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W3Group
Level 1

Transfer Enhanced Payroll subscription

I have a client with QBPro2020 and they have Enhanced Payroll. Over the years, they've never been given AJE's from the other accountant, therefore their accounts are all out of whack and they've been using multiple of the same accounts for different classes instead of actually using the Classes feature. I want to start them fresh with a new company file in their same QBPro2020 software, but how am I able to transfer their payroll subscription over to the new file along with all of their Employee and payroll history data? 

Solved
Best answer June 02, 2021

Best Answers
Rubielyn_J
QuickBooks Team

Transfer Enhanced Payroll subscription

I appreciate your time getting back in here, @W3Group

 

Let me chime in and clarify things for you about transferring payroll subscription to a new company file.

 

For your question, yes, you can use the same process as described by my colleague above. QuickBooks Desktop Payroll can only support one company data file per EIN. Attempts to use multiple company files under the same EIN and payroll subscription may cause errors. That being said, you'll need to remove the service key in the old company to activate this in the new one. 

 

Since you're using Enhanced payroll and you don't pay per employee, it would be best to check first the following feature before you remove the service key. 

 

  • Direct deposit
  • QuickBooks Workforce
  • Worker's Comp

 

These are the online features that will be affected once you remove the service key. If you're not sure if your client uses these add-on features, do not perform the procedure, instead, contact us for support. This way, we can walk you through the process of transferring the payroll to the new company file.
 

If you want to learn more about your payroll services and features, please refer to this article for more details: QuickBooks Payroll Services and Features for QuickBooks Desktop.

 

Hope that clarifies everything about transferring your payroll subscription. Just click the Reply button to provide your response. I'll be around to help you more. Stay safe and healthy always. 

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3 Comments 3
RenjolynC
QuickBooks Team

Transfer Enhanced Payroll subscription

I hope you're doing well today, W3Group.

 

I'd like to share some information about your concern.

 

When adding a new EIN to an existing Payroll Subscription, you need to remove the payroll subscription and service key from your client's company file. Before doing so, please check out this guide that explains who should and shouldn't try to remove the information: Remove payroll service key.

 

Once done, you can add the EIN to your QuickBooks Desktop Payroll subscription. Here's a link for the step by step instructions: Add an EIN to existing Payroll Subscription.

 

With regard to transferring the employees and payroll history, you'll have to add them manually. You can read these articles for more details:

 

Please let me know if you have any follow-up questions about the process. I'll be right here to answer them. Take care and stay safe!

W3Group
Level 1

Transfer Enhanced Payroll subscription

Hi RenjolynC,

 

The new company file that I will be creating is the exact same company - just cleaner accounting (chart of accounts, balances, etc). So it will have the same EIN as the old company file. So, is it still the same process as you described above, even though I would be removing and then adding the same EIN? I just don't want the client to have any hiccups with their payroll and be sure that all calculations are correct come year-end. 

 

Also, they have Enhanced, but they do not pay per employee, so they would be ok to go through this process, correct?

 

Thank you for your help!

Rubielyn_J
QuickBooks Team

Transfer Enhanced Payroll subscription

I appreciate your time getting back in here, @W3Group

 

Let me chime in and clarify things for you about transferring payroll subscription to a new company file.

 

For your question, yes, you can use the same process as described by my colleague above. QuickBooks Desktop Payroll can only support one company data file per EIN. Attempts to use multiple company files under the same EIN and payroll subscription may cause errors. That being said, you'll need to remove the service key in the old company to activate this in the new one. 

 

Since you're using Enhanced payroll and you don't pay per employee, it would be best to check first the following feature before you remove the service key. 

 

  • Direct deposit
  • QuickBooks Workforce
  • Worker's Comp

 

These are the online features that will be affected once you remove the service key. If you're not sure if your client uses these add-on features, do not perform the procedure, instead, contact us for support. This way, we can walk you through the process of transferring the payroll to the new company file.
 

If you want to learn more about your payroll services and features, please refer to this article for more details: QuickBooks Payroll Services and Features for QuickBooks Desktop.

 

Hope that clarifies everything about transferring your payroll subscription. Just click the Reply button to provide your response. I'll be around to help you more. Stay safe and healthy always. 

View solution in original post

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