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christurley
September 1, 2020
Question

Trying to edit an employee in the newly installed Payroll module and keep getting "Form usage date is not set. Please finish setup first." Then kicks me back to Payroll

  • September 1, 2020
  • 1 reply
  • 10 views
No text available

1 reply

C
CharleneMaeFQuickBooks Team
QuickBooks Team
September 1, 2020

Hello there, @christurley.

 

Once possible cause you're unable to finish setting up your employee is there's missing information that needs to be added. I recommend reviewing the details you've entered in QuickBooks. Doing so will ensure that everything is correct. After that, try logging out and log back in to load the data, and make sure everything is saved.

 

If the same error occurs, we can perform some troubleshooting to see if this is a browser-related cause. I'd suggest logging into your account via an incognito window. This will open a clean slate and loads fresh data. 

 

Here are the keyboard shortcuts:

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, try editing your employee again. If you're able to save the information, let's clear the cache of your main browser. This helps remove its stored cache so it'll function efficiently.

 

However, if private browsing doesn't work, I recommend using different browsers. They will provide you the best and most secure experience with QuickBooks. For more details, see this article: System Requirements for QBO. 

 

To learn more about adding an employee, you'll want to watch this short tutorial video: How to set up QuickBooks Online Payroll and add an employee.

 

You may also want to consider recording a reimbursement for your employee. Doing so helps you record or pay back your employees' business-related expenses.

 

The Community team is always here to help. Take care!

U
userjfrancis
September 18, 2020

I also received the "Form usage date is not set. Please finish setup first." error.  Suggested resolutions did not work. 

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
September 18, 2020

Hi there, @John1661.

 

I appreciate you for trying the workaround provided by me peer above. Since the steps shared doesn't work for you, I highly recommend giving our Customer Care Team a call. They can check your account securely if there are missing data that is required during the payroll setup.

 

Here's how:

 

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Tap on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

To ensure we address your concern on time, check out our support hours.

 

I've added this article that can help you manage your employee in QuickBooks. It also contains some helpful links like creating paychecks, pays taxes, etc.: Set up payroll.

 

I'm just a few clicks away if you have any other questions. I'll make sure you're taken care of. Keep safe always.

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