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JKesler9001
Level 1

Is it possible to import employee bank information into Quickbooks Desktop?

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.

2 Comments 2
BigRedConsulting
Community Champion

Is it possible to import employee bank information into Quickbooks Desktop?

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.

Fiat Lux - ASIA
Level 15

Is it possible to import employee bank information into Quickbooks Desktop?

@JKesler9001 

The template of Employee List data to import

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 (123) 456-789012345888 
JohnDoeN.YMrJohn N. Doe M01/01/1990  100 South Street NewtonAZ111111234567890999888777777788899999876543210 (123) 456-789054321999 
JaneSmithA.YMrsJane A. Smith F05/02/1985  18 West Street CaliCA99999(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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