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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:
- Bank Data
- Customers
- Vendors
- Chart of Accounts
- Products and Services
- Invoices
- Journal Entries
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:
- Go to Bank transactions.
- On the Link account dropdown, hit Upload from file.
- Choose between Drag and drop or select files to select the file you download from the bank, then hit Continue.
- In the QuickBooks Account dropdown, choose the account you want to upload the transaction into, then click Continue.
- Map the transactions you'd want to import, then hit Continue.
- Select the transactions you'd want to import, then Continue.
- If you choose to accept the transaction, click Yes.
- After that, hit Done.
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:
- Go to Apps and select Find apps.
- Search for a keyword in the search bar and hit Enter.
- Choose an app and click Get app now to integrate.
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!
