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Sjone24
Level 1

Importing New Employees

Hello, I have hired 21 new employees.  Is there a way to import and create new employee records?  Import all off their personal information (Name, address, phone, email, ss#, etc.).

2 Comments 2
Adrian_A
Moderator

Importing New Employees

Hello there, Sjone24.

 

Yes, there's a way how you can bring all your 21 employee's information into your QuickBooks file. Before doing so, you should make a backup just in case there's an error when importing.

 

You can import the data using an IIF file. Let me guide you with these steps:

 

  1. Click the File menu.
  2. Under Utilities, select Import.
  3. Select IIF Files.
  4. Click Import IIF.
  5. Select the file and then continue with the on-screen instructions to map the data.

 

I've also added these articles to learn more about IIF import limitations: 

 

 

Keep me posted if you have any other concerns or questions about importing employees.

Fiat Lux - ASIA
Level 15

Importing New Employees

@Sjone24 

If you are not familiar with IIF, prepare your Employee List in XLS with the following template

First NameLast NameMiddle NameIs ActiveSalutationPrint on CheckSS NoGenderDate of BirthDate HiredDate ReleasedAddress Line1Address Line2Address CityAddress StateAddress PostalCodePhoneCellularAlt. PhoneFaxEmailPagerPIN (Pager)Account NumberNotes
KarenSmithL.YMsKaren L. Smith F01/12/1970  18 Main StreetApt 11AnytownCA123451234567890999888777777788899999876543210[email address removed](123) 456-789012345888 
JohnDoeN.YMrJohn N. Doe M01/01/1990  100 South Street NewtonAZ111111234567890999888777777788899999876543210[email address removed](123) 456-789054321999 
JaneSmithA.YMrsJane A. Smith F05/02/1985  18 West Street CaliCA99999(999) 888-7777   [email address removed]    
KimBurnsL.Y Kim L. Burns F13/12/1966  1 North StreetApt 213PhoenixAZ88888(111) 222-3333   [email address removed]    

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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