Converting Payroll from desktop to QB Online is a hit or miss. Dan and Rachel discuss best practices on sending payroll data over to QBO during initial conversion for best results.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Register for the Live sessions at: https://snip.ly/WSW 
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 
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Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!"

00:00 Introduction to Workshop Wednesday
00:25 Exploring AI and Accounting
00:48 The Role of Chat GPT in Learning
03:17 Understanding AI Hallucinations
05:25 Converting QuickBooks Desktop to Online
07:11 Payroll Data Conversion Challenges
09:00 Steps for Successful Conversion
12:41 Detailed Conversion Process
17:16 Practical Tips and Workarounds
22:25 Admin Privileges and User Roles in QuickBooks
23:56 Connecting Intuit ID with QuickBooks Online
24:25 Payroll Conversion Challenges and Solutions
25:31 The Importance of Admin Association
26:12 Real-Life Payroll Setup Experiences
32:33 Understanding Intuit IDs and User Authentication
39:23 Upcoming Topics and AI-Powered Bank Feeds