Integration: Trakstar Hire and Quickbooks

The QuickBooks integration allows you to export hired candidates from Trakstar Hire directly into your QuickBooks Payroll account, helping streamline the transition from recruiting to payroll by reducing manual data entry.

What the Integration Does

Once a candidate has been marked as Hired in Trakstar Hire, you can export that candidate directly to your QuickBooks account.

Before You Begin

To connect Trakstar Hire with QuickBooks:

• You must be a Trakstar Hire Super Admin.
• You must have access to your QuickBooks account.

Connect Trakstar Hire to QuickBooks

1. Sign in to Trakstar Hire as a Super Admin.

2. Navigate to Settings → Advanced Settings → Apps & Integrations.

   

3. Select QuickBooks.

   

4. Follow the prompts to connect your QuickBooks account.

Export a Hired Candidate to QuickBooks

After the integration has been configured:

1. Mark the candidate as Hired in Trakstar Hire.
2. Open the candidate's profile.

3. Click Add to QuickBooks.

   

4. Complete any required information in the pop-up window.

   

5. Submit the form to export the candidate to QuickBooks.

What Happens Next?

After the export is complete, the candidate's information is transferred to your QuickBooks account, where you can continue your payroll and employee setup processes.

Need Help?

If you have questions about the QuickBooks integration or would like to provide feedback, contact the Trakstar Hire Support team at hire@trakstar.com.