I have a CSV with a few specific fields on it which I'd like imported into QB Online. This is not bank transactions (I've been searching how to do this and see the articles which address importing banking info - that's not my issue). Is there a way to import a CSV into QBO? It's a few fields of data from our paychecks (date, check #, payee name, net pay), if that helps. Thank you! ~MelanieQS
It’s great to see you in the Community, melanieQS.
In QBO, you can only import lists such as the chart of accounts, products, and services, customers, and suppliers. If you’ve paid employees this year and haven’t run your first payroll, enter them via the enter prior historical data.
In your company, tap the Payroll menu on the left panel and choose Employees.
Click on the Get Started button and follow the onscreen instructions to set the payroll service.
Hit Let’s go to open the Get started with payroll page.
From there, press the Add an employee link to enter your worker.
This will the open payroll set up interview screen.
Next, enter all the employee’s information.
Navigate to How much did you pay (name of the employee) so far this year? section, press the Enter 2020 prior pay details link.
On the next page, provide the appropriate answer so you can start entering the year to date information for the worker.
Once done, click Continue to set up your payroll taxes and prior payrolls.
The historical data is already there. We've manually entered it in as the bank transactions roll in, we add them. I was just trying to import all this prior to the paychecks being deposited/cashed. The owners only want the net pay, so I don't need to track taxes/employer liabilities/etc. Our payroll is done by a 3rd party provider.
I believe I can also just create recurring transactions, correct???