Quick steps: Integra for QuickBooks® Desktop – payroll only

Updating Integra with the most recent QuickBooks data

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 opening your QuickBooks Desktop.
  • Navigate to File then Update Web Services

.

• Check the Integra checkbox and then Update Selected
  • If you work with multiple QuickBooks files make sure the correct file is open before you run each sync.

Importing Insperity payroll report for Integra

Step 2: Run the Integra XML Import file

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

Access the Integra XML Import

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

Select Client ID

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

Select the Pay Date and Payroll #

If you do not know the pay date or payroll number, please run the invoice detail report.

Run Report

The payroll report will download automatically into your Downloads folder.

Step 3: 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 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 view payroll. If the 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

Sync Integra using the instructions in Step 1 above