Payroll

This board is for accounting firms to provide actionable feedback for QuickBooks Payroll product. Intuit has the right to delete content that does not follow the code of conduct or is outside of the scope of Payroll experience without any notice.
Disagree with Mandatory Automated Form Filings and Payroll Tax Payments
I strongly disagree with making the Automated Taxes and Forms feature mandatory for all new QuickBooks Online Payroll subscriptions. I would not recommend QBO Payroll to any new clients under this setup. In my experience as a CPA and QBO ProAdvisor, fixing incorrect filings submitted by QuickBooks Payroll has been extremely time-consuming and frustrating—for both professionals and clients. When QuickBooks makes filing and payment automatic, users lose critical control and visibility, and it becomes very difficult to correct issues after the fact. Clients should have the option to: File and pay their own taxes manually, or Authorize their accounting professional to review, approve, and file on their behalf. This flexibility is essential for accuracy, oversight, and professional accountability. Mandating automation removes an important layer of review and could lead to serious consequences, such as: Incorrect filings or payments due to incomplete or inaccurate setup data, which QuickBooks automatically processes without review. Difficulty reversing or amending filings, since QuickBooks takes control of submissions. Mismatched timing of withdrawals that can cause cash flow problems, especially for small businesses. Reduced trust from accountants and advisors who can no longer ensure filings are accurate before submission. Inability to utilize credits on client's accounts. Automation can be valuable for some users—but it should remain a choice, not a requirement. Accounting professionals and business owners need the ability to determine what’s best for their situation. Please reconsider making this feature optional rather than mandatory, so users can maintain control and accountability in payroll compliance.
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Payroll Reporting
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under review
Exporting Transactions to QuickBooks Online
Something was changed at some point so that in QuickBooks Online Payroll files exporting of paychecks, tax adjustments and tax payments to a QuickBooks Online file with no payroll subscription can only be setup by someone who has access to both files as a user. If a team member of an accounting firm who has been granted access to both files attempts the export setup the moment they are prompted to sign in with their Intuit ID and do so instead of getting a list of the client files they have access to so they can pick the one the one transactions need to be exported to they get an error message indicating that no company files they have access to were found. This is because the system is looking for files where their Intuit ID has been added as a regular user. This is causing the accounting firm I work at a problem. We can have the client setup the exporting, but randomly sometimes multiple times after setup me or one my coworkers will get an error message when trying to export transactions saying that a sign is needed and we have to have the client relink the files for exporting. I would like it if Intuit could review why this change was made and consider changing things so that accountants can setup exporting to Online files again or figure out why once the export preferences are setup resigning in is periodically needed. With one company that runs payroll weekly I had to have the client resign in two weeks in a row. I suspect that my changing of the preferences for the category for gross pay and the class for some employees after the first resigning in may have triggered the need for the resign in.
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Running Payroll
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under review
Converting Of Desktop Files to Online Payroll for Firms Where QBOA File Only Has Payroll
My company has G/L in QuickBooks desktop and payroll in a QuickBooks Online QBOA file that was created when its payroll subscription and my client's payroll subscriptions were migrated from the now discontinued Inuit On-Line payroll to QuickBooks Online Payroll in May of 2022. I would like to have G/L and payroll in the QBOA Online file and migrate my personal QuickBooks desktop file to a new QuickBooks online file so I can cancel my PAP software subscription ideally before it renews in January 2026. I tried to convert the desktop file to online using the steps at https://www.firmofthefuture.com/product-update/april-2025-mpu/#payroll . When I select Migrate this company file to QuickBooks Online from the Company menu in Desktop and click the green Get started button, I am able to click the green continue button with Bring all your company data selected. I then get presented with a selection titled Create a new company followed by selections for my QBOA file and my clients' online files which are all payroll only files. The existing companies have a blue circle next to them. When I mouse over it a get a tool tip that reads: Migrate just your accounting data You can bring over just your accounting data from QuickBooks desktop to this company. Your existing Online payroll data won't change. As soon as I select my QBOA file I get presented with the error in my attached screen shot and the green continue button is not selectable. I cannot delete the only employee in the QBOA file as there are paychecks attached to it and if I could that would defeat the purpose of the new feature which is supposed to let me bring in G/L data and keep payroll transactions. I don't want the existing payroll transactions and payroll setup in the Online file deleted during the migration. Having a technical support agent reset the counter in the online file that blocks conversion from desktop after 60 days of the file being active did not clear the error message. Another support agent told me that converting from desktop to online would delete my payroll data, but when I directed them to the firm of the future article they said the feature is only for client files not firm files. On a different day I tried unsuccessfully to get a technical support agent to start a data services case so I can have them confirm if they can do this conversion for me or if it is not possible. They wanted to insist that conversion would wipe out my payroll data. Please consider making conversion from desktop into online payroll only firm files possible.
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Payroll Setup
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under review
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