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djsta5
August 31, 2021
Question

Prior Tax Payments and Payroll Checks not in Check Register

  • August 31, 2021
  • 3 replies
  • 0 views

I first started out using Quickbooks Desktop. Less than a month into it we switched to Quickbooks Online. I entered in all existing transactions manually into QBO. I had run 2 payroll periods in Quickbooks Desktop prior to switching to Quickbooks Online. When setting up the employee records in Quickbooks Online I entered the previous paychecks as previous payroll records. My issues are:
1. How do I show the these prior tax payment being deducted out of the check register? I can view them as prior tax payments but I need those payments deducted out of the check register.
2. How do I show the paychecks from the prior 2 payroll periods that were run in desktop deducted from my check register in QBO?
3. Those 2 payroll periods do not show up in the employee paycheck list in the employee record. How can I verify that they are included in each individual employee earnings? The payroll summary report has 1 line item as "historical checks".

QBO has been a struggle for me I have spent the last 20 years using Desktop and am finding QBO not so user friendly. Any help or insight is greatly appreciated.

3 replies

katherinejoyceO
katherinejoyceO
August 31, 2021

Hi there, @djsta5.

 

Thanks for sharing detailed information on your concerns. I'd be glad to help you resolve them. 

 

There should be a payroll transaction in your register that represents the payroll expense when you convert from QuickBooks Desktop to QuickBooks Online. You can view them in your check register. Here's how:

 

  1. Click Accounting, then go to Chart of Accounts.
  2. Choose the bank account, then click View register.

 

If you can't find those transactions there, create a check for the net pay amount. Here's how:

 

  1. Click the +New icon, then select Check.
  2. Fill in the necessary fields.
  3. Click Save and close.

 

When recording your prior tax payments, please know that it's a non-posting transaction. Hence, it will not affect the bank register, but it will clear the taxes from showing due and record the deposits.

 

For more detailed insights, see this article: Recording prior tax payments.

 

Additionally, you'll want to run the Payroll Details report to verify your employee's earnings and view their payroll info. Here's an article that contains lists of available reports in QuickBooks:  Run payroll reports in QuickBooks Online.

 

I'm also adding these articles to help you learn more about what data aren't converted after the migration:

 

 

Let me know if you have follow-up questions by commenting below. I'm always around to answer your concerns.

 

 

 

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djsta5Author
September 1, 2021

I did not do a conversion from desktop to online. I manually entered the transactions. So when I entered each employee record in I included prior payroll records. Those prior payroll records did not create the transaction of a check in the check register. Adding the net payroll amounts into the check register seems like it is producing a double entry. What account would they be posted to when adding them into the check register?

 

What about deducting the prior tax payments from the check register? How do I do that without producing a double entry?

 

How do I verify that the prior payroll records that were entered are included in each employee record? I don't see any detail for those records in reports or in the employee record. I want to make sure that the W2's are correct at the end of the year.

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JonpriL
September 1, 2021

Let me make sure your employee's prior payroll is recorded accordingly, @djsta5! This way, W2s are also calculated correctly by the end of this year.

 

Prior payroll entered for an employee will automatically associate the payroll information direct to the payroll accounts affected. We can pull up and customize one of your payroll reports to determine your employee's YTD totals. I'll show you how.

 

  1. Go to Reports.
  2. Scroll down the page to the Payroll group of reports.
  3. Select Payroll Summary by Employee.
  4. Enter the date base on your employee's recorded prior payroll.
  5. Click Apply.

 

Once done, you can open and review each paycheck to determine the payroll account used. Here are the reports available in QuickBooks Online Payroll to learn more: Run Payroll Reports.

 

I'm also adding this article to further guide you in managing your payroll account and employee expenses: View all Help References for QuickBooks Online Payroll.

 

Don't hesitate to comment below if you have other payroll concerns or inquiries about managing prior payroll in QBO. I'm always ready to help. Take care and stay safe!

K
Ken107
March 17, 2022

I have the same problem. For me the profit / loss report shows the net salaries and wages not the gross and the IRA matching for that month is $0. The payroll taxes are incorrect and do not show up either for that month. The months that I used QBO for payroll the report is correct. HELP !!!! 

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MadelynC
March 17, 2022

Help has arrived, Ken.


The gross figures reported in your Profit & Loss statement are revenue or the total amount of income from the sale of goods or services associated with the company's primary operations. Deducting expenses, such as payroll, would result in a figure called net operating income. It’s also the amount found in your bank statement.


For your payroll taxes, make sure the date you selected is correct. This way, they’ll be included in the report.


You can use this reference to learn more about QuickBooks payroll reports: Run payroll reports.


Don’t hold back to drop a comment if you need further assistance with your payroll taxes and reports. We’ll be here anytime to help. Take care always!

Y
yolandas
January 19, 2023

I have a payroll check issued on June 3, 2022 that is not showing up in the QBD anywhere. The reason I know it is a missing transaction is because I have the check stub. I checked the employee issued checks to make sure the wrong check number was not entered, I searched by amount as well. I then checked the voided/deleted transactions. The transaction is no where. I do remember that in June, we upgraded to Quickbooks Desktop 2022 but it looks like this is the only transaction missing. Where else can i check to see what happened?

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