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laura132
December 17, 2022
Question

Payroll

  • December 17, 2022
  • 1 reply
  • 0 views

I just recently migrated a client over to QBO from desktop - each employee the company has ever had on file migrated over as well (70+). These are the issues I am running into:

 

  1. I accidentally made a few inactive, not realizing they had been on payroll earlier in the year. I have gone in and revised their status, but they are not appearing in the employee list in "finish adding my team" which then renders the payroll history button unavailable
  2. I also do not have employee files with information, such as birthdays, ss #, etc. which is needed to complete the employee setup - This information was not put into desktop either; obviously in a perfect world we would expect businesses to have this information, but that is not the case here. 
  3. I need to run payroll! I cannot run payroll for any employees until this is all set up. 

1 reply

DivinaMercy_N
DivinaMercy_N
December 17, 2022

Hello there. I want to make sure you're able to run payroll in QuickBooks Online (QBO) seamlessly.

 

I appreciate you sharing the details of the migration. Before we proceed with troubleshooting steps, visit this article to know how data payroll data is converted from QuickBooks Desktop (QBDT) to QBO: Learn how features and data move from QuickBooks Desktop to QuickBooks Online. 

 

To begin, could you tell me if you encounter any error messages when attempting to change employee status? In the meantime, we can open your account via incognito mode to have a clean slate and reactive the employees again there. This will help us determine if this is a browser issue. Below are the shortcut keys you can use:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

Once signed in, reactivate the employees again:

 

  1. Go to the Payroll tab and choose Employees.
  2. Then, select the small Gear icon and check the box for Include inactive.
  3. Next, click the Make Active button in line with the affected employees.

 

Also, since you've noticed that there is some employee information that has not yet been entered in QBO, you'll have to manually input them into the program. On the other hand, you can also send an invite to let them enter their personal details.

 

After that, you now have to complete the set up of your payroll in QBO to create paychecks for the employees. Here's a helpful reference that you can use as a guide: How to run payroll in QuickBooks Online Standard Payroll. 

 

For reference, feel free to check this article: Moving from QuickBooks Desktop to QuickBooks Online. 

 

Running reports to view your employee's data, business finances, and payroll information is a breeze. To get started, check out this link: View reports in QuickBooks Online Standard Payroll. 

 

If you need further assistance in managing your payroll information in QBDT, feel free to post again here. I'm just around the corner to help. Have a good one and stay safe. 

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