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VGG-Accounting
Level 1

Add self employed staff to roster

I have just upgraded from standard to advanced payroll in order to use the roster and timesheet part.  As the owner of the business, I am self employed, but I do shifts.  However, I can't see a way of adding myself to the roster without adding myself as an employee.  Can anyone advise on how I can do this please?

Solved
Best answer April 06, 2022

Accepted Solutions
katherinejoyceO
QuickBooks Team

Add self employed staff to roster

Thanks for coming back for more support, @VGG-Accounting. I understand the need to add a self-employed owner to the roster is essential to your company, currently you would need to have them as employee to be able to add to the roster.

 

I appreciate your concept and ensure it reaches our engineers for consideration in future updates.

 

In the meantime, I'm encouraging you to submit your suggestion directly to our developers by selecting the Gear icon and Feedback. 

 

Leave a comment below if you have any follow-up questions. I'll get back to you right away.

View solution in original post

3 REPLIES 3
CharleneMaeF
QuickBooks Team

Add self employed staff to roster

Thanks for choosing QuickBooks in tracking payroll, VGG-Accounting. I can see how important it is to add yourself to the roster. I'm here to share some details.

 

To add yourself to the roster, you'll need to be an employee in the program. Otherwise, you can set up an owner's draw account. Then, use it to pay yourself. I'll show you how:

 

  1. Go to the Accounting menu and click Chart of Accounts
  2. At the upper-right, click New
  3. Select Equity as the Account Type
  4. Choose and click the Owner's Equity
  5. Give a name for the equity account and then enter an opening balance. 

 

Here's how you can use the account to pay your wage:

 

  1. Click the +New button from the left menu.
  2. Select Cheque
  3. Enter the bank account your fund will be withdrawn. 
  4. In the Account field, select the equity account we set up.
  5. Click Save and close

 

For additional tips on how to pay yourself, please see this article: Salary or Draw: How to Pay Yourself as a Business Owner.

 

To review the cheques, you can run the Check Detail report. Below are the instructions on how to do it:

 

  1. Go to Reports.
  2. Enter Check Detail on the search bar.
  3. Customize the filter of the report if needed.
  4. Click Run report.

 

If you need assistance in dealing with your other payroll tasks, don't hesitate to get back on this thread, VGG-Accounting. We're always here to help you.

VGG-Accounting
Level 1

Add self employed staff to roster

Paying self employed staff is not the problem.  Adding the self employed owner to the roster is the problem. Despite being the owner, he still works shifts so for his and the other staff benefit, his shifts need to go on to the roster but there doesn't seem to be a way to add him.

katherinejoyceO
QuickBooks Team

Add self employed staff to roster

Thanks for coming back for more support, @VGG-Accounting. I understand the need to add a self-employed owner to the roster is essential to your company, currently you would need to have them as employee to be able to add to the roster.

 

I appreciate your concept and ensure it reaches our engineers for consideration in future updates.

 

In the meantime, I'm encouraging you to submit your suggestion directly to our developers by selecting the Gear icon and Feedback. 

 

Leave a comment below if you have any follow-up questions. I'll get back to you right away.

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