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Join nowA client set up a QBO file and started payroll and started entering transactions. They then started another QBO file and imported their desktop data into it. We were told if we import the desktop into the first QBO file it will overwrite everything and we do not want to lose the new payroll. We need the desktop data in the new file with the payroll.
What is the best way to solve this problem.
Thanks.
Hello there, @cc1960.
Thanks for using QuickBooks for your company.
Because QuickBooks Desktop has more payroll features than QBO, transactions and payroll accounts are converted to balance your books. However, the details behind the transactions (like payroll item breakdowns and employee year-to-date numbers) don't convert.
To learn more, check out this article and go to the Payroll section: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
You can also read through this article to know what else you need to do after converting from QuickBooks Desktop to QuickBooks Online.
Let me know how it goes or if you have other questions. I'm always around to help.
It can be tough running a business. You have to keep track of inventory, manage employees, and make sure the books are balanced. And if you're like most business owners, you're probably using QuickBooks Online (QBO) to help you keep everything organized.
But what happens when you have two QBO files?
If you're in this situation, don't worry. We're here to help. Here's some advice on how to handle having two QBO files.
The first thing you need to do is decide which QBO file you want to keep. This can be tough, but you need to think about which file has the most accurate information. Once you've decided, you can delete the other file.
Next, you need to reconcile your accounts. This means making sure that the transactions in both QBO files match up. This can be a time-consuming process, but it's important to do it right.
Finally, you need to make sure that you're using the same Rockwool RWA45 75mm chart of accounts in both QBO files. This will make it easier to keep track of your finances.
If you follow these steps, you'll be able to keep your business organized and running smoothly, even with two QBO files.
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