How do I amend the payroll journal template in Advanced? (I amended the chart of accounts for payroll items. Now the journals won't post ).

1935 1451 4278 549 · ‎July 27, 2020

Having invested much time sorting out issues after forced migration to Advanced, i was shown by operative how to amend/merge PAYE accounts. The final nail in the coffin is that now the pay run can't post to the journal as accounts have been deleted. The 'click here' for help takes me nowhere helpful.

GeorgiaC · ‎July 27, 2020

Hi 1935 1451 4278 549,

Thanks for your post.

You can check the accounts which the payroll is set to post to by going to Employees > Payroll Settings > Chart of Accounts.

If the accounts have been made inactive, you can re-activate these by going to Accounting from the left navigation menu > Chart of Accounts > Select the small cogwheel > Tick 'include inactive' and then re-active any required accounts.

If you have renamed any accounts. They need to be named the same name as in the payroll settings in order to post.

Please get back to us below if this does not resolve the issue.

View solution in original post

GeorgiaC · ‎July 27, 2020

Hi 1935 1451 4278 549,

Thanks for your post.

You can check the accounts which the payroll is set to post to by going to Employees > Payroll Settings > Chart of Accounts.

If the accounts have been made inactive, you can re-activate these by going to Accounting from the left navigation menu > Chart of Accounts > Select the small cogwheel > Tick 'include inactive' and then re-active any required accounts.

If you have renamed any accounts. They need to be named the same name as in the payroll settings in order to post.

Please get back to us below if this does not resolve the issue.

1935 1451 4278 549 · ‎July 27, 2020

hi and thanks for the reply. I followed the steps - good to know ! - but the account Wages Expense does not show when I click include inactive. This is likely because I changed the name to PAYE: Wages & Salaries for two reasons. One because I want it to show in the P's in the financial activities and not W's which is the last item on the list and out of place with other payroll and pension costs.

And because in previous years it was not called Wages - it's really annoying that QB has renamed all the payroll accounts in Advanced.

SO, to progress must I rename the account Wages Expense.? OR ideally can I amend the name of the account in the journal template?

thank you.

1935 1451 4278 549 · ‎July 29, 2020

Hi QB. You said get back to you if your suggestion didn't work. It didn't and I replied....but still waiting for your response to progress please.

Angelyn_T · ‎July 29, 2020

Hello, @1935 1451 4278 549.

You can perform the steps that best works for you and your business. You can either rename the account or edit the journal once every payroll is completed.

I also recommend working with a professional accountant to help account or record your transactions accordingly. Also, feel free to open the articles from this link for additional references while working with QuickBooks or payroll in the future.

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

1935 1451 4278 549 · ‎July 29, 2020

I did rename it and that is the problem. The journal won't post so I can't amend it. So neither of those options work best for me and it remains unsolved.

It's gobsmacking that QB keeps advising people to work with a professional accountant. I wouldn't have to if QB didn't insist I migrate to Advanced Payroll despite my protests that I am not a professional accountant and would like to stay on Standard. So now I pay more for Advanced and must pay for a professional accountant. No thanks...other packages look more appeal every day.

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How do I amend the payroll journal template in Advanced? (I amended the chart of accounts for payroll items. Now the journals won't post ).