To download the export summary report from Patriot payroll, go to the Patriot website and follow the steps below.

1. Go directly to Settings
2. Click Payroll Integrations Options

NOTE: Before the user can download the file, the accounts must be properly set up in the Payroll integration option screen.

3. Choose Quickbooks Desktop
4. Click Save

5. Choose Separate check detail for each employee
6. Enter the Gross Pay account
7. Enter the Net Pay account
8. Enter the Employee Tax account
9. Enter the Employer Tax account
10. Enter the Employer Tax (Remittance) account
11. Enter the American Funds-401k account (if applicable)
12. Enter the 401k Employer Match account (Charged)
13. Enter the 401k Employer Match account (Applied)
14. Click Save

15. Go to Payroll
16. Click Export Payroll
17. Enter the Start Date and End Date for your payroll
18. Enter the Starting number
19. Click Run Export

Open the downloaded file on a excel spreadsheet

20. Click All files from the dropdown
21. Choose your downloaded file
22. Click Open

This will take the user to the Text Import Wizard screen

23. Check My data has headers
24. Click next
25. Click next on the step 2 of 3
26. Click on the header of the column and click Text as a column data format
27. Do the same procedure with the date, click the header of the column for the date and click Date as column data format
28. Click Finish