QuickBooks Online Payroll - Errors Setting up! Need Help!

That would be fine but there is so much at this point!  I have worked in QB for many years and I wish I could make these corrections myself since I am a pro advisor.

My main goal in both companies is to get the payroll information straigthened out so the reporting is correct so the reports to the IRS can be corrected and we are very close to the year end so I am worried about W2's.  We don't have much time.  Seems like something simple (an easy correction) then a whole years worth gets deleted.  Then I get a QBO person talking to me like I did it.  Or I am having to explain to QBO tax team how to input tax corrections for another state.  When I have to educate the team that supposed to be fixing the problem that does make me a little nervous on how well the outcome will be.

I just want it done and done quickly so I can verify the numbers.  I have asked the no reports be sent to the IRS and State departs until my CPA can sign off on them since the 3Q was so drastically wrong.

Thank you for your quick resonse.

I NEED TO FIND A SOLUTION!  I have a person that is helping with Company 1 that is really trying but the person that is supposed to be helping with Company 2 is not helping!  When I run a P&L for that company the information is in there for the payroll from Jan 1 -July 27, 2024.  But when you run a Payroll summary or Paycheck detail the information is not there for that time period.  Does that information not come over when you do a merge from desktop to Online when it comes to Payroll and Payroll history?

Hi there, @klantz1.

I deeply understand how crucial it is to resolve these payroll setup errors. It can be incredibly challenging to encounter these issues when transitioning from QuickBooks Desktop to QuickBooks Online.

There are multiple factors to consider in your situation:

• Certain limitations concerning the transfer of payroll data exist when moving from QuickBooks Desktop to QuickBooks Online. Specifically, payroll data and history might not fully transfer during the migration process, especially if older versions of QuickBooks Desktop or non-standard payroll services are used. This means that payroll summaries and paycheck details might not automatically appear in QuickBooks Online even if profit and loss statements seem to reflect payroll expenses correctly for the specified period.
• Since payroll data requires careful handling, it's critical to manually verify and possibly enter the payroll information, as payroll data accuracy is crucial for tax and compliance purposes. Checking your pay items, deductions, tax settings, and employee details in the original QuickBooks Desktop file before migrating can help identify discrepancies or missing information in the online version.
• Exporting payroll reports from QuickBooks Desktop before migration and comparing them with QuickBooks Online can aid in verifying the completeness of the imported data. Adjustments and manual entries in QuickBooks Online Payroll may be necessary to ensure all payroll information matches between the two systems. However, you'll need to consult an accountant to ensure your entries are accurate.

For more personal assistance, you can consider contacting our QuickBooks Online Payroll support. This way, they can assist you in troubleshooting and checking your account to find the root cause.

If you need any further assistance, please feel free to reach out. You're doing a great job managing your payroll, and we're here to support you every step of the way.

i

First : Thank you for such a quick response

Second: This company did pay and use a QuickBooks Online person to help merge from desktop in Company 2.  They even paid extra to make the merge for payroll easier.  The QBO person is the one who suggested waiting until the 3rd quarter to start payroll in QBO online from desktop.  They were the one who moved the information in July and didn't tell the company you will have missing information and will need to merge again.  Obvisouly something wasn't done correctly.  Payroll information is in the P&L but did not come over for the Payroll history.  In Company 1 they used a QBO team and it was such a mess because of problems QB was having QB and the Company ! decided it was best to start from scratch.

Third: I am an accountant, I have almost 40 years of experience.  I am also a pro-advisor.  I have alot of experience in QuickBooks Desktop and Online.  Do you know that if you ask your Payroll and Tax EXPERTS in QBO if they are familar with QBD they will tell you no they are not.  I do find that odd!!!  This is why the company had to ask for my help in this because QB was not doing their job.  Even though they had paid over $12,000 for the online subscription and all of its bells and whitsles and had to pay for the renewal in desktop (to keep the history) a couple of weeks ago in desktop for over $8,000 because of all of the problems QB has caused.

Lastely: I am sure most people you can give a list to and tell them to contact QB help that they caused the problem.  But if you had read my previous post you would have seen I have done that and these problems were caused mostly by QB.  I have asked for help and I am not getting the response I feel I should.  QBO filed an incorrect 941 IRS 3 Quarter report and State Report.  We had already filed Quarters 1 and 2, QBO filed the Quarter 3 (which they were told not to that we would be doing that in desktop).  When they filed Q3 they filed it not just for Q3 but for January - September 30.  If you know anything about accounting you know that is a HUGE problem!!!!  Now it shows this company owes the IRS (that they didn't make their 941 payments for Q1 & Q2 which they did) we are talking hundreds of thousands of dollars!!!!

This is a HUGE mistake on QB!!!! Now I am at the mercy of QB to fix the problem but you can't call them, you can't email them....  You just hope they are working on the backside to fix the problem!!!! 

Do you see my frustration!!! This not only happened on 1 company but 2 companies!!!!

I will say as of yesterday Company 1 has been fixed and we are sending in the 941X and amended state tax returns.  It has been almost a week and I have not heard back from the Company 2 QB team member!

Your thoughts?

I truly recognize how relevant this situation is for your business, klantz1. It's crucial that we address this matter with the urgency it deserves, particularly given the potential financial implications you've described.

Rest assured, we're committed to resolving these issues promptly to alleviate further strain on your overall business needs.

Due to the complexity, it's best to contact our Payroll Correction Team again. They have the expertise to escalate and correct these specific concerns rapidly, ensuring we can work towards a solution that meets your needs.

Here's how to reach them:

1. Sign in to your QuickBooks Online company.
2. Go to Help and choose Contact Us.
3. Enter your concern and click on Let's Talk.
4. Select Start a chat or Get a callback with a support expert.

We appreciate your patience and understanding as we work to resolve this matter, klantz1. Feel free to reply on this thread for any additional input when managing payroll in your account. Stay safe