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LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

I MAY HAVE CRACKED THE CODE

We have also had a terrible experience; one that is made worse by the fact that all of the "help", which just guides you to the receive-a-call-feature, doesn't help at all.  The service team simply has NOT been trained in this area of BofA transition to Quickbooks Online Payroll.  In an effort to help, they can lead you down a bunch of pathways that only waste time.

I've wasted more than 6 hours of my time plus the time of the QB service employees (6 hours of unnecessary payroll expense for Intuit)  because of the lack of information available about this specific issue.  This is the only reason I'm taking time to write this--to potentially save some poor souls from having to go through what we all have gone through.

HERE's WHAT I FOUND OUT AND WHAT WORKED FOR ME
1. We did NOT resolve it via the BofA interface.  That does not seem to work.
2. The BofA Intuit Online Payroll is not able to completely integrate with your current Quickbooks Online account.
3. So, during this transition, they automatically created a new account for you, which is a stand-alone Quickbooks Online Payroll account.
4. You have to find your new payroll account. 
5. We found it this way (hopefully this works for you, too).
  a) Sign into your Quickbooks Online account

  b) Then sign out of your Quickbooks Online account
  c) After it signs you out, you should see a green Sign In button--do NOT click it yet 
  d) Instead, click "Use a different user ID"
  e) It should then take you through a process of finding any other ID's that you have

  f) It may ask for your email, it may send you a code, etc.
  g) After a few verification steps, it should list other ID's that you have with Quickbooks.
  h) One of those ID's (in our case) was associated with our new Payroll Account.
  i) We identified the correct ID because it had a recent date as the last login date and it ALSO was a series of seemingly random numbers and letters (probably an internal, automatically generated number).
  j) Select the one that fits the above description, or simply try a few until you get the right one. 

  k) It will try again to identify you by sending a code to your email or your phone.  If you are having trouble, you can try to reset your password.

  l) FINALLY! we saw (and hopefully you will, too) all of our payroll info which had been successfully transferred into this new Quickbooks Online Payroll account and everything was set up and all data transferred as it should have been.
  
A couple of notes:
For BofA customers, your will likely have a completely separate Quickbooks account for Payroll purposes.  You will be able to export the weekly/monthly payroll information to your original Quickbooks Online, just as you used to from BofA.

It's a fair bet that the above will not work for everyone.  Sorry about that.  

If the email associated with your BofA account is different from the one you use for Qucikbooks Online, you will probably need to use the email associated with your BofA account for the steps starting with f), above.

I believe this problem, and resolution, primarily works for people who used BofA intuit Online Payroll and ALSO have a Quickbooks Online account.  I'm not sure if it will work with other situations.

Let me know if you have any success.

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

I MAY HAVE CRACKED THE CODE

We have also had a terrible experience; one that is made worse by the fact that all of the "help", which just guides you to the receive-a-call-feature, doesn't help at all.  The service team simply has NOT been trained in this area of BofA transition to Quickbooks Online Payroll.  In an effort to help, they can lead you down a bunch of pathways that only waste time.

I've wasted more than 6 hours of my time plus the time of the QB service employees (6 hours of unnecessary payroll expense for Intuit)  because of the lack of information available about this specific issue.  This is the only reason I'm taking time to write this--to potentially save some poor souls from having to go through what we all have gone through.

HERE's WHAT I FOUND OUT AND WHAT WORKED FOR ME
1. We did NOT resolve it via the BofA interface.  That does not seem to work.
2. The BofA Intuit Online Payroll is not able to completely integrate with your current Quickbooks Online account.
3. So, during this transition, they automatically created a new account for you, which is a stand-alone Quickbooks Online Payroll account.
4. You have to find your new payroll account. 
5. We found it this way (hopefully this works for you, too).
  a) Sign into your Quickbooks Online account

  b) Then sign out of your Quickbooks Online account
  c) After it signs you out, you should see a green Sign In button--do NOT click it yet 
  d) Instead, click "Use a different user ID"
  e) It should then take you through a process of finding any other ID's that you have

  f) It may ask for your email, it may send you a code, etc.
  g) After a few verification steps, it should list other ID's that you have with Quickbooks.
  h) One of those ID's (in our case) was associated with our new Payroll Account.
  i) We identified the correct ID because it had a recent date as the last login date and it ALSO was a series of seemingly random numbers and letters (probably an internal, automatically generated number.
  j) Select the one that fits the above description, or simply try a few until you get the right one. 

  k) It will try again to identify you by sending a code to your email or your phone.  If you are having trouble, you can try to reset your password.

  l) FINALLY! we saw (and hopefully you will, too) all of our payroll info which had been successfully transferred into this Quickbooks Online Payroll account and everything was set up and all data transferred as it should have been.
  
