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 |