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Our company is currently in the process of trying to migrate away from Microsoft Dynamics NAV into Quickbooks for our payroll system and I'm very new to this product. We figured out how to import employees through IIF files to get them into Quickbooks, and now we need to get all their bank information in that we have from NAV. Is it possible at all to do some kind of import to get this information into the system or are we going to be stuck manually inputting the information for all 600+ employees? The IIF employee import didn't have anything regarding bank information as far as I could tell and I can't find any other option that would let me accomplish this. Apologies if this is a dumb question, I'm just not knowledgeable on the program yet and what it can do and can't do.
It's not possible to import the DD bank data - nor any of the payroll set up you will need to use QB for payroll.
In any case, 600 employees is probably too much for QB to handle well - especially when it comes to payroll tax forms, which are the most limiting part of payroll in QB, as they have relatively small dollar limits of "nine nines", or 9,999,999.99. If you have any totals for a period - including a year - for wages or taxes that are larger than that, the tax forms will choke and you'll have to do them manually.
The template of Employee List data to import
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 | (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 | (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 |
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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