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I have a number of clients that use Quickbooks online for their General Ledger, but use an outside vendor for processing their payroll. They need a way to import the results of their payroll into quickbooks. I found a lot of articles oh how this is accomplished, but none that define the file specs for a .csv file. Does anyone have this information? I need to know what needs to be included. For example:
What goes in
Column A: Account name/number?
Columb B: Account description?
Column C: Entry Date?
Column
Any help would be appreciated.
MJA
Thanks for getting in touch with us, MJA64. I'll share information about importing General Ledger (GL), including their payroll data.
Downloading GL and payroll data in QuickBooks isn't currently available. Here are the following information we can bring into the program:
In the meantime, we can bring your payroll data by creating journal entries inside your account. However, if you have a QBO Payroll subscription, you can directly input their pay history using prior payroll.
Concerning your GL information, we manually upload the transactions to QuickBooks Online (QBO) using a CSV file format and then categorize them to show them to the GL reports.
I'll show you how:
Finally, we can also use third-party applications or an importer tool to bring the GL together with the payroll data to QuickBooks Online (QBO). You can look for one through the QuickBooks App Store or directly find one on the Apps menu in QBO.
Refer to the steps below:
Comment below if you encounter any further inquiries or require additional guidance regarding the process of downloading various data sets into QBO, MJA64 don't hesitate to share your questions. I'm always here to support you every step of the way. Keep safe and take care always!
You can prepare your JE data with the following template
RefNumber | TxnDate | PrivateNote | IsAdjustment | Currency | ExchangeRate | Account | LineAmount | LineDesc | Entity | Class | Location |
101 | 01/10/2020 | Wire Transfer | FALSE | Savings | -50.00 | Credit Savings | |||||
101 | 01/10/2020 | Wire Transfer | FALSE | Checking | 50.00 | Debit Checking | |||||
102 | 01/10/2020 | Wire Transfer | FALSE | Savings | 200.00 | Debit Savings | |||||
102 | 01/10/2020 | Wire Transfer | FALSE | Checking | -200.00 | Credit Checking |
then use an importer tool to proceed
https://get.transactionpro.com/qbo
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