• From the Home tab, under Related Activities, select Want to export to QuickBooks? Set up export preferences. Alternatively, from the Account Settings tab, select Set up now in the Export to QuickBooks section. Recovers data from the QuickBooks® backup (QBB) file; Supports QuickBooks® Simple Start, Premier, Professional, as well as Enterprise edition; Moreover, the software Windows 10, 8, 7, Vista, XP, Server 2003 & 2000. Last but not the least, its user-friendly interface paves the way for a seamless recovery. Oct 25, 2018 - To check the location where QuickBooks for Mac stored the backup, go to QuickBooks > Preferences. A new window opens the 'Ghost' drive. • Select QuickBooks for Windows or QuickBooks for Mac from the dropdown. Windows: Choose QuickBooks for Windows > Export my Full Service Payroll information to a downloadable IIF (Intuit Interchange Format) file. Mac: Select QuickBooks for Mac. • Select which QuickBooks accounts to export to. Important guidelines for account selections: • You have 3 options for mapping expenses accounts: By item type, employee type, or employee name. Liability accounts do not have these 3 options. ![]() • Use only alphabetical characters and numbers in account names. If you have special characters listed in your account names in QuickBooks, you will need to remove them in order to successfully export from Intuit Full Service Payroll. • If you use subcategories or subaccounts, use a colon to separate the category name from the subcategory, for example: Payroll:Gross Wages (no space before or after the colon) • If you use account numbers in QuickBooks, do not enter the account number in the account name. • If using a cash advance or employee loan deduction, enter an asset account. • If you use Cost of Goods Sold (COGS) accounts for expense accounts, please contact Payroll Support to enable this functionality for you. The following set of screens are the available mapping options: Bank Account: Wage Expense Accounts: All other accounts: • Once you've reached the Review page, review your mapped accounts for accuracy and then click Finish! You will use the Export Preferences page to enter your QuickBooks accounts. Use the exact same names of the QuickBooks accounts you will use for the payroll data. • Select the Setup tab. • Under the Export heading, click Preferences. • Select QuickBooks for Windows (IIF) from the software drop down list. • Select Next. • In the Checking Account box, enter only the name of the bank account exactly as it appears in QuickBooks. • Select Customize to enter the account names exactly as they appear in QuickBooks. • When entering accounts, read the help topics next to each field to choose the right account type. In general, enter an expense account for the Wage and Tax Categories. For the Liability accounts, enter the corresponding QuickBooks Liability account. • If using a cash advance or employee loan deduction, enter an asset account to receive the payroll data • If you use different accounts for different groups of employees, select that option in the wage/tax category section to enter QuickBooks accounts for each employee. • If you use different accounts for different types of wages/taxes, select that option in the wage/tax category section to enter QuickBooks accounts for each pay type and tax type. • Specify whether you use classes in QuickBooks for employees.
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March 2019
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