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R
rjlane
June 4, 2024
Question

Employee Display Name not editable

  • June 4, 2024
  • 1 reply
  • 0 views

Half the Employees in one company whose books I manage are showing up in JE's as Last, Name, First Name (preferred).  The other Half are showing up First Name, Last Name.  There is no place to edit this format in Payroll, although the Employee List in Payroll is auto-filling the Display Name in the preferred format.  They are just not showing up that way when entering the JE

 

In a second company I manage all employees appear in the preferred format and there is a field in the Employee Record to edit, "Show Display Name."  Everyone in this company appears Last Name, First Name as it should as this field is completed when setting up Employees.

 

Both Companies are using Quickbooks Advanced and process payroll with a third party provider.  These two companies are large theatre companies and so there is a constant flux of employees.  This needs to be consistent. 

1 reply

I
I used to have an invoices sho
June 4, 2024

I appreciate the time and effort you've put into reaching out to the Community about the employee display name, RJLane.

 

For a third-party payroll application for QuickBooks Online (QBO), it's recommended to reach out to their customer support to get assistance with integrating the program into QBO and other issues you've encountered. You should also inquire about any integration setup or partner providers they recommend since they know how the data will be manipulated when syncing their application with QuickBooks.

 

Alternatively, here's an article to get additional insights and information on how to create journal entries for paychecks you create outside of QuickBooks: Manually enter payroll paychecks in QuickBooks Online.

 

For detailed guidance on updating employee information, please consult the following article: Edit or change employee info in payroll. This resource provides comprehensive instructions for managing employees' personal and tax information, as well as the necessary steps for using QuickBooks Online Payroll.

 

If you have any questions about other processes in QuickBooks Online, feel free to ask me in the comments below. Have a great day!

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