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March 20, 2025
Question

How to edit payroll items prior to payment?

  • March 20, 2025
  • 1 reply
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I use Auto Payroll in QBO. I have just started referecing the CRA to ensure my payroll items are correct. If there is a variance between QBO and CRA, how do I edit the scheduled QBO payroll?

    1 reply

    March 20, 2025

    Accurate payroll is essential for both compliance and maintaining trust with your employees, prfitchinc. Let’s go through the steps to modify your employee's payroll before final payment processing, to ensure all details are correctly aligned.

     

    Since you are using Auto Payroll, start by temporarily removing the employees from it. This step is important as the payroll schedule relies on the details in the employee's profile. By doing this, you can prevent Auto Payroll from being disabled, which can happen if changes are made directly in the profile settings.

     

    Once done, you can make changes to the scheduled payroll by following these steps:
     

    1. Go to the Payroll menu, then Employees.
    2. Choose the employee you want to edit and click on their Employment Details page.
    3. Click Edit and on the drop-down arrow, select a pay schedule or add a new one. 
    4. Hit Save to apply the changes.

     

    For further information, you can refer to the article:  Set up and manage schedules for QuickBooks Online Payroll.

     

    In addition, to edit your payroll items. Here's how:

     

    1. Navigate to Payroll and select Employees 
    2. Hover over the Edit option under Pay types.
    3. Make necessary changes, then Save.

     

    Moreover, if you need to review your employee's payroll data and other information, QuickBooks offers a variety of reports you can generate. For a detailed guide on how to run these reports, please refer to the article:  Run payroll reports.

     

    Ensuring accuracy in every payment cycle is vital. We appreciate your trust in QuickBooks to manage your payroll needs efficiently and with precision, allowing you to focus more on your business operations. Thank you for choosing us to streamline your payroll processes.