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November 19, 2023
Question

How to change employee account from overhead to g&L

  • November 19, 2023
  • 1 reply
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how to update account from overhead to general administration from general ledger account?

1 reply

November 19, 2023

Hello there, clm6. Thank you for reaching out to us and expressing your concern regarding updating an employee account in QuickBooks Online (QBO). I'll be more than happy to provide details on resolving this quickly, which is my goal.

 

If you mean updating your employee contacts from their roles in your QBO Payroll, follow these steps to proceed:

 

  1. Go to Settings, then Payroll settings.
  2. From Bank accounts, select Manage payroll principal officer information.
  3. Tap Edit ✎ to change your principal officer info.
  4. From the dropdown ▼, pick the reason for the change.
  5. Update your principal officer info, then select Save.

 

Refer to this article for more details and what specific payroll contacts you can change or update: Change your primary principal, payroll admin, or other payroll contact.

 

On the other hand, if you're referring to your employee who is added as a user in your company, then you can change their user roles and access permissions by proceeding with the steps laid out in this article: Add and manage users in QuickBooks Online.

 

However, if this isn't the case, can you please share additional information on what you're trying to achieve within the QBO program?

 

Additionally, you can check out this article to learn more about updating your accounting settings in QBO: Change your accounting preferences in QuickBooks Online Payroll.

 

Please don't hesitate to click the Reply button below or submit your questions in the Community section if you have any further inquiries about updating your employee account or any other concerns. I'm always here to assist you. Wishing you a pleasant day ahead!