How to Import Employees into QuickBooks Online using Autymate | Transactions Follow
How to Import Employees into QuickBooks Online?
Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.
Now you can import Employees into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.
Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.
In this article, we’ll take you by the hand on how to import Employees into QuickBooks Online.
Import Employees into QuickBooks Online Guide
Autymate Transactions for QuickBooks Online makes it easy to import your Employees from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.
To get started, you’ll need the following:
An active Autymate My Transactions account and an active QuickBooks Online account to import your Employees. There are two ways to get started right now:
- Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
- Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)
Watch the video:
[Video]
Steps to Import Employees into QuickBooks Online:
To import your Employees into QuickBooks Online using Autymate My Transactions, follow the steps below:
- Select your source from the source dropdown e.g. CSV, Excel [Gif]
- Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
- Select how you want your Auty-mation to run e.g. File Upload [Gif]
- Select the action to be done in destination e.g. Create Employees [Gif]
- Upload your source file, which has the Employees that you want to import and review the file data. [Gif]
- Connect new or choose from your existing QuickBooks Online Connections [Gif]
- Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
- Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
- Name and finish your Auty-mation to import Employees into QuickBooks Online with one click for future files. [Gif]
A few essential things to remember:
It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}
- Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
- We have an identical mapping screen to QuickBooks Online to make your life easier.
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Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.
Autymate My Transactions - QuickBooks Online Fields:
|Field Name|Description|Format|Table Name|
|—-|—-|—-|—-|
|First Name|The given name or first name of the employee.|String|Employees|
|Middle Name|The middle name of the employee. The person can have zero or more middle names.|String|Employees|
|Last Name|The family name or last name of the employee.|String|Employees|
|Employee ID|The employee number in the directory of the employer.|String|Employees|
|Email|The primary email address.|String|Employees|
|Suffix|The suffix of the name of the employee.|String|Employees|
|Title|The title of the employee. The employee can have zero or more titles. This field supports all i18n locales.|String|Employees|
|Display Name As|The name of the person or organization as displayed. This field is required.|String|Employees|
|Print On Check As|The name of the employee as it should appear on a check.|String|Employees|
|Is Active|This field sets whether this entity is currently enabled for use.|Boolean|Employees|
|Mobile|The mobile phone number.|String|Employees|
|Billable Time|This field indicates whether the employee is eligible for billable time.|Boolean|Employees|
|Billing Rate (hr)|This field is available only if BillableTime is true. This field is not required, even if BillableTime is true.|Single|Employees|
|Released Date|The release date of the employee.|DateTime|Employees|
|Birth Date|The birth date of the employee.|DateTime|Employees|
|Hire Date|The hire date of the employee.|DateTime|Employees|
|SSN|The 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.|String|Employees|
|Address Line 1|First line of the address.|String|Employees|
|Address Line 2|Second line of the address.|String|Employees|
|Address Line 3|Third line of the address.|String|Employees|
|Address City|City name.|String|Employees|
|Address Country|Country name.|String|Employees|
|Address State|Region within a country. The state name for the USA or the province name for Canada.|String|Employees|
|Address Postal Code|Postal code. The zip code for the USA and Canada.|String|Employees|
|Gender|The gender of the employee. To clear the gender value, set this field to Null in a full update request.|String|Employees|
|Note|Note for the customer.|String|Employees|
FAQ’s - Autymate Transactions for QuickBooks Online:
Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]Q: I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com
Possible Errors with a suggestion to fix them:
Error Message | Suggestion |
---|---|
An unexpected error occurred while accessing or saving your data. Please wait a few minutes and try again. If the problem persists, contact customer support | -> [See Guide] (link) |
in Email column is not valid | Please correct the value in Email column. Correct format could be: abc@xyz.com. -> [See Guide] (link) |
Employees: Required value for is missing | The [Display Name],[First Name], and [Last Name] values are required for creating Employees in Quickbooks Online. -> [See Guide] (link) |
Web Site URL does not have correct format. Supplied value: | The value in the [Website] column is incorrect. The correct website URL format in QuickBooks Online is ‘http://website.com.’ |
Required value for is missing | This error occurs when no line details are provided for creating this entity in Quickbooks. Please map either the ‘Category’ or ‘Product/Service’ required fields to fix it. For Category: The category (name) field is required. For Product/Service: Product/Service (name), Product/Service Qty, and (Product/Service Rate or Product/Service Amount) are required. |
in Email column is not valid | This error message appears when an incorrect email address is entered. To fix this issue, enter the email address in the format: abc@xyz.com. |
Web Site URL does not have correct format. Supplied value: | This error message appears when the value in the [Website] column is incorrect. The correct website URL format in QuickBooks Online is ‘http://website.com. |
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