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learnasigo
Level 1

Moving to a 3rd party payroll provider- how do I make sure their import is set up correctly?

We have QB Desktop Pro 2019. We are moving from QB Assisted payroll to a third party payroll provider.  The 3rd party payroll provider says they can give us a file to upload in to QB after running payroll to get our data from payroll in to QB.  I can't seem to find any data on what that file needs to look like, what info it needs to contain, and how we will make sure that liabilities, expenses, etc are going to the right place.  Is there any information out there that can help me to make sure we get what we need, in the correct format in order to ensure this is a smooth process?

 

Any help would be appreciated! Thanks!

2 Comments 2
SashaMC
Moderator

Moving to a 3rd party payroll provider- how do I make sure their import is set up correctly?

Welcome to the QuickBooks Community, learnasigo. I would recommend contacting the third-party app to get specific instructions when it comes to integrating with our software. For more information on exporting and importing data in QuickBooks Desktop, this article is very informative of the procedures.

 

Please let me know if you have any other questions or concerns. The Community and I will be happy to help. Take care and be safe.

Fiat Lux - ASIA
Level 15

Moving to a 3rd party payroll provider- how do I make sure their import is set up correctly?

@learnasigo 

You may ask them to provide the payroll data as Journal Entry and import them in bulk by using a 3d party tool.

https:// transactionpro.grsm.io/qbd

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

 

The template should be like this

RefNumberTransaction DateAccountDebit Credit MemoNameClassBillableIs AdjustmentCurrencyExchange RateHome Currency AdjustmentAmounts in Home Currency
127/09/2020Checking  130PR 092518John Smith NN    
127/09/2020Wages200 PR 092518John Smith NN    
127/09/2020Payroll Taxes Payable 50PR 092518John Smith NN    
127/09/2020Health Insurance Payable 20PR 092518John Smith NN    

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