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Join nowWe 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!
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.
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
RefNumber | Transaction Date | Account | Debit | Credit | Memo | Name | Class | Billable | Is Adjustment | Currency | Exchange Rate | Home Currency Adjustment | Amounts in Home Currency |
1 | 27/09/2020 | Checking | 130 | PR 092518 | John Smith | N | N | ||||||
1 | 27/09/2020 | Wages | 200 | PR 092518 | John Smith | N | N | ||||||
1 | 27/09/2020 | Payroll Taxes Payable | 50 | PR 092518 | John Smith | N | N | ||||||
1 | 27/09/2020 | Health Insurance Payable | 20 | PR 092518 | John Smith | N | N |
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