I am importing W-2 informtion from QuickBooks Enterprise edition. I imported the names and dollars fine. However, the addresses of employees do not appear. When I look at the CSV file created from QB, there are no addresses there. Specifically which report do we generate from QB Enterprise Edition to capture the addresses?
- Answer -
For QBE versions you need to use the Employee Contact List on the Report Menu.
There is an OnlIne Movie showing this report and the fields you need to choose.
Also from the Online Help (F1) there is:
QuickBooks 6
QB6 eliminated the Print List report we used, but added a CSV report that allows us to add all the fields of information we need.
| 1. | The report is called "Employee Contact List". |
| 2. | You need to modify the report and make sure the following fields are included:
"Employee","SS No.","First Name","M.I.","Last Name","Address","Street1","Street2","City","State","Zip"
You do not need to worry about which order they are in. Magtax finds the correct field. |
| 3. | Next, print the report to a CSV file. |
If you have Imported the Amounts already, there is a new menu item (Last on the W2 Menu) that will let you Merge these addresses into the current dataset.
Let us know if you have further questions.
