> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.easyteam.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# EasyTeam Payroll - Migration from QuickBooks Online


### EasyTeam Payroll - Migration from QuickBooks Online

###### ${color}[#696969](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.)

#### ${color}[#696969](Why Migration Matters)

${color}[#696969](Accurate payroll data migration enables EasyTeam to:)
* ${color}[#696969](File quarterly and annual reports with state and federal tax agencies for W2 employees)
* ${color}[#696969](Calculate employee taxes correctly based on YTD totals)
* ${color}[#696969](Issue W2s and 1099s in January)

#### ${color}[#696969](Method 1: Creating a User Account for EasyTeam (Recommended))

➡️ ${color}[#696969](Access QuickBooks Online and click **Settings** ⚙, then select **Manage users**.)

➡️ ${color}[#696969](Select **Add user**.)

➡️ ${color}[#696969](Enter the following information:)

* ${color}[#696969](**First Name**: Payroll)
* ${color}[#696969](**Last name**: Admin)
* ${color}[#696969](**E-mail**: payroll@easyteam.com)

➡️ ${color}[#696969](Choose **Company Admin** from the **Roles** ▼ dropdown.)

➡️ ${color}[#696969](Click **Send invitation**.)

#### ${color}[#696969](Method 2: Download Reports Yourself)

##### ${color}[#696969](For QuickBooks Online Payroll)

➡️ ${color}[#696969](Sign in to QuickBooks Payroll.)

➡️ ${color}[#696969](Navigate to **Reports**.)

➡️ ${color}[#696969](Select **Payroll Details**.)

➡️ ${color}[#696969](Generate and download reports as Excel spreadsheets:)
* ${color}[#696969](One report for each completed quarter this year)
* ${color}[#696969](Separate reports for each payroll in the current quarter)

➡️ ${color}[#696969](Send these reports to payroll@easyteam.com, along with your Shopify identifier domain.)

##### ${color}[#696969](Additional Step for QuickBooks Desktop Users)

➡️ ${color}[#696969](Click **Reports**.)

➡️ ${color}[#696969](Under "Employee & Payroll," select **Summarize Payroll Data in Excel**.)

➡️ ${color}[#696969](Set the date range to cover the entire year to date.)

#### ${color}[#696969](Required Information)

###### ${color}[#696969](For W2 Employees)
${color}[#696969](Reports must include:)
- ${color}[#696969](Detailed wage breakdowns (hourly, salary, commissions))
- ${color}[#696969](Employee and employer tax breakdowns)
- ${color}[#696969](Deductions by type)
- ${color}[#696969](Employer contributions)
- ${color}[#696969](Pay periods and check dates)
- ${color}[#696969](Year-to-date totals)

###### ${color}[#696969](For 1099 Contractors)
${color}[#696969](Reports must include:)
- ${color}[#696969](Check dates and pay periods)
- ${color}[#696969](Payment amounts by type)

##### ${color}[#696969](Additional Instructions - For Employers Paying Weekly)

1. ${color}[#696969](Submit all calendar year data accumulated so far.)
2. ${color}[#696969](Share your final weekly payroll run data once migration is processed.)

${color}[#696969](💡 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.)
---

| ${color}[#696969](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) ❤️