Payroll Mate® Software Tutorials

This tutorial shows how to import Employee Data from QuickBooks into Payroll Mate® software.

Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

Inside QuickBooks

• Click → Employees
• Select Employee Center
• Click → Excel
• Select Export Employee List
• Select Create a .csv file
• Click → Export
• Save this CSV file on your computer in a location you can easily access

Open Payroll Mate
Make sure you have the correct Company open inside Payroll Mate

• Click → Tools from the top menu bar
• Select Import Employees
• Click → Step (1) Click here to Load a generic CSV file
• Select the QuickBooks CSV file you created
• Click → Open
• Read the Information provided regarding importing
• Click → OK
• Map each column
• Click → Step (2) Click here to Import the list of employees into Payroll Mate