A couple of notes:
For BofA customers, your will likely have a completely separate Quickbooks account for Payroll purposes.  You will be able to export the payroll information to Quickbooks, just as you used to from BofA.

It's a fair bet that the above will not work for everyone.  Sorry about that.  

If the email associated with your BofA account is different from the one you use for Qucikbooks Online, you will probably need to use the email associated with your BofA account for the steps starting with f), above.

I believe this problem, and resolution, primarily works for people who used BofA intuit Online Payroll and ALSO have a Quickbooks Online account.  I'm not sure if it will work with other situations.

Let me know if you have any success.

 

 

 

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

I read most of your posts and MAY have a solution (I also posted to the main topic thread).

 

NOTE: ignore the blue spinning circle.  It will never stop spinning and I do not think it has anything to do with your browser or your cache, etc.  That's a wild goose chase.   As far as I can tell, as I think you said, you CAN NOT get to your new Quickbooks payroll from BofA.  You will need to log in via an intuit or quickbooks login page.


Try going to one of the intuit/quickbooks login pages:
I've used this one:  https://accounts.intuit.com/index.html

If it lets you put in an email address, use the email address associated with your BofA payroll account.

Let it send you the code or whatever it is you need to verify yourself.

See if you get additional login choices.  It may give you accounts that are associated with your email address.  If so, you may even see an account where the ID is a long series of numbers and letters and underscores, like an internal system identification number.

Select an ID and then it should try again to verify who you are or may ask you to create a password.  These last couple of steps should get you into your new Quickbooks Online Payroll account where you should see info that looks like data from your Bof A payroll account.

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

I read most of your posts and MAY have a solution (I also posted to the main topic thread).

 

NOTE: ignore the blue spinning circle.  It will never stop spinning and I do not think it has anything to do with your browser or your cache, etc.  That's a wild goose chase.   As far as I can tell, as I think you said, you CAN NOT get to your new Quickbooks payroll from BofA.  You will need to log in via an intuit or quickbooks login page.


Try going to one of the intuit/quickbooks login pages:
I've used this one:  https://accounts.intuit.com/index.html

If it lets you put in an email address, use the email address associated with your BofA payroll account.

Let it send you the code or whatever it is you need to verify yourself.

See if you get additional login choices.  It may give you accounts that are associated with your email address.  If so, you may even see an account where the ID is a long series of numbers and letters and underscores, like an internal system identification number.

Select an ID and then it should try again to verify who you are or may ask you to create a password.  These last couple of steps should get you into your new Quickbooks Online Payroll account where you should see info that looks like data from your Bof A payroll account.

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

I read most of your posts and MAY have a solution (I also posted to the main topic thread).

 

NOTE: ignore the blue spinning circle.  It will never stop spinning and I do not think it has anything to do with your browser or your cache, etc.  That's a wild goose chase.   As far as I can tell, as I think you said, you CAN NOT get to your new Quickbooks payroll from BofA.  You will need to log in via an intuit or quickbooks login page.


Try going to one of the intuit/quickbooks login pages:
(I don't think they will let me enter a link here, but it is something like intuit dot login

If it lets you put in an email address, use the email address associated with your BofA payroll account.

Let it send you the code or whatever it is you need to verify yourself.

See if you get additional login choices.  It may give you accounts that are associated with your email address.  If so, you may even see an account where the ID is a long series of numbers and letters and underscores, like an internal system identification number.

Select an ID and then it should try again to verify who you are or may ask you to create a password.  These last couple of steps should get you into your new Quickbooks Online Payroll account where you should see info that looks like data from your Bof A payroll account.

TerriZamore
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

For well over a decade Bank Of America‘s intuit online payroll which was free because I’m a one person business worked perfectly. 

This forced update that’s gonna cost me $44 a month has been adisaster. 

For the past two years I’ve only been drawing a paycheck $400 a month due to the  pandemic hurting my business so badly so $44 month is it large percentage of my pay.

But I need a payroll so I'm stuck paying that until I find a less expensive solution. 

You would think if I'm not being charged it least it would at least be a seamless update. 

 

So far this is cost me two days of missed work messing with this.  I did tech-support chat that basically had me set up everything manually. . So I still don't do not have access to over decade of  payroll. 

 

I have over a decade of data in my Bank of America intuit payroll that is still not been imported into this new version. 

