To post your paystub data to FreshBooks you first need to connect it to Zipier. You'll only need to set this connection once.
00:00 Connecting to Freshbooks 00:04 To connect your Freshbooks account to your Zipier pay batch, go to Menu, then Pay batches, then choose your pay batch. 00:19 Go to the Setup tab. 00:23 On the Setup tab, scroll down to Accounting package and select Freshbooks. 00:38 Then click Connect Freshbooks. 00:43 Type in your Freshbooks email and password and click Log In.
2. Configure FreshBooks#
Feel free change the default expense and payable accounts created by Zipier to those that you'd prefer.
00:00 Changing the default accounts. 00:04 To change the default accounts that Zipier paystubs will be submitted to, first go to one of your pay batches. 00:21 Now go to Setup. 00:28 In the Accounting package section click the Configure button. 00:38 This is where you can customize where each of your Zipier payroll debits and credits get recorded in your accounting package. Change the accounts one by one until you're happy.
3. Send paystubs#
Once your paystubs are paid you're just one click away from posting the journal entries to FreshBooks.
00:00 Sending paystubs to Freshbooks 00:04 To send recently paid paystubs to Freshbooks, first go to one of your pay batches. 00:14 If you have some recently paid paystubs, you'll see a Send to accounting on your to-do list a day after. 00:22 Click it, and your paystubs will be posted to Freshbooks. 00:37 Once sent, you can click the same to-do item to see the journal entries in history.