cancel
Showing results for 
Search instead for 
Did you mean: 
melanieQS
Level 1

Import a CSV - not banking info, though

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

3 Comments
Rasa-LilaM
QuickBooks Team

Import a CSV - not banking info, though

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.

 

Here's how:

 

  1. In your company, tap the Payroll menu on the left panel and choose Employees.
  2. Click on the Get Started button and follow the onscreen instructions to set the payroll service.qbo ytd.png
  3. Hit Let’s go to open the Get started with payroll page.qbo ytd1.png
  4. From there, press the Add an employee link to enter your worker.qbo ytd2.png
  5. This will the open payroll set up interview screen.
  6. Next, enter all the employee’s information.qbo ytd3.png qbo ytd7.png
  7. Navigate to How much did you pay (name of the employee) so far this year? section, press the Enter 2020 prior pay details link.qbo ytd3.png
  8. On the next page, provide the appropriate answer so you can start entering the year to date information for the worker.qbo ytd4.png
  9. Once done, click Continue to set up your payroll taxes and prior payrolls.
  10. Then, tap the Pay your team menu.

The following guide covers all the information you need about the process and it includes a video for visual reference: Set up a prior payroll for QuickBooks Online Payroll. 

 

If this is your first payroll, the date, check #, and payee name will automatically show on the paycheck created. While the net pay section can be seen on the paystub.qbo ytd6.png qbo ytd8.png

However, if you’re using another provider or manually create paychecks, enter the information using a journal entry. Here’s a guide that covers all the details on how to track the transaction: Manually enter payroll paychecks in QuickBooks Online.

 

For future reference, here's a guide that contains articles on the processes you can perform using the payroll feature: Get started.

 

Let me know in the comment section if you have any clarifications or concerns about payroll. I’ll jump right back in to assist further. Enjoy the rest of the day. 

Fiat Lux - ASIA
Level 15

Import a CSV - not banking info, though

@melanieQS 

You may prepare your historical payroll data as Journal Entries.

Then utilize the trial period of TPImporter.

https:// transactionpro.grsm.io/qbo

 

melanieQS
Level 1

Import a CSV - not banking info, though

Thank you, both.

 

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???

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up