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Mariann3
Mar 15, 2021 10:01 AM UTC
Solved

Transfer of Payroll data from Standard QBO to Advanced QBO

Hi

After amalgamation our Charity is moving all existing payrolls to our existing Adv QBO system.  Please advise the best way to import staff data en masse as I don't want to have to put each in individually.

Many thanks

Adrian_A
Adrian_AAnswer
Apr 22, 2021 7:40 PM UTC

We can import employee's name by batch using either XLSX or CSV template, KSC1.

 

The best way to get started is by exporting the XLSX or CSV template file first, adding data to it, and then importing it into QuickBooks. To export the template:

 

  1. Click Export Employees, then from the Data type drop down, choose an Empty Template.
  2. Select whether you want to work with an XLSX or CSV Template.

 

Afterward, you're good to import by clicking Add Employee on the Payroll page and select Import Employees.

 

I've also added this reference as your reference for more information: Employee import via Excel/CSV in QuickBooks Online Advanced Payroll.

 

I'll be around if there's anything that I can help. Keep safe!

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2 replies

KSC1
Apr 22, 2021 4:30 PM UTC

Hi

 

I'm looking to find out how you migrate staff en masse from standard to advanced, did you ever get a response from your post?

 

Many Thanks

Sandra

Adrian_A
Adrian_AAnswer
Apr 22, 2021 7:40 PM UTC

We can import employee's name by batch using either XLSX or CSV template, KSC1.

 

The best way to get started is by exporting the XLSX or CSV template file first, adding data to it, and then importing it into QuickBooks. To export the template:

 

  1. Click Export Employees, then from the Data type drop down, choose an Empty Template.
  2. Select whether you want to work with an XLSX or CSV Template.

 

Afterward, you're good to import by clicking Add Employee on the Payroll page and select Import Employees.

 

I've also added this reference as your reference for more information: Employee import via Excel/CSV in QuickBooks Online Advanced Payroll.

 

I'll be around if there's anything that I can help. Keep safe!

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