Hello, @tlheitkamp.
Let me share some information about how your QuickBooks Desktop company file is converted to QuickBooks Online.
When you moving your company file. there are some information that not included. Here's how your payroll data are converted:
- Paychecks will transfer as regular checks. Once you set up your payroll in QuickBooks Online, you can create paychecks.
- QuickBooks Online imports the current year's paycheck information as lump sums. If it doesn’t come over, you’ll need to enter past year-to-date payroll info for each employee.
- Employee addresses transfer but may require fixing. Addresses for states outside supported states (such as PR, AS, VI) will be left blank.
- Date of birth converts
- Gender converts
- Social Security Number converts
- Direct deposit account numbers convert
- Bank names will convert
- Routing numbers convert
You'd want to download your Payroll Summary report from your QuickBooks Desktop account. It displays a comprehensive report of wages, deductions, and tax info, totaled by employee or period. You can use the data in verifying the payroll information entered in QuickBooks Online.
Lastly, you can use these articles as references to learn more ways of handling your QuickBooks data:
You can always get back to me if you need more help with QuickBooks and its exporting processes. I'd be glad to help.
