Starting QB Payroll Mid Year

Thank you for visiting the Community today, TStone03.

Let's go to the Payroll Setup screen to add your employees year-to-date data. I'm here to ensure the process is a breeze for you. 

If you've recently bought QuickBooks Desktop Payroll and have already paid your employees for the year, we'll have to input their payroll data to ensure their W-2s are correct at the end of the year. For your books to be accurate, let's add any non-tax payments you've already made, such as child support or health insurance premiums.

To enter your payroll data: 

1. In your company file, click Help at the top menu bar and choose About QuickBooks.
2. Press Ctrl + Alt + Y or Ctrl + Shift + Y to open the Setup YTD Amounts window.
3. Select Next and enter the date when you should the year-to-date (YTD) summary amounts affect your liability and expenses accounts. 
4. Click Next to display the Earliest QuickBooks payroll date screen and enter the date you'll begin using QuickBooks payroll to create paychecks. 
5. Press Next.
6. To enter a YTD summary for an employee, select the employee's name and press the Enter Summary button.
7. Once done, click OK and Leave. 

To record your prior payroll tax payments and other payroll-related transactions, follow the instructions in Steps 3 and 4 in this article: Add payroll info to QuickBooks Desktop Payroll when you already paid employees this year.

For additional resources, this reference outlines the complete steps on how to track tax payments you made during the current or previous years prior to using the payroll service: Enter historical tax payments in Desktop payroll.

Feel free to browse this link here if you need further assistance help with other tasks in QuickBooks Payroll. It'll route you to our self-help articles, and get started guide. 

Reach out to me again if you have other payroll-related concerns or questions. I'll get back to respond to them. Have a great rest of the day.