cancel
Showing results for 
Search instead for 
Did you mean: 
mendotagroupllc
Level 1

Just set up our QBO and need to import information from online payroll provider and bank. Should I first import payroll information and then import banking information?

Reason for asking is that banking transactions will include payroll information, so seems to make sense to do it this way.
Solved
Best answer January 30, 2021

Best Answers
Ryan_M
Moderator

Just set up our QBO and need to import information from online payroll provider and bank. Should I first import payroll information and then import banking information?

Hi @mendotagroupllc,

 

I'll handle this query for you about the import process in QuickBooks Online (QBO).

 

I suggest you go through with importing your bank transactions first. I'll show you how:

 

  1. Click the Gear icon.
  2. Select Import data.
  3. Tap Bank Data.
  4. Hit the Browse button, then locate your file for bank transactions.
  5. Press Next.

You can then follow the on-screen instructions to proceed at this point.

 

As for your payroll information, I suggest you contact our Technical Support team for assistance. They can help you with the process of importing your payroll information into your QBO company.

 

See this article for the steps: QuickBooks Online Support. It includes their hours of operation, so you know when to contact them when they're available.

 

Let me know in the comments below if you have more concerns about your QBO company. I'll be sure to take care of them. 

View solution in original post

1 Comment 1
Ryan_M
Moderator

Just set up our QBO and need to import information from online payroll provider and bank. Should I first import payroll information and then import banking information?

Hi @mendotagroupllc,

 

I'll handle this query for you about the import process in QuickBooks Online (QBO).

 

I suggest you go through with importing your bank transactions first. I'll show you how:

 

  1. Click the Gear icon.
  2. Select Import data.
  3. Tap Bank Data.
  4. Hit the Browse button, then locate your file for bank transactions.
  5. Press Next.

You can then follow the on-screen instructions to proceed at this point.

 

As for your payroll information, I suggest you contact our Technical Support team for assistance. They can help you with the process of importing your payroll information into your QBO company.

 

See this article for the steps: QuickBooks Online Support. It includes their hours of operation, so you know when to contact them when they're available.

 

Let me know in the comments below if you have more concerns about your QBO company. I'll be sure to take care of them. 

Need to get in touch?

Contact us