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

Method 1: Creating a User Account for EasyTeam (Recommended)

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

➡️ Select Add user.

➡️ Enter the following information:

First Name: Payroll
Last name: Admin
E-mail: payroll@easyteam.com

➡️ 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

Submit all calendar year data accumulated so far.
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