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Aimen
November 13, 2024
Question

Importing employee data from sage 50

  • November 13, 2024
  • 1 reply
  • 0 views

Hi,

 

Kindly help to resolve the issue; I am trying to upload Sage 50 employee data as per the guidelines provided by QB but I'm facing the error for all employees imported ''Some details are incomplete: Pension Settings are incomplete''.  (Using QB Bureau)

1 reply

AlverMarkT
AlverMarkT
November 13, 2024

I can see the importance of a smooth data transfer process, @Aimen.

 

I'm here to help you resolve the error message you encountered when you tried to import employee data from your Sage50 software to QuickBooks Online (QBO) Bureau Payroll.

 

Based on the error message you received, there may be missing pension-related information for your employees in the data you are trying to import.

 

To resolve this, I recommend reviewing the pension settings for each employee in your Sage50 software. For this, please ensure that all pension-related details, such as pension scheme, employer contribution, employee contribution, pension start date, and provider details, are filled in. You can consider contacting Sage50 Support to help in this process.

 

Once done, export your data from Sage50 in a CSV file. You can follow these steps:

 

  1. In Sage50, go to Wizards, choose Data Export, then Payroll Data Export
  2. Select the relevant templates:
    a. Company Pension Schemes
    b. Employee Details
    c. Employee Year to Date Figures
  3. Save each file as CSV, ensuring you tick the Create a CSV file with Payroll fields as column headings box.

 

To import the CSV file to QBO Bureau Payroll, you can follow these steps:

 

  1. In QBO, go to Payroll and select the Employees tab.
  2. Next to Add Employee, select the dropdown arrow and choose Import Employees.
  3. For the Import Employees from section, select Sage50 File Import.
  4. Import each file in the following order:
    a. Pensions for the Company Pension Scheme CSV file
    b. EmployeeImport for the Employee Details CSV file
    c. OpeningBalances for the Opening Balances CSV file

 

For quick access to helpful how-to guides in managing your payroll process, I'm adding this article as a reference: Bureau Payroll Resource Hub | QuickBooks Online.

 

We're here in the Community to ensure a smooth transition for you. If you have any other questions or concerns, feel free to click on the Reply button.

A
AimenAuthor
November 13, 2024

Thanks for your response, but everything seems fine to me. I don't know where the issue is. The data is quite large so I can't update pension settings one by one.

C
CharleneMaeF
November 13, 2024

Hi, Aimen.

 

I appreciate your prompt response and efforts to determine the underlying cause of the error message you encountered when uploading your Sage 50 data to QuickBooks Online Payroll.

 

To guarantee that your data is reviewed and that any necessary updates are made to prevent any error messages, I recommend contacting our Live QuickBooks Support Team. They can utilize screen-sharing tools to securely access your data, investigate the underlying issue, and ensure everything is uploaded without problem.

 

Here's the step-by-step process to get a representative:

 

  1. Click this link: https://intuit.me/CU.
  2. Select the product you're using and the edition.
  3. Enter a summary of your concern in the What's your question? field.
  4. Click Continue.
  5. Choose how you would like to connect with us.

 

You can also contact our support team inside the QuickBooks program. For the detailed steps, please check this article: QuickBooks Support.

 

Please remember that the QuickBooks Community forum is a great place to share any questions or concerns you may have regarding QuickBooks. We are here to help you resolve any issues.

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