How to Import Employee Data into QuickBooks Payroll?

by James Antonio

Data entering manually is a very long process, a monotonous cycle when you are doing the books for your independent company. If you work with few payroll accounts, you need to transfer the data, transactions, accounts, and many more things to discover better results for your finance management. This scales back the time it takes to do your books, permitting you to focus on dealing with your business.

Import and export are one of the best ways to share or to move data from one place to another. In QuickBooks bookkeeping software, you find multiple ways to import/export the data. This blog tells you complete details about How to import employee data into QuickBooks Payroll. QuickBooks Payroll is the platform where you can easily schedule and track all financial data of your business programs. To achieve the business goal, users need to implement new things daily as per work demands.

Before importing any data, the first thing you have to ensure about the template must be appropriate or not. To download and check an employee template, perform the below guidelines:

  • Click on the “Employees” option from the left-hand menu
  • Choose the Payroll settings tab then click on the “Data Extracts” option
  • Go to the Data type and hit the click on the Employee Data and empty template
  • Choose the file format and click on the Download
  • Once you completed the then you just need to enter the data in the excel sheet. Make sure about the entered data and then upload the data in the QuickBooks Payroll.

To Import Employee Data into QuickBooks Payroll, You have to Perform the below Guidelines:

  • Firstly, you have to choose the “Employees” section from the left-hand menu
  • The next step is forward towards to “Add Employees” option
  • Then, select the “Import Employees” option
  • Choose the File and select your finalized template
  • Once you have done then open the file and click on the Confirm upload

The process will take little time to complete the program. When it is completed then the results will appear on your screen showing the status of every employee updated. If you find any issue or error, you can easily delete or undo it.

How to Delete the Data Utilizing the Import Function?

In any case, if you use an import file to delete all data from the employee records in bulk. Then, use the value in the correct field on your import file.

Things you need to know about the File Importing Specifications

There are some fields in the import file however, they are divided into fields. The list of minimum required fields are listed here TaxFileNumber, First name, surname, DOB, ResidentialStreetAddress, ResidentialState,PostalStreetAddress ResidentialPostCode, PostalState, StartDate, EmploymentType, PaySchedule, PrimaryPayCategory, PrimaryLocation, PaySlipNotificationType Rate, RateUnit, HoursPerWeek, Account Number, Bank Account, Account Name, BankAccount Allocated Percentage, and many more.

Once you entered all required data the check and identify the employee to update either through the tax file number or entering all mandatory details such as name, surname, and DOB.

Brief Description

Foundation on Generating Your QuickBooks IIF

If you utilize the work area adaptation of QuickBooks for your accounting programming and accounting Software to run payroll, you might need to import your payroll data into QuickBooks. An Intuit Interchange Format (IIF) file is a file explicitly used to import data and transactions into QuickBooks. You can make this file utilizing accounting and afterward transfer it to your QuickBooks, with the goal that you have all your payroll data effectively available. If you use QuickBooks Online, then learn more about Integrating Software with QuickBooks Online.

Follow the below guidelines to set up the Import for QuickBooks

  • To begin with, you should choose QuickBooks Desktop by going to Settings
  • Click on the Payroll Settings
  • Choose the Payroll Integration Options

Pick QuickBooks from your Rundown of Choices.

You can then add your QuickBooks account names to coordinate with the data from Software into QuickBooks. This is a set-up measure that you’ll just have to do once, or at whatever point your QuickBooks account names change. There are many classes of payroll data that you’ll have to allot QuickBooks account names to make a diary passage for your payroll. You may utilize similar accounts for various classifications.

Coordinating Up Your QuickBooks Chart of Accounts

You should type the name of your QuickBooks account name precisely how you have it set up in QuickBooks all together for the import file to coordinate with it to the right account. Try not to incorporate the account number before the account name. Something else, if the account names don’t coordinate, then QuickBooks will make another account with the name you have entered in Software. You will at that point need to transform it to the right class in QuickBooks. If you have different areas set up on your account, you can incorporate the area as a class name. Be certain your QuickBooks class names precisely match the area epithets on your Settings. Then, you have to choose the Company Settings. Hit the last click on the Manage Locations page.

Net Pay – It defines Gross compensation as the absolute pay you pay to the employees. Net compensation is the employee’s genuine checksum after assessments and allowances have been taken.

Employee Taxes – It will tell you about the employee charges are your representative’s expense commitments that you retain from their compensation and dispatch for their benefit. If you are a fundamental payroll client, you have to select the responsibility account to apply these passages. In another way, if you are a Full-Service payroll client, then select the resource account these charges will be removed from.

Business Expenses – This incorporates all business assessments like Social Security, Medicare, joblessness, and some other manager-paid charges you may have in your state.

Employee Deductions – This incorporates all worker allowances, like medical coverage. You will possibly see this if you have at any rate one company level derivation set up in your Software payroll account. You will enter an account for every representative allowance.

Employee Contributions – This incorporates all business paid commitments. You will be needed to enter both a cost and obligation represent each organization level commitment in your Software finance account.

Remittance – This addresses the resource or responsibility account you will use to record your boss assessments cost. If you are an essential payroll client, select the obligation account to apply these passages. In another case, if you are a Full-Service payroll client, select the resource account these charges will be removed from.

Non-Remitted Taxes – This possibly applies if you are a full-service payroll client/Customer. The exported file will show these as a different passage in QuickBooks.

Making the QuickBooks File

You can make an IIF File any time after you run payroll with the below-mentioned steps:

  • The initial step is to unlock the services
  • Hit the click on the Payroll Tasks and choose the Export Payroll
  • Enter the Start Date and End Date range for the compensation dates you need to incorporate.
  • Select the representatives to incorporate.
  • For the Source, you can incorporate all payroll sources, or select specific kinds of payroll data.
  • Enter a beginning passage number for QuickBooks
  • Click on the “Run Export” option
  • The IIF file will download and save this file to your PC
  • Then import it into QuickBooks.

If you need to change account names after you have downloaded the file, you can re-run the export to reproduce another QuickBooks IIF file with new account names whenever.

Thank you for reading this blog, we hope the above information was useful for you to resolve the query How to import Employee data into QuickBooks. QuickBooks helps to reduce all complex issues to maintain the balance in your business accountancy programs and gives you a clear view to know about each profit and every loss. So, you can easily figure out to achieve your business goals.


How can I Import the Data into QuickBooks Quickly?

You can easily import the CSV or excel file data to QuickBooks. The thing you have to do to install the QuickBooks import excel and CSV format. Once the downloading process is completed, then run the program with displayed guidelines. It will help to import data within a minimum time frame.

Is it Possible to undo an in QuickBooks Online?

Open the History tab and locate the import that you want to undo. Hit the click on its ID. Then, you have to choose the Revert import button from the import log. Choose a specific reason to undo the import and hit the confirmation button and you are all resolved with this issue.

What can I more Import into QuickBooks?

QuickBooks’ in-built features make everything easy to handle. You can import accountant’s changes, journal entries, batch transactions, and bank transactions. QB users also have the choice to import customers and vendors, reports, vendors list, customers.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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Pricing

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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