Sync Payroll data to QBO

Approved payroll data from Linarc can be seamlessly synchronized with QuickBooks Online (QBO), where employee wages and related costs are automatically recorded. This integration ensures that payroll expenses remain aligned with your job costing and overall financials.

Pre-requisite:
Payroll synchronization depends on accurate employee and payroll configuration data. The corresponding employee records, pay items, and mappings must be properly set up and synced in advance.
The payroll run must be completed and approved, and all associated employee time, earnings, and deductions must be finalized before synchronization can proceed.

To open the integration screen

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Integration' on top and 'QBO Integration Dashboard' on the left.
• Click the 'Payroll' tab

Start Date -  The date on which the employee began their work during the current payroll cycle.

End Date - The last date on which the employee performed work during the current payroll cycle.

Created By - The name of the employee who created the payroll data

Employees - The total number of employees included in the payroll period

Total Hours - The total payable hours worked by the employee so far during the payroll period.

Total Payroll -  The total amount of money to be paid to the employees for the payroll period, that is, from the last payroll generation day to the current day.

Status - Shows the current state of synchronization from source to destination. The possible values are

• Synced – Indicates that the record has been successfully synchronized between the source and destination systems.
• Failed – Indicates that the synchronization attempt was unsuccessful due to an error.
• Needs Action – Indicates that user intervention is required to resolve issues (such as missing mappings or incomplete data) before synchronization can proceed.

Synced - Displays the date and time when the entry was last successfully synchronized. If synchronization has not occurred, it displays Not Synced. 

Actions-  Click the following icons to perform the respective actions.

• Change History– View a log of changes and synchronization activity for the selected record.
• Manual Mapping– Manually map or update the relationship between source and destination records when automatic mapping requires correction.
• Json Script- View the raw JSON data payload for the selected record. This is primarily used for advanced troubleshooting to verify the exact data being transferred between systems.

Import and Sync Data from Linarc

When there is a new entry created or an update made in Linarc, you have to import that data into the staging platform before syncing it to QBO to maintain a consistent record. 

• Click the 'Import' dropdown at the top-right to pull data from Linarc
• Click 'Import New Items from Linarc'. This pulls only newly created or records of  newly synced projects from Linarc system that do not currently exist in the staging platform

• Review the imported records in the list view. If any entries are not synced, 

  • Click the S.No of the record you want to push to QBO. Use the 'Ctrl' 'Shift; or 'Cmd' keys on your keyboard to select multiple records at once. Or click the  button to select all the entries.
  • Click the 'Sync to QBO' button.

• Alternatively,

  • Click the 'Failed' status button to perform sync for a single entry separately