Converting an imported journal entry from Paylocity payroll to a check transaction
I work for a nonprofit that has an abundance of government contracts that need meticulous tracking.
I’ve developed a system with our current QuickBooks Premier Desktop to enter all new government contracts as Customer Jobs with Estimates so we can run Job Estimates vs. Actuals reports for tracking. The challenge is with Customer Jobs, Items need to be used versus Expenses, which is easiest enough to do except for the GL import we get from our payroll provider, Paylocity. And since payroll is our biggest expense, we’re stuck with doing endless JE’s to allocate expenses to contracts. I’m looking for a better and cleaner way. It looks like there's a QB compatible app called Transaction Pro that might be able to assist with this, but I'm wondering if anyone out there has experience tackling this challenge?
Normally, the type of transactions received in QuickBooks as long as it follows the default template will have the same format when imported. If you need an app to convert them when imported is through a third-party app.
If you need help with app suggestions and integrations, we have a separate forum called Intuit Developers. This is where you can find and connect with brilliant developers like you.
They can help with app recommendations, give real-time advice with tools that's perfect for you. You can also take part with our software developments and innovate business applications for QuickBooks.
I'm adding these links below for you to get in touch with them: