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Trapshooter1985
June 21, 2023
Question

Issues with Employee Information with QB Update

  • June 21, 2023
  • 2 replies
  • 0 views

I have tried to update the information as required by the new update and the information will not save on 4 of my employees.  I have updated to the latest payroll update; I have changed the phone number, I have closed completely out of QB and still it will not save the information to get rid of the stupid exclamation points.  All my other employees had no issues.  I spent 45 minutes on a chat support that did not help at all.  They just kept telling me to change the information and click on save and close; worthless and waste of my time.  Any ideas on what to try next?  I even tried to deactivate the employee and I received the error message before the employee was deactivated.  I reactivated the employee and still received the m

    2 replies

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    Rasa-LilaM
    June 22, 2023

    I value the time and work you put into fixing the payroll error, Trapshooter1985.

     

    Let's re-create the employee in QuickBooks Desktop (QBDT) Payroll to see if the worker's profile is damaged. Then, merge it to the old profile to keep your payroll records in order.

     

    Before we start, create a backup copy of the company file to prevent accidental loss. When you're ready, follow the steps below to delete the worker's information:

     

    1. In your company file, go to the Employees menu at the top and choose Employee Center. 

    2. Click the New Employee button at the top of the screen.

    3. Fill in the employee's applicable information in the appropriate tabs, including full name, gender, date of birth, Social Security Number, contact information, and compensation. 

    4. Press OK when you've finished adding the new worker.

     

    Once done, let's go ahead and merge the worker's profile. See this guide for detailed instructions: Merge list entries in QuickBooks Desktop. From there, choose QuickBooks Desktop for Windows and head to the Merge entries in Chart of Accounts, Item List, Customer List, Vendor List and Employee List.

     

    I also attached a link that covers topics on how to get your workers' records accurate: Configure and set up each worker, employee, contractor, supplier or temp.

     

    If you require further information on any payroll-related activity, feel free to access our online resources. From there, you'll learn how to handle tax notices, and process payroll forms, to name a few. 

     

    Fill me in if you have other QuickBooks concerns or questions about managing your workers' data. I'll get back to help you the best that I can.

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    Trapshooter1985Author
    June 22, 2023

    Ok, I have tried to delete the employee as the solution suggests above.  I receive the following message

    "Quickbooks cannot delete this name because it has a balance or it is used in at least one transaction.

     

    Solution:

    If you rarely use this name, consider making it inactive so that it doesn't appear on the list.  If you need to use the name at a later time, you can always make it active again.  I am given 3 choices of make inactive - cancel or help.

     

    I tried to set up the employee as a new employee leaving off the middle initial for a different name; re-entering all the required information and it was accepted.  I than went up to lists to Merge the entries and there is not an option for employee name.  The only selection is payroll item or payroll schedule. 

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    rvrfrf
    June 22, 2023

    Thanks for getting back with the Community, Trapshooter1985. I appreciate your detailed information.

     

    If you're looking to merge employee profiles, you'll need to access your Employee Center.

     

    Here's how:
     

    1. In the top menu bar, go to Employees.
    2. Choose Employee Center.

     

    Once your employee list is displayed, you can proceed with merging:
     

    1. Copy the name of an employee you'd like to keep.
    2. Right-click their other profile and pick Edit.
    3. Paste your copied information in their Name field.
    4. Hit Save & Close.
    5. Select Yes to merge the profiles.

     

    I did take notice that our article about merging employee profiles doesn't mention that you'll need to go to your Employee Center, and have submitted feedback to get that information added to the article.

     

    You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

     

    Please feel welcome to send a reply if there's any additional questions. Have a great Thursday!

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    Belton205
    June 28, 2023

    I, too, am having issues getting rid of the stupid orange exclamation marks, and don't see why we have to spend hours fixing something that wasn't broken to begin with.  All the info is there, but it only accepts it on 1/4 of our employees. Intuit needs to fix this.  My system is completely updated.  (very frustrated).  Glad you got your issue fixed, but how many hours of your time did it take?

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      bradenlad
      August 1, 2023

      This update has been a disaster for me and totally unnecessary. We have 300 employees, I'm not gonna go put in the phone number for all of them. This will likely cause me to switch to a different system.

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      Trapshooter1985Author
      August 1, 2023

      You could try to put in your company phone number for each employee and a general company e-mail which is what I did as our employee personal information is elsewhere and we do not have the large employee count that you have.  You could try to update QB after that information is entered and see what happens.  I do know that the exclamation marks did not disappear until after I did the update.  Good Luck; I hope things get fixed.

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