Converting Payroll into QB Online from Desktop

from Workshop Wednesdays · host Dan DeLong and Rachel Dauchy

Converting Payroll from desktop to QB Online is a hit or miss. Dan and Rachel discuss best practices on sending payroll data over to QBO during initial conversion for best results. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://snip.ly/WSW Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!" 00:00 Introduction to Workshop Wednesday 00:25 Exploring AI and Accounting 00:48 The Role of Chat GPT in Learning 03:17 Understanding AI Hallucinations 05:25 Converting QuickBooks Desktop to Online 07:11 Payroll Data Conversion Challenges 09:00 Steps for Successful Conversion 12:41 Detailed Conversion Process 17:16 Practical Tips and Workarounds 22:25 Admin Privileges and User Roles in QuickBooks 23:56 Connecting Intuit ID with QuickBooks Online 24:25 Payroll Conversion Challenges and Solutions 25:31 The Importance of Admin Association 26:12 Real-Life Payroll Setup Experiences 32:33 Understanding Intuit IDs and User Authentication 39:23 Upcoming Topics and AI-Powered Bank Feeds

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Converting Payroll into QB Online from Desktop

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This episode was published on July 23, 2025.

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