Upload employee documents to QuickBooks Payroll

Learn how to upload and manage employee documents in QuickBooks Payroll.

QuickBooks Payroll offers secure document storage for all your critical employee records. Your payroll admins can upload items such as hiring documents, employee contracts, and HR or healthcare records.

Select the document task you'd like to complete:

• Upload
• Download
• Edit
• Delete

Here is the list of acceptable document formats that you can upload.

Upload documents

1. Go to Payroll.
2. Select your employee. 
3. Select Documents. 
4. Select the dropdown ▼ next to Documents and select the folder.
5. Select Upload Documents.
6. Select Add document.
7. Follow the on-screen steps to select the documents you want to upload.
8. Select Save.

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Download documents

1. Go to Payroll.
2. Select your employee. 
3. Select Documents.
4. Select the document to download it.
5. You can view the file in your downloads folder.

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Edit documents

1. Go to Payroll.
2. Select your employee. 
3. Select Documents.
4. Select the edit icon ✎ next to the document you want to edit.
5. Select Save when you are done.

Delete documents

1. Go to Payroll.
2. Select your employee. 
3. Select Documents.
4. Select the delete icon next to the document you want to delete.
5. Select OK when you get a confirmation message.

Acceptable document formats

You can upload images, documents, audio, and video files with various file extensions as listed below.

• Images: .jpg, .jpeg, .png, .gif, .heic
• Documents:  .pdf, .doc, .docx .ppt, .pptx, .pps, .ppsx, .odt
• Audio: .mp3, .m4a, .ogg, .wav
• Video:  .mp4, .m4v, .mov, .wmv

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