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Lisalu
August 31, 2023
Question

QB's desktop

  • August 31, 2023
  • 1 reply
  • 0 views

With the latest update, I see that QB's is now requiring a start date and birth date for employee's.  Why is this the case if the company does not offer benefits?  I see no where to mark that the company doesn't offer benefits.  I also saw somewhere that if the information isn't entered, then we will not be able to e-file the state W-2's online through QB's.  Is this true?   

 

If the above is true, Is there a way to pull a report for inactive employee's, not fire or released employee's?  

 

Please help!

  

    1 reply

    AlcaeusF
    AlcaeusF
    August 31, 2023

    Hello, Lisalu.

     

    What you've stated is accurate. QuickBooks Desktop (QBDT) now mandates the inclusion of your employee's date of birth. Additionally, failure to provide this information will result in the inability to electronically file W-2 forms.

     

    To pull up a report for inactive employees, you can run the Employee Contact List report. Then, customize it to only show the inactive ones.

     

    Here's how:

     

    1. In QBDT, go to the Reports menu at the top.
    2. In the dropdown, select Employees & Payroll, then Employee Contact List.
    3. Click the Customize Report option at the upper left.
    4. Proceed to the Filters tab, then select Not-active on the Active Status.
    5. Hit Ok.

     

    I understand that having the ability to remove this feature would be beneficial for you and your business. We value your input and would greatly appreciate hearing your feedback. I suggest leaving your thoughts and suggestions to inform our engineers about the specific feature you require. This will enable them to consider incorporating it in future updates.

     

    Here's how to submit feedback:

     

    1. In QBDT, click the Help menu located at the top.
    2. Select Send Feedback Online then click Product Suggestion.
    3. Type in your feedback or feature request.
    4. Click the Send Feedback button.

     

    To learn more about managing employees in QBDT, consider checking out these articles:

     

     

    I'm also adding this article that tackles filing W-2 forms for future reference: File your W-2 forms.

     

    Please leave a comment below if you have follow-up questions about this or anything else. I'm more than willing to assist. Keep safe.

    L
    LisaluAuthor
    August 31, 2023

    Thank you so much for the help on pulling this report.   Next question, is there a way that I can pick the dates that I want the list of inactive employees?    The last thing I want to do is open each employee all the way back to 2015 to see if they were employed in 2023.

    S
    SirielJeaB
    August 31, 2023

    Hello, Lisalu. We're glad to see you back in the Community space. Let me provide you with more information regarding your issue.

     

    You are unable to select the desired dates for tracking your inactive employees. However, you have the option to customize the Display column to show either the Original Hire Date or the Hire Date of the inactive employees. This way, you can track those employees who were inactive in 2015. I would be happy to demonstrate how to do this:

     

    1. Run the Employee Contact List report.
    2. Click the Customize Report option.
    3. In the Display column, type Hire Date in the Search bar.
    4. Tap OK.

     

    If you need further assistance with handling reports in the future, please feel free to refer to these articles:

     

     

    Thank you for reaching out to us. Please keep us updated if you have any other concerns related to QuickBooks. The Community is always here to help you, Lisalu. 

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