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wfs1
Level 1
posted
‎January 24, 2019 10:10 AM
last updated ‎January 24, 2019 10:10 AM

Payroll annual fee and transferring info to new company that just purchased 2019

Successful Money Management is the owner of our Quickbooks in 2018. In 2019, I updated to 2019 version including payroll but changed the name to Wiedeman Financial Services which is who we now are.  I need to move all info from Successful Money Management to Wiedeman Financial Services including all payments due (our monthly fee). I just received an email from Intuit that my payroll annual fee will be charged to Successful Money Management on 1/29/19. If we owe this, I would like to pay from Wiedeman Financial Services (which has the same credit card). But since I just upgraded to 2019 including payroll, I may not owe this fee this year.  I know this is confusing but hope I made it clear. Phone is [removed] and speak with Tera Willman or email her at [email address removed].  Also, even though we just purchased the desktop version we are wanting to start the QuickBooks online very soon and wondering if we can transfer all and just pay the difference.  Thank you.

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2 Comments 2
qbteachmt
Level 15
‎January 24, 2019 01:09 PM

Payroll annual fee and transferring info to new company that just purchased 2019

You just posted on a Peer User internet forum.

 

You need to contact Payroll Sales/support. They likely should just start this Fresh for the new company and not carry over. If there also is a new FEIN, you are also a New employer and a different QB file, and all employees just got Fired and are being Hired.

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BettyJaneB
QuickBooks Team
QuickBooks Team
‎January 24, 2019 01:51 PM

Payroll annual fee and transferring info to new company that just purchased 2019

Hi there, @wfs1.

 

I appreciate the detailed information that you've given. Allow me to share some details with this subscription concern and get you pointed in the right direction. 

 

To move all your company information from Money Management to Wiedeman Financial Services, I' suggest reaching out directly to our Customer Care Team. They have the necessary tools to pull up your account and provide insights into transferring your company information. They will also discuss with you about your options upon switching your subscription to QuickBooks Online. 

 

This is to ensure is that your account is in a secure space since the Community is a public place.

 

To reach them:

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Select the issue or topic.
  4. Click the Green Phone button to see the support number.

Also, you can visit this article about changing the legal name and address of your company in QuickBooks: Change legal name and address of your company in QuickBooks Pro or Premier.

 

That should do it. 

 

Feel free to reach back out to me if you need further assistance with this concern. I'm always here to help. Wishing you and your business continued success.

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