Posting to online accounts for payroll run in Desktop

RoscoPC · ‎March 23, 2020

HI there,

I am running desktop and having to move online because Payroll is to stop being supported on Desktop from 6th April 2020.

I need to run end of year payroll on Desktop as I know this will be correct, how do I post the necessary entries to Online accounts for the next two payrolls from desktop?

Is there an automated way or should I post manual journals for each employee, to post between Bank and Payroll expenses?

Any guidance gratefully received.

Rosco

JasroV · ‎March 23, 2020

Hello there, @RoscoPC.

You'll want to manually enter journals for each employee in your QuickBooks Online (QBO) account. Once done, you can create the next payroll of your employees in your QBO.

Also, I suggest getting in touch with your accountant for guidance in recording this. This way, we ensure the accuracy of your account.

You can aslo check this great article tp learn what data doesn't convert to QBO: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

As always, you can check our Employees and Payroll page in case you want to learn some tips on managing your payroll.

Do get back to us whenever you need help. We're always around to assist you. Take care!

Fiat Lux - ASIA · ‎March 24, 2020

As another option, you may prepare the data in Excel to import into your QBO by using a 3rd party tool

https://transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020.

The template of JE should be like this

RefNumber	TxnDate	PrivateNote	IsAdjustment	Currency	ExchangeRate	Account	LineAmount	LineDesc	Entity	Class	Location
101	01/10/2020	Wire Transfer	FALSE			Savings	-50.00	Credit Savings
101	01/10/2020	Wire Transfer	FALSE			Checking	50.00	Debit Checking
102	01/10/2020	Wire Transfer	FALSE			Savings	200.00	Debit Savings

Hope it helps.

RoscoPC · ‎March 24, 2020

Hi there,

that makes sense and I think I can upload them using an .csv created in excel.

Thanks, that makes sense.

RoscoPC

Topics

Training

Community

Resources

Posting to online accounts for payroll run in Desktop