In this guide, we'll walk through how to link your Paylocity Payroll account.
If you have not connected your Paylocity Payroll account, please do so first. We walk you through this process in our guide, How do I connect Paylocity Payroll to my Traction Business account?
Please note that Paylocity is a third-party payroll solution requiring proper configuration for optimal use. To ensure accurate setup and to obtain Traction-specific pricing, we strongly recommend contacting Traction directly to schedule a demo. This step is essential to avoid potential setup issues. For more information or to arrange a demo, please reach out to Traction at 888-466-6080 to speak with Customer Success Team.
From the Accounting section, click on Payroll from the side menu. All of the data from your Paylocity Account will appear.
You can filter the information by date using the All Pay Dates filter button.
If you previously had an integration with Zeal, you can access your Dashboard from the ZEAL Dashboard button.
When you are ready to import a payroll, click on the entry to open up the details screen.
From here, you can map line items to accounts, archive the entry, save & import, or cancel.
Review each line item to make sure it has been mapped to an appropriate Expense or Liability account. As you map enter these for categories, they will automatically be populated for future payroll imports.
Once all of the line items have been mapped, you will need to select the account from the Total ACH from option. This will be the account you want to record this payroll against.
Finally, select how each employee was paid. You have three options:
- Direct Deposit
- Paylocity Physical Check
- Check Calculator / User Checks
After you have completed verifying your data, click the Save & Import button to save the Paylocity Payroll information into your selected Account Register.
After the payroll has been imported, it will be displayed in the Past Payrolls section at the bottom of this Payroll screen.
The accounting transactions are now imported into your Account Register.
