export quickbooks online to desktop for mac

But if you already have accounts created specific for payroll transactions, select Customize to enter the account names exactly as they appear in your QuickBooks. Select OK and the default accounts listed will be created automatically in your QuickBooks.

In the Checking Account field, enter only the name of the bank account exactly as it appears in your QuickBooks Chart of accounts.Select QuickBooks Desktop for Windows (IIF) as your accounting software.In the Payroll and Services section, select Preferences.

Use the exact same names of the QuickBooks accounts you will use for the payroll data. You will use the Export Preferences page to enter your QuickBooks accounts. The following set of screens are the available mapping options:

If you use Cost of Goods Sold (COGS) accounts for expense accounts, please contact Payroll Support to enable this functionality for you.

If using a cash advance or employee loan deduction, enter an asset account.

If you use account numbers in QuickBooks, do not enter the account number in the account name.

If you use subcategories or sub accounts, 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 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.

Use only alphabetical characters and numbers in account names.

Liability accounts do not have these 3 options.

You have 3 options for mapping expenses accounts: By item type, employee type, or employee name.

Important guidelines for account selections:

Select which QuickBooks accounts to export to.

QuickBooks Desktop for Windows: downloadable IIF (Intuit Interchange Format) file.

Select the accounting software you want to export your payroll transactions to:.

Go to Account Settings and select Set up now in the Export to QuickBooks section.

Export quickbooks online to desktop for mac