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george53
Level 1

Where is Home page or Payroll Success Page where export command islocated?

First time user on new system, I'm trying to export payroll and tax data to QB Desktop Mac as I have been doing for years
1 Comment
MariaSoledadG
QuickBooks Team

Where is Home page or Payroll Success Page where export command islocated?

Let me guide you on how you can export payroll and tax data to QuickBooks for Mac, george53.

 

You'll have to make sure that the items match the template when preparing transactions on your spreadsheet. This is to ensure that you'll be able to export your data successfully. To do this, follow the steps below:

  1. Click the File menu, then choose Import.
  2. Select Transactions and the transaction type you want to import.
  3. Choose the gear menu, then click Export Table Template.
  4. Enter a name, then save the template. This downloads the template in a .CSV (spreadsheet) file.
  5. Open the template on your spreadsheet application. 
  6. Attach your transactions to the template, then save your work.


Once done, you can now import your transactions. Before you import, I encourage you to back up your company file for future use. Here's how:

  1. Open your spreadsheet file.
  2. Go to File, then select Import.
  3. Choose Transactions, then the transaction type you want to import.
  4. Copy the transactions from your spreadsheet and paste them on the import window. 
  5. Then click Import.

You'll also want to use IIF file as another option. For more information on how to import, please go through this article: 

In case you encounter issues with export, I've included this article for your reference: QuickBooks Desktop Export Troubleshooting (Mac, IIF, & One-Click).

 

If you have other payroll concerns, please don't hesitate to comment below. I'll be glad to help. Keep safe always

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