Please follow these steps to export your payroll data in the correct format:
Accounting CS
ADP Full Range
ADP
Gusto
Patriot
Paychex
Quickbooks Desktop
Quickbooks Online
Accounting CS
Accounting CS
How to export the payroll support from your payroll system:
- Navigate to “Print Reports” on the left panel.
- Select the “Payroll Journal – Detailed” report.
- Under “Date” enter the date range 1/1/2020 – 12/31/2021.
- Under “Sections to Include” make sure to deselect “Direct Deposit Distributions” so no employee direct deposit information is included in the report.
- Click “Print Selected” in the lower right of the screen.
- In the “Print” window, deselect “Output to Printer” and instead select “Output to File” at the bottom of the window and make sure the file type is set to “Microsoft Excel.”
- Select “Open File When Complete” and click “OK.”
- Save the excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
ADP Full Range
ADP Full Range
How to export the payroll support from your payroll system:
- Log into your ADP RUN payroll account.
- Click “Reports” in the menu bar.
- On the next “Reports Home” page select “Payroll Summary.”
- Under “From:” choose pay date on or before 1/1/2020 and choose “To:” 12/31/2020.
- Name: Select “All.”
- Click “Refresh” to update the report with the criteria selected.
- Select: “Export to Excel” at the top of the report.
- Save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
- Repeat #4 with the date range: 1/1/2021 – 12/31/2021.
ADP
ADP
How to export the payroll support from your payroll system:
- Log into your ADP RUN payroll account.
- Click “Reports” in the menu bar.
- On the next “Reports Home” page select “Payroll Summary.”
- Under “From:” choose pay date on or before 1/1/2020 and choose “To:” 12/31/2020.
- Name: Select “All.”
- Click “Refresh” to update the report with the criteria selected.
- Select: “Export to Excel” at the top of the report.
- Save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
- Repeat #4 with the date range: 1/1/2021 – 12/31/2021.
Gusto
Gusto
How to export the payroll support from your payroll system:
- Log into your Gusto payroll account.
- Navigate to “Reports” on the left panel.
- Select the report named “Payroll Journal Builder.”
- Under “Step 1: Columns” select the following and deselect any not on this list:
- Payroll Type
- Check date
- Employee Last Name
- Employee First Name
- Gross Earnings
- Scroll down to “Step 2: Filters” select “Between” and enter the date range 1/1/2020 – 12/31/2021.
- Under “Step 3: Format” select “CSV.”
- Save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
Patriot
Patriot
How to export the payroll support from your payroll system:
- Log into your Patriot payroll account.
- Navigate to “Reports” on the left panel.
- Under the heading “Payroll Reports” select “Payroll Details” enter the date range 1/1/2020 – 12/31/2021.
- Under “Employees” select “Check All.”
- Under “Source” select “Check All.”
- Under “Group By:” select “Check.”
- Run the report.
- Select “Download Spreadsheet” and save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
Paychex
Paychex
How to export the payroll support from your payroll system:
- Log into your Paychex payroll account.
- Navigate to “Reports.”
- Select “Payroll Journal.”
- Enter the date range 1/1/2020 – 12/31/2021.
- Select “All Employees” and make sure the report gives employees totals.
- Download the spreadsheet.
- Save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
Quickbooks Desktop
QuickBooks Desktop
How to export the payroll support from your payroll system:
- Log into your QB Desktop account.
- Navigate to “Reports” tab in the top menu bar.
- Go down to “Employees & Payroll.”
- Select “Payroll Transaction Detail” report.
- Under “Date Range” select “Custom.”
- Enter the date range 1/1/2020 – 12/31/2021.
- Enter the date range 1/1/2020 – 12/31/2021.
- Select “All Employees.”
- At the top of the report window select the dropdown arrow next to “Excel” and choose “Create New Worksheet.”
- Save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”
Quickbooks Online
QuickBooks Online
How to export the payroll support from your payroll system:
- Log into your QB Online account.
- Navigate to “Reports” and click on “Reports.”
- Scroll down to the “Payroll” section at the bottom of the page.
- Select “Payroll Details.”
- Under “Date Range” select “Custom.”
- Enter the date range 1/1/2020 – 12/31/2021.
- Enter the date range 1/1/2020 – 12/31/2021.
- On the right of the screen select “Customize.”
- Under “Employee” select “All Employees.”
- Click “Run Report.”
- At the top right of the screen click “Share” and select “Export to Excel.”
- Save the Excel file as an EXCEL WORKBOOK named “Business Name_Date Range.”