This tutorial shows how to import Employee Data from QuickBooks into Payroll Mate® software.
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
Inside QuickBooks
- Click → Employees
- Select Employee Center
- Click → Excel
- Select Export Employee List
- Select Create a .csv file
- Click → Export
- Save this CSV file on your computer in a location you can easily access
Open Payroll Mate
Make sure you have the correct Company open inside Payroll Mate
- Click → Tools from the top menu bar
- Select Import Employees
- Click → Step (1) Click here to Load a generic CSV file
- Select the QuickBooks CSV file you created
- Click → Open
- Read the Information provided regarding importing
- Click → OK
- Map each column
- Click → Step (2) Click here to Import the list of employees into Payroll Mate