accounting software:
- Click the Settings icon.
- Click Disconnect.
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