RB User Guide > Tools > QuickBooks Integrator

Importing resource payroll checks into QuickBooks

RB9 only

Instead of printing resource payroll checks directly from RB9, have QuickBooks print them and deduct the amounts from your checking account since reconciling your bank account can only be done in QuickBooks.

  1. Launch your QuickBooks and have the right company file open.
  2. Tools > QuickBooks Integrator
  3. In the Search By pane, specify the following filters:
  4. Click search button. RB9 lists all of the resources being paid in the specified payroll along with their check amounts.
  5. Check the box in the header to select all of the resources displayed or check individual boxes to select specific resources.
  6. Choose Import to QuickBooks.
  7. In the Memo for Check popup that appears, enter the common text that will appear in the Memo field on each check. Click OK.
IMPORTANT: Always open QuickBooks & company file before importing

Having QuickBooks and/or the company file closed when you attempt to connect will drastically increase the amount of time taken when importing data to QuickBooks (over 300%). It can also cause errors.

It is possible to connect with these closed, however all requests to the company file must first go through QuickBooks, which means QuickBooks must be launched in the background for each query. It will always be fastest to connect with QuickBooks already running.

NOTE: RB9 fills in QuickBooks data

RB9 automatically generates any missing data in QuickBooks (such as vendors) as checks are imported. You do not have to worry about importing all of the supporting data for checks one at a time.

TIP: Export checks from Payables

Instead of using the QuickBooks Integrator, you can export a QuickBooks IIF file from Print Checks to import into QuickBooks. See Exporting checks for QuickBooks.

Reference
Step-by-step instructions