Podcast Episode Overview
Converting from QuickBooks Desktop to Online doesn’t have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan DeLong
Sponsors
Podcast Highlights
(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(00:58) – Understanding Migration vs. Conversion
(02:35) – Challenges in Migrating Payroll
(05:50) – The Importance of Admin Roles
(17:41) – Migrating Attachments
(23:03) – Practical Tips for Migration
(30:25) – Upcoming Events and Conferences
Links
- Alicia’s book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO
- QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
- New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
- Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
- Women Who Count Conference: https://www.afwa.org/women-who-count/
- Intuit Connect: https://www.intuit.com/intuitconnect/
- Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
- RightTool.app – mention ROYALWISE for 20% off the Pro version
- Attachment Conversion: https://snip.ly/UQAPAttach
- Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM
- QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversion
- https://www.schoolofbookkeeping.com/
- Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
