Migrating Desktop Payroll And Payments To QuickBooks Online Without Starting Over Unofficial QuickBooks Accountants podcast

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Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over

5d ago 37:21

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AFWA - https://uqb.promo/afwa

Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.

LINKS

Alicia’s book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO
QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
RightTool.app - mention ROYALWISE for 20% off the Pro version
Attachment Conversion: https://snip.ly/UQAPAttach
Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM
QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversion
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

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https://www.earmark.app/onboarding

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:58) - Understanding Migration vs. Conversion
(02:35) - Challenges in Migrating Payroll
(05:50) - The Importance of Admin Roles
(17:41) - Migrating Attachments
(23:04) - Practical Tips for Migration
(30:26) - Upcoming Events and Conferences

117 episodes

#Tech #Business News #News #Hector Garcia & Alicia Pollock #Alicia Pollock #CPA.CITP #Hector Garcia #QuickBooks #Technology #Software #CPA #Accounting #Certified Public Accountant #Tax