Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over

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Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT

124 episodes

5 days ago

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.

All content for Unofficial QuickBooks Accountants Podcast is the property of Alicia Katz Pollock, MAT and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business News

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News

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Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over

Unofficial QuickBooks Accountants Podcast

37 minutes

1 month ago

Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over

Sponsors
Digits - https://uqb.promo/digits

Assembly - https://uqb.promo/assembly

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

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

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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