W2 Mate® gives users the ability to import W2 data from QuickBooks. The QuickBooks import wizard included in our W-2 software is one of the most sophisticated and easy to use import utilities available in the industry. W2 Mate® connects directly to QuickBooks and retrieves the required information for employees and W2 forms. A detailed step-by-step wizard guides the user through the import process to guarantee a smooth and fast operation. The steps are outlined in this tutorial.
Make sure you have the correct Company open inside W2 Mate
Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import and have an active subscription to Intuit Payroll Service
1. Click "Import Data" from the top menu
2. Select "From QuickBooks (W2 and/or 1099 Data)"
This will open the QuickBooks Import wizard
3. Read Message-understand you will need to have QuickBooks open and actively running
4. Click "Next"
5. Click "Connect to QuickBooks"
This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks
6. Click "Yes"
7. Checkmark to allow this application to access personal data
8. Click "Continue"
9. Click "Done"
10. Click "OK"
11. Click "Next"
12. Select "W2 Data"
13. Click "Next"
14. Read and review the QuickBooks items and the W2 Box data
15. Click "Assign W2 Box" to change the W2 box used for import as needed
16. Complete each part for the specific W2 Box
17. Click "OK"
18. Click "Next"
19. Click "Yes"
20. Review Import Data – Make updates as needed on this page
21. Click "Next"
22. Click "Finish"
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