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A
andy-mcwilliam
February 19, 2021
Question

Inaccessible Lists

  • February 19, 2021
  • 1 reply
  • 0 views

Hi,

 

I'm actually trying to edit a list of employees for use with the Project Hourly Cost Rate function. In doing that I realise there are several important lists that you might want to edit, but that you can't seem to access. Donors, Suppliers, Employees are all in this category. If you create a new expenditure, for example, the Payee drop-down gives you a list of all 3. But there appears to be no way to access those lists directly. This doesn't matter too much for Donors and Suppliers, you can always add a new name to the list, although you can't modify a name if it changes. But with Employees, you need to be able to keep an up to date list. At very least you need to be able to Modify a name, and a Make Inactive would also be very useful.

 

Does this functionality already exist? If so, where? If not, please Intuit, add it. Certainly the Employee aspect is key to making use of the Project facility (which potentially is great).

 

(For reference, I'm using QB Plus. I do not have, and do not want the Payroll add-on.)

 

Thanks,

 

Andy

1 reply

DivinaMercy_N
DivinaMercy_N
February 20, 2021

Look no further, @andy-mcwilliam.

 

Are you referring to viewing the names under your list of Employees, Suppliers and Donors? If so, you can run a report to see the names under these lists. Follow along below to get started:

  1. Go to the Reports menu.
  2. From the search bar, enter Supplier Contact list (for suppliers), Customer Contact list (for donors) and Employee Contact list (for employees).
  3. Click the report to open.
  4. If you want to update their information, just click on the names.

 

For your reference, please visit this article: Run reports in QuickBooks Online.

 

You also can add names easily under these categories by going to the Employees (adding new employee), Expenses (adding new supplier) and Sales (adding donors) menu in QuickBooks. 

 

I also encourage you to visit our QuickBooks Blog site so you'll be updated about the latest news and product developments. 

 

Feel free to post here again if you need further assistance in accessing lists in QuickBooks. I'll be around to help. Have a good one. 

A
andy-mcwilliamAuthor
February 20, 2021

Hi DivinaMercy,

 

Thanks for your reply, which is helpful as far as it goes. But it still doesn't address the issue of editing the employee list, if you don't have the Payroll option. (Your 'Employees' link takes you to instructions that assume you have Payroll. And the 'Edit Employees' link within that does the same.)

 

You can add employees, without Payroll, by going into the Projects dashboard (assuming you have Projects turned on), Click on the Hourly Cost Rate button, and you have a list of Employees, and the opportunity to add more. But what you don't have is the ability to edit the list of Employees, or 'hide' names that are no longer in use. This ability to manage the Employee list, without Payroll, is key to exploiting the benefits of the Projects view to the maximum.

 

I'm sure it wouldn't be a big job to add those options in on the Projects/Hourly Cost Rate dialog.

 

Thanks,

 

Andy

IamjuViel
IamjuViel
February 21, 2021

I'm here to share additional information, @andy-mcwilliam.

 

You can manage the employee's information and status from the Employee's window. I can walk you through in doing so.

  1. Go to the Payroll menu.
  2. Locate the name of the employee you want to modify.
  3. From the Action column, click the Edit link. 
  4. Modify your employee's information.
  5. Also, you can click the Make inactive button. 

You'd want to make sure that the customer does not have any unbilled charges so you'd be able to complete the process. Also, once completed, the employee's name names will still appear in your reports, but will be marked with an asterisk or Deleted to indicate they're no longer active. Lastly, you'll no longer be able to charged or create transactions for the worker. You can read through these articles for more detailed insights: 

Keep me posted if you have other questions or concerns. I'll be always here to help you. Have a great day ahead!

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