WSW - Podcast Converting Payroll into QB Online from Desktop
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Introduction to Workshop Wednesday
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Dan DeLong: Oh, welcome to another workshop Wednesday, where it's all about casual conversations for.
Brought you by school bookkeeping.com where it's all about learning, QuickBook, other things at school, bookkeeping because we are in the midst.
Exploring AI and Accounting
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Dan DeLong: [00:01:00] Of our four week cohort on AI and accounting. So we're just about wrapping up the third week. And it's really a cool aspect of the, way this is un unfolded because we've, we're learning as we go and, what we're ultimately doing is allowing.
The Role of Chat GPT in Learning
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Dan DeLong: People, not just not just accountants, but anyone who really wants to embrace chat GPT and prompts and those types of things to be able to. Teach and learn from the chat GBT or ai. And we are all learning some things as we go. And you can check out the the cohort even if are not.
Actively participating. You can all sessions are recorded and you can watch them later. And we have quite a few folks [00:02:00] that registered for the cohort but can't attend. So they watch the, sessions afterwards. And I just wanted to throw the, there it is, QR code there in the upper right, if you wanna check out the, cohort.
But really cool things that we're learning there and how we can learn, learn to embrace our AI overlords.
Rachel Dauchy: Yeah. I have to have chat GPTI, now I'm to the point where I can't function without it.
Dan DeLong: Yeah. Yeah. I think I think last week, we're with ai, I think we. Mentioned that the new programming language is English, right? Because as long as you can communicate with with some kind of, some form of AI that, that already understands how to code and do HTML and all that stuff, you could just pretty much [00:03:00] just ask it and say, Hey, here's what I want to do.
Do it for me.
Rachel Dauchy: Yeah. Like just two seconds ago I was asking, and what I like about it is that it, not only does it give me, a how, it also gives me a and here's where you can also look like I just asked it. I need a alternative phone number, like customer facing than, my own phone number.
So then I can forward it to my phone number and so it'll say, oh yeah, this is how it works. And then check out these apps that will do it for you. So it like just gives me everything instead. The Googling where it's just takes me down all these rabbit holes that I don't even know if that's the right thing that I should use, or if that even really was what I was wanting.
You know what I mean?
Understanding AI Hallucinations
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Dan DeLong: Yeah, And my big thing of that I wanted to make sure that people are aware of is that, [00:04:00] hallucinations which is, ai, just making things up confidently, which it does, is not. A flaw in ai, it is actually a feature, right? It's gotta give you an answer.
And it gives you an answer confidently. It can just give you that an, a bad answer, confidently and being able to. Dissect the outputs that it gives you and making sure that you're giving it the right inputs in order to minimize the the, hallucinations. Because I've seen ai, confidently try to give people the wrong answer and
Rachel Dauchy: Oh, me too. Know me too. I've asked it information about journal entries and it'll confidently give me unbalanced journal entries, and then I'll say, that's not right. It'll go, oh, you're absolutely right. I'm so sorry. Here you go.[00:05:00]
How can you be so confident?
Dan DeLong: I know. We could have saved ourself this, this, go around if you would've just gave me the answer the first time.
Rachel Dauchy: But you know what, like you were saying, it, teaches you how to ask better refined questions. Yeah.
Dan DeLong: And, you can even ask it to ask, help me help you, right?
Yeah. Hey, what do you need to know? In order for me, me to get these answers exactly the answers I'm looking for, and it will basically give you a recipe. Yeah, so it's, a really, it's really ama a pretty amazing thing. And and I think the, some of the feedback that we've had from, the folks in the cohort is why isn't everybody taking this, oh, did I turn off the anyway
Rachel Dauchy: so no, everything's fine.
Converting QuickBooks Desktop to Online
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Dan DeLong: [00:06:00] Let's get to the crux of what it is that we're talking about here today, because, the situation is that when you are converting from desktop to online, there is a common conception. No assumption, a common, mindset. I, don't know, narrative, I don't know that, QuickBooks might or might not convert your payroll data, right?
Yeah. It's, if you are using, and here's the, situation. If you are using QuickBooks Desktop payroll. Of QuickBooks Desktop. When you convert the, it's like a, a wheel spin. The wheel, a RO wheel. Is it gonna, [00:07:00] is it gonna create that? Yeah.
