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Nazcar
September 10, 2022
Question

Incomplete Payroll w/h information after migration

  • September 10, 2022
  • 1 reply
  • 0 views

After migrating from QBD several prior employees (with paychecks this year) show as incomplete. I review the w/h tax information but everything seems in order. 

 

Can someone point me to a resolution so I can start payroll this Sunday

 

Thanks

1 reply

L
LeizylM
September 10, 2022

Good day, Nazcar. 

 

I can share some information about how your QuickBooks Desktop (QBDT) company file is converted to QuickBooks Online (QBO).

 

To start, you can transfer much of the information from your company file. However, some pieces of information won't convert or transfer automatically with your file. 

 

In this case, some payroll info doesn’t transfer because QBDT has more payroll features. This is how your payroll data will convert in QBO.

 

  • Paychecks will transfer as regular checks. Once you set up your payroll in QuickBooks Online, you can create paychecks.
  • QuickBooks Online imports the current year's paycheck information as lump sums. If it doesn’t come over, you’ll need to enter past year-to-date payroll info for each employee.
  • Employee addresses transfer but may require fixing. Addresses for states outside supported states (such as PR, AS, VI) will be left blank.
  • Date of birth converts
  • Gender converts
  • Social Insurance Number converts
  • Direct deposit account numbers convert
  • Bank names will convert
  • Routing numbers convert
  • Transactions and payroll accounts convert. The details behind the transactions don’t convert. For example, the payroll item breakdown and employee year-to-date numbers.
  • Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to journal entries.

 

You'd want to download your Payroll Summary report from your QuickBooks Desktop account. It displays a comprehensive report of wages, deductions, and tax info, totaled by employee or period. You can use the data in verifying the payroll information entered in QuickBooks Online. 

 

Lastly, you can use these articles as references to learn more ways of handling your QuickBooks data:

 

 

I’m always here if you need further help with converting your data. Keep safe and have a wonderful day!

N
NazcarAuthor
September 10, 2022

Hi Leisyl,

 

Thank you for responding to my post. I have a Summary Report, but the issue is that QB does not tell me what information is missing or where to add/correct any issue. The only indication that something is wrong is a yellow (i) on several former employees, but no instructions of place where to go from here. When I edit the Tax withholding information, everything is correct. Nothing is missing there.

 

I appreciate your support, and hope you can figure out what may be causing it based on the information. But happy to share additional details if helpful.

 

Best 

 

NazCar

C
CharleneMaeF
September 10, 2022

I appreciate your immediate response and sharing additional details, Nazcar.

 

You're already on the right track in downloading your Payroll Summary report. I'll help you in adding the missing information.

 

It may take a while to do this, depending on your number of employees. Here's how:

 

  1. Go to Payroll, then Employees.
  2. Select your employee.
  3. Click Start or Edit on the section you want to update. If you're unsure what info to add, check the report.
  4. Make sure to enter all the necessary information.
  5. When finished, select Save.
  6. Repeat the process for all your active employees.

 

For more details about the process, please see this article: Edit or Change Employee Info in Payroll.

 

Once everything is set up correctly, you can start running payroll this Sunday.

 

Keep in touch with us if you have more questions about updating your employees' information. We always got your back. Stay safe!

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