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Exporting Payroll to Paychex

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SpringAhead can export employee gross payroll information directly into Paychex Preview. Using this guide, you will:

  • Review and export from SpringAhead
  • Import to Paychex

Exporting Payables

Once time has been processed from the Review area, it will be sent to the Payables area to be exported. To export a CSV for import to Paychex, follow these steps:

  • Click on Payables.
  • To review pay rates for all hours worked, ensure the Detail Level is set to Detailed. export_to_paychex_1.png
  • Review the information to be exported.
  • Uncheck any items that are not ready for export.
  • Review the date range(s) to ensure that you have only selected the desired transactions.
  • Make sure Paychex is selected as the software and Include Timecards is unchecked. 
  • Click Export.
  • Click OK. export_to_paychex_2.png

This will download the Paychex file onto your computer.

Importing to Paychex 

With the upload file generated, you can now import it from within Paychex Preview.

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