Intuit called me this afternoon and did some additional steps but I still do not have my data imported from the BofA intuit payroll. Support said maybe Monday but I'm not hopeful and I certainly do not wanna miss another day of work dealing with this. 

this whole thing seems geared towards large businesses. I'm a one person biz struggling through the pandemic with only myself as an employee. To be honest having an additional $528 a year expense for payroll I'm seriously wondering if it's time to close shop as it will probably be another year before I'm recovered from this pandemic and that is if the BA2 variant doesn't cause another surge. 

OK frustrated and seriously disappointed with this whole unwanted update. 

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

I read most of your posts and MAY have a solution (I also posted to the main topic thread).

 

NOTE: ignore the blue spinning circle.  It will never stop spinning and I do not think it has anything to do with your browser or your cache, etc.  That's a wild goose chase.   As far as I can tell, as I think you said, you CAN NOT get to your new Quickbooks payroll from BofA.  You will need to log in via an intuit or quickbooks login page.


Try going to one of the intuit/quickbooks login pages:

(I don't think they will let me post a link, but you can google the login page.


If it lets you put in an email address, use the email address associated with your BofA payroll account.

Let it send you the code or whatever it is you need to verify yourself.

See if you get additional login choices.  It may give you accounts that are associated with your email address.  If so, you may even see an account where the ID is a long series of numbers and letters and underscores, like an internal system identification number.

Select an ID and then it should try again to verify who you are or may ask you to create a password.  These last couple of steps should get you into your new Quickbooks Online Payroll account where you should see info that looks like data from your Bof A payroll account.

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Please read my 2 posts above and below.  I really think they may help.  I had thought my data was gone, too, but I DID find it after being lead astray and someone almost suggesting that I start from scratch. We were using the BofA interface for about 15 years.

(I posted multiple by accident because I'm new at this forum stuff, but I have had so many issues that I felt the need to share)

Masweeneymd
Level 1

Intuit online payroll (from Bank of America) transfer to Quickbooks

This got me to an online page that has no data on it. It's basically blank with the exception that I can access the "see all activity" 

 

Any suggestion on what to do from this point is greatly appreciated

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Are you able to provide a bit more info?

"It's basically blank with the exception that I can access the "see all activity" "
When you saw this blank page, did it look like you were in quickbooks, or did look like you were in some sort of intuit account management page, or in BofA, or something else?

When you access "see all activity" what is it showing you?  Is it your Quickbooks activity, payroll activity, blank, or something else?

LDBingham
Level 2

Intuit online payroll (from Bank of America) transfer to Quickbooks

Fail!   Bank of America and intuit have totally failed this transition.

intuit has provided seamless authentication via BOA small business accounts to access Intuit Online Payroll.  TWICE. The effort to decommission this legacy has been botched.  First in August 2021, online payroll prompts to transition simply did not work.  Rollback!   Try again in April 2022…. BOA links do not permit access to data;  QuickBooks (I am a LONG TIME USER) thinks I an a new customer for Payroll -  no history available).   Customer service reps are not trained and have no clue how to reveal historical payroll information - including Taxes now DUE - which apparently need to be performed via QuickBooks Payroll (expected to be associated with my QBO company subscription).  
Such a frustrating experience for a long time QuickBooks and Bank of America and Intuit Online Payroll customer.   Shame on all!  Fix this and communicate like your corporate reputation is on the line.

LDBingham
Level 2

Intuit online payroll (from Bank of America) transfer to Quickbooks

Sorry - Intuit employee - you are mislead into thinking this is seamless and simple.

AT BEST this transition is glitchy and communication is poor.  Prompts to file taxes now due received in email are met with “you do not have access to this account” issued by Intuit.   I ONLY HAVE ONE INTUIT ACCOUNT that I use FOR ALL MY Intuit SERVICES.  The authentication used by BOA was not known to me, as it was a seamless interface from within my BOA online account.

 

communicate , apologize, and fix this!  Taxes are due now, and payroll needs to be run!

LDBingham
Level 2

Intuit online payroll (from Bank of America) transfer to Quickbooks

YES.  Special conditions for BOA customers that authenticate automatically in the background seem to be a set of customers they don’t know about and conversion does not work for.

 

come on, INTUIT.  THIS US YOUR SECOND TRY, AND STILL WE ARE IN TROUBLE.

LDBingham
Level 2

Intuit online payroll (from Bank of America) transfer to Quickbooks

BOTs with preprogrammed responses are NOT going to fix this problem.

TerriZamore
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Doesn't work for me.

Intuit's response was to look in my desktop version of QuickBooks to figure out my past history as I've lost access to everything prior to this transition.

