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NKonysky
November 8, 2021
Question

Payroll Import

  • November 8, 2021
  • 2 replies
  • 11 views

Hello, 

I am looking for the file specifications for importing payroll for from another payroll provider.  We will be using Paylocity so if you have a vendor specific format, that would be the one I need.  Is this provided somewhere online or will you have to send it to me.  We use Enterprise 2021.

 

Thank you in advance.

 

Nancy

2 replies

A
Archie_B
Level 6
November 9, 2021

Hi there, NKonysky.

 

I'd like to share some in sights in importing payroll data into QuickBooks Desktop.

If you're trying to import payroll transactions directly from your third-party application to QuickBooks, you should consider entering it manually through journal entry. I suggest consulting an accountant to make sure your books are accurate

I also recommend contacting your third-party app support to help you further in importing payroll data into QuickBooks.

 

You can check this link for the list of supported application in QuickBooks Desktop: Apps for QuickBooks Desktop.

 

Post a your reply below and tag my name if you still have other questions about importing payroll data. I'll be in touch. Have a good one.

K
kkellam2
June 6, 2023

This was not a helpful answer.  I am also trying to upload payroll data from an outside resource into QB.  They are requesting the file format and formatting of the report so that it can be uploaded.  I would also need to know how to upload in to QB.

 

Thank you

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
June 7, 2023

@kkellam2 

Are you using QB Online or QB Desktop?

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
November 9, 2021

@NKonysky 

Prepare your JE data with the following template

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    

 

then 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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