Good work in following the above instructions on how to transfer your employee's information, BWOKC.
I'd like to provide you with some detailed information, just so you understand the capabilities and limitations of transferring data to another company or another version of QuickBooks. Some payroll info doesn't transfer because QuickBooks Desktop has more payroll features. Please take check this out on how your payroll data will convert:
- Paychecks will transfer as regular checks. Once you set up your payroll in QuickBooks Online, you can create paychecks.
- QuickBooks Online imports the current year's paycheck information as lump sums. If it doesn’t come over, you’ll need to enter past year-to-date payroll info for each employee.
- Employee addresses transfer but may require fixing. Addresses for states outside supported states (such as PR, AS, VI) will be left blank.
- Date of birth converts
- Gender converts
- Social Security Number converts
- Direct deposit account numbers convert
- Bank names will convert
- Routing numbers convert
- The Pay Period and Liability Period don't export.
You may enter historical tax payments for employees.
Please check out this article for more for the limitations for your more details.
Tag me in a comment if you need anything else.
