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kaschneider
Level 1
posted
‎April 15, 2020 11:50 AM
last updated ‎April 15, 2020 11:50 AM

Migrating to new company file with payroll

We have been in business for several years and over that time we have had several people do accounting for us. I have helped over the years but I end up spending most of my time fixing old mistakes than anything else. Lots of unnecessary accounts being made, multiple accounts for sales tax even though we only pay one agency, etc. I have been thinking about creating a new company file and importing previous two years of data so we have a fresh environment to work with. Would this be reasonable to do? And if so, how do I handle payroll. We would like to have payroll history for those years including tax payments and check history. I have read several articles but none have worked with our version. We have Quickbooks Plus and Quickbooks Online Payroll

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2 Comments 2
john-pero
Community Champion
Community Champion
‎April 15, 2020 12:10 PM

Migrating to new company file with payroll

Good news first. Online Payroll is a stand alone product and while it syncs with your QBO it can be run all on it's own so attaching your existing separate payroll subscription to a new company file should not be that complicated.

 

Where the problems arise is there is no method of condensing your QBO company or easily making a copy and deleting all entries prior to a certain date.  There is also no way (from Intuit) of migrating data from one QBO file to another.

 

You could try exporting your QBO to a desktop trial program and then condense that file and turn around and import it to a new QBO company file  but first disconnect payroll until you have the new company up and running. While data migration from online to desktop back to online is fraught with peril and potential loss od data, other than hiring a data conversion service that is about the best you can do on your own.

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Fiat Lux - ASIA
Level 15
‎April 15, 2020 10:18 PM

Migrating to new company file with payroll

@kaschneider 

As another option, explore this 3rd party migration tool. You may filter and export the data out from the current account and import (and modify if required) them into a new QBO. 

transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020. 

 

Once you are ready to proceed, open a NEW QBO account with a current discounted plan. You may get a discounted price for up to 6 months. 

quickbooks.grsm.io/US

quickbooks.grsm.io/us-promo

 

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