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Add pay history to QuickBooks Online Payroll

by Intuit Updated 2 weeks ago

Learn how to enter your employee’s year-to-date paycheque info and company totals.  

If you’re new to QuickBooks Online Payroll and you’ve already paid your employees this year, you’ll need to add their pay in the setup. Their pay history goes on their T4 or Relevé-1 and other payroll tax forms. 

You’ll also need to enter your company wages and taxes for each payday in the current quarter. This info makes sure you’re not missing any historical paycheques. 

In this article, you'll learn how to:

Step 1: Get your pay history info

You’ll need a few key pieces of info:

  • Employee pay stubs or payroll reports with year-to-date amounts. The stubs or reports should show each pay item, deduction, tax and net pay. 
  • If you’re starting with us in the 2nd, 3rd, or 4th quarter: employee pay stubs or payroll reports dated on or before the last day of the closed quarter.
    • Quarter 1: January 1 - March 31
    • Quarter 2: April 1 - June 30
    • Quarter 3: July 1 - September 30
    • Quarter 4: October 1 - December 31

For example: You’re starting with us on July 15. Your pay stubs or payroll reports should show your last payday on or before June 30. 

  • Payroll reports or spreadsheets for each payday in the current quarter. These reports should show the paycheque dates, as well as totals for each pay item, deduction, and tax for all employees paid added together. 

Step 2: Start the setup

Now it’s time to get into the setup in QuickBooks Online.  

  1. Sign in to QuickBooks Online Payroll as the primary admin. 
  2. Go to Payroll and then select Overview (Take me there).
  3. If you haven’t already, add all of your employees paid this year in the Tell us about your team task. Include all employees that no longer work for you. Make sure to set up each pay item, deduction, contribution and tax showing on their pay stubs or reports.
  4. Next to Add your payroll history, select Start

Step 3: Enter how much you paid your employees this year

Here, you’ll see a list of all your employees. 

  1. Select Enter next to your first employee. 
  2. Answer the questions about when you paid your employee. 
  3. Use the employee pay stubs or payroll reports to enter the amounts in each column. If you’re missing an item, exit the history task and add it to your employee through the Tell us about your team task.  

Note: We recommend entering the net pay amount to help catch any data entry issues. 

  1. When you’re finished, select Continue
  2. Repeat steps 1–4 for each employee paid this year.
  3. When finished with all employees, select Continue twice. 

Note: Because you enter year-to-date totals for your employees, QuickBooks Online Payroll reports will only show accurate historical payroll details year-to-date. If you need details for a specific pay date or period, use your prior payroll reports. The year-to-date pay history won't show on any financial reports, like your balance sheet or profit and loss. You may need to enter this into your books manually.

Edit your pay history

You can make changes to your pay history if you haven’t created any paycheques. Go to Payroll and select Overview (Take me there) to get back to the setup and pay history tasks.

If you’ve already created paycheques, contact us to make changes to your pay history. 

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