Thanks for taking the time to share your concerns and the challenges you're facing with transitioning between QuickBooks versions, asy. I understand this hasn't been the seamless experience we strive to provide, and I appreciate you raising these concerns.
Switching QuickBooks products and moving your company data is an important process. Allow me to provide some clarification on how transitioned data is managed.
QuickBooks Online and QuickBooks Desktop are built on separate platforms, which leads to certain limitations when migrating payroll data between the two products.
During the transition process from Desktop to QBO, not all historical payroll details will automatically transfer over. Specifically:
- Paychecks from the Desktop version will convert as regular checks in QBO to maintain accurate financial reporting integrity.
- Granular payroll transaction details like payroll item breakdowns and prior year employee year-to-date numbers will not convert automatically.
- Employee addresses, current YTD payroll balances, and other employee-level information will need to be manually set up in the new QBO payroll system.
- Liability refunds, payroll adjustment transactions, and any accounts affecting opening balances from Desktop will convert to general journal entries in QBO.
This can be the reason why there are differences between your Balance Sheet and other reports that you printed before moving to QBO.
You can read more details about this here: Learn How Features And Data Move From QuickBooks Desktop to QuickBooks Online.
While you have the option to re-initiate the migration, it's important to note that performing a new upload will overwrite any previously migrated data in your QBO account.
Currently, there is no way to selectively migrate just the payroll information while retaining other data that was already brought over during the initial migration. A new upload will completely replace all of the existing migrated records in your QuickBooks Online company file.
I understand you have already been in contact with our support team, but I would recommend reaching out to them again for further assistance.
They can take a closer look at your account and review any previous cases or notes. This will allow the next support agent to understand what has already been explored and determine the best next steps to help properly handle your payroll data in QBO.
To provide some additional guidance as you make this transition to the new platform, allow me to share these articles:
These resources cover important post-migration tasks, initial QBO setup considerations, and tips for getting started successfully with the online version.
Please don't hesitate to loop us in whenever you need assistance adapting to the new QBO environment, asy. We're always here to provide further support and guidance when you need it.
