> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/integrations/payroll/paychex-flex.md).

# Paychex Flex

Connect **Paychex Flex** to **Rillet** to streamline payroll data synchronization and improve payroll accounting accuracy, reducing manual work and maintaining consistent financial reporting. Before starting, make sure you have access to both your Paychex Flex and Rillet accounts, plus admin permissions in Paychex Flex to complete the authentication.

### Connect Paychex Flex to Rillet

You can access the Paychex Flex integration using either of these methods:

| Method                    | How to Access                                                                                                            |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Launchpad**             | Access the Paychex Flex integration through the **Browse Integration** section from the Launchpad.                       |
| **Organization Settings** | Click your **company logo** in the lower-left corner of the screen, then go to **Organization Settings > Integrations**. |

Once you reach the integrations page, continue with the steps in **Complete the Paychex Flex Connection** below.

### Complete the Paychex Flex Connection

Follow these steps once you reach the integrations page:

1. Select **Paychex Flex > Connect** under **Payroll**.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FCpCt2uCFc6j2HN58eVib%2Fimage.png?alt=media&amp;token=11ea61b3-b677-430f-ad26-857f271a973b" alt=""><figcaption></figcaption></figure>
2. Click **Continue** in the secure Finch window that opens to proceed.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FVr8uMlfk4NQUg4vqyVUu%2Fimage.png?alt=media&amp;token=64595199-6b30-4197-a42b-e9699e1d9168" alt=""><figcaption></figcaption></figure>
3. Confirm **Continue** to authorize data access and proceed with the setup.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FMroIYkl76pR9RPsjksLS%2Fimage.png?alt=media&amp;token=78aea5cf-0054-4fc5-9918-2699aabb251e" alt=""><figcaption></figcaption></figure>
4. Enter your Paychex Flex credentials and click **Connect** to begin the integration process.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2F4CNlafoeA0aw3yjILVB7%2Fimage.png?alt=media&amp;token=9a9506be-c513-4b5d-ac7f-5118d1dd5e05" alt=""><figcaption></figcaption></figure>
5. Begin with the **General** step and fill in the following fields once authenticated:
   * **Sync data from:** Select the effective start date for syncing payroll data from Paychex Flex.
   * **(Optional):** Record the last successful sync date in **Last successful sync** for tracking purposes.
6. Select **Next Step** to continue.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FqUhmtJuvOiwPJ2pGk9nQ%2Fimage.png?alt=media&amp;token=921f5c63-0f31-42d3-9b93-4afc6d0cab5e" alt=""><figcaption></figcaption></figure>
7. Map the departments from Paychex Flex to the departments in Rillet.
   * **Payroll Departments (left):** Departments pulled from Paychex Flex.
   * **Rillet Field Mapping (right):** Select a corresponding Rillet department for each Paychex Flex department.
8. Select **Next Step** to proceed.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FLaFw4YAwV1sONuXXmU1f%2Fimage.png?alt=media&amp;token=7d81b5f8-9153-428d-9316-4f036e16f91b" alt=""><figcaption></figcaption></figure>
9. Map pay types to default GL accounts for accounting purposes.
   * **Pay Types (left):** Earnings, Salary, Wage, Reimbursement, etc., pulled from Paychex Flex.
   * **Liability Default Account:** Choose the GL account to record the payroll liability (i.e., the amount owed to fund the payroll).
   * **Expense Default Account:** Select the account used to recognize the payroll expense for each pay type.
   * **(Optional):** Override the default expense or liability account for specific departments in **Department-specific accounts**.
   * **Taxes and Benefits Mapping (bottom of the screen):** Map Employee Taxes, Employer Taxes, Employee Deductions, and Employer Contributions to appropriate accounts.
10. After completing all allocations, click **Finish Setup** to save your integration and enable automated payroll syncing.

    <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FFb5GCEPgmqPSgj4H84tb%2Fimage.png?alt=media&amp;token=77951a63-6c63-426d-b8cf-333cd16c0ab4" alt=""><figcaption></figcaption></figure>

{% hint style="info" %} <mark style="color:$info;">**Note:**</mark>

Payroll runs before **Sync data from** are ignored. Map every department, using **Department-specific accounts** for exceptions like routing engineering to COGS, and set **Taxes and Benefits Mapping** entries to a payroll liability or clearing account.
{% endhint %}

Once fully configured, the Paychex Flex integration keeps payroll journal entries aligned with your chart of accounts, with minimal manual effort required after each payroll run.

### See Also

To learn more about the Paychex Flex integration in **Rillet**, review these articles:

* [**Justworks**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/payroll/justworks.md)
* [**UKG Ready**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/payroll/ukg-ready.md)
* [**Brex Integration**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/expense-management/brex-integration.md)
* [**Connect Your Bank Accounts**](/EjmEP4KZ9BVp9j2ho4Mh/getting-started/set-up-your-books/connect-your-bank-accounts.md)


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