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PinkPenguin
July 25, 2022
Question

Connecting payroll information with what is feeding into the bank feed

  • July 25, 2022
  • 1 reply
  • 0 views

Hello!

I am a bookkeeper.

One of my clients uses Quickbooks online for payroll. Whatever they're doing isn't feeding into the reports on my end like my other clients do so they had to add me to their ecosystem so that I can look at the reports in order to apply payroll payments that come through the bank feed to the correct account in the COA as well as the correct employee.

My other clients it feeds through with the correct employee so all I have to do is add them.

How do I get this client set up so that it feeds through attached to the payroll expense from the clients end? I've been working with this client for 2 months and still haven't figured it out.

 

Thanks!

1 reply

C
Charies_M
July 25, 2022

I appreciate you for coming back, PinkPenguin.

 

The steps shared by the previous representative above will help edit the employee information. Since there's no option to edit the employee information, I suggest contacting our QuickBooks Time Support. They have the tools to help you achieve by correcting the display name.

 

If you are logged in as an admin and don’t see the option to edit employees, please reach out to our QuickBooks Time support team so they can dive in and take a look.

 

Learn more about managing team members in QuickBooks Time with this article: Add and manage team members in QuickBooks Time.

 

I've got some articles for you to read through to learn more about QuickBooks Time:

Get back to me with additional questions while working with anything about QuickBooks. I'd be more than happy to help. Have a good one.

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