QuickBooks is best known as a full-featured financial management program for small businesses. This implies that you can use one tool to handle all of your company’s financial tasks, including payroll. However, manually inputting data is a time-consuming and tiresome task, especially if you have multiple payroll accounts. You may quickly move your payroll data to your accounting software using ADP’s payroll services and QB accounting software. You don’t have to switch to Intuit payroll service for QuickBooks if you already use ADP for payroll.
Create a payroll report that you can upload into QuickBooks using the ADP InfoLink General Ledger Interface website. Before importing/exporting the ADP payroll file, you must first set up QuickBooks for manual payroll. You’ll learn the complete process for how to import & export ADP payroll into QuickBooks Online & Desktop.
Understanding of ADP
ADP is a payroll provider that handles all of your payroll expenses, including payments to employees and government agencies, on your behalf. Using ADP’s general ledger interface, you can export your payroll data. This information may then be imported into QuickBooks, which allows you to include all of the information in your financial statements.
Let’s start with the steps to export ADP Payroll file into QuickBooks
You’ll need to configure the export to fit your individual ADP configuration before you can export payroll data.
To set up the ADP export by following these steps:
- Go to the Payroll >>> Export and then click on the “Settings” button
- It will open dialog box, enter a Batch ID or simply choose one of the automated options
- Make sure that ID should be unique and it cannot be one that was used in ADP before
- Now, enter the Company Code used by ADP
- After that, enable the checkbox which is next to each column that you want to include in the Export
- Enter a new label if required to match the column name in ADP
- Click “Column name” if you want to change the order of the columns in the export file and drag it up or down
- Finally, click on the “Save” button.
To add the payroll data to QuickBooks, you need to export it from ADP’s general ledger interface.
- To start with clicking the “Define G/L File” and then select the option “Use a Predefined G/L File for Map Assistant”
- From the drop-down menu, choose the QuickBooks tab
- You are now prompted to “Map” the payroll items
- To do so, you must identify the corresponding general ledger account name or number for each payroll item
- It will allow you to smooth integration of your payroll data into the general ledger
- You can also reuse the map every time when you export your data to QuickBooks
- Now, choose the desired pay period
- Finally, end this process by clicking the “Download” button to export data to your system.
Steps to import ADP payroll to QuickBooks
It’s easy to import the data from ADP into your QuickBooks general ledger after you’ve exported it. Select “Import” from the “File” menu in QuickBooks. After that, select the file you just saved to your computer. The information is automatically sent to your general ledger, where it is integrated with the accounts that already exist.
Below are the detailed steps to import:
- Initially, launch your QuickBooks and then go to the Help menu
- From the drop-down menu, select the “QuickBooks Help” and then click on the “Search” button
- Next, type “Manual Payroll” and then press the “Enter” key
- Now, select the “Calculate Payroll Taxes Manually (Without a Subscription to QuickBooks Payroll)” from the results list
- After that, click on the link called “Manual Payroll Calculations”
- Once done then click “Set My Computer File to Use Manual Calculations” link
- From the menu bar, click “File” and then select the “Import” button from the drop-down menu
- Click “Browse” and then look for the ADP payroll report file on your system
- Click “Open” in order to import the payroll report file into QuickBooks
- Then click “Yes” to import the file
- Verify the names within the ADP report match QB account names
- Again, click “Yes” to continue the import process
- Finally, QuickBooks will automatically import the ADP payroll information into the relevant sections.
Bulk Import & Export
Importing/exporting a bulk amount of payroll files into QuickBooks using third-party tools is hassle-free and takes almost no time! Apart from this, you will be able to import, export, or delete payroll data in QuickBooks. It’s pretty easy and quick. You simply connect to third-party applications from QuickBooks and you’re ready to import! Much third-party software allows you to import bulk Import & Export. Here’s how you can look for a third-party application that can help import your payroll data:
- First, go to your QuickBooks account
- Next, from the left side menu, click Apps
- Look for an app within the Find Apps section.
Furthermore, the connection method for outside payroll services depends on the third-party application used. In this situation, you should consult their technical support for further information on how to use third-party tools to import and export your payroll-related data.
Importer and Exporter Tools
As we all know time is money and we always want to save more and more time so that it can be utilized in business productivity further. Many businesses use payroll applications for tracking time and estimating profits based on job costing reports. Likewise, to save time and money they look for importer and exporter tools at the time of moving data from one place to another. In the current market, there are varieties of tools available. These tools are mainly designed to import a bulk amount of data at a time. Moreover, you can use these tools to mass-update existing data without giving any effort. The best aspect is that you may use the import/export out tool tables with QuickBooks tables, as well as custom tables that are created by you.
However, every tool has its own perspective and its requirements may vary as per your data to import and export. The requirements can be file formats, file sizes, file types, data arrangements, and more. So, the only suggestion is to carefully use the tools or get aware of all terms and requirements before you start using importer and exporter tools.
Need Professional Help?
If you get stuck anywhere in the process, feel free to get in touch with Payroll.AccountingErrors Support Team.