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Lana
Level 1

Conversion errors with Sage to QB migration

I have converted a client from Sage to QB desktop then over to QB online.    One of the main errors that I have post-conversion is that an employee who is also a vendor didn't have any of his payroll history transfer over - only the vendor related transactions came over.     So am I correct that I have to manually enter all of his payroll history?   If so, how can their bank account reconcile without his paychecks in there?    Please share any error correction tips for conversion from another software... 

1 Comment 1
Charies_M
Moderator

Conversion errors with Sage to QB migration

It's my pleasure to help you today, Lana.

 

Most of your payroll data from QuickBooks Desktop doesn't transfer to QBO. Paychecks created from QBDT will be converted as regular checks. There will be a lump sum import of the current year's paycheck information and may need to enter a prior payroll for the past year-to-date payroll info for each employee.

 

Learn more about what can and cannot be imported when switching from QuickBooks Desktop to QuickBooks Online: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

For the steps on how to enter historical payroll information, please refer below:

  1. Go to the Workers menu at the left panel.
  2. Choose the Employees page.
  3. Select the employee to open the information, then Enter prior pay details

For more information about the process, consider checking out this article with a visual guide: Set up a prior payroll.

 

Additionally, we have easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:

You can always get back to me for more questions, Take care, and have a wonderful day ahead!

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