{"id":1775,"date":"2021-10-20T17:49:47","date_gmt":"2021-10-20T17:49:47","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1775"},"modified":"2025-10-08T20:11:04","modified_gmt":"2025-10-08T20:11:04","slug":"quick-steps-integra-for-quickbooks-online-payroll-only","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/quick-steps-integra-for-quickbooks-online-payroll-only\/","title":{"rendered":"Quick steps: Integra for QuickBooks\u00ae Online &#8211; payroll only"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Updating Integra with the most recent QuickBooks data<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1: Integra\/QuickBooks sync<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open a browser and enter <a href=\"https:\/\/integra.insperity.com\/Dashboard\/Main\">https:\/\/integra.insperity.com\/Dashboard\/Main<\/a>. Enter your credentials and click <strong>Log In<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Sign In<\/strong><ul><li><strong>Do you have new employees this period?<\/strong>&nbsp; Ensure the new employees are added to QuickBooks then sync to Integra and map the employee to the Insperity employee id<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li><strong>Did you add new\/edit accounts to QuickBooks that you will use with this export?<\/strong>&nbsp; Ensure you sync in order for Integra to pick up these new accounts.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Sync Integra with the latest account and employee information from QuickBooks by clicking the sync icon and then the <strong>Update Now<\/strong> button on the left-hand menu.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Importing Insperity payroll report for Integra<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2: Run the Integra XML Import file<\/h4>\n\n\n\n<p>Open a browser and enter <a href=\"https:\/\/portal.insperity.com\/\"><strong>https:\/\/portal.insperity.com\/<\/strong><\/a>. Enter your credentials and click <strong>Log In<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Access the Integra XML Import<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the <strong>Reporting <\/strong>tab in the left-hand menu<\/li>\n\n\n\n<li>Select the <strong>Integra Reporting <\/strong>tab<\/li>\n\n\n\n<li>Select the <strong>Integra XML import<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"236\" height=\"384\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image.png\" alt=\"\" class=\"wp-image-2569\" style=\"width:154px;height:251px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image.png 236w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-184x300.png 184w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-31x50.png 31w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-37x60.png 37w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-61x100.png 61w\" sizes=\"auto, (max-width: 236px) 100vw, 236px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Select Client ID<\/h3>\n\n\n\n<p>Note: If you have multiple client IDs, you will only be able to run one client ID at a time<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"328\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-1024x328.png\" alt=\"\" class=\"wp-image-2570\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-1024x328.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-300x96.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-768x246.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-50x16.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-60x19.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1-100x32.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-1.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Select the Pay Date and Payroll #<\/h3>\n\n\n\n<p>If you do not know what the pay date or payroll # is, please run the <a href=\"https:\/\/help.insperity.com\/bps\/knowledge-base\/how-to-run-the-invoice-detail-report\/\">invoice detail report<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"328\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-1024x328.png\" alt=\"\" class=\"wp-image-2571\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-1024x328.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-300x96.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-768x246.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-50x16.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-60x19.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2-100x32.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-2.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Run Report<\/h3>\n\n\n\n<p>The payroll report will download automatically into your Downloads folder.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"461\" height=\"122\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-3.png\" alt=\"\" class=\"wp-image-2572\" style=\"width:281px;height:74px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-3.png 461w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-3-300x79.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-3-50x13.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-3-60x16.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-3-100x26.png 100w\" sizes=\"auto, (max-width: 461px) 100vw, 461px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3: Integra<\/h4>\n\n\n\n<p>Open a browser and enter <a href=\"https:\/\/integra.insperity.com\/Dashboard\/Main\">https:\/\/integra.insperity.com\/Dashboard\/Main<\/a>. Enter your credentials and click <strong>Log In<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Import payroll into Integra<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Under the Payroll area click <strong>Import Payroll<\/strong> in the left-hand menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"297\" height=\"228\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-4.png\" alt=\"\" class=\"wp-image-2573\" style=\"width:185px;height:142px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-4.png 297w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-4-50x38.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-4-60x46.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-4-100x77.png 100w\" sizes=\"auto, (max-width: 297px) 100vw, 297px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Yes<\/strong> if you\u2019ve updated with your most recent QuickBooks data.<\/li>\n\n\n\n<li>Click <strong>Next<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"731\" height=\"331\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-5.png\" alt=\"\" class=\"wp-image-2574\" style=\"width:343px;height:155px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-5.png 731w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-5-300x136.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-5-50x23.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-5-60x27.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-5-100x45.png 100w\" sizes=\"auto, (max-width: 731px) 100vw, 731px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Before uploading XML file, please verify on the top left that the pay period dates correspond with the dates on the XML file.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"176\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-1024x176.png\" alt=\"\" class=\"wp-image-2575\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-1024x176.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-300x51.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-768x132.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-50x9.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-60x10.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6-100x17.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-6.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Upload XML <\/strong>button. A new pop-up window will display, navigate to where the previously downloaded XML file is.<\/li>\n\n\n\n<li>After import is successful, please click on the view payroll. If import is unsuccessful, please correct any errors and re-import.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"202\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-1024x202.png\" alt=\"\" class=\"wp-image-2576\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-1024x202.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-300x59.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-768x151.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-50x10.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-60x12.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7-100x20.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-7.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Review payroll costs<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You always want to review the uploaded payroll costs before moving forward to the Labor Allocation step.<ul><li>Click <strong>Edit <\/strong>if changes are needed<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Click <strong>Continue to Labor Allocation Report<\/strong> to continue<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"258\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-1024x258.png\" alt=\"\" class=\"wp-image-2577\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-1024x258.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-300x76.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-768x194.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-50x13.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-60x15.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8-100x25.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-8.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><br><\/strong>Labor Allocation review<\/h3>\n\n\n\n<ol style=\"list-style-type:upper-alpha\" class=\"wp-block-list\">\n<li>Confirm QuickBooks bill fields\n<ol class=\"wp-block-list\">\n<li>Click Expand Payroll Allocation Report for further review<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Confirm bonus and commission (if any)<\/li>\n\n\n\n<li>Confirm and map or remove additional charges or credits from the Insperity bill (if any).\n<ol class=\"wp-block-list\">\n<li>To save future mappings please click on the star to the left of the account name.<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Input the Payroll Cash Total (total amount due to Insperity)<\/li>\n\n\n\n<li>Confirm and map the Difference (if any)<\/li>\n\n\n\n<li>Select <strong>Save <\/strong>then click <strong>Export to QuickBooks<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-1024x569.png\" alt=\"\" class=\"wp-image-2578\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-1024x569.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-300x167.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-768x426.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-50x28.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-60x33.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9-100x56.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-9.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Updating Integra with the most recent QuickBooks data Step 1: Integra\/QuickBooks 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 Client ID Note: If you&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[174],"ht-kb-tag":[],"class_list":["post-1775","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-guides"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1775","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1775"}],"version-history":[{"count":15,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1775\/revisions"}],"predecessor-version":[{"id":4116,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1775\/revisions\/4116"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1775"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1775"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1775"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}