Importing payroll or 1099 data from Excel

Eric Updated by Eric

Data from Excel can be imported into Payroll System if it is first saved as a CSV file.

See CSV Import Guidelines for tips on setting up your spreadsheet before saving the data as a CSV file.

To save Excel data as a CSV file:

  1. Open the Excel spreadsheet.
  2. Click File then Save As. Choose a folder.
  3. Change Save as type from Excel Workbook (*.xlsx) to CSV (Comma delimited) (*.csv).
  4. Click Save.
  5. Click No to the Do you want to keep using that format dialog, then click Cancel.
  6. This will have saved a copy of your spreadsheet as a CSV file. Proceed to Importing CSV files into Payroll System.

How did we do?

Importing CSV files into Payroll System

Importing prior year clients/payees/preparers/labels