Setting up the Export of IOP Data to QuickBooks Online (QBO)

by James Antonio

IOP or Intuit Online payroll is a payroll service offered by Intuit, which can be used as stand-alone software, or in integration with QuickBooks Online. With the help of this software, you can make direct deposits, also you can fill in federal and state tax forms and makes automatic tax calculations as well.

The main difference between IOP software and QBO is that IOP takes care of your payroll-related needs, while QBO deals with the accounting side of the business. In this article, we will look into how to set up the export of IOP data into QBO.

Steps for Setting up the Export of IOP Data to QuickBooks Online

Have a look at the below-mentioned list of simple steps, which you can follow to export the IOP data to QBO

Step 1. In the first step, open intuit online payroll and click on the export setup page. Now click and set up export preferences by clicking on ‘Want to export to QuickBooks?’. After that click to select QuickBooks Online and then continue.

Step 2. In this step, map your charts of accounts, like for expense account, map by item type, employee type, or name. For liability accounts, map the sub-accounts in the chart of account. Now, map your bank account, wage expense account, cost of goods sold account, and other accounts. And then review all the accounts that you have mapped on the review page.

Step 3. In this step, click on Export to QuickBooks after each payroll run, you can find the ‘Export to QuickBooks’ option on the home page.


Let us now look into some FAQs for further clarity around the topic

What is the process of importing Payroll data into QuickBooks Online?

First of all, log in to QuickBooks Online standard payroll, go to employees or Payroll menu and click on Let’s Go. Now click Yes once prompted and click on Yes import my data option, after that select your payroll software and click Next again.

Can you list Down the Process steps of Exporting ADP Payroll Data into QuickBooks Online?

First, log into ADP run Payroll account > choose ‘set up General ledger’ > choose to log into QBO by entering your credentials > follow the process and set up > now click ‘Post to QuickBooks’ for next time payroll run. This will export your ADP payroll data into QBO.

What are the Process Steps for Entering Payroll Manually into QuickBooks?

Start by clicking Edit at the top and click on Preferences. After that select Payroll and employees from the left panel and click the company preferences tab. Now select the full payroll radio button on the QBDT payroll features section and lastly click on OK.

Can you throw some Light on the Payroll Ledger in QuickBooks?

A payroll ledger is a general ledger, where all the payroll related entry is posted in the accounting software. Your accountant can review these entries to check their correctness.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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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:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • 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:
  • Importer, Exporter, Deleter
  • 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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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