As a TriNet client, you and your worksite employees are offered the convenience of using Single-Sign On (SSO) directly from your TriNet account to your TriNet Expense Management account.
When accessing TriNet Expense Management, you will be logged into the account matching the work email address that is setup in your TriNet account.
To access TriNet Expense Management, continue with the instructions below.
- Login to the TriNet
- Your TriNet account will automatically default to Employee View.
- Note: If you have administrative access to TriNet for your company, you may need to change your view to Employee in the upper left corner of your account.
- In the left menu bar, click Money then select Expenses
You will be redirected to your TriNet Expense Management account.
- Note: Once you have completed the SSO from the TriNet platform, your payroll integration is complete.
If you have any questions, log in to TriNet (login.TriNet.com) and click Contact TriNet. *
*If you are unable to log in, go to TriNet (login.TriNet.com) and select one of the following options: Forgot Password, Forgot ID, Unlock Account, Login Help.
TriNet Expense Management allows you to identify a class at the expense line-item level.
To enable/disable QuickBooks Classes, be sure to set up integration between TriNet Expense and QuickBooks. For assistance with setting up QuickBooks, please navigate to the set-up helpdesk article. QuickBooks Online - Setup Integration
Once Integration is complete, please follow the below steps to enable QuickBooks Classes in TriNet Expense.
To enable this feature, please go to Settings > Personal Settings > Reports. Next to QuickBooks Desktop or QuickBooks Online there will be an Edit button.
Click on Edit, check the box Import Classes, and press Save.
This feature will import the Classes from QuickBooks Online to be used at the expense line-item level. You can uncheck the box Import Classes and click Save to disable this feature. Once QuickBooks Classes are enabled navigate to Personal Settings > Integration Mapping and Sync Now.
Once QuickBooks' Classes are enabled, you can select the class at the expense line-item level by clicking the Edit Details button.
Start typing Class in empty field for Class to find your QuickBooks Class details to select correct Class then Save.