FAQ: QuickBooks Integration for Desktop - Importing Employees

FAQ: QuickBooks Integration for Desktop – Importing Employees

You can integrate Quickbooks Desktop once you have started with PayTickr and set up your payroll payment options. Read this blog post or download a hi-res PDF for your own records. You can also watch the tutorial video at the bottom of the page.

Importing Employees

You can import employees from your QuickBooks to PayTickr in a few simple steps, all from your PayTickr dashboard.

In your PayTickr My Dashboard, select “Manage Employees from the “Configuration and Management” tab. You can then select “Import Employees From QuickBooks Desktop”.

You will then be prompted to export your employees from your QuickBooks company and save the file.

Step 1: In QuickBooks, click File -> Utilities -> Export -> Lists To IIF Files

Step 2: Ensure only “Employee List” is checked off on the dialog box that pops up.

Step 3: Click “Ok” and save files to a location that you will remember.

Step 4: Click the “Choose File” button below and select the file you just saved. Then click “Next Step” to continue the import process in PayTickr.

Optional Step: You can follow the steps on the next screen to export your employee’s YTD information from your QuickBooks company. If you do not have any YTD information or wish to enter it manually, just click “Confirm Users” at the bottom of the page without uploading a file.

Step 1: In QuickBooks, click Reports -> Employees & Payroll -> Payroll Summary.

Step 2: Select “This Calendar Year-To-Date” from the “Dates drop down.

Step 3: Click “Excel” and then “Create New Worksheet” in the drop down that comes up.

Check off which employees from your QuickBooks company you would like to import to PayTickr and then click “Start Import”.

Verify the information for each imported employee and add the necessary information (including a username and password). Note that if you exit partway through this process, whichever employees you have already verified will be imported to your PayTickr company.