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JayC
Level 3

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

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.

Solved
Best answer April 17, 2024

Accepted Solutions
JayC
Level 3

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

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.  

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1 REPLY 1
JayC
Level 3

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

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.  

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