Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over
Sponsors
Digits - https://uqb.promo/digits
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
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
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- (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
Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
