Payroll
These are the master account fields that are imported from QuickBooks® and the corresponding field names in Denali. Required fields are noted with an asterisk.
If the Department column is blank, Denali will create as many Department (Accounting product only) or Program (Fund product only) Codes as necessary using the scheme DEPT1, DEPT2 (Accounting product) or PROG1, PROG2 (Fund product), etc. Leave Codes are generated as Vacation or Sick types and multiple Codes will be created based on the different combinations of Rate and Limit. You will need to define these Codes in the PR Department Codes (Accounting product only) or PR Program Codes (Fund product only) and PR Leave Codes windows, respectively. You will also need to review all the information in the Employee Management window, including Pay Rates.
QuickBooks Export
Denali Field
Notes
Account No.
Employee Number
If blank, Denali will create this from the Name fields
Employee
Name Used
Will match First Name, M.I., and Last Name
Department
Department (Accounting product only) Program (Fund product only)
10 character limit, uppercase, unique
*SS No.
SSN
Encrypted
*First Name
Employee Name (First)
50 character limit
M.I.
Employee Name (MI)
1 character limit
*Last Name
Employee Name (Last)
50 character limit
Active Status
Status
Active or Inactive unless there is a Termination Date, then status is Terminated. Active, Inactive, Temporary, and Terminated Codes will be generated.
Job Title
Position
50 character limit
Emergency Name (1)
Emergency Contact
50 character limit
Emergency Phone (1)
Phone Number (Emergency Contact)
Formatted; area code is required for correct formatting
Pay Period
Pay Frequency
Encoded
*Federal Allowances
Exceptions (Federal Tax Line)
Numeric; data is required
Federal Extra Amount
Additions (Federal Tax Line)
Numeric, defaults to 0
State Worked
Tax Code (State Tax Line)
Must be a valid state or province; Tax Codes will be generated based on each valid state, but you need to update them in Denali.
State Allowances
Exceptions (State Tax Line)
Numeric, defaults to 0
State Extra Amount
Additions (State Tax Line)
Numeric, defaults to 0
Sick Limit
Accumulation Limit in the Leave Codes window or Annual Limit on the Employee Management window Leave tab
Can be numeric or formatted as hh:mm; blank will default to 0
Sick Rate
Leave Codes Accrual Rate and Apply drop-down value
Can be numeric or formatted as hh:mm; blank will default to 0; if the amount is less than 1, the rate is imported as Per unit, if the amount is between 1 and 30, the rate is imported as Per period; if the amount is greater than or equal to 30, the rate is Annually.
Sick Available
Remaining on the Employee Management window Leave tab
Can be numeric or formatted as hh:mm; blank will default to 0
Sick Used
Used on the Employee Management window Leave tab
Can be numeric or formatted as hh:mm; blank will default to 0
Vacation Limit
Accumulation Limit in the Leave Codes window or Annual Limit on the Employee Management window Leave tab
Can be numeric or formatted as hh:mm; blank will default to 0
Vacation Rate
Leave Codes Accrual Rate and Apply drop-down value
Can be numeric or formatted as hh:mm; blank will default to 0; if the amount is less than 1, the rate is imported as Per unit, if the amount is between 1 and 30, the rate is imported as Per period; if the amount is greater than or equal to 30, the rate is Annually.
Vacation Available
Remaining on the Employee Management window Leave tab
Can be numeric or formatted as hh:mm; blank will default to 0
Vacation Used
Used on the Employee Management window Leave tab
Can be numeric or formatted as hh:mm; blank will default to 0
Date of Birth
Birth Date
Date format
Hire Date/Original Hire Date
Hire Date
Date format from Hire Date
Date of last raise
Last Raise
Date format
Date of Last Check
Check Date
Date format
Last Day Worked
Termination Date
Date format
Address/Street 1, Street 2, City, State, Zip
Address in Employee Management window
Street 1/Street 2, City (50 character limit), State (2 character), ZIP (15 character limit), Country (20 character limit)
*Federal Filing Status
Filing Status in the Header
If State Filing status is included and it’s Head of Household, it will import as Head of Household.
You cannot import the QuickBooks Filing Status “Don’t Withhold.” You must change this status in QuickBooks before you can import.
Home Phone/Alt. Phone/Work Phone
Phone Number
Imports from the Home Phone first; if it’s blank, imports from Alt. Phone, if that’s also blank, imports from Work Phone; area code is required for correct formatting
Mobile Phone
Cell Phone
Phone format; area code is required for correct formatting
Main Email/CC Email
Email
255 character limit; imports from Main Email; if blank, imports from CC Email
Earnings 1/Rate
Rate, Description/Regular Rate
A Pay Rate line is created; Rate (6 character limit, numeric), Description (50 character limit); Department, and State Tax Code will be included.
If the amount is less than 500, an hourly rate is created. If the amount is more than 500, a salary rate is created.
Earnings 2/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
Earnings 3/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
Earnings 4/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
Earnings 5/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
Earnings 6/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
Earnings 7/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
Earnings 8/Rate
Rate, Description/Regular Rate
Same as Earnings 1/Rate
* Required Fields
Published date: 06/04/2021