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travis-m
Level 1

I started using quickbooks in march, my previous program was sage, I need to transfer data including payroll so I can finish my year end and send out t4s through 1 progra

 
2 Comments 2
AndréB
Level 7

I started using quickbooks in march, my previous program was sage, I need to transfer data including payroll so I can finish my year end and send out t4s through 1 progra

Hey travis-m,

 

It's awesome to have you aboard! Consolidating your books into a single program is much more manageable, and will make things easier going forward. I'll be happy to help you transfer some basic data over. Due to the sensitivity of payroll data, the process of bringing this information in will depend a lot on your specific business and your payroll subscription. It's great that you're already getting a head start for T4s.

 

The process of transferring data into QuickBooks Online overwrites all existing data. Since you've been using QuickBooks since March, I would not recommend doing a full transfer. This article provides an overview of the data that can safely and easily be imported into QuickBooks Online: Common questions about importing data to QuickBooks Online 

 

To update payroll information with the data from SAGE, please reach out to one of our agents using any of the following methods:

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social MediaFacebook and Twitter from Monday to Friday between 9 a.m. and 8 p.m. ET 

 

Don't hesitate to reach out! The earlier we get started, the easier it'll be to have things ready in time to submit year-end forms.

Fiat Lux - ASIA
Level 15

I started using quickbooks in march, my previous program was sage, I need to transfer data including payroll so I can finish my year end and send out t4s through 1 progra

@travis-m 

As mentioned by AndréB , I don't recommend to migrate your Sage data into current QBO account. I would recommend these following steps:

1. Call and ask Data Service to convert your Sage data into a new QBO account

https://quickbooks.intuit.com/learn-support/en-ca/apps-integrations/transfer-import-your-data-for-fr...

https://quickbooks.grsm.io/Canada

 

2. Finish your year end in due course.

3. Explore this backup tool to copy your data between QBO accounts.

https://www.chronobooks.com#_r_chrono

4. Close one of your QBO accounts.

 

Just my 2 cents.

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