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Brent Jeal
Level 1

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

 
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Best answer June 20, 2019

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Intuit Zac
Content Creator

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

All good Brent Jeal, 

 

Happy to help. 

 

I tried entering the opening balance for one of the employees in my test file following the article I shared previously, and you are right. The opening balances I entered shown up in the very next pay run I created after. 

 

In this case, I would suggest you to contact Payroll support directly to get the best advice on how to handle the opening balances with your migration situation. 

 

All you need to do is to find the blue "Payroll Support" button within the Employees session of your QBO file, and click on contact us. Our Payroll support team will get back to you via email soon after they got your message. 

 

Please let us know how you go or if you require any additional assistance. Thank you. 

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8 Comments 8
Intuit Zac
Content Creator

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

HI Brent Jeal, 

 

Welcome to the QBO family!

 

Here I found this article from our Payroll support website that might be useful for you on entering opening balances for your employees:

Please take a look and let us know if you have any questions. Thank you. 

Brent Jeal
Level 1

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

Thanks for the reply Zac.  So since I am changing over to Quickbooks online mid quarter, I believe I can add balances up to the end of 3rd quarter and the do ad-hoc payruns up to current date?  Is this correct?

Intuit Zac
Content Creator

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

Hi Brent Jeal, 

 

Thank you for following up on this. 

 

Yes. So if you enter opening balances for your employees as at 28/3/2019, you can start creating pay run in QBO from April and catch up to the current date. 

 

Hope this helps to clarify. 

Brent Jeal
Level 1

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

Hey Zac, thanks for that info.  I believe I am on track now.  Just one thing, when I create these pay runs will it send out pay slips to employee's as I have already done pay slips up to week ending 16/06/2019.  No big deal just wondering.  Cheers

Brent Jeal
Level 1

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

Sorry but another question Zac, how do I enter balances up to a date?  It appears to only let me enter balances up to current date?  Cheers

Intuit Zac
Content Creator

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

Hi Brent Jeal, 

 

Excellent work! I am so glad to hear you are on track now. 

 

Towards the end of the pay run after you click on Finalise Pay Run, you would have the following options under Notifications:

  • Send notifications to employees
  • Do not send notifications

If you don't want payslips to send out as you have already done them before, please select Do not send notifications. This way, the pay slips would still be created in your pay roll records and you can access them at a later stage but your employees will not be notified that they have new pay slips. 

 

Hope this helps. :-)

 

Brent Jeal
Level 1

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

Sorry but another question Zac, how do I enter balances up to a date?  It appears to only let me enter balances up to current date?  Cheers

Intuit Zac
Content Creator

Hey Guys, I am new to quickbooks and am still in the setup stages but going ok. I am having trouble with adding in balances to active employee's?

All good Brent Jeal, 

 

Happy to help. 

 

I tried entering the opening balance for one of the employees in my test file following the article I shared previously, and you are right. The opening balances I entered shown up in the very next pay run I created after. 

 

In this case, I would suggest you to contact Payroll support directly to get the best advice on how to handle the opening balances with your migration situation. 

 

All you need to do is to find the blue "Payroll Support" button within the Employees session of your QBO file, and click on contact us. Our Payroll support team will get back to you via email soon after they got your message. 

 

Please let us know how you go or if you require any additional assistance. Thank you.