This article describes how to configure a moov for the PrismHR premier integration to send data to QuickBooks Online. Before you can integrate the PrismHR premier integration, you will first need to have the premier integration set up on your account.
If you have not set up the premier integration, please Contact Us.
To use the PrismHR premier integration with QuickBooks Online, you will need to connect your client to the Standard GL to QBO moov.
First, you will need to adopt the QuickBooks online moov to your account. To do so, click the moovs option in the left-hand menu and then click the ADD button.
Expand the Accounting/General Ledger section and select the Standard GL to QBO moov and click the Use This Moov button on the right.
Once you have adopted the QuickBooks Online moov you will need to configure your moov level settings.
The Standard GL to QBO moov provides a notification for when the moov is complete. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the notification step, click on the cog icon under the Action - Notify step on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
Note: these settings are applicable to all clients you configure for the Standard GL to QBO moov. You also have the ability to override these settings on each of the client's moov configurations.
Once you have entered the required information, click Save Changes.
QuickBooks Online Import Settings
By default the QuickBooks Online moov will:
- Import Checks as Checks
- Relate Vendors as the entity type to Reference Names
- Create entities (vendors, customers, employees) in QuickBooks Online if they do not already exist
These settings can be changed on either the moov adoption level or the moov configuration level.
To change the QuickBooks Online Import settings on the moov level, click the cog wheel icon next to the 'Action - QBO Import' step under the moov steps section on the left and then toggle the 'Use default parameter' option.
You also have the option to enter a list of email addresses (separated by a comma) to receive a report of the QuickBooks Online import. This email will provide you with information and/or errors related to the QuickBooks Online import.
Once you have made any changes, click Save Changes. You are now ready to set up your client with the Standard GL to QBO moov.
Configuring a client for the Standard GL To QBO moov
To create a moov configuration for your client, click on the Add button within the moov configuration section.
Client/Entity - either select an existing client or click the + sign to create a new client
Status - Set to Active
Expected Frequency - the client's payroll frequency
File Name Starts With - typically the client or company code within your payroll platform
File Name Contains - optional value that is included in the file name
Once you have completed the ID and source fields, click the Next button at in the lower right.
Then scroll to the bottom of the following page and click Next.
Then click Save on the Review page to complete the client configuration.
Connecting to QuickBooks Online
Once you have created a moov configuration for your client, hover over the client name in the moov configuration section and click on the 
icon button to generate the Upload Link for your client.
Click on the Copy button to copy the Upload Link. This link can now be sent to your client so they can connect and authorize their QuickBooks account with detamoov.
Once the Upload Link you copied is accessed, your client can click the 'Connect to QuickBooks' button to be redirected to the Intuit authorization page.
A QuickBooks/Intuit authorization process will now commence. Your client will then be prompted to login to the QuickBooks Online account to connect their account to detamoov. If your client has more than one company in QuickBooks, they need to select the appropriate company from the dropdown menu and click Next.
Once the authorization is successful your client will be redirected back to detamoov showing the QuickBooks Online panel in a Connected status.
Once you have connected your client's QuickBooks Online account to the moov configuration, you can then configure the PrismHR premier integration.
Configure the PrismHR premier Integration
To configure the PrismHR premier integration for the client, access the moovs section on the left-hand side and select the Standard GL to QuickBooks Online moov.
Then click the client row in the moov configuration section on the right.
Then click Next on the edit configuration page.
Under the Trigger - QBO IIF File received step, expand the PrismHR API panel and click the ADD button
In the Premier Integration dropdown, select the PrismHR option
Enter in the Client Id, Batch Status option(s), Batch Type option(s), and an optional email address for error reports. If no email address is entered, any user on your detamoov account will receive the error report, if applicable.
Schedule the PrismHR premier integration
A Premier integration needs to be scheduled to run either every 'x' weeks, or on certain days of the month.
Every 'x' weeks:
- Next Execution Date - the date that the integration will run next. Once a date is entered, that day of the week will be auto selected on the next step.
- Days of the week for the integration to repeat - days of the week the integration will executed.
- Time - the time that the integration will run on the days of the week for every 'x' weeks selected.
- Time Zone - the time zone related to the time specified for the integration to run (default is your current location's time zone).
- Repeat every 'x' weeks - the weekly frequency the integration should be executed.
On certain days of the month:
- Select the days of the month to execute this moov - these are the actual days of the month that the schedule will run for the specific Premier Integration
- If a selected day falls outside the last day of the month for a specific calendar month, the last day of the month will be used instead
- If the current date (today) falls outside the the last selected date, the first date selected will be the initial date of the first run of the Premier Integration
- example: if the selected days are the 1st and the 15th, but today is the 16th, the Premier Integration's first run will be the 1st of the next month
- Time - the time that the integration will run on the selected day(s) of the month
- Time Zone - the time zone related to the time specified for the integration to run (default is your current location's time zone).
Click OK to complete the configuration and schedule of the PrismHR premier service.
Click the Next button at the bottom of the page.
Then Save on the Review section to complete the configuration.
