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Hello robert-stubbs,
When you create the PAPDIS file and open it using a Microsoft Excel, there's a chance that the format will be changed. Intuit has developed the PAPDIS Review and Edit Tool. This can be used to review, edit, and format the PAPDIS data.
To know more about the PAPDIS file and the tool, you can browse these links:
Related links are also included within those links.
Let me know if you have additional question about the process.
Hello robert-stubbs,
When you create the PAPDIS file and open it using a Microsoft Excel, there's a chance that the format will be changed. Intuit has developed the PAPDIS Review and Edit Tool. This can be used to review, edit, and format the PAPDIS data.
To know more about the PAPDIS file and the tool, you can browse these links:
Related links are also included within those links.
Let me know if you have additional question about the process.
I've also migrated from desktop payroll to online standard payroll and the format of the pension export is not compatible and there doesn't seem to be a way of reformatting it within QB so I don't have to do it manually each month and risk errors in the data. Can anyone help please?
Hello, @RMMPM.
You can choose between an Excel or PDF file when exporting your reports from QuickBooks Desktop to QuickBooks Online. If you're currently using QuickBooks Online Advanced payroll, you can submit your pension report directly within the program. Just make sure that you're able to connect your Pension sync.
Here's how:
However, if you're using QuickBooks Online Standard payroll, you'd have to manually enter your pension details when submitting it to your pension provider. You can read to this article for more detailed information: Workplace pensions in QuickBooks Onli....
I've attached these articles for more insights about managing your employees' payroll in QuickBooks Online:
Let me know if you have other questions about managing your payroll reports. I'm always here to help.
Unfortunately this does not help me at all but further underlines concerns I have with the standard of both versions of Online Payroll and the lack of effective functionality they contain to enable payroll managers to process data efficiently and, most importantly for employees, accurately. Desktop payroll provided a PAPDIS file that required no manual intervention yet this one does not, I'm not clear how this could be considered progress.
I totally agree. Desktop no problems with papdis. Online a nightmare, missing columns, columns in the wrong format. Why has Quickbooks taken it upon themselves to reformat an industry standard form?
This is not what we want to feel, @robert-stubbs.
I'll definitely pass along your experience to our Developer Team. They are always looking for ways to improve our product by listening to our customers' suggestions and comments.
In the meantime, I suggest checking our QuickBooks Blog page to learn of any news and updates in QuickBooks.
Additionally, do check our Help articles page for reference. There, you can read articles that can guide you in navigating your QuickBooks Online (QBO).
Know that I'm always here to help you anytime you have other concerns. Have a great day!
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