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April 19, 2024
Question

Switched from QBDT to QBO recently. When I run payroll summary report it looks like my payroll didn't migrate to QBO. Why? Help

  • April 19, 2024
  • 1 reply
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Need to be able to run a  payroll report from April 2023 to April 2024 and am only getting details from March 2024 on, which is when I switched to QBO.

1 reply

April 19, 2024

There are limitations and discrepancies when you export data between QuickBooks Desktop (QBDT) and QuickBooks Online (QBO), @cmnewcastle.

 

When you switch from QBDT to QBO, specific data and features won't transfer to your new account. It includes the payroll history from your previous years. For more details, please read this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

If you want to run a payroll report within this specific time frame, consider opening it in your old QBDT company file. This way, You can generate a comprehensive report based on your preferences. Let me help you in pulling up this report. 

 

  1. Open your company file.
  2. Head to the Reports menu, then Employees and Payroll.
  3. Choose Payroll Summary.

 

You can read this article for guidanceCreate a payroll summary report in QuickBooks.

 

Moreover, it's also best to contact our support team so they can assist you in recreating your old paycheck. This way, the missing data will reflect when you run your payroll report in QBO. To contact our support team, here's how:

 

  1. Log in to your QBO company. 
  2. Head to the Help section.
  3. Choose how you want to communicate with us:
    • Start a chat with our expert.
    • Get a callback from the next available support.

 

Just like in QBDT, you can also personalize your reports in QBO. You can check out this article for guidance: Customize reports in QuickBooks Online.

 

I'll be on the lookout if you have further concerns about your payroll report in QBO. Be sure to reply or post in this forum if you have one.