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Kate1017
June 21, 2022
Question

Payroll migration

  • June 21, 2022
  • 2 replies
  • 0 views

When the payroll subscription expired in the QB desktop 5/31/2022 in the QB I manage as a volunteer for a local not for profit I migrated the file to QBO. Something happened during the migration and entering payroll totals and now everyone's gross payroll is around 4 times the amount it should be. Since I ran all of the payroll originally in QB desktop there are no paychecks for me to edit or delete in QBO. I have spoken to several representatives who have been unable to help. Every time I speak with a representative, I'm told to submit something different. So far, I've submitted a payroll summary for the first quarter of 2022 for all employees and detailed payroll transaction reports for the payrolls 4/1/2022 - 5/31/2022 for each individual employee all from desktop. I have also submitted 1/1/2022 - 5/31/2022 year-to-date totals for each employee in the spreadsheet QB provided. I'm getting telephone calls from a representative saying he is so confused. He can't read the reports. The reports are straight from desktop. I run payroll every day at my paying job and could fix this in about 5 minutes if I could only clear out the incorrect totals. Does anyone have a work around for this?

2 replies

L
LeizylM
June 23, 2022

Hi there, Kate1017.

 

This isn't the kind of impression that I'd like you to have, and we know how much time it can take when something isn’t working the way you need it. This is why we make great efforts to deliver customer satisfaction at all times and to fix an issue as soon as possible.

 

I know you've already called in. However, I still suggest contacting our Customer Care Team again. They have the tools to securely look into your account and investigate this odd behavior.

 

You can also utilize this article for more details and ensure to check their Support hours to know when agents are available: QuickBooks Online Support.

 

If there's anything else that we can help you with, feel free to post here in the Community any time. Thanks and I hope you have a wonderful day.

R
Rasa-LilaM
June 23, 2022

Hello there, migKate1017.


Migrating from QuickBooks Desktop (QBDT) to Online is a big change, and I understand there's a lot of frustration when something doesn't come over right. I'm happy to help you correct the amount for the payroll gross total.


During migration, paychecks are converted to regular checks in QuickBooks Online (QBO). Occasionally, voided checks are also imported from QBDT which would affect the payroll totals the way you describe. We’ll have to manually edit any incorrect checks in the register and delete the voided ones. Please note that you’ll have to do this one at a time.


To edit a check:

 

  1. In your QBO company, navigate to the Accounting menu on the left panel and choose Chart of accounts.
  2. From the list, look for the bank account where your checks are recorded.
  3. Click the View register link under the Action column to see all your entries.
  4. To easily find the checks you wish to edit, tap the Funnel drop-down to filter the Transaction Type, Reconcile Status, Payee, and Date.
  5. Press the Apply button for the changes to take effect.
  6. Next, click the check to expand the line item and then select Edit to view more details about the entry.
  7. Then input the correct transaction details.
  8. Choose Save or Save and close.


To delete the voided checks:

 

  1. Perform Steps 1 up to 3 from the instructions I shared above (edit the check).
  2. To easily find the voided entries (amounts will show as zero), press the Funnel drop-down to filter the Transaction Type, Reconcile Status, Payee, and Date. 
  3. Once found,  click on it to expand the line item.
  4. Click the Delete menu and choose Yes to confirm the action.


This reference tackles removing entries directly on the Check page or without opening them: How to void or delete a check in QuickBooks Online.


And, for help with anything else that did not import or came over differently, this reference will help you understand how QuickBooks Online interprets data from Desktop: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.


I want to ensure you're feeling fully supported while learning the new program, so I'm including links to some helpful tutorials and online resources.

 


Let me know how it goes after following the solution and the result. I’ll get back to help you the best that I can, @migKate1017.

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