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Gwynne
Level 1

Not all information transferred when I switched computers

I purchased a new computer and moved my QB PPSE2018 files onto the new computer.  When I run payroll I get a message that not all liabilities transferred.  Some digging shows that my state and local B&O tax payments/liabilities did not move over to the new computer.  How do I get just that information to move over?

3 Comments 3
Jovychris_A
Moderator

Not all information transferred when I switched computers

Thanks for posting to the Community, @Gwynne.

 

Let me share information on how to run QuickBooks on the new computer.

 

Make sure that the copy of the company file is the latest backup that you wanted to use in the new computer where you can manage everything in QuickBooks like running payroll.

 

Here's how to create a back up:

  1. In your previous computer, open QuickBooks.
  2. Go to the File menu and select Switch to Single-user Mode.
  3. Go to the File menu again and hover over Back up Company. Then select Create Local Backup.
  4. Choose Local Backup and then Next.
  5. In the Local Backup Only section, select Browse and select where you want to save your backup company file. Besides, you can make more copies in backing up files.
  6. Select OK when you're ready.
  7. Select Save it now and Next.

 

Then you can follow the steps through this article to back up your payroll forms: Back up your QuickBooks Desktop company file

 

You can then save the backup files into a flash drive or external hard drive. Next, transfer the company files to the new computer's local hard drive.

 

Now you can use it to restore your company file in QuickBooks on the new computer. Once recovered, make sure to get the latest payroll tax table updates before running payroll.

 

Feel free to drop a comment below if you need further assistance with QuickBooks. I'm always here to help. Stay safe and well!

Akent
Level 1

Not all information transferred when I switched computers

I did exactly that, however not one of my previous filing forms transferred.    Now what?

CharleneMaeF
QuickBooks Team

Not all information transferred when I switched computers

Let me help you transfer your previous filing forms, Akent.

 

QuickBooks doesn't automatically back up your payroll forms. Though, there are some ways to save them. You can print copies and save them to your hard drive. If you use QuickBooks Enhanced Payroll, you can save them as PDFs. 

 

We can get the forms by going to the Saved Filings tab. Let me guide you with these steps:

 

  1. From the Employees menu, select Payroll Center.
  2. Go to the File Forms tab.
  3. Under Filling History, select the Saved Filings tab.
  4. Select the link in the SAVED PDF column.

 

If you're still unable to locate the forms, you may have deselected the Automatically create an archive when I e-file or print option.

 

In this case, you'll have to contact our Payroll Support team. One of our representatives will help you locate the missing forms.

 

  1. Click QuickBooks Desktop Help from the Help menu.
  2. Click Contact Us.
  3. Enter Missing payroll forms, and then Continue.
  4. Choose Start messaging.

 

However, if you need your accountant to edit payroll tax forms, send the folder that contains all of your saved payroll forms. Here's how:

  1. Open the Windows Start menu.
  2. Search for and open File Explorer.
  3. Browse your computer for this folder: [your company name] Tax Forms. This folder has all of your payroll data.
  4. Save the entire folder and send it to your accountant. You'll also need to send them your backup company file.
  5. Your accountant needs to put the Tax Forms folder in the same folder as your company file after they restore it.
  6. When they're done reviewing, ask them to copy and send the Tax Forms folder back to you. Follow the same steps on your computer to open up the updated forms.

 

Once you have your backup company file, you can now restore the data. The file has a .qbb extension at the end of the file name.

 

Additionally, I've included an article that will help you enter historical payroll data. This ensures correct year-to-date totals on the paychecks you write for the rest of the year: Enter Historical Payroll Data.

 

Leave a comment below if you have further questions. We're always around to fill you in. 

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