Articles on: Payroll

EasyTeam Payroll - Migration from QuickBooks Online


EasyTeam Payroll - Migration from QuickBooks Online


When transitioning to EasyTeam as your payroll provider mid-year, proper data migration is essential for accurate tax reporting and compliance for both W2 employees and 1099 contractors.


Why Migration Matters


Accurate payroll data migration enables EasyTeam to:

  • File quarterly and annual reports with state and federal tax agencies for W2 employees
  • Calculate employee taxes correctly based on YTD totals
  • Issue W2s and 1099s in January



➡️ Access QuickBooks Online and click Settings ⚙, then select Manage users.


➡️ Select Add user.


➡️ Enter the following information:



➡️ Choose Company Admin from the Roles ▼ dropdown.


➡️ Click Send invitation.


Method 2: Download Reports Yourself


For QuickBooks Online Payroll


➡️ Sign in to QuickBooks Payroll.


➡️ Navigate to Reports.


➡️ Select Payroll Details.


➡️ Generate and download reports as Excel spreadsheets:

  • One report for each completed quarter this year
  • Separate reports for each payroll in the current quarter


➡️ Send these reports to payroll@easyteam.com, along with your Shopify identifier domain.


Additional Step for QuickBooks Desktop Users


➡️ Click Reports.


➡️ Under "Employee & Payroll," select Summarize Payroll Data in Excel.


➡️ Set the date range to cover the entire year to date.


Required Information


For W2 Employees

Reports must include:

  • Detailed wage breakdowns (hourly, salary, commissions)
  • Employee and employer tax breakdowns
  • Deductions by type
  • Employer contributions
  • Pay periods and check dates
  • Year-to-date totals


For 1099 Contractors

Reports must include:

  • Check dates and pay periods
  • Payment amounts by type


Additional Instructions - For Employers Paying Weekly


  1. Submit all calendar year data accumulated so far.
  2. Share your final weekly payroll run data once migration is processed.


💡 Example: If joining on August 30th with payrolls on 7/15, 7/31, and 8/15 in Q3, you'll need individual reports for each Q3 payroll date plus consolidated reports for Q1 and Q2.


Need help accessing specific reports or have questions about the migration process? Don't hesitate to reach out via the chat bubble in the bottom right corner ❤️

Updated on: 18/11/2024