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. Sponsors Digits - https://uqb.promo/digits Assembly - https://uqb.promo/assembly AFWA - https://uqb.promo/afwa (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 We want to hear from you! Send your questions and comments to us at
[email protected] . Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding
