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M
MCCA
February 9, 2023
Question

Payroll Conversion

  • February 9, 2023
  • 1 reply
  • 0 views

We recently converted fro QB Payroll online to QB Online with Payroll. When it was set up, I entered the prior payroll payments for the quarter. I can see these payments when I run a payroll summary report, but not under the employee pay history on their employee account. I cannot find what accounting entry was made, if any with this transaction. I need to post the payments that were made from the previous account in order to reconcile the bank account, but I don't want to double post. Any ideas where to look??

1 reply

G
Giovann_G
February 13, 2023

Welcome back, MCCA.

 

You can add pay history if your employee is already paid and hasn't created any paycheck yet. I can walk you through the process.

 

Before we proceed, you can run the Payroll Detail report on your old QuickBooks Online account to get the year-to-date wage amount for a specific pay period.

 

Here's how:

 

  1. Login to your old QuickBooks Online account.
  2. Navigate the Reports tab and then type Payroll in the search bar.
  3. Select Payroll Details from the selection that appears below.
  4. Set the Report period to Custom and set it as the beginning of the year to the specific pay period you're searching for. You can also narrow it down to only one employee if you'd like.
  5. Click Run Report. The YTD values will be shown at the bottom of the report.

 

Then, you follow the steps below to enter how much you paid your employees this year.

 

Here's how:

 

  1. Sign on to your new QuickBooks Online account.
  2. Go to the Payroll menu, then select Overview.
  3. If you haven't already, add all your paid employees to the Tell us about your team tasks.
  4. Include all employees that no longer work for you. Make sure to set up each pay item, deduction, contribution and tax showing on their pay stubs or reports.
  5. Next to Add your payroll history, select Start. 
  6. Select Enter next to your first employee. 
  7. Answer the questions about when you paid your employee. 
  8. Use the employee pay stubs or payroll reports to enter the amounts in each column. If you’re missing an item, exit the history task and add it to your employee through the Tell us about your team task.  
  9. When you’re finished, hit Continue. 
  10. Repeat steps 6-9 for each employee paid this year.
  11. When finished with all employees, select Continue twice. 

 

You can go back to the Payroll and select Overview to make some changes to your pay history or get back to the setup and pay history tasks if you haven't create any paychecks.

 

If you already created a paycheck and want to make changes to your pay history, I recommend contacting our QuickBooks Online Payroll Support. They have the tools to enter your employee payroll details.

 

In addition, I've added this link to guide you if you wish to make changes on your taxes: Set up, change, or delete employee-paid payroll deductions.

 

Let me know if you need further assistance managing your payroll data. I'll be around to help you.

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