Importing Data

Does Bench work with Intuit?

Yes. If you pay your employees through Intuit, we’ll need a payroll details report to account for the employee taxes withheld and the employer’s payroll tax expense, as well as any deductions for health or dental insurance.

How to download and upload Payroll Reports:

1. Log in to your Intuit account.

2. Click Reports.

3. Click Payroll Details.

Reports

4. Select the required date range (last month, quarter, year, custom, etc.)

Date Range

5. Select All Employees. Otherwise, the employees who no longer work for you will not appear on the report.

6. Click Run Report.

All employees

7. Click Export to Excel.

Export to Excel

8.Upload the downloaded report to Bench (go to Documents → Uploads).