How to Import Employee List into QuickBooks Online?

by James Antonio

It might be time-consuming to set up an employee list in the software. Fortunately, QuickBooks online provides impressive features to breeze the complexity of certain day-to-day tasks. It includes easy methods of import, export, and deletion of the employee list as per requirement. The importing of the employee information from a CSV file is a convenient method to set up employees quickly. No need to worry about the bulk updates of employees! You can easily import data in batches. Let’s explore in detail how to import employee lists into QuickBooks online.

What are the Steps to Import the Employee List into QuickBooks Online?

Here are the instructions you need to follow to import the Employee list into QB:

  • First of all, open the QuickBooks Payroll home page
  • Search for the arrow located next to Add Employee and click on it
  • Choose Import Employees button
  • The efficient method to proceed with the import process is by exporting the employee list CSV template file, integrating data into it. After this, start importing the template into your QuickBooks.
  • Make sure you have a template handy with you; if not, you can download the template.

How to Download the Template of the Employee’s List?

  • Initially discover the left-hand menu to choose Employees
  • Click on the payroll settings option
  • Choose Data Extracts below the business management button
  • Click on the employee Data and Empty Template under the Data Type tab
  • Hit file format
  • At last, choose Download

Export the CSV Template:

Here are the Steps:

  • Choose Export Employee.
  • Click on the drop-down which says Data type.
  • Select an Empty Template.
  • Choose whether you need to work with a CSV template or XLSX.
  • Once you are done with the CSV file editing, you can get started with the uploading process. For this, click on the Import Employees and then click on Select file.
  • Once chosen the required file, hit on Confirm upload and then start importing the employee list.
  • Wait for some time till the import completes.
  • A report will appear on the screen displaying the created or updated Employees.

What are the Minimum Required fields to Import Employee Lists in QuickBooks online?

Here is the List of Minimum Fields you need to Run to Set up an Employee:

  • ResidentialSuburb
  • ResidentialState
  • ResidentialPostCode
  • PostalStreetAddress
  • PostalSuburb
  • TaxFileNumber
  • FirstName
  • Surname
  • DateOfBirth
  • ResidentialStreetAddress
  • EmploymentType
  • PaySchedule
  • PrimaryPayCategory
  • PrimaryLocation
  • PostalState
  • PostalPostCode
  • StartDate
  • SuperFund1_FundName
  • SuperFund1_MemberNumber
  • PaySlipNotificationType
  • Rate
  • BankAccount1_AccountNumber
  • BankAccount1_AccountName
  • RateUnit
  • HoursPerWeek
  • BankAccount1_BSB
  • BankAccount1_AllocatedPercentage
  • SuperFund1_AllocatedPercentage

That’s all about how to import employee lists into QuickBooks Online! Hopefully, you are aware of the procedure of importing employee data into QuickBooks Online. To explore more stay in touch in this platform and ease the complexity of the import, export, and delete process in accounting software.


Can I use an Import File of the Employee List to Delete Data from the Records?

Yes, you can easily use an import file for removing data from the list of employee’s records. If you need to delete data in bulk, then you need to set the value (clear) without the quotes in the suitable field on the import file.

How can I Import the Employee Data into QB Payroll?

● Click on Employees
● Hit on Add employees
● Select Import Employees
● Choose Select file
● Click the completed template
● Select Open button
● Choose Confirm upload

What are the mandatory Fields required to Import the Employee List in QuickBooks?

There are fewer fields in the import file. These fields are categorized into sections, and you don’t need to present all the sections. Here are essential fields need to identify the employee to update:
First name, surname, date of birth, or tax file number

What are the Fully Qualified Locations that need to import the Employee List into QuickBooks?

Here is the List of Locations:

● All offices
● Strathfield
● Logan
● QLD offices
● NSW offices

What type of Content stored in the CSV Template while Importing the Employee List in QuickBooks?

This formatted file comprises the column headers to proceed with the import process. You require adding a row associated with each employee you need to import.

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.

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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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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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  • Upto 10 companies

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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:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
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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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