cancel
Showing results for 
Search instead for 
Did you mean: 
jwilson88
Level 3

When to Export? Intuit Online Payroll (IOP) to QuickBooks Online Payroll (QBO)

My situation:

  1. I waited until 2022 to upgrade from IOP to QBO.
  2. TODAY in Intuit Online Payroll, I filed and submitted 1099s, W2s, Q4 941, 940, State Returns, Annual Returns, etc.
  3. I need to run payroll on Wednesday, January 5th for the last week of December 2021 and the first week of January 2022.

 

Question #1

How long do I need to wait until I export IOP and import into QBO so all items I submitted will have cleared, been submitted, or can I do it right away?  Please provide data to support your answer.

Question #2

Will the following work? Please provide data to support your answer.
.. Open a QBO account and run payroll through QBO on Jan. 5th, 2022.

.... Keep my IOP account open for 2 more weeks, but not using IOP.  Then, after two weeks export IOP data to QBO. (I'd assume everything would have been submitted properly by then.) 

> By using this option, will the IOP data merge seamlessly with QBO?  

Thank you.

 

 

3 Comments 3
AlcaeusF
Moderator

When to Export? Intuit Online Payroll (IOP) to QuickBooks Online Payroll (QBO)

Hi @jwilson88,

 

Welcome to the Community. I'm here to lend a hand with your concern about Intuit Online Payroll and QuickBooks Online Payroll.

 

Most of the users migrated already to QuickBooks Online Payroll. As soon as you're ready to move your data, you can do so anytime. 

 

You can start the migration process if you have already signed up for a QuickBooks Online account. Check out this link for more information regarding how to move your data.

 

The article contains screenshots that will serve as your visual reference: Setup export of IOP data to QuickBooks Online (QBO).

 

For your second question, yes, the following process works. Once you cancel your IOP, we'll provide historical access to your data for seven years.

 

Also, your data will export seamlessly as long as you follow the steps from the link above. If you want to know more about the frequently asked questions regarding what happens to the data, you can visit this link: https://www.firmofthefuture.com/content/faqs-transitioning-to-quickbooks-online-payroll/.

 

Additionally, I recommend checking out the following article if you want to migrate to the Elite version of QuickBooks Online Payroll: Move from Intuit Online Payroll to QuickBooks Online Payroll Elite.

 

Fill me in if you have additional questions or concerns about managing your payroll data in QuickBooks. I'm always here to help. Take care always.   

jwilson88
Level 3

When to Export? Intuit Online Payroll (IOP) to QuickBooks Online Payroll (QBO)

Thanks for your reply, but I believe some of your information is not accurate or relevant. It is geared toward accountants. Also my questions weren't specifically answered.

Kevin_C
QuickBooks Team

When to Export? Intuit Online Payroll (IOP) to QuickBooks Online Payroll (QBO)

Thanks for getting back to us, @jwilson88. I'm here to clear things up for you about migrating data from Intuit Online Payroll (IOP) to QuickBooks Online Payroll (QBOP).

 

The time you might need to wait to export and import your data depends on how big your company's file is.

 

As my colleague, AlcaeusF mentioned above, it will work if you have an active QuickBooks Online subscription and have finished setting up export of IOP data.

 

Unless you asked us to complete your annual filings, you will have access to your payroll data for 6 months after you cancel. In that case, you have until June of the following year. Be sure to export and save copies of your reports.

 

See this article for detailed information about this: Cancel Your QuickBooks Payroll Subscription.

 

Yes, it is completely seamless and takes under a minute to do the option you have. If you encounter an issue while doing so, I suggest contacting our Technical Support team for further assistance. Open this article for the steps: Contact Payroll Support

 

In addition, I'm adding this article to help you set up your new QuickBooks Online Payroll service: Get started with QuickBooks Online Payroll.

 

Please keep in touch with me here if you have any additional questions about migrating data from IOP to QBOP. I want to ensure your success. Have a wonderful day!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up