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Sarah Ortego
September 5, 2024
Question

Importing Payroll/Paychecks from the clients QuickBooks Desktop

  • September 5, 2024
  • 1 reply
  • 0 views

My client writes & prints hard paychecks through his QuickBooks Desktop (for a lot of employees), every week. I'm wondering if there's a way for him to send them to me as an Excel file or something, for me to import the paychecks instead of having to key in 100+ after-the-fact paychecks by hand every month. 

Please note: the client subscribed to QB Online for both of their companies, but they're currently only using Online for the smaller company until they understand how to use it properly.

1 reply

S
SashaMC
September 5, 2024

Hello Sarah Ortego!

 

Thanks for joining the QuickBooks Community! Your client can run the Payroll Detail Review report, export the information into Excel, and email it to you. Here's how to do so:

 

  1. Go to Reports at the top menu bar.
  2. Choose Employees & Payroll and select Payroll Detail Review Report.
  3. Click on the Customize Report button.
  4. Add the necessary Columns or Filter info, such as check numbers, amounts, and so forth. 
  5. Once done, select OK.
  6. Then, click the Excel drop-down and choose Create New Worksheet. 
  7. Pick Create new worksheet and in new workbooks.
  8. Next, select Export. 

 

I also added this helpful resource that you can use as a guide in running payroll reports in QBDT: Excel-based payroll reports.

 

I'll always be here, ready to lend a hand if you have any other concerns about running payroll reports in QuickBooks. Have a good one, and stay safe. 

 

 

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