Surf Payroll allows you to link Surf Payroll businesses to BrightBooks businesses which helps in payroll journal posting.
To link a Surf Payroll business to a BrightBooks business, complete the following steps.
If a Surf Payroll business is already linked to any one of the BrightBooks business, the Link with BrightBooks option on the Settings page will not be available. |
Steps
1. Log in and on the left panel, click SETTINGS.
2. The SETTINGS page appears. Under the BUSINESS heading, click Link with BrightBooks .
3. In the List of Businesses box, the valid businesses will be listed under the BUSINESS LIST: drop-down list.
4. Select the valid BrightBooks Business from the BUSINESS LIST: drop-down list and click Link.
5. In the Confirmation Message box, type YES in the text box and click Continue.
6. An information message box will appear. Click OK. The Surf Payroll business is now successfully linked with the BrightBooks business and you will be redirected to the Business Browse page.
If a Surf Payroll business is already linked to any one of the BrightBooks business, the Integration with BrightBooks option on the Settings page will be available. For more information, click here. |
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