Payroll and merchant tools
Grant access to Gusto, Paychex, ADP, Square, Stripe, MX Merchant, and QuickBooks Online.
Your bank feed only tells part of the story. To reconcile payroll correctly, we need reporting access to the systems that run it.
The same is true for splitting sales from processing fees. Deposits alone usually do not show the full picture.
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 both pieces.
That means $100 in gross sales and $3 as a processing fee. This keeps your revenue and expenses accurate.