Import Payroll Data into QuickBooks Desktop and QuickBooks Online From Excel

Import Payroll Data into QuickBooks from Excel

Thus today we will focus on the most advanced method of “import payroll data into QuickBooks from excel“. If your payroll data is being maintained by you or any third party in excel then at some point you would want the same data to be imported into QuickBooks.

QuickBooks is a highly underrated program. The reason we say this is because people only take this as software to maintain one’s books of accounts. But believe us this is not all that you can do with it.

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We get help you on these QuickBooks topics
  • Downloading
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  • Downloading
  • Installing
  • Activation
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  • Data Conversion
  • Payment Solutions
  • Upgrade & Update
  • Payroll Solutions
  • Integration
  • Printer
  • Tax-Related
  • Data Recovery and many more.

Create a Backup File Before Importing Payroll Data Into QuickBooks

  • Open the QuickBooks program and then open the File menu
  • Select the Backup option and then Click on the Next button
  • Click on the ellipsis (…)
  • Select a location where you want to save the backup file
  • Click on OK and then Click on Yes to confirm the backup.

How to Import Payroll Data into QuickBooks Desktop from Excel

If you don’t know how to do that already then just follow along to do that. There are basically 3 ways to import payroll data in QuickBooks Desktop from excel using Standard import, Advanced import.

  • Using Standard import option
  • Using advanced import option

Read how to import payroll data into QuickBooks Desktop from Excel using Standard import method

  • Start by backing up your payroll data.
  • It’s always a good idea to maintain a backup file as you are dealing with your financials.
  • Choose the file menu tab from the top navigation bar
  • Select the utility tab and navigate to imports
  • Choose the excel file and hit over the advanced import
  • From the preferences button, specify how you would like to handle duplicate entries and errors within your .csv spreadsheet.
  • Click the import button; navigate to the file that needs to be imported and click open.

Steps to Import Payroll Data into QuickBooks Desktop from Excel Using Advanced Import Method

Thus today we will focus on the most advanced method of importing payroll data in QuickBooks. Using this method allows you to keep the formatting and readability intact.

Follow the steps to download the sample file

  • Login to your QuickBooks and click on the settings tab, you can find that from the top navigation bar.
  • From the drop-down list, choose the import data tab
  • Choose the file type and click on the download sample
  • Once the sample file is downloaded
  • Open the file along with the excel sheet you maintained the data in.
  • Copy and paste your data into the appropriate columns in the sample file you downloaded.

Your file will now be successfully imported. If you find any errors then the same can be corrected within the error log window. Not only import payroll data of your employees but you can also import a list of your customers, suppliers, and any item that you maintain. Any data that you want to keep track of can be easily imported within QuickBooks. But the process will differ for each and every import.


Import Payroll Data into QuickBooks Online

Right before you proceed to Import Payroll Data into QuickBooks online make sure that you create a Backup file.

To know how to make a backup file, accurately perform the steps given below

  • For the first and foremost step, open the File menu from the QuickBooks homepage.
  • Then proceed to Select the backup option.
  • After the subsequent step, hit the next click on the ellipsis button.
  • Now, proceed to choose the location where you want to save the backup file.
  • Next step, select the OK button.
  • Thereafter, you need to click Yes, on the confirmation message. 
  • Finally, the backup file has been saved on the selected location. 

Things to make sure of before you start the process of importing Payroll Data into QuickBooks Online

  • The first is to, Create and send direct deposit paychecks in the same corporate file as direct deposit paychecks.
  • If you send paychecks in a distinct corporate file, you may be experiencing data loss.
  • Employee direct deposit paychecks must be prepared and sent separately from vendor direct deposit payments.
  • After you’ve prepared the paychecks, Intuit recommends switching to single-user mode before sending. It makes it easier to manage the processes.

How to Import Payroll Data into QuickBooks online

Generally, The purpose of the payroll data report is to summarize the data in the Excel report selection. The data importing results will be available in the excel sheets.

  • For the first step, click on the Reports menu, from the top menu bar.
  • Next, proceed to select the Employees & payroll.
  • After the subsequent step, to continue, choose the next click on the option that says Summarize Payroll Data in Excel.
  • Now, for another way, proceed to open the report menu that you want to export.
  • For the next step, choose the selected destination and type.
  • Once the above step is done, to continue, you further need to perform the guidelines to enable the macros in Excel.
  • Thereafter, proceed to enter the data range in the excel sheet. 
  • After the subsequent step, To remove it from the QB payroll reports, click the Clear button.
  • Next, To add or exclude the report, go to the Optional Reports section.
  • For the next step, Click the Clear button to clear the checkboxes.
  • Finally, Then, tweak the settings to your desire.

QuickBooks Payroll Data Things Include

QuickBooks is highly capable of import payroll data and import into QuickBooks from Excel.

  • Consolidating your data,
  • Track all the sales and expenses you do,
  • Create and manage all your invoices and send them via email from within QuickBooks,
  • Your profit and loss, cash flow statements, and balance sheet reports can be made with ease.
  • Tracking debtors and creditors is a breeze with QB.
  • Tax computation with just a click of a button.

Hope you are able to fix your issue and you are able to import payroll data into QuickBooks Desktop and Online from Excel.

If you are still facing any problems then contact QuickBooks payroll Consultant now. Our QuickBooks Consultant will take your query on a priority basis and help you fix your issue in no time.

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