Rachel Dauchy: I've heard a lot of different stories from folks out there that have done that.
So I'm really, I don't know how to do it. And I know you do, you're the expert, but I've heard a lot of shitter chatter out there about it won't do this and it won't do that. And so I'm very curious to know Yeah. What the real story is
Dan DeLong: because, there there's a, catch, right? If you, set it up, set yourself up for success, then in, in theory.
It should. That's
Rachel Dauchy: no help. It should,
Dan DeLong: right?
Rachel Dauchy: I wanted, I wanna hear it'll,
Dan DeLong: yes.
Payroll Data Conversion Challenges
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Dan DeLong: The, jury is still out, right? As to why? Because the way that QuickBooks, migrates data from desktop to online, right? This is just talking about inside the pro the product where you [00:08:00] just click on export to QuickBooks Online and go through the little wizard.
That process, its main goal of, course, is to make sure that your financial picture. Of everything that you've done in QuickBooks Desktop makes a journey over, to QuickBooks Online. After it does that, then it tries to set up payroll, right? That there's wait a minute. How does it set up payroll after the financial impact?
So as payroll goes over, paychecks and the liability adjustments and the actual payroll type of transactions, they go over as regular transactions to QuickBooks.
Rachel Dauchy: Okay.
Dan DeLong: And so they'll come over as checks. As, in instead of paychecks, right?
Rachel Dauchy: Okay,
Dan DeLong: so the financial impact of this this dollar amount goes to wages, [00:09:00] this dollar amount goes to withholdings.
This dollar amount goes to 401k deductions or garnishments or whatever that split. Of that transaction will come over as a check, right? But not a paycheck, right? So you can't run a payroll report with. So
Rachel Dauchy: so it'll be in your financials Yeah. With the correct dollar amounts. But it won't necessarily be in the payroll center.
Dan DeLong: Okay.
Steps for Successful Conversion
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Dan DeLong: And as far as, oh, let me share. My screen here because, oh, I left and came back, so hold on a second. I gotta, I was all set to do all of this then and, we were testing something beforehand and lo and behold, there we go. So we had showed this before. This is the conversion page that we have at the resources over at school Bookkeeping where you can look at this spreadsheet [00:10:00] that I've made.
Which gives an idea of what's in quick, lemme scroll to the top so you can see what's in QuickBooks Desktop. What's in QuickBooks Online, what to expect differences between the two functionalities because just because it's, looks like a duck and quacks like a duck, maybe it's a platypus, right?
So maybe there's a little bit uniqueness to it, right? We call it what to Expect. Dan's Pro Tips in that column. And then the key question, does it convert to QBO? So if we go down to, let's see separated into sections. So we got inventory, expense, payroll. There we go. So the payroll service the green checks on both, right?
So you can do payroll inside of QuickBooks Desktop. You can do payroll inside of QuickBooks Online. Now, QuickBooks Online payroll is a separate subscription. And it's gonna have [00:11:00] greater integration. So does it convert? It's got oh, it's a yellow, it's not a green check mark. So yes and no.
If the conversion is done correctly, payroll set up transfer. So employees direct deposit information, pay rate current year payroll history only, right? Okay. So that,
Rachel Dauchy: and is that, sorry, quick question, but is that if you've created a new instance of QBO and then at that time you've also opted into QBO payroll, whether it's core or whatever, does that have to be on, and then when you convert the data, it'll.
Populate that stuff,
Dan DeLong: right? Used, it used to be, when I worked there that you couldn't do nothing with payroll before you did [00:12:00] the conversion. So if like payroll was turned on prior to, prior to doing the conversion, that would. That would cause this whole process to stop.
Rachel Dauchy: Oh, that's insane because like the, it seems like the natural thing to do would be, okay, here's my brand new QBO that I've purchased, and it's ready to have the stuff converted and then.
When you sign up for QBO, it also says, do you want payroll? So then yes. You'd never know to go let me wait on signing up for that,
Dan DeLong: yeah that's what I was saying. It used to be like, when I worked there, it was like if you ever touch payroll, you couldn't, do a conversion.
As a matter of fact, if it. Tried to do the conversion and it started to touch payroll and tried to, set it up and it failed. We basically had to tell people you gotta start another subscription because [00:13:00] payroll was already activated through this process. 'cause that's, what the migration does.
