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tu_ultimate
November 25, 2022
Question

No retirement plans show up in Payroll->Employees->

  • November 25, 2022
  • 1 reply
  • 0 views

I'm following the directions in this link, to try and set up payroll accounting for contributions and company match for our 401k and Roth 401k plan.  When I follow these directions, I go to Payroll, then Employees, then I select one of our employees.  From the employee's page I click on [Edit] in the Deductions&Contributions area, then [+Add Deduction/Contribution]   On this screen there is NOTHING that applies to Retirement accounts or other deductions.  

 

The options I see in this dropdown are:

* Health Insurance (company paid) 

* Cash Advance Repayment

* Error

* Reported Cash Tips (offset)

* Direct Deposit Offset

 

The "Error" here makes me deeply suspicious... is this where the Retirement plans section/info should be???  And if so, how do I go about fixing this?

 

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll-setup/retirement-plan-deductions-contributions/L7urY4oVC_US_en_US#M6816

1 reply

MJoy_D
MJoy_D
November 25, 2022

I can help you with setting up your employee's retirement plan in QuickBooks Online (QBO), @tu_ultimate.

 

You can see all the supported retirement plans in QuickBooks Online Payroll under the Retirement plans.

 

Follow the steps below: 

 

  1. From your Payroll menu, go to the Employees tab.
  2. Select your employee.
  3. Scroll down to the Deductions & contributions section, and select Start or Edit.
  4. Click the + Add deduction/contribution button and select on  + Add deduction/contribution option. 
  5. Select Retirement plans. 
  6. Choose the retirement plan that suits this specific employee.
  7. Set all the information needed. 
  8. Click the Save button once you're done. 

 

You can also check the following article for more information about different state mandated retirement programs: Set up state-mandated retirement plans in QuickBooks Payroll. I'll show you how to choose a traditional retirement plan or the plans offered by your state. 

 

If you don't have the options shown in the screenshot above, I suggest clearing your browser's cache or try logging in to your QuickBooks using a private browser or an incognito window. Here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. 

 

Let me know if you need further help with setting up retirement plans by leaving a reply below. Keep safe, and have a wonderful day!

T
tu_ultimateAuthor
November 25, 2022

Thank you @MJoy_D for taking the time to so carefully and clearly repeat the exact same instructions that I said I had followed already - I suppose it never hurts to try the exact same thing for a 10th or 12th time!   I think you'll find if you read my post carefully you will see that this is exactly the procedure I followed, although the clearing-cache and incognito-mode trick was at least worth a shot, although it did not help.  I suppose that the "Error" that I see in the "types of supported deductions" dropdown is indeed an error, and I suppose I need to get someone from support to look at my specific issue?  The entire list of account types I see in that drop down are in my initial post.  

J
JamaicaA
November 25, 2022

I know that this hasn't been easy for you, @tu_ultimate.

 

I appreciate you doing your part in setting up your payroll and the great work you did on adding the other contributions and deductions of your employees. I’m eager to help you work together with our team to set up the retirement plan correctly.

 

To help determine the reason behind the error, I recommend contacting our Support Team. They can pull up your account in a secure manner and do screen-sharing to have this matter investigated further.

 

Here’s how:

 

  1. Go to the Help icon.
  2. Choose the Search tab and then Contact Us.
  3. Enter a brief description of your concern.
  4. Hit Continue.

 

Please take note of our support hours so we can address your concerns on time. You can also check out this this article for more ways on how you can reach to us: Contact Payroll Support.

 

See this guide to learn more about retirement plans and how to report them on your payroll tax forms: Set up a retirement plan.

 

If you need help with navigating your QBO company, you can visit our website for tips and other resources for reference: QBOP Related Help. This will help you manage your employees, payroll, taxes, banking, and run reports.

 

I’ll be here to continue helping if you have any other questions or concerns besides setting up a retirement plan. Simply add them to your reply below. Stay safe.

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