QuickBooks Online Advanced Payroll offers an extensive list of reports and gives you the flexibility to generate reports to get insights about your business. With this, you can easily fill out your tax forms; run the report; Payroll Tax Payments; Shows payroll tax payments that have been recorded in QuickBooks Online. Importing Employees from Excel/CSV file into QuickBooks Online Advanced Payroll is a great way to get set up and running quickly. It’s also a convenient way to update employee data in a bulk amount. Let’s explore the complete process for how to import Employees via Excel/CSV in QuickBooks Online Advanced Payroll and other related details in this particular blog.
Prerequisite needs to Consider Before you Import
When managing employee information, there are few prerequisites you need to know. Here are the essential company data to get aware before importing employee data:
- Employee contact information is included in the migration of a company file from QuickBooks Desktop to a new QuickBooks Online company, but payroll data is not.
- You are unable to import employee data from another application.
Steps to Import Employee via Excel/CSV in QuickBooks Online Advanced Payroll
- First, go to the Payroll homepage and click the arrow which is next to Add Employee
- Next, select the option named “Import Employees“
- The best way to get started is by exporting the excel template file first, adding data to it and then importing it into QuickBooks Online Advanced Payroll. To export the template:
- Hit the Export Employees option and then using the drop-down choose an Empty Template from the Data Type
- Choose whether you want to work with an XLSX or CSV Template
- This file usually contains the column headers for the import. You just have to add a row for each employee that you want to import
- After completing the editing the XLSX or CSV file then you can upload it by selecting the Import Employees and then move to Select File
- After choosing the file, you have to click Confirm Upload and then import will start
- Once the import is successfully completed then a report display indicating you employees that were updated/created.
The import file contains a large number of fields, but they are divided into parts, and not all sections must be present.
Minimum Required Fields
The following fields are required as a minimum to set up an employee to be processed in a pay run:
- First Name
- Date Of Birth
- Residential Street Address
- Residential City
- Residential District
- Residential Post Code
- Postal Street Address
- Postal City
- Postal District
- Postal Post Code
- Start Date
- Employment Type
- Pay Schedule
- Primary Pay Category
- Primary Location
- Pay Slip Notification Type
- Rate Unit
- Hours Per Week
Import files may include a smaller subset of fields once an employee has been set up in the system, but the following fields must always be included in order to identify the employee to update:
- First Name
- Date of Birth
Fully Qualified Locations
It’s critical to define the Fully Qualified Location when importing from a CSV file since locations can be nested. For the following list of addresses:
- All Offices
- London Offices
- Devon Offices
All Offices/London Offices/Strathfield is a truly qualified location for “Strathfield”.
The information ends here with a hope that it will be helpful for you and guide you in how to Import employees via Excel/CSV in QuickBooks Online Advanced Payroll. Moreover, it is suggested that you perform the above described import steps with your complete care and attention.
How do I Download Employee Templates in QuickBooks Payroll?
First, go to the left-hand menu and select Employees >> Payroll Settings tab. Next, you have to select Data Extracts which is located under the Business Management. Select the Employee Data and Empty Template under the Data Type. In the end, choose the File format and then hit the Download tab.
What are the steps involved in setting up a new Employee using the Employee Wizard in QuickBooks?
It mainly involves 5 steps in setting up a new Employee using the Employee Wizard:
Step 1: First, enter employees personal information
Step 2: Enter employment details
Step 3: Enter the banking details
Step 4: Enter tax and National Insurance details
Step 5: Enter the pension details in the end and the set up is complete with this.
How to Import Employee Data into QuickBooks Payroll?
1. From the left-hand side menu, you have to select Employees.
2. Select the dropdown which is next to the Add Employees option and then hit Import Employees
3. Choose the “Select File” option and then select the completed template >> Open
4. Finally, select the “Confirm Upload” option.