Select Quicken for Windows or Mac (QIF) from the software drop down list.Under the Export heading, select Preferences.Use the exact same names of the Quicken accounts you will use for the payroll data. You will use the Export Preferences page to enter your Quicken accounts. Set up accounts in your Intuit Online Payroll account.Once classes have been set up, write down their names or print the list of classes and highlight the ones you will use for the payroll data. If you want to use Quicken classes, create them before setting up your export preferences in your payroll account. You can use classes to group your expenses by departments, locations, or any other meaningful breakdown of your business. Quicken classes allow you to classify your payroll expenses. If you use subcategories, 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 subaccounts, use a dash to separate the account name from the subaccount for example: Payroll-Federal Taxes (no space before or after the dash).To find the names of categories for employee wages and employer payroll taxes, choose Tools > Category List.(For cash advance and loan repayment, use asset accounts.) Find the name of the bank account you use to write payroll checks and the liability accounts you use for tax and deduction liabilities. To check the list of accounts in Quicken, select Tools > Account List.Once the accounts and categories are set up, write down their names or print the list and highlight the ones you will use for the data from Online Payroll. If you do not already have payroll accounts and categories set up in Quicken, create them now. Set up your Quicken accounts for payroll data.For Quicken 2005 and later, different import option are needed to successfully import tax payments and paychecks. Note: Do not export paychecks and tax payments at the same time. You have completed Intuit Online Payroll setup and are setting up export to Quicken.
More memory and hard drive space may be required for large data filesThis article provides detailed instructions on how to export to Quicken and what to do each time you run payroll. Windows Phone and Blackberry: Not compatible at this time.Ĭurrent and previous two versions of macOSġ00 MB.
Android mobile and tablet: Requires 4.0 or higher. IPhone, iPod Touch, iPad: Requires iOS 8 or higher. NET 4.6.1 or higher (included in Quicken installer) NET not installedġ024x768 or higher, 1280x1024 for large fontsĪny printer supported by Windows 7.8/8/8.1/10
Quicken Starter 2021 for New Subscribers Only - 1 Year Get the latest features without having to upgrade* Includes hundreds of customer-requested improvements plus significantly improved reliability. IMPROVED Online bills now appear on the Calendar widget IMPROVED See all your reminders in a single Bills dashboard NEW Add Bill Pay "favorites" into new Bills dashboard NEW Export register transactions to Excel NEW Manage your money on the go across desktop + web + mobile See where your money is going - your transactions are automatically categorized Import all your checking and credit card bank transactions safely and automatically* Learn more about the Quicken Starter 2021 for New Subscribers Only - 1 Year Best Seller Ranking