Is it then activates the trial version of QuickBooks payroll in order to set up the rest.
Rachel Dauchy: Okay. Now.
Detailed Conversion Process
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Dan DeLong: Since then, QuickBooks Online has now separated QuickBooks Online Payroll and QuickBooks Online, where you could have a QuickBooks Online payroll subscription only without the accounting part of it.
Rachel Dauchy: Yeah.
Dan DeLong: Now within the last year, you can now import your accounting data into QuickBooks Online payroll, right? So if you had a subscription and you were using desktop for whatever reason, but doing the payroll outside of QuickBooks and now you want to combine them into to one subscription, you can now do that, right?
So it is not requiring this payroll to be turned off in order to bring in. Your QuickBooks [00:14:00] online accounting data.
Rachel Dauchy: Okay. So now I could say, okay, great. I've now created my new instance of QBO. I've selected the payroll that I want, it's all blank and ready. Ready for conversion. Yeah.
Dan DeLong: Yeah. 'cause I a couple weeks ago I was doing a conversion and they had payroll in desktop and there was a, a promotion, that, that we were taking advantage of and I was crossing my fingers. I'm like, this may not work because they set up. They, activated payroll. To my surprise, it actually did set up payroll. It's just you have to do certain things before you do the conversion in order, in the desktop file in order to, in order for that to be successful.
And this, whole thing came up when I was doing a conversion, probably a couple months ago. [00:15:00] The company was a franchise, and they were retail. Like a BevMo kind of type of store, out they sold wine and spirits, right? So pretty high turnover in retail.
And in their desktop file, they had 431 employees, that throughout their history they didn't have 431 active employees, but even in the year, they probably had about 50 or 60, employees and I was not looking forward to setting up payroll 4 56 or so employees in the year and entering in year to date information.
And all of that stuff, right? So I happened upon, I remember when we were doing the, updates there was a workshop that we did probably about [00:16:00] six months ago about updates to, the migration process?
Rachel Dauchy: Yes. Yeah.
Dan DeLong: And
there was, a, there's a checklist that shows up and I was looking at, looking through it and it said it has, contextual things like if I do it in the file that I have open.
It gives me four things, but if I do it in a file that has payroll and inventory turned on and all of those things, it gives me like nine things to look at and, okay. When I looked, at the payroll piece, there was something that caught my eye and it said, in order to set up payroll properly, you need to be logged in as the payroll.
Admin when you do the conversion right? You mean
Rachel Dauchy: in QBD as the payroll admin.
Dan DeLong: Here's the here's the catch in QuickBooks Desktop. Yes, you need to be signed in as the payroll admin, and you need to be signed in [00:17:00] to whoever is doing the conversion in QuickBooks Online, that same login has to be the case, right?
So you basically have to be signed in to desktop and online when you do the conversion as the same individual.
Rachel Dauchy: Then they'd have to make you a payroll admin on the QBD side, I'm guessing.
Dan DeLong: Exactly. So not everybody wants to do that.
Rachel Dauchy: Yeah.
Dan DeLong: To say, Hey, I'll be able to set up your payroll.
You just gotta call, into it and make me a payroll admin. No.
Rachel Dauchy: Yeah. No way. Because that's got historical confidential information. I, totally get that. That's really weird. Okay. I'm interested to see you. I'm guessing you have a workaround.
Dan DeLong: Yes,
Rachel Dauchy: Oh, cool.
Practical Tips and Workarounds
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Dan DeLong: Over here on this blog article.
So lemme go ahead and put the QR code up for that. Oops, where'd it go? [00:18:00] Blogger. There we go. And I'll put it in the chat. Oh, I have, there we go. Okay. Copy, paste. I really need Noah.
How dare he get a full-time job?
Rachel Dauchy: I know I can you imagine the nerve?
Dan DeLong: But it is nice. We are actually in Michigan right now. So we're in the. Rachel and I are in the same state.
Rachel Dauchy: Yes. And it's actually nice now we're not having weird brainstorms every day.
Dan DeLong: Yeah. The weather is beautiful here. We just left from Pennsylvania, which is it was like raining constantly.
The whole time that we were there, it was like, Seattle.
Rachel Dauchy: Yeah. It, in Michigan, it can get like that in the summertime too. It's all about the pressure, so I'm told.
