Import multiple payrolls for one pay period

Step 1: Integra/QuickBooks Sync

• Open a browser and enter https://integra.insperity.com/Dashboard/Main. Enter your credentials and click Log In.
• Click Sign In.
  • Do you have new employees this period?  Ensure the new employees are added to QuickBooks then sync to Integra and map the employee to the Insperity employee id.
  • Did you add new/edit accounts to QuickBooks that you will use with this export?  Ensure you sync in order for Integra to pick up these new accounts.
• Sync Integra with the latest account and employee information from QuickBooks by clicking the sync icon then the Update Now button on the left-hand menu.

Step 2: Access Insperity Premier

Open a browser and enter https://portal.insperity.com/. Enter your credentials and click Log In.

Step 3: Access the Integra XML Import

• Select the Integra Reporting tab in the left-hand menu.
• Select the Integra XML import.

Step 4: Select Client ID

Note: If you have multiple client IDs, you will only be able to run one client ID at a time.

Step 5: Select the Pay Date and Payroll #

Each payroll will need to have its own XML file. If you do not know what the payroll # is for the additional payrolls, please run the invoice detail report.

Step 6: Run Report

The payroll report will download automatically into your Downloads folder.

Step 7: Import First Payroll

Access Integra

Open a browser and enter https://integra.insperity.com/Dashboard/Main. Enter your credentials and click Log In.

Import Payroll into Integra

• Under the PAYROLL area click Import Payroll in the left-hand menu.

• Select Yes if you’ve updated with your most recent QuickBooks data.
• Click NEXT.

• Before uploading the XML file, please verify on the top left that the pay period dates correspond with the dates on the XML file.

• Click the UPLOAD XML button. A new pop-up window will display. Navigate to where the previously downloaded XML file is.
• After the import is successful, please click on the VIEW PAYROLL. If import is unsuccessful, please correct any errors and re-import.

Review Payroll Costs

• You always want to review the uploaded payroll costs before moving forward to the Labor Allocation step.
  • Click EDIT if changes are needed.
  • Click CONTINUE TO LABOR ALLOCATION REPORT to continue.

Labor Allocation Review

1. Confirm QuickBooks bill fields.
   1. Click EXPAND PAYROLL ALLOCATION REPORT for further review.
2. Confirm bonus and commission (if any).
3. Confirm and map or remove additional charges or credits from the Insperity bill (if any).
   1. To save future mappings please click on the star to the left of the account name.
4. Input the Payroll Cash Total (total amount due to Insperity).
5. Confirm and map the Difference (if any).
6. Select SAVE then click Export to QuickBooks.

Step 8: Import Additional Payroll into Integra

• Under the PAYROLL area click Import Payroll in the left-hand menu.

• Select Yes if you’ve updated with your most recent QuickBooks data.
• Click NEXT.

• Before uploading XML file, please verify on the top left that the pay period dates correspond with the dates on the XML file.

• Click the UPLOAD XML button. A new pop-up window will display, navigate to where the previously downloaded XML file is.
  
• After selecting the XML file, a new pop-up window will display with a warning saying “There is already a payroll exported for this pay period. Do you want to overwrite the latest payroll or create a new one?”

• Selecting CREATE NEW will result in the previously exported pay period information to stay on the pay period summary in Integra.

• Selecting OVERWRITE will result in the previously exported pay period information to not display in the pay period summary in Integra.

Step 9: Import Second Payroll following instructions in step 7