Good day, Nazcar.
I can share some information about how your QuickBooks Desktop (QBDT) company file is converted to QuickBooks Online (QBO).
To start, you can transfer much of the information from your company file. However, some pieces of information won't convert or transfer automatically with your file.
In this case, some payroll info doesn’t transfer because QBDT has more payroll features. This is how your payroll data will convert in QBO.
- Paychecks will transfer as regular checks. Once you set up your payroll in QuickBooks Online, you can create paychecks.
- QuickBooks Online imports the current year's paycheck information as lump sums. If it doesn’t come over, you’ll need to enter past year-to-date payroll info for each employee.
- Employee addresses transfer but may require fixing. Addresses for states outside supported states (such as PR, AS, VI) will be left blank.
- Date of birth converts
- Gender converts
- Social Insurance Number converts
- Direct deposit account numbers convert
- Bank names will convert
- Routing numbers convert
- Transactions and payroll accounts convert. The details behind the transactions don’t convert. For example, the payroll item breakdown and employee year-to-date numbers.
- Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to journal entries.
You'd want to download your Payroll Summary report from your QuickBooks Desktop account. It displays a comprehensive report of wages, deductions, and tax info, totaled by employee or period. You can use the data in verifying the payroll information entered in QuickBooks Online.
Lastly, you can use these articles as references to learn more ways of handling your QuickBooks data:
I’m always here if you need further help with converting your data. Keep safe and have a wonderful day!
