Skip to main content
March 25, 2024
Solved

Upgrading payroll from Standard to Advanced - what info to save?

  • March 25, 2024
  • 1 reply
  • 0 views

I have to upgrade my payroll as I now need to do payrolling of benefits and can't do this in standard.  As I have discovered, I will lose ALL my payroll data at the point the switch is done.

 

My question is (apart from why is this even the case?!) is what reports should I download to have the correct figures to transfer over, and also to keep with the records for data compliance?

 

I am planning to do this at the start of the next tax year to hopefully make it less painful.

Best answer by JayC

Unable to get any help on this so have decided to cancel QBO payroll and move to Brightpay.  This way I can keep all my old payroll records on QBO.  

1 reply

JayCAuthorAnswer
April 17, 2024

Unable to get any help on this so have decided to cancel QBO payroll and move to Brightpay.  This way I can keep all my old payroll records on QBO.