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 
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00:00 Introduction to Workshop Wednesday00:25 Exploring AI and Accounting00:48 The Role of Chat GPT in Learning03:17 Understanding AI Hallucinations05:25 Converting QuickBooks Desktop to Online07:11 Payroll Data Conversion Challenges09:00 Steps for Successful Conversion12:41 Detailed Conversion Process17:16 Practical Tips and Workarounds22:25 Admin Privileges and User Roles in QuickBooks23:56 Connecting Intuit ID with QuickBooks Online24:25 Payroll Conversion Challenges and Solutions25:31 The Importance of Admin Association26:12 Real-Life Payroll Setup Experiences32:33 Understanding Intuit IDs and User Authentication39:23 Upcoming Topics and AI-Powered Bank Feeds

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