Dan DeLong: All right. This blog article talks about, and there's, a little audio [00:19:00] dialogue of going people talking about it.
So if you wanna listen to the blog article, you can just listen to it up at the top. But there's a little article in here about talking about desktop versus QuickBooks Online articles. But basically the gist is and this is what we're talking about, the, ID that's inside of QuickBooks Desktop needs to be the same ID that is doing the conversion.
So that's the general gist, right? And then it becomes a challenge for and this will also work for the, desktop pay payments accounts, right? So if you have payments attached to this company file. Then you'll, this will move that that account to QuickBooks online without them having to reset up another Oh,
Rachel Dauchy: that's good.
Dan DeLong: [00:20:00] But as, as far as pay payroll is concerned, because that's a lot more cumbersome than, setting up a, a new payments account. So I've got a little, walkthrough of the whole process here on the, blog article. So the first thing to do is press F two. So inside of QuickBooks desktop you, you press F two.
And that brings up the product information window. And in the upper right here, that's where it will list the Intuit account information, right? And what you'll probably see here is your client's information if you're doing this on behalf of your client. But the company, Intuit ID will be listed in there, the primary admins email and the admin slash sign in and all of that stuff, right?
So here's what you do is you basically clear this out and put your stuff in there before you do the conversion. That's, that is [00:21:00] the, end all goal, right? So it needs to be empty. If it's not empty, and if it doesn't say no, then what you do. Is you go to the help menu, you're logged in as the admin Inside of the QuickBooks desktop file.
You go to the help menu. There is this button or a menu option called Reset. Intuit ID settings right now, you won't see this if you're not the admin. So you gotta be logged in as the admin user, not the admin Intuit login, but the admin user, right? A-D-M-I-N. When you
Sign in to QuickBooks Desktop.
So you'll have this menu option that says, reset init ID settings. You then say, yes, you gotta type yes in order to do that. And then you click the reset button and gives you a confirmation that your Intuit ID settings were reset and you're signed [00:22:00] out of your company account then. Then what you do is then associate your login.
It should be the same login that you're gonna be doing the migration with, to the company inside of the desktop company. So this is totally just for this whole purpose, right? So you would go, lemme go back here because I may have clicked here. Oh yeah, so you want to go to company, my company and then click sign in.
But apparently my screenshot cut it off so it's up over here. There's a little icon or a link that says sign in right above the, manager account. So I'll have to update the scribe here. Once you do that, you're gonna select the option of you are the admin. You're just gonna say for, just for today that you are the admin that manages the company file, and then you're going to sign in and just walk you through that whole process.[00:23:00]
Admin Privileges and User Roles in QuickBooks
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Dan DeLong: Then when you click on the or you press F two, you'll see your information, in that Intuit. Let me go back to the,
Rachel Dauchy: so if you log in as an admin user then you can, I guess for all intents and purposes, create your username as an admin,
Dan DeLong: Is
Rachel Dauchy: What you're saying.
Dan DeLong: Yeah. You're just a associate that gives you
Rachel Dauchy: the admin.
Privileges that it gives that user the admin privileges needed to which that's the same user on the QBO side. So it gives you the admin privileges to be able to do the conversion.
Dan DeLong: Now you don't need to if you're the accountant in this mix and you're the accountant user inside of the QuickBooks Online subscription, not the primary admin
Rachel Dauchy: uhhuh,
Dan DeLong: that is totally fine because you are a company admin.
As an accountant user. So you'll be [00:24:00] able to do that. As the accountant user. You don't have to be the primary admin in the Okay. QBO subscription. In order to do this process, because technically you are a company admin. As the accountant user,
Rachel Dauchy: okay. As
Dan DeLong: far as permissions are concerned.
But if you were. A sales associate or something like that, or that was your role in the company. You would not be able to do the, you wouldn't be able to do it the whole, the conversion once you signed in. Okay.
Connecting Intuit ID with QuickBooks Online
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Dan DeLong: But all this is doing is connecting the Intuit ID with the company file, with the Intuit ID of the QuickBooks Online.
Yeah. Subscription.
Rachel Dauchy: Yep.
Dan DeLong: And as long as both of them, or have admin privileges to both the desktop and the QuickBooks Online company. Realm. Then all fingers crossed and payroll will get, set up.
Payroll Conversion Challenges and Solutions
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Dan DeLong: So [00:25:00] this second example where we had already established the payroll subscription, when I went to go and convert their file it said in desktop.
