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Apex3
Level 1

merge desktop with online

I currently have desktop 2019 with online payroll, I want to go quickbooks online with payroll, will my desktop qb merge automatically with my online qb purchase?  I am new to all this so please be kind lol.

2 Comments
Fiat Lux - ASIA
Level 15

merge desktop with online

QB Desktop and QB Online are living in two different realms. You have to migrate data from QB Desktop to QB Online.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

 

 

Candice C
QuickBooks Team

merge desktop with online

Good Morning, @Apex3

 

It's always great to see a new face here in the Community. When switching to another product with payroll, you'll need to set up the prior payroll that you've collected in your QuickBooks Desktop account. No worries. It only takes a few easy steps. 

 

Here's how: 

 

Step 1: Collect employee information

 

Scoop up your employee's W-4s, other payroll reports, or pay stubs to help enter their details and what they have been paid so far this year. Cruise on over to this link to see what reports are needed for each employee you paid

 

Step 2: Get Started

 

  1. Go to the Payroll tab. 
  2. Choose the Overview section. 
  3. When you're done adding your business info, it's time to tell us about your team. Press Let's go to start adding your employees. 
  4. Enter your employees' information. After you complete questions 1-7, press Done. Pick Add an employee to add the rest of your employees. 
  5. Complete the onscreen steps 1-7. If your employee doesn't have any wages to enter this year, select Done and add additional employees as needed.

 

Step 3: Enter how much you paid the employee this year

 

  1. Press +Enter [year] prior pay details under Step 8, How much did you pay [employee] this year?
  2. Answer 1-2 questions to choose a time period the employee got paid. 
  3. Use the reports and pay stubs to enter how much you've paid your employee so far this year in the year-to-date totals of today column

 

Step 4: Repeat for other employees you paid for this year

 

Go through the same steps above. Note: Also include the employees that are no longer with the company that you paid this year. 

 

Learn more about entering prior payroll through this link provided. 

 

Should you need any further assistance, just let me know. Take care!

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