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12 helpful votes

How to enter year-to-date information for your employees or contractors

User-added imageIn order to run your payroll, you must have entered all year-to-date (YTD) information for your employees. This is also essential when moving from another payroll system or provider before running your first payroll.

Using standard QuickBooks Online Payroll? Click here.

Follow these steps to enter all the year-to-date information for your employees or contractors:

  1. From the left menu, select Employees.(Select the Contractor tab to enter YTD information for a contractor).
  2. Locate the desired employee or contractor, and choose Edit.
  3. Navigate to the Year to date tab. (Note: The Year to date tab will not be available after you have processed your first payroll. This is because entering YTD payroll info is required before running payroll.)
  4. Enter the employee's or contractor’s YTD amounts for each line.
  5. Select Save.

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