A, you're only gonna be able to import your accounting data. So I'm like, oh crap. This is, not great, right? Because, I don't wanna set up their, I wanna take the time to set up their payroll if it would be do be done for me. I called into it support. And there's a lot, they have that conception that it's.
It's hit or miss. You are likely going to have to set it up from scratch. And they were trying to tell me that. I'm like, I don't think that's true. How did
Rachel Dauchy: you find this out then?
Dan DeLong: How did, I find it out? That was, so this
Rachel Dauchy: workaround,
Dan DeLong: The, check box. The check box in the, in inside of QuickBooks Desktop.
So that [00:26:00] checklist
Rachel Dauchy: right,
Dan DeLong: is
what it says, be it and it's worded.
The Importance of Admin Association
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Dan DeLong: In such a way that if you're logged in as the admin, right? People could assume that's, all they need to do. Log in as the admin. But in re in reality, it's the Intuit login needs to be the admin. So you have to associate the Intuit admin with the.
QuickBooks Desktop user admin. So there's just far too many admins.
Rachel Dauchy: There are, because it's, confusing. But I'm telling you though, I bet you a lot of people have run into this issue, and I bet you for those that do this kind of thing, this could be a total lifesaver.
Dan DeLong: Yeah.
Real-Life Payroll Setup Experiences
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Dan DeLong: Oh, with that, company with 431 employees.
So yeah,
Rachel Dauchy: because their other alternative would be to set it up from scratch. And I bet you there that people do that 'cause they don't think that there's another alternative.
Dan DeLong: Because I [00:27:00] had done this, I had done this with an, with one of their other, franchises and I had to go through probably 30, 30 employees run different payroll reports, from quarter the, for the first quarter and the year to date, right? If you ever set up payroll midyear, it's a nightmare.
Rachel Dauchy: Oh, it's a total nightmare. And, by the way, some of these franchises, I had a franchise client that had such high turnover, hundreds and hundreds of the employees that were there for, I don't know, a week or two. It's ridiculous. Yeah. So this is, a I'm thinking a potential huge lifesaver.
Dan DeLong: Yeah. Because for that it, took me the better part of two days of just staring at spreadsheets.
Reports.
Rachel Dauchy: Yeah. Talking and
Dan DeLong: pasting numbers from, one to the other. Oh. And so when they said this one's [00:28:00] got more employees, I'm like, oh crap, I don't want to do that.
Rachel Dauchy: Yeah.
Dan DeLong: And and, I knew I talked to blaze is a really great guy over at, Intuit and he's it should be set up for you.
It's, all part of, that initiative of, Hey, we don't want you to be able to, have to set all this up again. Yeah. But there, there is. Especially when we're dealing with payroll itself, right? There's a lot of personally identifiable information. Like everybody, every employee's got their social security number in there, so it, it can't just be a.
Open for, that to be floating out there.
Rachel Dauchy: Exactly,
Now did you, so when you did that conversion, following this with the 400 and something employees, what was the outcome? [00:29:00]
Dan DeLong: The outcome was, is that all of the employees were set up, there was a few things, right? They were in South Carolina QuickBooks Online payroll had a number, that needed to be associated for state unemployment that wasn't in the desktop file for whatever reason.
Okay? So I had to get those numbers, from the, employer. Employer and, and enter them in. But their, social security, their pay rights their, everyone's hourly pay was, set up properly. Their PTO, the, time was set up deductions, was all set up and their direct deposit, wow.
Was, set up. For 'em, the only thing I had to do was basically confirm the numbers as opposed to, entering the numbers. So what
Rachel Dauchy: about oh yeah, Confirming which is, a lot better. [00:30:00] And then what about attachments if they had w fours or any of that stuff in there?
Dan DeLong: We, had talked about that about a month ago on the,
Rachel Dauchy: yeah, on
Dan DeLong: the workshop. If they had attachments, there's a process to be able to do that. You have to, yeah. Get the attachments from them, make sure that they're local and, those types of things. And but, reattaching those types of things to employees, would, probably be a pretty easy task of, the, payroll admin there, right? Yeah. If they had them available, they just throw 'em in there. But yeah, I was, just elated actually when it worked and then when the company that we had already set up payroll that I. Was getting the mixed signals that, it was, it, it actually did set up the payroll for them.
