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Sharla2
Level 1

Employees

Just transferred from Desktop to Online. It pulled in lots of employees showing active that were not active in desktop. How do I make them inactive. The online help tells me to mark the "action" to edit but I don't get that option??

7 Comments 7
Nick K
QuickBooks Team

Employees

Hi Sharla,

 

Transferring from QuickBooks Desktop to QuickBooks Online is something we make as easy as possible. I'd be happy to help you get your employees inactive again.

 

When moving information from QuickBooks Desktop to Online employee information isn't entered the same as when you had it in desktop. This is usually noticed for employees that are marked as inactive. It can resolved easily however. All you need to do is go to your employee page by going to Payroll on the left hand menu. Once in the menu find an employee you wish to make inactive and click the arrow beside the edit button. You'll see a menu option for Make Inactive or Run a Report. Select Make Inactive

 

And that's all there is to it. Follow these steps to make any other employees inactive and you'll be good to go.

 

Hope this helped!

Sharla2
Level 1

Employees

I don't have an edit button

Nick K
QuickBooks Team

Employees

Hi Sharla2,

 

If the edit button isn't showing in your QuickBooks Online Account it could be for two different reasons. One reason is there isn't an active payroll subscription on your QuickBooks Online account and the other could be due to an issue with your internet browsers cache and cookies. In order to set up a payroll subscription you can go to: Gear>Account and Settings>Billing and Subscription. From there you can click the standard payroll option to set up a payroll subscription.

 

If you already have a payroll subscription and you still can't see the edit button I suggest clearing them by following the steps in this link. If that doesn't work you can also try a private internet browser such as Google chrome's incognito mode or a new internet browser all together.

 

Have a great day!

 

Pepper1_
Level 1

Employees

All my inactive employees transferred over to online as active. I have tried to change them but because they have billable hours I can't make any changes. We didn't use billable hour for the job costing. What should I do?

JamesM
QuickBooks Team

Employees

Hi Pepper1_. You've reached the right place for help, I'd be happy to give you a hand with your payroll. I want to make sure we're on the same page. What happens when you try to change the employee status? Feel free to attach screenshots for visual reference. Keep in mind you can cover any personal details that may appear on the screenshot. 

Pepper1_
Level 1

Employees

I get an message taking me to the TD1 form to be filled out. Some of these employees haven't worked for us in over 10 years and one is deceased.  

JamesM
QuickBooks Team

Employees

Thanks for elaborating. I want to make sure you get the support you need with this. I recommend contacting our support team for further assistance. One of our specialists will be happy to share your screen and assist. Here are the contact details:

 

  • Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.
  • Social MediaFacebookTwitter, and Instagram.

Feel free to ask questions. 

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