Data Extracts

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There are a number of data extracts available from within your payroll file which can be exported as both CSV and Excel files.

To download data extracts from within your payroll file, follow these steps:

  1. From the 'Payroll Settings' menu click 'Data Extracts':



    QBO users get to Payroll Settings by clicking on the ‘Payroll Settings’ button:

  2. From the data extracts page, select the data type you want to export



    • Chart of Accounts Configuration

      For users with multiple sets of location specific accounts, if they need to change a particular account, it can be difficult to find all the places that an account is used.

      The 'Export' feature adds an excel spreadsheet export so that the user can see which accounts are used across the whole Chart of Accounts.

    • Employee Data
      • Template with employee data - pre-populated extract with all the existing employee data included
      • Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
      • Empty template - blank template with header values only

    • Employee group members
      • All employee groups - lists all employee groups with the employees in each group
      • All employee groups (plus employees with no group) - lists all employees groups with the employees in each group and employees that are not currently assigned to any groups
    • Locations - download a complete list of all locations for the business

    • Opening balances
      • Template with employee data - pre-populated extract with all the existing employee data included
      • Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
      • Empty template - blank template with header values only
      • Template with employee data - pre-populated extract with all the existing employee data included
    • Pay Categories
      • Download a complete list of all pay category data for the business
    • Pay rate templates - download all pay rate templates for the current business
  1. Next, select the file format

    • CSV - can be opened in excel or any text editor
    • Excel - file will be downloaded in a native excel format
  2. Click the "Download" button to download your data extract

 

Please reach out to our support team should you have any questions or concerns support@yourpayroll.com.au

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