Again, it was just confirming. Now they only had two [00:31:00] employees, so I wasn't a hardship if I would've had to go through the, entire payroll setup, but I was pleasantly surprised that even though we had. Payroll established already in their subscription inside of QuickBooks Online. It was still able to set up the payroll, properly.
But Right, you had to go, you had to go through this step first, right? You had to clear out the the Intuit ID out of, QuickBooks, reset it, and then. Associated with the same Intuit ID that is actually gonna be doing the conversion. And lo and behold, I was the hero.
Rachel Dauchy: That's awesome.
Dan DeLong: So yeah, so this is, a a hidden nugget.
And hopefully this will be no longer hidden. It's just those, the caveat of all of that and the misunderstanding of admin because [00:32:00] you've got, yeah. You've got the QuickBooks Desktop admin user. You've got the Intuit ID that has admin privileges inside of desktop, and then you've got the Intuit ID that's associated with QuickBooks Online.
That is also. Admin.
Rachel Dauchy: And is there such a thing that, not the admin user in desktop, but if somebody's logged in as their self and they're assigned admin privileges, is that a thing or is it No, they always have to be logged in as the admin
Dan DeLong: only the admin user in desktop can do the conversion. So you have to be, you have to be signed in as the admin user.
As the admin,
Rachel Dauchy: okay.
Dan DeLong: And sometimes there's not the Intuit ID associated with that admin user. Like they never, they never did go through and sign in inside of their company [00:33:00] file to associate a company ID to the desktop. Okay.
Understanding Intuit IDs and User Authentication
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Dan DeLong: That's relatively new probably within the last two, three years that has been where you've you've seen this sign in to QuickBooks Desktop and it helps with password recoveries and being able to reset your admin password, when you forget it or type it in so many times incorrectly and it gets you locked out or something like that.
Being able to associate an Intuit ID with your user ID inside of QuickBooks Desktop, is a, relatively new process and a lot of people have just skipped it. And the whole
Rachel Dauchy: subject of. It IDs. Oh my gosh. [00:34:00] It's not, you got a bog out
Dan DeLong: hold for that too.
Rachel Dauchy: It's not easy.
Dan DeLong: Yeah.
And it's it is, challenging, to grasp. And when I worked there, there's, there was this thing called an AU id, right? It was just a internal term that they, would call, and that was basically the number that represents the login. But the challenge is, that they, used the same term for.
The login auth ID as the company user auth id. So I'm like, oh my goodness, which au ID are we talking about here? So it was just equally as confusing to, to us internally as it was externally. So if we didn't know. What we were talking about, it sounded like it, when we would talk about it to people, but it really, once we grasp that concept [00:35:00] of there is a persona, right?
And there's a login and they are connected through the service, whatever that happens to be, whether it's QuickBooks online or payroll or payments or whatever, you're gonna have this, p persona associated with with your login and. It's I would explain it to people like you, you have a driver's license and you have a car, right?
So the driver's license allows you to drive the car. But you certainly, you can drive other cars too, right? Yeah. So that license allows you to go to different cars and, drive them Now.
Rachel Dauchy: That's a really good analogy. Yeah. Be a
Dan DeLong: passenger. You may be sitting in the back. You might be sitting in the trunk.
Rachel Dauchy: Yeah. And you also may be using the ID for other things like going to the airport. Yeah, that works both ways. Sometimes I feel though [00:36:00] that concept of you can use the same ID for multiple logins to different things. I sometimes find that to be even just causing more confusion. I actually would prefer to have a different login for every little thing, just because I just, with password managers, it's easy to keep it all straight, and I feel like the more I've had more problems and confusion using the same login with other products, I don't know, I just, that doesn't work for me. Maybe I'm doing something wrong. That's probably it.
Dan DeLong: I think now logging into things, whatever they are, not just QuickBooks is the bane of people's,
Rachel Dauchy: oh yeah.
Exist
Dan DeLong: existence these days. And in the nature trying to straddle the convenience factor of signing into something, with, [00:37:00] the security that is necessary for signing into something is, the the fence that we're straddling both sides of these days, password managers, right?
But of course, LastPass is was targeted and there was a breach, right? Now you're. You're safeguarded passwords that you complex passwords that you'd all set up with with LastPass are now just floating out there. Yeah. So it's it's a challenge to make it simple to sign in, but also make it hard enough so that it keeps people honest and that's a challenge.
