{"id":1782,"date":"2021-10-20T17:57:49","date_gmt":"2021-10-20T17:57:49","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1782"},"modified":"2026-04-07T19:02:04","modified_gmt":"2026-04-07T19:02:04","slug":"quick-steps-integra-for-quickbooks-desktop-insperity-time-and-payroll","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/quick-steps-integra-for-quickbooks-desktop-insperity-time-and-payroll\/","title":{"rendered":"Quick steps: Integra for QuickBooks\u00ae Desktop &#8211; Insperity time and payroll"},"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 opening your QuickBooks Desktop.\n<ul class=\"wp-block-list\">\n<li>Navigate to File then Update Web Services<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"381\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-10.png\" alt=\"\" class=\"wp-image-2581\" style=\"width:168px;height:244px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-10.png 262w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-10-206x300.png 206w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-10-34x50.png 34w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-10-41x60.png 41w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-10-69x100.png 69w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/figure>\n\n\n\n<p>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check the Integra checkbox and then <strong>Update Selected<\/strong>\n<ul class=\"wp-block-list\">\n<li>If you work with multiple QuickBooks files make sure the correct file is open before you run each sync.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"913\" height=\"222\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11.png\" alt=\"\" class=\"wp-image-2582\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11.png 913w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11-300x73.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11-768x187.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11-50x12.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11-60x15.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-11-100x24.png 100w\" sizes=\"auto, (max-width: 913px) 100vw, 913px\" \/><\/figure>\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=\"229\" height=\"373\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-12.png\" alt=\"\" class=\"wp-image-2583\" style=\"width:157px;height:256px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-12.png 229w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-12-184x300.png 184w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-12-31x50.png 31w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-12-37x60.png 37w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-12-61x100.png 61w\" sizes=\"auto, (max-width: 229px) 100vw, 229px\" \/><\/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-13-1024x328.png\" alt=\"\" class=\"wp-image-2584\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13-1024x328.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13-300x96.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13-768x246.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13-50x16.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13-60x19.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13-100x32.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-13.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-14-1024x328.png\" alt=\"\" class=\"wp-image-2585\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14-1024x328.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14-300x96.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14-768x246.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14-50x16.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14-60x19.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14-100x32.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-14.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=\"430\" height=\"114\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-15.png\" alt=\"\" class=\"wp-image-2586\" style=\"width:249px;height:66px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-15.png 430w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-15-300x80.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-15-50x13.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-15-60x16.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-15-100x27.png 100w\" sizes=\"auto, (max-width: 430px) 100vw, 430px\" \/><\/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>. <strong><br><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Import Time Sheets from Time &amp; Attendance<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Under the <strong>Payroll<\/strong> area click <strong>Time <\/strong>on 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=\"258\" height=\"283\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-16.png\" alt=\"\" class=\"wp-image-2587\" style=\"width:162px;height:178px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-16.png 258w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-16-46x50.png 46w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-16-55x60.png 55w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-16-91x100.png 91w\" sizes=\"auto, (max-width: 258px) 100vw, 258px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check the boxes and follow the steps if you made changes in QuickBooks that will affect your Time &amp; Attendance mappings or click Cancel<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"659\" height=\"234\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-17.png\" alt=\"\" class=\"wp-image-2588\" style=\"width:299px;height:106px\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-17.png 659w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-17-300x107.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-17-50x18.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-17-60x21.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-17-100x36.png 100w\" sizes=\"auto, (max-width: 659px) 100vw, 659px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the appropriate Insperity <strong>Client ID, Pay Period Type, <\/strong>and the<strong> pay period <\/strong>you would like to export<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"308\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-1024x308.png\" alt=\"\" class=\"wp-image-2589\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-1024x308.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-300x90.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-768x231.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-50x15.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-60x18.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18-100x30.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-18.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After selecting the value above, you will be able to select\/unselect the <strong>pay groups <\/strong>you would like to export if that applies. Pay groups may differ depending on your Time &amp; Attendance setup.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"356\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-1024x356.png\" alt=\"\" class=\"wp-image-2590\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-1024x356.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-300x104.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-768x267.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-50x17.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-60x21.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19-100x35.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-19.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next select <strong>Import Time Sheets<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"223\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-1024x223.png\" alt=\"\" class=\"wp-image-2591\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-1024x223.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-300x65.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-768x167.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-50x11.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-60x13.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20-100x22.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-20.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The hours per person will appear on the screen below. If any mappings are missing or need to be updated, you can click <strong>Edit <\/strong>and map appropriately.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"217\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-1024x217.png\" alt=\"\" class=\"wp-image-2592\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-1024x217.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-300x64.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-768x163.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-50x11.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-60x13.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21-100x21.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-21.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Confirm total hours<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"247\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-1024x247.png\" alt=\"\" class=\"wp-image-2593\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-1024x247.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-300x72.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-768x185.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-50x12.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-60x14.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22-100x24.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-22.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the Import Payroll button.<\/li>\n<\/ul>\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>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 the import is successful, please click on <strong>View Payroll<\/strong> button. If the 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-26-1024x202.png\" alt=\"\" class=\"wp-image-2597\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26-1024x202.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26-300x59.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26-768x151.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26-50x10.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26-60x12.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26-100x20.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-26.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-27-1024x258.png\" alt=\"\" class=\"wp-image-2598\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27-1024x258.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27-300x76.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27-768x194.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27-50x13.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27-60x15.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27-100x25.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-27.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0Labor 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-28-1024x569.png\" alt=\"\" class=\"wp-image-2599\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28-1024x569.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28-300x167.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28-768x426.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28-50x28.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28-60x33.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28-100x56.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/08\/image-28.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Sync Integra using the instructions in Step 1 above<\/h3>\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&#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-1782","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\/1782","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=1782"}],"version-history":[{"count":11,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1782\/revisions"}],"predecessor-version":[{"id":4319,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1782\/revisions\/4319"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1782"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1782"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}