Trying to transfer the payroll item list from one company to another. Specific instructions please?

[Dael]

I need to transfer the payroll item list from one company to another. Have tried using the export to excel function, but the .csv isn't recognized on import and when I save it as an excel file it says that it requires a quickbooks supplied template, but doesn't lead me to the template. Any suggestions?

[JamesM]

Hi there,

It's vital you're able to import your .CSV file with ease. Don't worry, I'll be glad to steer you in the right direction so you can transfer the payroll item list from one company to another. 

First, it's essential to make sure you have access to the custom templates. I encourage you to check out this article which shows you how to: Download customized templates.

For info on how to use and customize form templates, check out this helpful article here. 

Give this a try and if you have questions, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be on standby.

[Dael]

Hello James,

I can't find the template specific to lists. Where is that?

Dael

[JamesM]

Hi Dael. I want to make sure you get the support you need with this. I recommend reaching out to our support team using this link. One of our agents will be happy to take a look at your screen and assist. Feel free to ask other questions.