Export General Employee Info
Users who process payroll will often need to generate spreadsheets with employee information (tax ID number, address, salary/rate, etc) for things such as reporting to a company that provides employee benefits (i.e. a 401k account). Since every company asks for this data in a different format we can’t provide a one-size-fits-all report, but exporting to a tab-delimited text file and then opening that file in a spreadsheet program like as Excel makes it easy to manage this information.
To export employee data go to your top menu bar and select File > Export Data > Cards > Employee Cards.
The first window will contain the following options:
- Export File Format - This is the format the data file is created.
- First Record is - If you choose Header Record the the first row of the data will be the title of the column. If
- you choose Data Record there will be no titles at the top of the columns.
- The rest are options are used to filter specific groups of employee card files (if you didn’t want to include everyone).
Then press Continue.
The next window is where you select the data fields that you would like to include in the export. You can click Match All to select all of the fields or select Unmatch All to deselect all of the fields. If you would like to select one field at at time, click in the Export Order column to select the field and you should see it appear in the Export Fields column. The order which you select a field is the order in which it will be added to your data columns.
Click the Export Button.
Then AccountEdge will ask you where you would like to save this export file and what you would like to name it.
You can then open that file in a spreadsheet program (such as Excel) so that you can view the data and edit it as needed.