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Sjones94
August 10, 2021
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I am having trouble finding where to go to export 941 payroll tax - chatted with QB but they just showed me the 941 quarterly return.

  • August 10, 2021
  • 1 reply
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Original commenter did not share additional details
Best answer by DebSheenD

Thanks for updating us, Sjones94.

I'll guide you on how to export your QuickBooks Online Payroll data as an IIF.

 

Here's how:

  1.  Login to your QBO company.
  2. Go to the Gear icon, and click on Payroll settings.
  3. Hit the pencil icon next to Export.
  4. Select either QuickBooks Desktop for Windows: downloadable IIF (Intuit Interchange Format) file or QuickBooks Online and hit Continue.
  5. If selecting QBO, you may be prompted to log in to select the company. You'll be asked to select the company you want to export to. Then, you'll be prompted to choose the accounts for each wage expense or liability.
  6. If selecting QuickBooks Desktop for Windows, you'll be asked to enter the name of each account you're exporting your liabilities and expenses to. We recommend that you have a copy of your QuickBooks chart of accounts handy for this. 

After that, you can already export payroll data to QBDT. You can follow these steps:

  1. Go to the Gear icon, and click on Payroll settings.
  2. Go to the Export transactions tab.
  3. A screen will appear letting you know how many transactions and of which type are being exported. You may need to allow popups if you're using the QuickBooks Desktop for Windows option
  4. Hit Export.


For more details, please review this article: Export into QuickBooks Online or Desktop from Core, Premium, or Elite Standalone Payroll.

I'm still here if you have other questions with regards to exporting payroll data. Just post your questions here, I'll respond as soon as possible. Keep safe.|

1 reply

D
DebSheenD
August 10, 2021

I'm here to ensure that you're able to export 941 taxes, Sjones94.

Exporting transactions from your QuickBooks Online account is quick and easy. I'll gladly show you how:

 

  1. Go to Reports.
  2. Look for the Payroll Tax Liability report.
  3. Click the drop-down arrow beside the Share button.
  4. Hit export to excel.


You also can check out this article for more information about exporting transactions: Export into QuickBooks Online or Desktop from Core, Premium, or Elite Standalone Payroll.

Additionally, I've added this article that'll help you personalize your reports in QuickBooks: Customize reports in QuickBooks Online.

Please come back and keep us posted on your progress in exporting 941 taxes. The Community is always here to help.
 

    S
    Sjones94Author
    August 10, 2021

    Thanks for the quick response! But what I am trying to do is export the 941 tax payment as an IIF file so I can import into QB. I have been doing that since we started QB Payroll but today I am having trouble find that. Did something change?

    D
    DebSheenDAnswer
    August 10, 2021

    Thanks for updating us, Sjones94.

    I'll guide you on how to export your QuickBooks Online Payroll data as an IIF.

     

    Here's how:

    1.  Login to your QBO company.
    2. Go to the Gear icon, and click on Payroll settings.
    3. Hit the pencil icon next to Export.
    4. Select either QuickBooks Desktop for Windows: downloadable IIF (Intuit Interchange Format) file or QuickBooks Online and hit Continue.
    5. If selecting QBO, you may be prompted to log in to select the company. You'll be asked to select the company you want to export to. Then, you'll be prompted to choose the accounts for each wage expense or liability.
    6. If selecting QuickBooks Desktop for Windows, you'll be asked to enter the name of each account you're exporting your liabilities and expenses to. We recommend that you have a copy of your QuickBooks chart of accounts handy for this. 

    After that, you can already export payroll data to QBDT. You can follow these steps:

    1. Go to the Gear icon, and click on Payroll settings.
    2. Go to the Export transactions tab.
    3. A screen will appear letting you know how many transactions and of which type are being exported. You may need to allow popups if you're using the QuickBooks Desktop for Windows option
    4. Hit Export.


    For more details, please review this article: Export into QuickBooks Online or Desktop from Core, Premium, or Elite Standalone Payroll.

    I'm still here if you have other questions with regards to exporting payroll data. Just post your questions here, I'll respond as soon as possible. Keep safe.|

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