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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.).
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:
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.
If you are not familiar with IIF, prepare your Employee List in XLS with the following template
First Name | Last Name | Middle Name | Is Active | Salutation | Print on Check | SS No | Gender | Date of Birth | Date Hired | Date Released | Address Line1 | Address Line2 | Address City | Address State | Address PostalCode | Phone | Cellular | Alt. Phone | Fax | Pager | PIN (Pager) | Account Number | Notes | |
Karen | Smith | L. | Y | Ms | Karen L. Smith | F | 01/12/1970 | 18 Main Street | Apt 11 | Anytown | CA | 12345 | 1234567890 | 9998887777 | 7778889999 | 9876543210 | [email address removed] | (123) 456-7890 | 12345 | 888 | ||||
John | Doe | N. | Y | Mr | John N. Doe | M | 01/01/1990 | 100 South Street | Newton | AZ | 11111 | 1234567890 | 9998887777 | 7778889999 | 9876543210 | [email address removed] | (123) 456-7890 | 54321 | 999 | |||||
Jane | Smith | A. | Y | Mrs | Jane A. Smith | F | 05/02/1985 | 18 West Street | Cali | CA | 99999 | (999) 888-7777 | [email address removed] | |||||||||||
Kim | Burns | L. | Y | Kim L. Burns | F | 13/12/1966 | 1 North Street | Apt 213 | Phoenix | AZ | 88888 | (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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