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ok15
December 26, 2018
Question

Importing Payroll Data in CSV

  • December 26, 2018
  • 1 reply
  • 12 views

We are inquiring about how to import payroll data exported from our POS system in csv format.

 

Our POS only exports hours worked in csv, json, and pdf formats. We know that we can import csv into QB for other lists, but is it possible for payroll? If not, how can we convert the csv file to an iif that can be imported to QB?

1 reply

V
VivienJ
December 26, 2018

Hello there, ok15. 

 

I have some details to share about importing data into QuickBooks Desktop. 

 

At this time, you'll only able to import the employee list in the program. The payroll transactions, such as their hours worked, would need to be added manually.

 

For more details about it, check out the import .IIF files section of the article below:

 

Export or import IIF files

 

You can convert a CSV file into an .iif format through a third-party converter. Since every business has unique needs to highlight their brand, I'm unable to suggest specific applications. I'd recommend browsing the web so you can personally select which one fits your company.

 

To import an IIF file:

  1. Go to File at the top menu bar, choose Utilities.
  2. Select Import, then IIF files. 
  3. Browse your converted file and pick Ok.

I've added an article with further details about the process:

 

Improved IIF Import in QuickBooks 2019

 

Once done, you can proceed manually entering the payroll transactions.

 

I can see how the ability to import payroll transactions would empower your business. I'll prepare a feedback statement to send up to our product engineers. It'd be best if you can also send this as a suggestion directly to them so we can let them know the changes we both want to see in the future.

 

You'll want to submit that by going to the Help menu, then selecting Send Feedback Online. 

 

The Community is always here to help you with any QuickBooks related concerns. If you have other questions in mind, feel free to drop by and I'll be around!

 

Have a great day! 

C
ckroot
May 8, 2019

Is it possible to import employee specific data into quickbooks such as payroll deductions, 401(k), insurance deductions, salary etc?

PreciousB
PreciousB
Level 6
May 8, 2019

Thanks for chiming in this thread, ckroot.

 

We can import employee list into QuickBooks Desktop, however, we're unable to import their earnings and deductions. You'll have to manually enter them into QuickBooks, and I'm here to guide you.

 

To add a salary item:

  1. Go to Lists at the top.
  2. Choose Payroll Item List.
  3. Click the arrow beside Payroll Item at the bottom.
  4. Select New.
  5. Tick the radio button for EZ Setup.
  6. Choose Next.
  7. Select a payroll item type.
  8. Click Next.
  9. Choose the earning type.
  10. Select Finish.

To add a deduction item:

  1. Follow the first three steps above.
  2. Choose Custom Setup and click Next.
  3. Select Deduction.
  4. Click Next.
  5. Enter a name for the deduction.
  6. Click Next twice.
  7. Choose a Tax tracking type.
  8. Click Next four times.
  9. Select Finish.

In case you want to assign the item to the employee, follow these steps:

  1. Click Employees at the top, choose Employee Center.
  2. Double-click the employee name.
  3. Add the item on the Earnings or Additions, Deduction and Company Contributions table.
  4. Click OK.

Let me share this article too for future reference: Set up a new employee in QuickBooks Desktop Payroll.

 

That should get you on the right track.

 

Please let me know how that works for you. I'm to here provide any additional assistance if you need anything else. Have a good one.

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