Requirements for Importing from the Desktop Version of QuickBooks

Requirements for Importing

  • The Export Wizard for QuickBooks requires the use of .NET Framework.
  • Make sure your internet pop-up blocker is set to allow pop-ups from the Yearli website.
  • The state ID data is not stored with your wage reporting data in QuickBooks and is not available to the Export Wizard.
    • This information will need to be entered during the import process.
  • The data from the Third Party Sick Pay and Pension Plans checkboxes is not stored with your wage reporting data in QuickBooks and is not available to the Export Wizard.
    • This information will need to be entered during the import process.
  • A QuickBooks payroll subscription is needed to import W-2's.
  • The Wizard is designed for use with the 2018 or more recent versions of QuickBooks Pro, Premier, or Enterprise software.
  • The QuickBooks import option is not compatible with Mac or Linux.
Was this article helpful?
0 out of 2 found this helpful