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CWarck
Level 1

Assistance please. New Employee and IIF file error.

Hi, we need assistance in untangling an error.  A new employee started at a non-profit and was not entered into QuickBooks Desktop 2019 as a new employee.  The IIF's issued by the bank that handles the payroll were imported for 3 payroll periods but, because the new employee's information had not been entered into QuickBooks that data from the IIF was rejected (because she could not be found).  

I have never done this before so I would like to verify that my plan of action is correct (and I am rusty since I have not used QuickBooks in quite a few years). 

 

1) Delete the 3 bi-weekly IIF entries from the journal for the other two employees for each pay period.  

2) Add the new employee to QuickBooks. 

3) Import the 3 bi-weekly IIF forms for each of the 3 payroll periods into QuickBooks. 

 

Thank you in advance for your guidance.  

 

2 Comments 2
JasroV
QuickBooks Team

Assistance please. New Employee and IIF file error.

I'd be delighted to assist you in seamlessly importing your IIF files, @CWarck.

 

Yes, your plan of action is the best course. I'll guide you through the process. 

 

To begin with, you can follow along these steps on to delete the imported file.

 

  1. Go to the Lists menu in your QuickBooks Desktop (QBDT) and select Chart of Accounts.
  2. Click to open the account that contains the transactions you want to delete.
  3. Scroll to the transaction in the account screen. QuickBooks displays transactions in date order, with the most recent at the top of the screen.
  4. Click to select the transaction you want to remove.
  5. Select Edit in the main menu and then click Delete.
  6. Click OK to confirm the action.
  7. Repeat this procedure for each transaction you want to delete.
  8. To delete lists, go back to the Lists menu and select the listing you want to remove.

 

Another way is to find the most recent backup copy of your company file prior to the import and restore them. You can refer these links for the steps by steps process: 

 

 

Additionally, you can look for a third-party app that lets you delete those imported transactions by batch. Just hover to the App Center and browse for an app from there. Once you've found one, click it and select Get app now to link it to your QBDT.

 

Once done you can now add your employee to QBDT and re-import your IIF file.

 

Furthermore, I'm adding this article that you can read in case you want to learn how to enter prior payroll to your employees: Enter historical payroll data in QuickBooks Desktop Payroll.

 

I'll be around if you need more help with your employees and payroll. Keep safe and have a good one!

CWarck
Level 1

Assistance please. New Employee and IIF file error.

Thank you so very much, JasroV.  Appreciate your assistance.  

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