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QuickBooks Payroll Transfer

Posted on 2009-06-29
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Last Modified: 2012-05-07
Our customer is creating a new company file in QuickBooks to start their new fiscal year on July 1, 2009.  (The old company file is very large and they also need to clean-up their inventory and customer files.  Creating a new company file was the suggestion from a QuickBooks advisor and was acceptable to the customer.)  We can export most of the data they want from the old company file to the new using Excel.  They want to import payroll information and employee totals into the new file to avoid issuing two W-2s at the end of the year.  We have checked the Intuit website and forums for ways to export and import payroll information but have not found a solution to their request.  The websites seem to indicate payroll data cannot be transferred.  

Our questions:
1. Has anyone successfully transferred payroll/employee information and totals from and old company file to a new file?  
2. If all payroll transactions cannot be transferred, can employees year-to-date payroll information be entered in the new company?

Any suggestions will be appreciated.  This issue was just presented which leaves us with little time to investigate and implement.
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Question by:barnettmnljs
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stlinae earned 300 total points
ID: 24737010
You cannot transfer payroll data. QuickBooks has the majority that information 'locked' security reasons. I believe my company is the only one out there that can leave payroll in a file, due to the way we do Data Archives/Data Clean Ups.

If you are creating a new file, you will be able to enter YTD payroll information. http://tinyurl.com/kmxffe is a link to how to set up employee YTD during setup. (I hope you can read it better than I can. The page seems to be loading wierd.)

Good Luck!!
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by:barnettmnljs
ID: 31597930
Thanks for your help.  We sucessfully created the new company on July 1 using data exported from the 2008-2009 file.  The customer will follow the payroll setup procedure to add Y-T-D payroll totals.  The link has a scrambled display but we were able to get the basic information.
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