Importing Payroll

If you are using either Wrapbook or Quickbooks for your payroll, you can import it directly into RollCredits and have all of your transactions coded automatically using your budget!

You can find payroll import either by navigating to the automated invoice import and clicking the "Importing a payroll invoice?" option, or going directly to https://app.rollcredits.io/import-payroll

Before you import your payroll invoices, you should upload you budget if you have one. We will automatically add the correct codes for each line item in payroll, and separate out fringes

Once at the page, click or drag to add your payroll invoice and click "import file"

Once imported, you will see all of the automatically imported data from your file. You can assign categories for anything that wasn't automatically imported. Once done, scroll down and click "finish import"

After you've finished importing, you will be navigated to your new invoice! This works the same as any other invoice in RollCredits, and you can edit the information afterwords if you notice any issues or if some last minute adjustments are needed

If you use a payroll system we don't already support for automatic import, contact us and we'll add it for you