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Import Payroll Data Into QuickBooks From Excel

Import Payroll Data Into QuickBooks From Excel

QuickBooks’ enhanced features make your things much easier in terms of enhancing business productivity. Apart from that, it is integrated with a variety of applications to improve precision and yield the best results. Payroll is one of the well-integrated apps for keeping track of all accountancy programs related to your bank accounts and other business expenses as well.

However, to keep track of all systems in one location, many businesses or users looking to Import Payroll Data into QuickBooks. You can import various lists and transaction types to and from QB using different file formats. This blog covers all you need to know about how to import payroll data into QuickBooks from Excel.

Things to keep in mind when you import data

  • You should make a backup because you can’t undo the information you import.
  • You must create and deliver the employee direct deposit paychecks separately from the vendor direct deposit paychecks.
  • Create and send direct deposit paychecks in the same company file.
  • If you send paychecks to a different company file, you may have a data loss problem.
  • After you’ve finished creating the paychecks, Intuit recommends switching to single-user mode before sending. It makes it easier to manage the payroll processing.

To back up your QuickBooks, take the following steps:

  • Log in to QuickBooks in single-user mode. If you’re already logged in, switch to single-user mode in the File menu
  • Select the Back Up Company option under the File menu
  • Select Create Local Backup and choose Local Backup
  • Click Options and select where you want to store your backup. It’s best to store it on an external hard drive or online
  • Click the OK button and then click the Next button
  • Choose the Save It Now option and click the Finish button to begin the backup process.

Import Payroll data into QuickBooks from Excel in 2 ways

There are several options available for importing Payroll data from an Excel spreadsheet into QuickBooks: 

Option 1: Standard Import 

In this, QuickBooks opens a formatted Excel spreadsheet where you can enter your information. You can review results and view data in QB once you save and close the file. 

  • Go to the File menu and select “Utilities” >>> “Import” >>> “Excel Files” 
  • Next, click “No” when you get the “Add/Edit Multiple List Entries” window 
  • Implement the wizard in importing files
    • Choose the type of data 
    • Again, QuickBooks opens a formatted Excel spreadsheet. Save and close the file once you have successfully entered your information 
    • After that, select the option “Add My Data Now” 
  • Review the results and then view Data in QuickBooks 
  • At last, select the “Close” tab once you’re done.  

Steps to import Chart of Accounts 

  • Move to the Lists menu and then select the tab “Chart of Accounts” 
  • From the drop-down list, select “Account” and then choose the option “Import from Excel” 
  • Browse to select the Excel file that you want to import 
  • After that, choose the file and then select the “Open” option 
  • Now, select the Excel spreadsheet where the data you want to import is on 
  • Map the accounts 
  • When you map your accounts, QuickBooks will know how to import the data from your Excel sheet. You’ll need to match the column headings in QuickBooks to those in Excel
    • Type in a mapping name 
    • As an Import type, select the “Account” option 
    • Match the information under QuickBooks with the column headings in your Excel sheet 
    • Select the “Save” tab 
  • In the end, select “Import”, if it’s your first time to import, select the “Yes” button to confirm the process. 

Option 2: Advanced Import

You can import not just your employees’ payroll data, but also a list of your clients, suppliers, and any other payroll-related information. QuickBooks makes it simple to import whatever data you wish to keep track of. However, the procedure will vary depending on the type of import.

Before you may import anything, you must first complete a set of conditions. These specifications should be included in your Excel spreadsheet so that the content in QuickBooks is more valuable and readable. The sample file report shows the requirements that would be expected of you.

You can also review your information by downloading the sample data

  • First, log in to your QuickBooks and then go to the Settings 
  • Look for the import data tab or select it from the drop-down list 
  • Choose the file type (Excel) and then click on the download sample 
  • Open the file after downloading the sample file 
  • Also, open the file along with the Excel sheet that you maintained the data in 
  • At last, copy and paste your data into the appropriate columns within the sample file that you downloaded. 

Steps to be followed to import the Payroll data into QuickBooks from Excel

  • In the beginning, go to your QuickBooks menu and select the tab “Employees”
  • Next, click on the option called “Send Payroll Data” 
  • A “Send/Receive Payroll Data will open on your computer screen 
  • Review the complete details once about the items in the send section 
  • After that, hit the tab “Send All” 
  • Finally, enter the Payroll Service Pin followed by “OK” to end this import process. 

Final Thoughts!

Companies spend a lot of time and money trying to figure out why certain business trends and costs occur, and they’re always looking for new ways to use analytics and historical data to make better decisions in the present and future. When payroll data is excluded from the equation, a significant component of the issue is left unsolved. However, importing Payroll data from Excel into QuickBooks no longer allows this to happen. So, carefully implement the aforementioned steps to import your payroll data into QuickBooks.

Things That Can be Imported to QuickBooks from Various Ways

Payroll Data to QBD ↗

Import Payroll Data into QuickBooks from Excel

Excel into QB ↗

Import Excel into QuickBooks Desktop & Online

Payroll Data to QBO ↗

Import Payroll Data to QuickBooks Online from Excel

Bank Transactions ↗

Import Your Bank Transactions Data Into QuickBooks from Excel

Wells Fargo Payroll ↗

Import Wells Fargo Payroll Details to QuickBooks

CSV Payroll Files ↗

Import CSV Payroll Files into QuickBooks

Payroll ↗

Import Payroll into QuickBooks

Payroll QBD to QBO ↗

Import Payroll data from QuickBooks Desktop to Online

Accountant’s Changes ↗

Import Accountant’s Changes In QuickBooks

Payroll IIF File ↗

Import Payroll IIF file into QuickBooks

Payroll QBO to QBD ↗

Import payroll from QuickBooks Online to Desktop

Payroll from XML ↗

Import Payroll Data to from XML to QuickBooks

Square Payroll ↗

Import Square Payroll Data into QuickBooks

Payroll Data ↗

Import Payroll Data into QuickBooks

Payroll Files ↗

Import Payroll Files into QuickBooks

Payroll Hours ↗

Import Payroll Hours into QuickBooks

ADP Payroll ↗

Import ADP Payroll Into QuickBooks Online & Desktop

CSV File ↗

QuickBooks Import to CSV Files

Payroll Template ↗

Import Payroll Template into QuickBooks

Accounts Details ↗

Import Accounts Details into QuickBooks

.QBB File ↗

Import .QBB file into QuickBooks

Employee Data ↗

Import Employee Data into QuickBooks Payroll

Payroll Timesheets ↗

QuickBooks Payroll Timesheet Import

Gusto Payroll ↗

Import Gusto Payroll into QuickBooks

IIF File ↗

Import IIF File into QuickBooks

Credit Card Transactions ↗

Import Credit Card Transactions In Quickbooks Desktop

Voluntary Payroll Deductions ↗

Import voluntary payroll deductions into QuickBooks

Transactions ↗

Import Transactions into QuickBooks

Payroll Items List ↗

Import Payroll Item list into QuickBooks

Payroll Transactions ↗

Import Payroll Transactions into QuickBooks

PayPal Transactions ↗

Import PayPal Transactions into QuickBooks

Import Issue ↗

QuickBooks Import & Export – Issues & Guides

Import Data Not Responding ↗

QuickBooks Import & Export – Issues & Guides

Transaction Pro Importer Error Message ↗

QuickBooks Transaction Pro Importer Error Message

Import Error

QuickBooks Import Error

Import Excel or Spreadsheet Not Responding ↗

Quickbooks Import Excel or Spreadsheet Not Responding

IIF Import Error 3040

QuickBooks IIF Import Error 3040

Import Support ↗

QuickBooks Import & Exports Support

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