Video: Setting Up an Accounting Integration
How do I set up, map general ledger accounts, and send payroll data using an accounting integration?
Purpose: This video tutorial will walk you through step-by-step how to install the app, map your QuickBooks Online (QBO) or Xero Chart of Accounts to BambooHR's Journal Entry reports, and send your report to sync directly with QBO.
For more information about our accounting integrations, please visit this help guide. Please note that only the Account Owner will be able to install the app, but Full Admins will be able to complete the setup. Those with access to run payroll to an assigned EIN and Payroll Reports will be able to map and send Journal Entry reports to QBO or Xero.