Unfortunately, James with QB did not come close to answering my question. I was, however, able to talk to ADP about the QB integration and now have everything set up for my first payroll tomorrow. Hopefully, these quick steps will help the next person with this problem:
Setup on QB:
- Go to Apps in QB
- Search for and click on the ADP Run app.
- Follow the prompts until you can successfully sign into your ADP account. This assumes, like me, that you already have an ADP account established.
- This will establish you QB to ADP connection when actually running a payroll.
Setup on ADP:
- From the Payroll menu, click on General Ledger, General Ledger Settings
- From here you can choose either to specify your accounting package (QB Online) or to Import your Chart of accounts. My chart of accounts in ADP was already set up, so I did not do that. I did select QB Online as my software. From there choose Company as your summary level, Manual vs. Automatic (this determines what triggers the payroll, choose manual to start off with), then choose to ignore errors (per the ADP tech)
- If I recall, it will then ask you to cross-sign on to your QB Online account. This establishes your ADP to QB connection so after payroll is run, G/L entries make it automatically back into QB... that is the point after all!
Running your Payroll:
- From QB online, go to Apps, then My Apps.
- Sign on to ADP directly from within QB Online
- Run your payroll as normal
- Once you accept the payroll, G/L transactions will automatically be sent back to QB and you should see them in your register.
- Run your normal payroll reports in ADP
- Sign out.
If you run into Errors on the G/L transfer back to QB:
- Most likely this will be because the Chart of Accounts in ADP does not map exactly back to your COA in QB.
- To identify the error, in ADP go to Payroll, G/L, G/L Transactions. I was told that the errors would be listed here... have not tried this yet.
- Correct the G/L account entries in the ADP G/L mapping function
- Go back to G/L transactions in ADP and send a new G/L file, do not resend the old one. This will also apply if an ADP payroll tech corrects your payroll in any way after a support call. Just send a new file...
- I have also read in many reviews of this function that the connection between these two services can break. Not sure what to do there, but I would imagine completely deleting the service on both sides and re-establishing it will work, you know, Microsoft Ctrl-Alt-Del style.
Hope this helps... I'm not sure why QB offers no support or documentation whatsoever on this setup or process.
Dan
