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Replying to:
GlinetteC
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Hi, Hbeach. I'm here to help you with importing data in QuickBooks.

 

To confirm, are you receiving an error message when importing Online payroll data into QuickBooks Desktop for Mac? This information will help me determine if other users are having the same issue.

 

Meanwhile, I've got some information to ensure you can successfully move your data into QBDT Mac. Let's prepare your spreadsheet file and make sure that the items match the template on QuickBooks. 

 

Here's how:

 

  1. Go to the File menu, then choose Import.
  2. Select Transactions and the transaction type you want to import.
  3. Choose the gear menu, then click Export Table Template.
  4. Enter a name, then save the template. This downloads the template in a .CSV (spreadsheet) file.
  5. Open the template on your spreadsheet application. 
  6. Attach your transactions to the template, then save your work.

Once done, you can now import your transactions. Please follow the steps I've outlined below:

 

  1. Open your spreadsheet file.
  2. In QuickBooks, go to File, then select Import.
  3. Choose Transactions, then the transaction type you want to import.
  4. Copy the transactions from your spreadsheet and paste them on the import window. 
  5. Click Import.

For more details, check out our detailed guide on importing data into QuickBooks for Mac.

 

Let me know if there's anything else I can answer for you regarding importing in QuickBooks. I'm always happy to help.

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