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Calvary001
February 22, 2023
Question

can i make adjustments to year to date totals%3F%0D%0A

  • February 22, 2023
  • 2 replies
  • 0 views

I prepared paychecks but canceled them before they printed...I had made an error and started over.  The new checks printed correctly but the year-to-date amounts included the payroll from the canceled checks.  How can I make an adjustment to the YTD totals?

2 replies

BigRedConsulting
BigRedConsulting
February 22, 2023

RE: The new checks printed correctly but the year-to-date amounts included the payroll from the canceled checks.

 

QuickBooks doesn't work that way. The YTD totals that you see and that print are calculated in real time and are based only on the transactions that exist in your file.

 

If the YTD totals are too high, then you must have actually recorded that first batch of checks. Review your bank register and payroll detail reports to confirm the case. If you did record the checks 2x, delete the unwanted ones and the YTD totals will recalculate.

Y
Yohe Inc
March 21, 2023

What if we need to add amounts to YTD fields rather than delete amounts from the YTD totals?

 

L
LollyNino_C
March 21, 2023

It's my pleasure to guide you with entering the YTD amounts in QuickBooks Desktop (QBDT), Yohe.

 

We can manually add amounts to the YTD fields instead of deleting them from the YTD totals in QuickBooks Desktop. Let’s enter the data by using the backdoor process. 

 

Here's how:

 

  1. Go to the Help menu and choose About QuickBooks Desktop.
  2. Enter Ctrl + Alt + Y or Ctrl + Shift + Y to open the Setup YTD Amounts window.
  3. From the Set Up YTD Amounts window, check which documents you'll need to enter YTD history and click Next.
  4. If prompted to enter the date you want your YTD entries to affect accounts, enter your estimated first payroll date in both boxes and select Next.
  5. Enter your estimated first payroll date, and choose Next.
  6. Double-click each employee to enter their YTD summaries and click Next.
  7. Once completed the YTD entries, choose Next to close the Employee Summary Information window.
  8. If you need to enter payments that you've already made for taxes and other payroll liabilities from the beginning of the calendar year, refer to this link: Enter historical tax payments.
  9. Then click the Finish button to close the window. 

 

We can also check out the Enter historical payroll data article to enter paychecks that you issued the year before using the payroll service. 

 

Feel free to browse this link here if you need help with other tasks in QuickBooks Payroll. It'll route you to our general payroll topics with articles.

 

I want to ensure everything is taken care of for you. Please don't hesitate to let me know if you have any additional with your YTD adjustments or other issues or concerns. Leave a comment below, and I'll get back to you. Take care always. 

M
Mich_S
February 22, 2023

I'm here to ensure the Year-To Date total is accurate , @Calvary001.

 

Voiding paychecks in QBDT change the dollar amount of the paycheck and automatically adjusts the YTD total. It's likely that the void isn't successful. Let's make sure it goes through by following the steps below.

 

Step 1: Void direct deposit paychecks

 

  1. Open the Employees menu, then click on Edit/Void Paychecks.
  2. Edit the Show paychecks through/from dates to the date of the paychecks you need to void, then hit Tab on your keyboard.
  3. Choose the check-in question, and click on Void.
  4. Type in YES, then hit Void.
  5. Click on the checkbox to agree to the terms and conditions of voiding the paycheck.
  6. Repeat steps 1- 5 as necessary to include all checks that need to be voided.

 

Step 2: Send the voided paychecks

 

  1. Open the Employees menu, then click on Send Payroll Data.
  2. Click on Send. Note: Although there won't be any direct deposit checks for you to send, this enables our system to stop sending out paychecks.
  3. Type in your payroll PIN, then click on OK.

 

Here are some helpful modules regarding payroll adjustments.

 

 

I'll be around if you need any more guidance about payroll or QuickBooks. Don't hesitate to leave a reply below. Take the best care!

BigRedConsulting
BigRedConsulting
February 22, 2023

@Mich_S 

RE: I see you want to make liability adjustments in QuickBooks Desktop,

 

No, the customer never said that want to do that, and it would not be appropriate in this case. Which you should know.

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