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pj99
Level 1

i have transferred two employees from xero to quickbooks and added to pension but their pension calcs are less than they were in xero?

 
1 REPLY 1
GebelAlainaM
QuickBooks Team

i have transferred two employees from xero to quickbooks and added to pension but their pension calcs are less than they were in xero?

I appreciate what you've done so far, @pj99. Please review your pension setup in QuickBooks from the Account and Settings to ensure all pay types and earnings are included. Let's dive into the details.

Some pension pay types or earnings have been missed in the calculations, which causes the contributions not to match the Xero calculations.

Here's how:
 

  1. Go to the Gear icon.
  2. Choose Account and Settings, then select Payroll Settings.
  3. Scroll down to the Pension pay types section.
  4. Make sure to tick the appropriate pension pay types.
  5. Click Save to confirm the changes, then Done.

You can check out this article for more details on managing Pension schemes and pay types in QuickBooks: Set up workplace pensions in QuickBooks Online.

Additionally, ensure that all employee details, including salary and contribution rates, were accurately transferred.

Furthermore, if you need to run the Pension and Employee Details reports and other payroll reports in QuickBooks. Refer to the steps below.
 

  1. Go to the Reports menu and select Standard reports.
  2. Enter the report name in the Type report name here.
  3. Ensure to choose the correct report period.
  4. Click Customise to filter the report with the information needed.
  5. Select Run report.
     

Should you encounter any issues or require help with employees' pension calculations, don't hesitate to reply. We're committed to ensuring everything runs smoothly for you.

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