Hello QB Community. I am trying to locate the "original" new employee template in my company's QB Desktop. We have revised the payroll item names & I need to make the changes to the template. I am no luck in location the template for the New Employee.
As always your help and knowledge is greatly appreciated.
Thank you!
Thanks for getting in touch with the Community, kelper62. I appreciate your detailed information.
If you're referring to employee defaults, which automatically appear on employee profiles to save you time while adding workers, you'll need to be signed in as the QuickBooks Admin user to access this feature.
In the event you don't have access to your QuickBooks Admin login credentials, you can reset them/consider recovering the account. If necessary, you can also have your QuickBooks Admin role transferred to a different user.
Once you're signed in as the QuickBooks Admin, here's how to access and make changes to employee defaults:
If you need any guidance on best practices with your bookkeeping processes, you can consider taking a look at QuickBooks Live Expert Assisted. Each Live Expert is able to help you with making the most out of your books.
I've also included a couple detailed resources about working with employees and users which may come in handy moving forward:
Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!
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