Netchex: How to Import Your Payroll Data from Netchex into Inn-Flow Accounting

If you use the Inn-Flow Netchex integration and need to import your payroll information into Inn-Flow Accounting, you can request a custom payroll export from Netchex. This ensures that your General Ledger (GL) data is accurate and up to date.

Step-by-Step Instructions

1. Request a Custom Payroll Export from Netchex

To get started, send an email to: [email protected]

In your email, request the following:

1. A custom payroll export that can be uploaded into Inn-Flow Accounting.

2. Formatting that aligns with Inn-Flow's GL import requirements.

3. Any specific payroll data points you need included.

4. Answer and questions the Netchex team may have about your specific needs.

The Netchex team will create a customized report based on your request.

2. Export the Payroll GL Report from Netchex

Once Netchex has set up your custom report:

1. Log in to Netchex.

2. Go to your Payroll Reports section.

3. Find and select the custom payroll export created for Inn-Flow Accounting.

4. Download the report in a format compatible with Inn-Flow (typically CSV or Excel).

3. Upload the Payroll GL Report to Inn-Flow

After downloading the report from Netchex:

1. Log in to Inn-Flow.

2. Navigate to Accounting > General Ledger Import or Payroll Import (depending on how you want to import into Inn-Flow..

3. Click Upload File and select the payroll GL report you exported from Netchex.

4. Review the data and confirm the import.

4. Verify Your Payroll Data

Once uploaded:

1. Check your General Ledger entries to confirm accuracy.

2. If anything looks incorrect, contact Inn-Flow Support or follow up with Netchex at [email protected] for adjustments.

FAQs

What if I don’t see the correct data in my GL report?

If the report is missing details or formatted incorrectly, reply to [email protected] and request adjustments to your custom payroll export.

How often should I import payroll data into Inn-Flow Accounting?

It is recommended to import payroll data after each payroll cycle to keep your financial records up to date.

Who should I contact for support?

1. For report setup and export issues: Email [email protected].

2. For importing and GL issues in Inn-Flow: Contact Inn-Flow Support.

By following these steps, you can seamlessly transfer your payroll data from Netchex to Inn-Flow Accounting, ensuring financial accuracy.