 

This has been an absolute disaster and I lost access to everything prior to the beginning of this month.

TerriZamore
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Today I tried logging into my old admin again with the same results. 

My new admin is totally blank of everything prior to this month with confusing messages inside about payroll and tax forms that need to be filed and I can’t remember if I filed because I don’t have access to my old admin. 

it’s time to start a class action lawsuit against intuit and BofA.  We need to find everybody that’s been burnt by this.  

TerriZamore
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

As I can not access my old admin and the new admin does not this one I'm gonna get fined $55 for not filing it on time.

 

I need to download the PDF of this form filled out in my admin as I've always done so that I can submit it to avoid a $55 late filing fee.

https://floridarevenue.com/Forms_library/current/rt6.pdf

LDBingham
Level 2

Intuit online payroll (from Bank of America) transfer to Quickbooks

Great posts.   Intuit created a standalone account of QuickBooks Online with ONLY the Payroll feature and a random user I’d.   Next step in this journey - now that some of us have two segregated Quickbooks accounts (one for company books, and one for Payroll)  -  is to find out how to merge the payroll only and standard QBO company instances so we don’t have to pay two monthly service fees.  

LDBingham
Level 2

Intuit online payroll (from Bank of America) transfer to Quickbooks

Great posts.   Intuit created a standalone account of QuickBooks Online with ONLY the Payroll feature and a random user I’d.   Next step in this journey - now that some of us have two segregated Quickbooks accounts (one for company books, and one for Payroll)  -  is to find out how to merge the payroll only and standard QBO company instances so we don’t have to pay two monthly service fees.  

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

LDBingham and TerriZamore

FIRST:  I tried to post the list (below) earlier today, but in typical Intuit fashion, it's not so user friendly.  I also wanted to post all of my screenshots, but I am unable.  I will try after this post.
SECOND:  My understanding is that there is no way to merge/combine your Quickbooks account with your separate Quickbooks Payroll account.  You can send the financial data into Quickbooks from Payroll just as you used to from BofA to Quickbooks, but it sounds like the two sets of software won't ever merge into 1.

NOTE: I think you are absolutely right on your criticism of Intuit's transition.  This is a case of "There is no there, there."  There's no way to reach someone who actually knows what's going on or who was personally involved in the Intuit transition.

Still, I do have a couple of ideas based on what actually did work for me (note that because of cookies etc, I can't 100% recreate what I did):
1. Go to https://accounts.intuit.com/
2. Click Login/Sign in at the top right

3. You should get to a page that at the top looks something like my 1st image.
4. Click "Use a Different User ID" (image attached)
5. You should see another Sing In Page (image attached).  Here, you should enter the info associated with your BofA account.  i.e. preferably your email, but could be phone.  Let's assume for now that you enter your email associated with your BofA account.
6. Click the blue "Sign In bar" (image attached).

7. You should now be on a page that has a box to enter your verification code (image attached)

8. In the meantime, Intuit should have sent a verification code to your email.
9. Enter the code in the box and click the blue "Continue" bar.
10.  This should take you to  a page that says "We Found Your Accounts" (image attached).
11. Below "We Found Your Accounts" should be radio buttons that correspond to different accounts and/or user names that you have had with various Intuit products (including QuickBooks, but it could be other Intuit products as well).
12. IMPORTANT:  one of the radio buttons should have a name that would have been automatically assigned during the transition.  The name will look silly, something like   ttyf_76-jjw89hkw65_9-yye etc.
13. Click that radio button (the one next to the silly looking user name.

14. At this point, you may get one more verification step.  NOTE: it may ask to verify your phone number.  You can skip that step.  It is not an authentication.  They just want to update your info.  So, you can click on "Skip for now"  (image attached).

15. After clicking skip for now, you should be lead to your new Quickbooks Payroll account, However, there may be one more verification step, OR you may even need to click Forgot Password, or Reset Password.  I am uncertain what exactly you will see at this point.  For me, if memory serves, it took me to my new payroll account.

 

 

PLEASE: reply to this post to let me know which steps work and which ones do not.  For example "Steps 1-5 worked as described, but on step 6 I saw_____ instead of _____.  I will do my best to troubleshoot with you.

 

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Top of Sign In Page

 

Sign in Top of Page.png

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Use different user ID

 

Use a Different User ID.png

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Enter Email or Phone

 

Enter Email or Phone.png

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

Enter Verification Code

 

enter verification code.png

LA Business
Level 3

Intuit online payroll (from Bank of America) transfer to Quickbooks

We found your accounts

 

We Found Your Accounts.png

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