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Sjones94
Level 3

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

 
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Best answer August 10, 2021

Best Answers
DebSheenD
QuickBooks Team

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

Thanks for updating us, Sjones94.

I'll guide you on how to export your QuickBooks Online Payroll data as an IIF.

 

Here's how:

  1.  Login to your QBO company.
  2. Go to the Gear icon, and click on Payroll settings.
  3. Hit the pencil icon next to Export.
  4. Select either QuickBooks Desktop for Windows: downloadable IIF (Intuit Interchange Format) file or QuickBooks Online and hit Continue.
  5. If selecting QBO, you may be prompted to log in to select the company. You'll be asked to select the company you want to export to. Then, you'll be prompted to choose the accounts for each wage expense or liability.
  6. If selecting QuickBooks Desktop for Windows, you'll be asked to enter the name of each account you're exporting your liabilities and expenses to. We recommend that you have a copy of your QuickBooks chart of accounts handy for this. 

After that, you can already export payroll data to QBDT. You can follow these steps:

  1. Go to the Gear icon, and click on Payroll settings.
  2. Go to the Export transactions tab.
  3. A screen will appear letting you know how many transactions and of which type are being exported. You may need to allow popups if you're using the QuickBooks Desktop for Windows option
  4. Hit Export.


For more details, please review this article: Export into QuickBooks Online or Desktop from Core, Premium, or Elite Standalone Payroll.

I'm still here if you have other questions with regards to exporting payroll data. Just post your questions here, I'll respond as soon as possible. Keep safe.|

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6 Comments 6
DebSheenD
QuickBooks Team

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

I'm here to ensure that you're able to export 941 taxes, Sjones94.

Exporting transactions from your QuickBooks Online account is quick and easy. I'll gladly show you how:

 

  1. Go to Reports.
  2. Look for the Payroll Tax Liability report.
  3. Click the drop-down arrow beside the Share button.
  4. Hit export to excel.


You also can check out this article for more information about exporting transactions: Export into QuickBooks Online or Desktop from Core, Premium, or Elite Standalone Payroll.

Additionally, I've added this article that'll help you personalize your reports in QuickBooksCustomize reports in QuickBooks Online.

Please come back and keep us posted on your progress in exporting 941 taxes. The Community is always here to help.
 

Sjones94
Level 3

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

Thanks for the quick response! But what I am trying to do is export the 941 tax payment as an IIF file so I can import into QB. I have been doing that since we started QB Payroll but today I am having trouble find that. Did something change?

DebSheenD
QuickBooks Team

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

Thanks for updating us, Sjones94.

I'll guide you on how to export your QuickBooks Online Payroll data as an IIF.

 

Here's how:

  1.  Login to your QBO company.
  2. Go to the Gear icon, and click on Payroll settings.
  3. Hit the pencil icon next to Export.
  4. Select either QuickBooks Desktop for Windows: downloadable IIF (Intuit Interchange Format) file or QuickBooks Online and hit Continue.
  5. If selecting QBO, you may be prompted to log in to select the company. You'll be asked to select the company you want to export to. Then, you'll be prompted to choose the accounts for each wage expense or liability.
  6. If selecting QuickBooks Desktop for Windows, you'll be asked to enter the name of each account you're exporting your liabilities and expenses to. We recommend that you have a copy of your QuickBooks chart of accounts handy for this. 

After that, you can already export payroll data to QBDT. You can follow these steps:

  1. Go to the Gear icon, and click on Payroll settings.
  2. Go to the Export transactions tab.
  3. A screen will appear letting you know how many transactions and of which type are being exported. You may need to allow popups if you're using the QuickBooks Desktop for Windows option
  4. Hit Export.


For more details, please review this article: Export into QuickBooks Online or Desktop from Core, Premium, or Elite Standalone Payroll.

I'm still here if you have other questions with regards to exporting payroll data. Just post your questions here, I'll respond as soon as possible. Keep safe.|

Sjones94
Level 3

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

Thank you! That did work - but I never would have figured that out - I have been exporting a different way (the way the user above did it) but that is not an option anymore. Did something change? I am concerned because when I went to export one item there were other items exported as well and I may have missed a tax payment as I had no idea it was there. There must be a setting to indicate when there are items ready to be exported like the old Intuit Payroll - you could see it right away on the home page. How can I set that up for this payroll program, which I have to say is not nearly intuitive as the old one unfortunately. And if something did change on how to export, how would I know that?

Sjones94
Level 3

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

Now I am thoroughly confused. I just chatted online with QB help. I was just told that after this recent payroll, files that used to be exported with automatically download to my device??? Then I go in and import it to QB. This does not make sense at all. And why the change? I have been doing payrolls with QB Online fine until this. So how do I know when something has been downloaded? I asked about a setting or indicator or even an email that would tell me a new item has been downloaded to my device. Can you please clarify what is actually supposed to be happening because this does not make sense.

Maybelle_S
QuickBooks Team

I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

 Hi there, @Sjones94.

 

Exported data from QuickBooks Online Payroll (QBO) are converted into a Microsoft Excel Worksheet file. You have to use a file converter to convert them into an .IIF file. This way, you can import your data into QuickBooks Desktop.

 

Additionally, you've mentioned that you're getting other files when exporting your data from QBO Payroll. This issue might be a cause of too much cache accumulation from your web browser. To clear this out, let' run some basic troubleshooting steps and finish your task.

 

To start, use a private browser to access your account in QuickBooks. It is also known as In Private in Internet Explorer and Incognito mode in Google Chrome. This mode doesn't record any activity on your local device.

 

Here's how:

 

• Press Ctrl + Shift + N (Google Chrome).

• Ctrl + Shift + P (Firefox).

• Control + Option + P (Safari).

 

If you're able to export your payroll data, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative option.

 

Once done, use a converter and convert your files to an .IIF format. Then, import your data into QuickBooks Desktop for Mac. 

 

Please make sure to back up your company file first before importing the files. This way, we can ensure that your data are safe in case of any unexpected import error. 

 

For more information about importing your files, here are great articles you can refer to: 

 

• IIF Overview

• Tasks You Can Do With IIF Files

 

I'll be around to help if you need anything else. Wishing you and your business continued success. 

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