I'll share some insights and tips to help you get these files ready for upload in QuickBooks Online, @wjlcframers.
QuickBooks Online generates DE-9 and DE-9C forms in PDF format, which are designed for e-filing or printing for submission. The system doesn’t convert these forms directly into CSV format because it’s set up to work seamlessly for electronic submission with the California Employment Development Department (EDD).
If you need the files in CSV format for uploading to the California EDD portal, there’s still a way to achieve this.
Here's how:
Export payroll data from QuickBooks into Excel through the Payroll Details report.
From there, you can format the data in Excel to match California EDD’s CSV requirements. Ensure you include key fields such as employee names, Social Security numbers, wages, and your employer account details.
Once formatted, Save the file as a CSV and upload it directly to the EDD portal.
If you’re experiencing any challenges with QuickBooks automatically e-filing these forms, check your payroll setup for California. Ensure your EDD account number, PIN, and employee information (like Social Security numbers and wages) are accurate and fully updated in QuickBooks Online. These details are essential for successful filings.
We're to here to help if you have any additional questions or concerns.
Just checking in to see if the solution we shared worked for you. Did it fix the issue, or are you still having trouble? Happy to help if you need any more assistance!
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