How to update employee ytd numbers etc

StoneBaked · ‎April 23, 2020

Hi,

A colleague has inadvertently completed April pay run on our old Sage system whilst calculating CV19 numbers. So all the way through to RTI and Pensions have been completed :(

How do I bring QB up to date with numbers and how will RTI look in QB from a consistency point of view? Really don't want to run two systems for the year with all the manual updates!

Thanks in advance,

Rob

Becky29 · ‎April 23, 2020

Hey Rob :waving_hand:, Hope your safe and well.

Have you previously ran any Payrolls in QuickBooks or if this the first Run? If this is your first run you will be running May in QuickBooks, You will set the employee's up with the same payroll ID's as in sage and the YTD from Aprils payrun in Sage.

Are you using the Standard or Advanced payroll, and do you have the same Employee ID's in both softwares?

View solution in original post

Becky29 · ‎April 23, 2020

Hey Rob :waving_hand:, Hope your safe and well.

Have you previously ran any Payrolls in QuickBooks or if this the first Run? If this is your first run you will be running May in QuickBooks, You will set the employee's up with the same payroll ID's as in sage and the YTD from Aprils payrun in Sage.

Are you using the Standard or Advanced payroll, and do you have the same Employee ID's in both softwares?

StoneBaked · ‎April 23, 2020

No runs in QB, April should have been the first one.

Standard payroll with same HMRC ID's etc - also need to bring all the control accounts up to date too presumably?

Rose-A · ‎April 23, 2020

Hello, StoneBaked.

Allow me to step in and help you further in entering your employee's YTD and other information in QuickBooks Online.

Since you're using the Standard Payroll, you'll need click the pay run to roll the payroll back. From most recent payroll, click the Actions option then hit delete payroll.

Once done, you can go back to employees tab, from there, you have the option to enter the YTD. However, if you're still unable to enter the YDT, I'd suggest getting in touch with our Payroll Support.

You might want to go through these articles to help guide you more about QuickBooks Online Standard Payroll:

QuickBooks Online Standard Payroll Hub

Learning about QuickBooks Online Standard Payroll for UK

If there's anything else I can help you with, please let me know. I'd love to help and provide additional assistance. Have a good one.

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How to update employee ytd numbers etc