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ShellyR
October 25, 2020
Question

A client brought their books to me a year late. I did their 2018 payroll and missed 2019 as they bought the information too late. What do I do?

  • October 25, 2020
  • 1 reply
  • 0 views
The program will allow me to add the current year and I cant go back and add 2019 payroll as there is no date options. What do I do?

1 reply

L
LauraAB
October 26, 2020

Hello ShellyR,

 

I can see how getting a set of data to work with so late would impact how you're entering the data into QuickBooks Online, especially when it comes to Payroll. It's important to me that you have the information you need to work this out and move forward with helping your client with their books.

 

When working with QuickBooks Online Payroll, the pay period dates go back as far as six months, and the pay date itself depends on when payroll was initiated on the account. Given that, there isn't a way through the payroll module to enter the transactions and you'll want to consider alternative options such as creating journal entries.

 

Please note that this will not produce any 2019 forms such as T4, PD7As, or anything else the client would need as the information wasn't run through payroll. Each of those can be taken care of manually outside of the program.

 

Discussing the situation in depth will give us the opportunity to make sure you have all the information you need to complete this task. You're welcome to connect with our support team outside of the QuickBooks Community so that the agent can review what's happened in the account up to this point. Here are the ways you can get in touch.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Social Media: Facebook, Twitter, and Instagram.

 

If you'd prefer, you're welcome to share more detail here in Community. Just keep in mind that this is a public forum, so you should avoid sharing any account-sensitive details and I won't be able to look directly at the account from this platform.

 

Go with whatever option works best for you. We're here to help!

C
CaitlinOG
January 12, 2021

Hello KathrynD, 

 

Welcome to the Community! QuickBooks Online allows you to reduce manual entry and save time by utilizing the Bank Feed feature to retrieve the transactions directly from your financial institution. It's important that you're able to get all of your transactions into the system. I can help walk you through this process. 

 

When setting up a new bank feed, the system will let you import transactions from the last several months. The exact time range available varies from bank to bank since they decide the time frame. Don't worry, you can still get your older transactions uploaded into your QuickBooks Online company with a few additional steps. What you'll need to do is download a CSV or Excel file from your online banking website containing the 2019 transactions and then upload it into QuickBooks Online.

 

The steps to download the CSV file will vary depending on which financial institution you bank with, so you'll want to follow the instructions on their website to download the file. Once you have the file, here's how to import the transactions into your QuickBooks Online bank feed:

  • In QuickBooks Online, go to the Banking menu or Transactions menu. Navigate to the Banking tab.
  • Select the blue tile for the account you want to upload the transactions into.
  • Click the Link account dropdown arrow and then Upload from file.
  • Click Browse and select the file you downloaded from your bank, then select Next.
  • In the QuickBooks account dropdown menu, select the account you want to upload the transactions into. Click Next.
  • Follow the onscreen steps to match the columns in the file with the correct QuickBooks fields. When you're ready select Next.
  • Once complete, select Let's go.

 

Then your 2019 bank transactions will populate within the For Review section of the Banking tab. For more details on how to manually upload bank transactions, you can check out this Community article: Manually upload transactions into QuickBooks Online

 

Please let me know if you have any other questions, I'm here to help!

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