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Enter payroll opening balances in QuickBooks Payroll powered by Employment Hero
by Intuit• Updated 10 months ago
Learn how to enter or import opening balances from another payroll provider into QuickBooks Payroll.
How to enter opening balances manually for each employee
- Navigate to Payroll in the left-hand menu.
- Select the name of the employee.
- Select Opening Balances from the left-hand menu
- Select the Leave Balances tab and enter the amounts as of the date you moved to QuickBooks Payroll, then select Save.
- Select the Earnings tab and enter the amounts, then select Save
- Select the Deductions tab, enter the balances then select Save.
- Select the Employer Liabilities tab, enter the balances, then select Save.
- Select the Super & PAYG tab, enter the balances, then select Save
- Select the Employment Termination Payments (ETPs) tab, enter the balances, then select Save.
Next, we'll show you how to enter/update employee opening balances and how to import opening balances.
How to import opening balances using Excel
- Navigate to Payroll from the left menu.
- Select Payroll Settings, then select Opening Balances.
- Select Import.
- Select Select File, and choose the .xlsx file you would like to upload.
- Select Confirm upload.
Note: You can download a template from the Data Extracts page (located in Payroll Settings under Business Management).
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