To download the export summary report from Patriot payroll, go to the Patriot website and follow the steps below.
- Go directly to Settings
- 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.
- Choose Quickbooks Desktop
- Click Save
- Choose Separate check detail for each employee
- Enter the Gross Pay account
- Enter the Net Pay account
- Enter the Employee Tax account
- Enter the Employer Tax account
- Enter the Employer Tax (Remittance) account
- Enter the American Funds-401k account (if applicable)
- Enter the 401k Employer Match account (Charged)
- Enter the 401k Employer Match account (Applied)
- Click Save
- Go to Payroll
- Click Export Payroll
- Enter the Start Date and End Date for your payroll
- Enter the Starting number
- Click Run Export
Open the downloaded file on a excel spreadsheet
- Click All files from the dropdown
- Choose your downloaded file
- Click Open

This will take the user to the Text Import Wizard screen
- Check My data has headers
- Click next
- Click next on the step 2 of 3
- Click on the header of the column and click Text as a column data format
- Do the same procedure with the date, click the header of the column for the date and click Date as column data format
- Click Finish