A challenge of the world that we're, that we live in today. My wife just got busted for a phishing email test at work. So now she has to go through training.
Rachel Dauchy: No. [00:38:00] Are you serious?
Dan DeLong: Yeah. So like when they do those tests send a, a fake spoofing phishing email and she was just.
I don't know if it was late at night or whatever, but clicked on it and oh no. Oh,
Rachel Dauchy: clicked on the thing when she probably shouldn't have. Yeah.
Dan DeLong: Yeah,
So that's the nugget for today in our workshop of being able to set up payments and payroll. Setting up payments and payroll, letting, letting it do the heavy lifting, by being able to do that.
And that is all a caveat of, resetting the, intuit ID inside of the desktop file. So that you are, that had admin when you
Rachel Dauchy: Yeah. To the. This is such great information too, and I'm, I am glad that this is gonna be saved and I'll definitely point people to the School of book bookkeeping [00:39:00] blogs for it, because I just am, I and more people are doing conversions than ever.
And I just feel like this is a huge, this is gonna solve a lot of problems for people. Yeah. Because I feel like I always hear people saying that they're just gonna reenter it manually.
Dan DeLong: Yeah. And, even when you get that message from the people that. Essentially should know the Intuit support folks.
That's the, mindset that. That they live by. Yeah. They've seen it fail too many times to, to be able to say with confidence that yeah, it should work, right? Because nobody calls Intuit to tell them that it's set the, it's set up payroll correctly.
Rachel Dauchy: Yeah.
Dan DeLong: They only call when it doesn't.
Rachel Dauchy: Yeah.
Dan DeLong: It's you hear from the squeaky wheels, in that, regard.
Upcoming Topics and AI-Powered Bank Feeds
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Dan DeLong: So next week we're gonna be talking [00:40:00] about, what are we gonna talk about? No, I've lost, it here. Next week is scrolling down. Wow. All these new
Rachel Dauchy: AI powered bank fees. Yes.
Dan DeLong: Yes.
We're gonna be going over the bank feed that has been updated and we'll comb through some of those changes.
Rachel Dauchy: I love it.
Dan DeLong: Especially, yeah, I I hear the sarcasm.
Rachel Dauchy: I'm representing a, i, I'm the delegate for a number of people that don't love it.
Dan DeLong: Yeah, it's actually not so bad.
Okay.
Rachel Dauchy: Then, I, yes. Then I'm very much looking forward to it
Dan DeLong: and it's not something that you're gonna just hold on to the old bank feed and eventually it's gonna stay back that way. No, this is something that [00:41:00] is gonna be. This is a resistance is futile.
Rachel Dauchy: I know because I keep clicking on that.
Go back to the old way, that's gonna go away soon.
Dan DeLong: There will be a point where clicking back to the old way is not gonna be an option.
converting-payroll-into-qb-online-from-desktop-Jul-23-2025-restream: I know.
Dan DeLong: Being able to understand what those changes are and how to gripe about it in a way where it's actually constructive is going to be a. The, ideal way to move
Rachel Dauchy: forward.
I'm definitely all for that. Once I understand how to use it the way it's intended and the best practices, then I'm fine with it. It's just that. And I don't have a lot of time and I'm just yeah. And I'm, oh, just easier to go back and do it the old way.
That's what I'm, where I'm right now.
Dan DeLong: It's a double-edged sword, right? Of we, had this a lot with with desktop, right? In order for QuickBooks to install an update, it, QuickBooks had to be closed, right? So the only time, [00:42:00] the best time to ask for that is when you're launching QuickBooks.
Hey, can we install an update? And, that's the, worst time to ask for that because somebody's trying to do something by opening QuickBooks, right? Yeah. So there's this. Dichotomy of like, when is the best time to actually install your updates? And it's just like Windows updates, right?
It, just, oh, you're restarting your machine. Can we install new Windows updates now?
Rachel Dauchy: Yeah.
Dan DeLong: So next week we're gonna be talking and combin through the differences in the new ai, powered or suggested bank feeds. So we hopefully join you can join us then for that. In the meantime, I hope you all have a great week and we'll see you next time on the workshop Wednesday.
[00:43:00] [00:44:00]
