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Import HMRC Basic Tools employee data into QuickBooks Online Standard Payroll

SOLVEDby QuickBooks6Updated 1 year ago

Are you looking for an easier way to manage your payroll? If you're currently using HMRC Basic Tools, you can now quickly and easily import your employee data into QuickBooks Online Standard Payroll.

Before you start, make sure you turn on payroll in QuickBooks Online.

Step 1: Export your employee data from HMRC Basic Tools

The first step is to export the employee data from HMRC Basic Tools. Once the data has been exported, you'll need to verify all employees and make sure they are accurate and up-to-date.

  1. Sign in to your HMRC Basic Tools account.
  2. Select Settings.
  3. Go to Data Export, and select Export.

An XML file will download to your computer. Remember where this file is saved. You need to upload this file to QuickBooks.

Step 2: Import your employee data into QuickBooks

Once you have verified all of your employee data, it is time to import it into QuickBooks. To do this:

  1. In QuickBooks, go to Payroll, and then select Let's go.
  2. Select I'm already paying people.
  3. An option will appear for Did you previously use HMRC Basic Tools? Select Click here.
  4. Select Import.
  5. Select the XML file you have downloaded from Basic Tools.
  6. Select Import.
  7. Select Finish company setup.
  8. Confirm your pay schedule and set up your pension. For more information, see Get set up for QuickBooks Online Standard Payroll.
  9. Select Done.
  10. Select each employee to complete all of the required details for them.

Once you have verified all employees, you'll be able to start running payroll.


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