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A
Amybookeeper
July 22, 2024
Question

Lag in switch from SimplyInsured to Allstate

  • July 22, 2024
  • 1 reply
  • 0 views

We switched to Allstate from SimplyInsured.  Allstate is now listed as our BOR with our insurance companies as of 7/1 before the integration process was finished with our QBO account.  We were unaware that our automatic payroll deductions were no set up until have our last payroll went out.  While waiting for the process to be complete with Allstate we have to do manual deductions and are unsure how to do so since our deductions still say SimplyInsured.

1 reply

I
Ivan_G
July 22, 2024

Thanks for the detailed information you provided regarding your payroll deduction, Amy. Let me go into details and provide how you can manually handle them as your broker of record (BOR) change is still in progress.

 

What you said is correct. The automatic deductions with SimplyInsured were discontinued after you initiated the BOR change to Allstate Health Solutions. With that, you'll need to enter the amounts manually.

 

In that process, I recommend seeking assistance from an accounting professional. This way, you're guided on accurate calculations so the applied value aligns with your health insurance policy.

 

After you've figured out the actual deduction amount, kindly create a temporary payroll deduction item. Following that, add it to your employee's paychecks.

 

Furthermore, when the migration process (BOR change) is complete, please get in touch with Allstate. Then, report the manual deduction so they can record its value in your account. Subsequently, kindly contact our Payroll Support Team to help you apply the payroll corrections in QuickBooks.

 

For future reference, I've added this link to help you familiarize and manage employee compensations: Understand workers’ compensation insurance.

 

Helping you is my top priority. That said, if you have additional concerns with your employee deductions in QuickBooks, feel free to tag me on this thread. Take care.

A
AmybookeeperAuthor
July 22, 2024

Actually, I contacted Allstate.  The process hasn't finished yet and we have a period of time that we will be without automatic deductions.  I was told I have to manually deduct until Allstate finishes setting us up (there is a backlog of companies enrolling).  Unfortunately, SimplyInsured was removed from being our broker before Allstate's process was finished.  That is why I was trying to determine how to do manual deductions in the meantime.

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