To import your data from the desktop version of QuickBooks, you will first export the information out of QuickBooks and then import it into Yearli using the Excel import template.
- Log into your Yearli account.
- Select Start New Forms.
- Choose Import Data.
- Select the QuickBooks option.
- Choose the Desktop version of QuickBooks.
- Select the link to Begin QuickBooks Desktop Data Export.
- Install the Export Wizard.
- Run the Export Wizard to create the Excel import file.
- Go to the Start Menu.
- Select All Programs.
- Choose Export Wizard.
- Follow the on-screen steps to map your W-2 or 1099-MISC data to create and save the Excel import file.
- Log into your Yearli account.
- Select Start Forms.
- Select Import Data.
- Choose the Yearli option.
- Select the W-2 or 1099-MISC form type, depending on the data you wish to import.
- Choose Browse for File to find and select the Excel file created by the Export Wizard.