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Clarity now supports Seamless Integration with the QuickBooks® Desktop 2010-2018 software.

Note: Seamless integration with QuickBooks® Desktop is only available for versions 2010 up until 2018. If you have a later version, only a file-based/standard integration is available. If you have QuickBooks® Online, only file-based/standard integration is available.

Prerequisites:

  • Have both QuickBooks® Desktop and Clarity installed on the same computer
  • Have posted the payroll you'd like to export from Clarity

Solution:

I. Setting Up Your GL Export Interface

  1. In Clarity, navigate to Setup > Preferences > Interfaces tab.
  2. At the top of the window, expand the "Default Export Interface" dropdown list and select either "Quick Books 2010 Summary (Seamless)" and "Quick Books 2010 Details (Seamless)". If you're not sure what the difference between these two are, see the bottom of this article.
  3. Click the checkmark icon at the top right of this window to save your selection. 

II. Define Your GL Account Codes

  1. In Clarity, navigate to Setup > General Ledger Settings > GL Accounts > GL Accounts tab.
  2. Define your debit/credit account numbers for each department and payroll category that you have identified in your application. 
  3. Click the checkmark icon at the top right of this window to save your changes.

III. Export Your Payroll / GL Entries 

  1. In Clarity, Navigate to Payroll > Export > Export to G/L or Export to G/L Special.
  2. In the Preferences tab, verify that all the items here are accurate.
  3. Navigate to the GL Parameters tab. 
    1. "Employee Identification": If and how you want your employees to be identified in the transaction, such as "<Blank>" for no identification, "<Employee Number>" for identifying by the employee's number, "<Employee Number + Surname + First Name>", or "<Employee Number + First Name + Surname>".
    2. "Company Name": The complete directory path where your QuickBooks® export files are saved.
  4. Click "Export". 


A video guide is also available: 

What is the difference between detailed and summary exports?

If you are using the Detailed export layout, then the interface will create transactions in your "Check" section of QuickBooks® showing the complete check and GL Details.

If you are using the Summary GL export layout, the entire transaction will appear as a single journal entry in QuickBooks®.