This guide covers: browse available integrations, connect one, and disconnect.
Browse available integrations
What it does: Lists every system Payrollix can talk to for this client — accounting software, time clocks, point-of-sale, identity, banking — with status and feature tags.
Where: Accountant dashboard → Integrations (/clients/[clientId]/integrations) or Client portal → Integrations (/client-portal/integrations).
Steps:
- Open the page. Each integration is rendered as a card.
- Read the card's Description and the Features tags (e.g.,
journal entry sync,vendor sync,time import,team member sync). - The top-right status badge shows Connected (green CheckCircle) or Not Connected (gray XCircle). If connected, the company name on the other side is shown.
Who: Accountant or SMB owner; client owners use the client-portal version.
Notes: The client-portal version groups Square and similar POS integrations into their own tabs (Overview · Locations · Employees · Sync), separate from the accounting list on the dashboard.
Connect one
What it does: Walks through the OAuth or API-key flow for the chosen system.
Where: Accountant dashboard → Integrations → integration card.
Steps:
- Click Connect in the card's footer.
- A popup opens to the provider's OAuth screen. Sign in and authorize Payrollix.
- The popup closes. The card flips to Connected.
- If the integration has post-connect setup (e.g., location mapping, employee mapping), use the Configure link to finish.
Who: Accountant, SMB owner, or client owner with admin rights to the target system.
Notes: OAuth state is held in session storage during the popup roundtrip — closing the popup mid-flow safely cancels the connect.
Disconnect
What it does: Revokes access tokens and stops further sync between Payrollix and the integration.
Where: Accountant dashboard → Integrations → connected card.
Steps:
- Click Disconnect in the card footer.
- Confirm the prompt: "Are you sure you want to disconnect this integration?"
- The card flips back to Not Connected, the green check is replaced with a gray X, and the Connect button reappears in the footer.
Who: Accountant, SMB owner, or client owner.
Notes: Already-synced data (journal entries, vendors, time entries) is not removed from the other system on disconnect. To re-establish sync later, click Connect again and the OAuth flow restarts. Existing account mappings, location mappings, and employee mappings are preserved while disconnected and are reused when you reconnect with the same provider account.
What each integration does
What it does: Helps you pick the right system for the workflow you want to automate.
Where: Accountant dashboard → Integrations → card descriptions and Features tags.
Steps:
- Scan the Features tags on each card before connecting. Common tags include:
journal_entry_sync— pushes payroll journal entries each pay run (QuickBooks, Xero, Sage, NetSuite, Wave, FreshBooks).vendor_sync— pushes contractors as vendors so the accounting system tracks 1099 totals (QuickBooks, Xero, NetSuite).chart_of_accounts— pulls your GL accounts so you can map payroll lines to them.team_member_sync— pulls staff and their wages from the POS or time clock (Square).time_import— pulls clock-in / clock-out punches into Payrollix timesheets.
- If the card you need has no features tag matching your workflow, the connection still works but the matching automation is not yet built — flag it to support.
- Match the integration's Description against your stack (e.g., Square's POS is the right choice for restaurants and retail; NetSuite is the right choice for mid-market clients).
Who: Accountant, SMB owner, or client owner deciding which system to connect.
Notes: New integrations land on this page as they ship — the catalog is server-driven (GET /integrations/available), so the card list is always current.
Related: Connect accounting software · Timesheets.