How to Link Financio Payroll to Financio Accounting

Linking your Financio Payroll to Financio Accounting allows for a seamless integration of payroll and accounting transactions, reducing the need for manual data entry and minimizing errors. Follow these steps to set up the linking feature:

Step 1: Log in to Financio Payroll

1. Begin by logging into your Financio Payroll system.
2. Navigate to the Settings tab.
3. Click on Accounting Link.

Step 2: Initiate the Linking Process

1. In the Accounting Link section, toggle on the Financio Accounting Link option.
2. Click on Continue Setup with Financio to start the linking process.
   

Step 3: Connect Your Accounts

1. Click on Connect button.
2. You will be prompted to log in with your Financio credentials. 
3. Enter your credentials to proceed.
4. Select the business account you wish to link.
5. Click Allow Access to link both accounts.
   

Step 4: Configure General Ledger Linking

1. Once the accounts are linked, toggle on/off the accounting general ledgers you want to activate for linking.
   
   
   
2. Confirm the linking process is complete.

Step 5: Verify the Integration

1. Log in to your Financio Accounting system.
2. Cross-check the general ledger linkage for accuracy and completeness.
3. Verify that the transactions align with your Balance Sheet and Profit and Loss Accounts.

Conclusion

By following these steps, you can successfully link your Financio Payroll to Financio Accounting. This integration streamlines your workflow, reduces manual data entry, and saves time. We hope this guide helps you utilize this feature to its fullest potential, allowing you to focus more on growing your business.

Thank you for choosing Financio!