You can import Employee List from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.
Click on the "Upload File" Menu and upload your file.
Step 1: Select your file and spreadsheet which has the employees that you want to import.
Step 2: Select the QuickBooks entity as Employees.
Step 3: Set up the mapping of the columns in your employees import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your employees will be directly added to your QuickBooks company
The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
- You need to map your file headers to "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your transactions properly in to QuickBooks company.
- In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
- Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to email@example.com.
How to Import Employee List into QuickBooks Online (New User Interface 2.0)
SaasAnt Transactions (Online) Fields
|Title of the Vendor.
|Given name or first name of the Vendor.
|Middle name of the Vendor.
|Family name or the last name of the Vendor.
|Suffix of the name.
|Display Name As
|The name of the vendor or organization as displayed in QuickBooks Online. This must be unique across all other customers, employees, vendors, and other names.
|Print On Check As
|Name of the Vendor or organization as printed on a check. If it not provided, this is populated from Display Name.
|Address Line 1
|First line of the Billing Address.
|Address Line 2
|Second line of the Billing Address.
|Address Line 3
|Third line of the Billing Address.
|Address Postal Code
|Postal code (Zip code for USA and Canada).
|Name of the country.
|Region within a country. E.g. State Name for USA, Province name for Canada.
|The telephone number in free form.
|The Mobile number in free form.
|The fax machine number in free form.
|Other contact information.
|An email address.
|ID number of the employee in the Organization.
|Social security number (SSN) of the employee. If SSN is set, it is masked in the response with XXX-XX-XXXX. If XXX-XX-XXXX is sent in the create or update request, XXX-XX-XXXX is ignored and the old value is preserved. This attribute cannot be passed in a request when QuickBooks Payroll is enabled.
|This Employee is currently enabled for use by QuickBooks.
|The Open balance amount or the amount unpaid by the Vendor.
|Gender of the employee.
|Free form text describing the Employee.
|Hire date of the employee.
|Release date of the employee.
|Birth date of the employee.
Possible Failures & Troubleshooting Tips
Employee object does not contain a city, state or zip code !
Please provide valid Postal Code & State details.
Another employee, vendor, or customer is already using this name. Please enter a different name.
This Employee is already available in QuickBooks with given "Display Name". If you want to continue with same employee,please change the "Display Name".
Invalid social security number !
Please provide valid SSN.
This is a duplicate Social Security Number belonging to another employee.
Please provide valid SSN or clear SSN Field.
Phone number must be formatted like xxx-xxx-xxxx.
Change the given phone number to required format xxx-xxx-xxxx
Invalid value : **** Allowed values are [ MALE, FEMALE ].