Connecting payroll & merchant tools
Grant access to Gusto, Paychex, ADP, Square, Stripe, MX Merchant, and QuickBooks Online.
Connecting payroll & merchant tools
Your bank feed only tells part of the story. To reconcile payroll correctly and to split your sales from your processing fees, we need reporting (read-only) access to the systems that run them — not just the deposits that land in your bank account.
We always use read-only or reporting access where it's available. We need each system's own report — the payroll run, the processor's sales report — because the bank deposit alone doesn't show gross sales and fees separately.
Payroll
- Gusto — accept the invite link we send you. That's all it takes.
- Paychex — give us your Company ID (not your EIN). Then approve our accountant role: go to Tasks → Approvals → Approve and Assign Role → Accountant.
- ADP and Square Payroll — grant us reporting access, or pull the payroll reports and send them to us.
Merchant, POS & processors
- Square — add a team member with reporting access, or set up a read-only login for us.
- Stripe — add Uplinq as a read-only or accountant user so we can pull your reports.
- MX Merchant — go to Settings → Team → Add Team Member and set the role to Read Only.
- Toast — add a user with report permissions for each location you operate.
- Jobber — if your plan only allows one active user, export a transactions report and send it to us instead.
QuickBooks Online
If you use QuickBooks Online, grant us accountant access: open the gear/Settings menu, go to Manage Users, and add us under Accountant.
When you take a $100 sale through Square or Stripe, the bank might only show a $97 deposit after fees. We need the processor's report so we can record the full $100 in gross sales and the $3 as a processing fee — which keeps your revenue and expenses accurate.