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June 16, 2024
Question

CRM syncs with QB. The employee has been deleted. How can we edit him if he is no longer on the employee list? When I try and recreate it says name is already in use.

  • June 16, 2024
  • 1 reply
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1 reply

June 16, 2024

The employee status was not set to active from QuickBooks. That is why you encounter that message when trying to recreate it. You can edit that employee by reactivating. The steps below will walk you through the process, cw48. 

 

To reactivate an employee in QuickBooks, you can follow these steps.

 

  1. Navigate to the Payroll menu and select the Employee tab.
  2. Click the All Employees or Active Employees drop-down arrow and choose Inactive Employees.
  3. If the employee appears on the list, click Edit in the Employment Details section.
  4. Choose Active from the Status drop-down menu=.
  5. Hit Save to reflect the changes.

 

If the employee doesn't appear after following these steps, I recommend contacting our CRM Support for further assistance with integrating CRM with QuickBooks correctly.

 

Additionally, you can generate payroll reports to gain a more detailed insight into your business's financial status. For more information on how to run payroll reports in QuickBooks Online Payroll, refer to this article: Payroll Reports.

 

Reach out if you have questions about employees and other payroll concerns. I'm here to help you anytime.