How to Import Data Into QuickBooks Payroll
QuickBooks Payroll is one such intuitive software that was intercepted by Intuit keeping in mind the requirements of payroll faced by QuickBooks accounting software. However, some users opt for different payroll process integrated with QuickBooks software.
The best part about QuickBooks is that if the user has a payroll system then they can either directly import data of their employees and respective salary into the software to keep the accounting requirement on straight and narrow or import the same onto an excel sheet.
Importing Employee Data From Accounting Software into QuickBooks Payroll
Most of the small business users are not well versed with the process of importing the payroll data within QuickBooks and is thus usually recommended to outsource their payroll process in order to avoid undue mistakes amongst the other reasons.
The process of entering the said data can be time consuming and tedious task. Thus it becomes imperative to connect with a company that previously consists of some kind of experience in this task. They should also be able to handle the process of importing payroll data without needing much guidance. Some tips, tricks and steps for the same are illustrated below in full detail.
Direct Import Excel, .CSV Data Into QuickBooks Payroll
1. Look for Payroll Service Company having fruitful experience in importing of Payroll Data in QuickBooks or Excel Sheet:
It is imperative for the user to go through several different portfolios of different companies in order to judge which one is best suitable for the needs and requirements of their company.
These companies should be able to accord with expert services where importing of payroll in QuickBooks is concerned, as otherwise this already a little complex task might become even more tedious.
One such third party agency is QuickBooks Payroll Support which has garnered popularity for providing prompt services where QuickBooks and payroll is concerned. Moreover, the professional and experienced customer service ensures errors are resolved within mentioned time period.
2. Clean Communication should be maintained when dealing with importing of Payroll data into QuickBooks:
The user should maintain a dialog with the company to ensure that the import file is in tandem with the checking account tasks. This makes the process of tracking how the data of payroll input will affect the checking account and furthermore, the same flow needs to be followed by the payroll service company.
To understand this better here’s a scenario wherein the payroll checks issued will either completely wipe out the bank account or the payroll company will take out certain amount in order to wrap up complete payroll requirement.
There are many different scenarios regarding the same as well such as the main paychecks are cleared one by one with direct withdrawal in each of payroll taxes, direct withdrawal for payroll processing fees and also direct withdrawal in the case of direct deposits.
The user needs to have clear understanding of the process of payroll that is being adopted by the payroll service company chosen by them.
3. Proper and Complete Backup before Opting to Importing Data:
It is quite common for at least the first import of data to fail as the process is not quite setup and properly fixed yet. In this case it is better to have a proper backup of the payroll data done much prior than starting the process in order to not lose any significant data of the company.
Once you face the first failure in importing data, user should sit with the payroll company to analyze and figure out what went wrong. Once the root cause is caught changes needs to be made to avoid the same failure again.
Now the user can restore the file back to the stage it was in before starting the import function and try again. Although it should be kept in mind that perfect import file format will be gained after many trial and error methods, along with proficient communication and patience between the user and the payroll service company.
Techncial Help Support for QB Payroll Data Import Issues and Errors
QuickBooks Payroll Customer services are quite vast in the terms of tools and features provided to business owners who wish to perform their payroll activities using the software. The best individuals to approach where guidance under this payroll service is the group of professional expert team set up by Intuit.
They are intensively trained and have proficient knowledge regarding the software to resolve any and all sorts of problems within stipulated time period. If you face any issue, QuickBooks Payroll support team can be called upon for resolution.