Payroll Issues After Desktop to Online Conversion

MBinMN · ‎November 26, 2024

My desktop file was converted to online with no issues noted. I have been using using QB Payroll for several years. Several customer support people helped me through the conversion and setup ( I kept getting passed around for various reasons). During the Payroll Setup stage I was told to accept al the default settings. I didn't realize that the system was not using any of my existing payroll accounts and nobody asked me about it. As a result, QB put the payroll expenses into completely different accounts. I now have payroll information in two different places - nine months in the old locations and one month in the new. The liability accounts now don't match up because everything I do online goes into the new locations, and it won't/can't read any information from the old accounts. Reports are also unhelpful. Year-end reporting is going to be a nightmare, and we may have to manually collect and check the information. I have spent several hours with various support people and the only solution seems to be to send more money to Intuit for higher level support, and they are not sure what to do about it. Surely I can't be the only one who has had this problem.

Looking at the Payroll Settings, there is an option to change the account locations for the tax items. My thought was to use the option that lets me select individual accounts for the various tax items and align with my former structure. Then I would go in to the one paycheck created in the new system and manually re-assign the accounts for the deductions. And do the same for the one month of tax payments. I suppose journal entries might work too? Support only said I could try but had no idea if it would work. And this was the "paid" support option. Anybody else have ideas?

Shania_C · ‎November 26, 2024

Thanks for sharing the details of your concern here in the Community forum, @MBinMN.

Adjusting the account locations for tax items in the Payroll Settings to align with your previous structure sounds like a strategy.

To ensure consistency and accuracy in payroll records, it is essential to manually re-assign accounts for recent paychecks and tax payments, as well as use journal entries to consolidate data. Aligning these settings and re-assigning accounts for deductions on recently created paychecks and one month of tax payments will effectively consolidate payroll data, thereby maintaining accuracy in financial reporting.

While utilizing journal entries to address discrepancies in payroll account allocations is effective, consulting with an accountant is recommended for precision and accuracy. Their expertise will ensure journal entries are correctly applied and in line with accounting standards, providing a reliable solution for integrating old and new data.

Furthermore, you can check this article to learn how to fix errors when you move from QuickBooks Desktop to QuickBooks Online: Fix errors when you move from QuickBooks Desktop to QuickBooks Online.

Furthermore, after assigning your transactions to the appropriate account, it's essential to match and categorize, followed by reconciling your account to ensure it consistently aligns with your monthly statements.

If you have further questions about adjusting account locations for tax items in Payroll Settings, feel free to leave a reply below, @MBinMN. The Community is always available to assist you. Have a great day!

MBinMN · ‎November 26, 2024

Thank you for the comments.

I was able to connect with one of your Live support staff (Kim) who was very helpful in this process. We were able to make the changes together. Also, she showed me an option to Update Transactions, and that took care of changing the one item that had been created in the Online system. Kim was far more knowledgeable than the other people I have spoke with. It is a bit disappointing to see this much of a range in support capabilities. Something for you to work on.

We are in the process of verifying the changes now, but I believe the problem has been addressed.

Thank you for your quick response.

LouiseG · ‎November 26, 2024

I acknowledge and appreciate your feedback regarding your recent interaction with our customer support. I'm pleased to hear that Kim was able to assist you effectively and help you navigate through the necessary changes, showcasing her expertise and commitment to service excellence, MBinMN.

Your comments also highlight an important area for improvement in the consistency of our support team's capabilities. We are committed to enhancing the skills of all customer support representatives, ensuring consistent and high-quality service for every customer.

Thank you for bringing this to our attention, and for your acknowledgment of our prompt response. We hope the changes continue to meet your expectations, and we are here to assist further if needed. Have a great day!

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Payroll Issues After Desktop to Online Conversion