Guide to Starting Your Payroll Migration from Quickbooks Online

We're excited to be your new payroll provider. Since you've already paid workers this calendar year with another payroll provider, we need this payroll information to migrate it into our system. We must migrate this information; otherwise, worker tax payments and reporting could be wrong, which is not good. 

You can keep your account with your previous payroll provider active while the payroll data is being transferred into our system. This will ensure that you can continue to download reports or if necessary, run an additional payroll.

There are two easy ways to provide us with your payroll data: 

1. Add [INSERT EMAIL HERE] as an administrator in your payroll system so our team can download the reporting directly (this is the easiest!)
2. Download a report from your payroll provider and e-mail it to [INSERT EMAIL HERE] (this is slightly harder, but you can do it!) 

Here are instructions for both.

Add us as an admin so we can download the report

Quickbooks Online

1. Select Settings ⚙, then select Manage users.
2. Select Add user, then enter the following details:
   1. First Name: Payroll
   2. Last name: Admin
   3. E-mail: [INSERT EMAIL HERE]
3. Select Company Admin from the 
4. Add a new user, choose Company Admin from the Roles ▼ dropdown 

Select Send invitation.

How to find the report yourself

If you are onboarding in the middle of a quarter, you'll need to generate a report for each past payroll run in the current quarter along with reports showing year-to-date totals for each closed quarter.

Example: Joining us with a first payroll date of 8/30 and have processed payroll during Q3 with check dates of 7/15, 7/31, and 8/15 - we'll need the following report for each of those check dates in Q3 as well as a report for Q1 totals and Q2 totals.

Quickbooks Payroll

1. Sign in to Quickbooks Payroll 
2. Choose Reports
3. Look for Payroll Details, which may be under Employee Reports or Payroll
4. For the date range, make sure it covers this year
5. Run Report
6. Download this as an Excel spreadsheet (View in Excel or Export to Excel under Share)
7. E-mail this report to [INSERT EMAIL HERE]

If you’re using Quickbooks Desktop, there are a few minor changes

1. Click Reports

2. Find “Employee & Payroll” and choose Summarize Payroll Data in Excel

3. In the Date select the whole year to date

4. E-mail this report to [INSERT EMAIL HERE]