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.
After you have added QuickBooks Online to your TriNet Expense Management account, reports can be exported with one-click. Please use this helpdesk article on how to integrate QuickBooks Online prior to attempting to export expense reports to QuickBooks Online. QuickBooks Online - Setup Integration.
Please follow the below steps on how to export report are instructions to export reports to QuickBooks.
Navigate to Reports > Company, click on the blue Report Name to open a report. Select QuickBooks from the drop-down list and then click the green Submit button.
Select how you want to export the report to QuickBooks.
(Note: If you are not seeing an employee, vendor, or customer from your QuickBooks account, select the Update Now link to synchronize the latest chart of account, employees, vendors, cards etc. If you have not mapped your TriNet Expense Management categories with QuickBooks's chart of accounts, select the View Category Mapping link)
You have the option to send the data over as a Single QuickBooks Entry or split the report up Based on the Reimbursable Status of the expenses.
Single QuickBooks Entry = All expenses (reimbursable and non-reimbursable) will be sent under one report.
Multi-Entry Based on Reimbursable Status = Report is split into two reports based on whether the expense was marked as reimbursable or non-reimbursable.
Select how you plan to record the expense report - via Check, Bill, Journal Entry or as a Credit Card Charge
Select if you would like to Create individual transactions which will send each line item in the expense report to QuickBooks. (recommended)
Or, if you want the expense report sent as a single line item, select Create just a single transaction and the category (Chart of account) from QuickBooks you want the entire report registered as.