QuickBooks Integration and General Ledger Mapping

QuickBooks Integration and General Ledger Mapping

BerniePortal Payroll clients can sync payroll expense data — wages, taxes, benefits, deductions, and related amounts — into QuickBooks through a support-configured general ledger (GL) mapping. Setup is coordinated by Employer Success; there is no self-serve QuickBooks connection screen in BerniePortal.

Available Integrations

QuickBooks Desktop
  • GL mapping rules and custom coding as needed
  • CSV or Excel file for import
  • Optional third-party import tool (Transaction Pro Importer) with setup assistance
  • .iif files are not offered

QuickBooks Online
  • GL mapping rules and custom coding as needed
  • CSV or Excel delivery and/or direct Online import as configured for your account
  • Setup assistance and troubleshooting
  • .iif files are not offered

General Ledger Mapping

Mappings can cover wages, payroll taxes, benefits, deductions, and other payroll expenses within what BerniePortal mapping currently supports. Before implementation, Employer Success reviews your desired structure against supported options and flags gaps early.

Fees

QuickBooks Desktop and Online integrations have one-time setup fees, and remapping or software changes may have additional fees. Contact Employer Success or your account manager for current pricing.

Other Accounting Platforms

Other accounting integrations (including Intacct / Sage) may be available. Ask your account manager for options beyond QuickBooks.

Getting Started

Email help@bernieportal.com to explore a QuickBooks integration. Employer Success reviews your accounting needs and mapping options.