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LDO
Level 6

Change employee from direct deposit to manual check ....temporarily.

All our employees get paid by Direct Deposit.  But  I have one employee I would like to pay by manual check. This is not a permanent change.  This will only happen one time.  Next week I will want to switch her back to direct deposit.  How do I stop direct deposit for one week for just one person.
Thanks
LDO 
 

7 Comments 7
ShyMae
QuickBooks Team

Change employee from direct deposit to manual check ....temporarily.

I'm delighted to have you here with us today, @LDO. When processing payroll in QuickBooks Online, you can change the payment method for your employees. I'll show you how to do it.

 

Switching between payment methods for an employee must be done accurately and efficiently to avoid any disruptions in their payment. Be sure to communicate clearly with them regarding the change and ensure that their payment details are up-to-date before running payroll.

 

Here's a step-by-step guide on how to change from direct deposit to paper check:

 

  1. Head over to the Payroll menu, then Employees.
  2. Hit Run payroll. Choose your preferred pay schedule.
  3. Tick the specific employee.
  4. Below the employee's name, tick the dropdown to switch the pay method to Paper check.
  5. Preview payroll and submit.
     


After you have processed the manual paycheck for that employee, you can follow the same steps again to switch them back to direct deposit when you run the next payroll

 

In situations where the paycheck has been created but has not been sent or has already been sent to Intuit, please refer to scenarios 2 and 3 in the resource on how to handle this: Changing Direct Deposit into a Paper check.

 

To view a detailed summary of your company's payroll expenses, including employee salaries, bonuses, taxes, and other related costs, you can run a payroll report in the future. 

 

Maintaining accurate records of employee paychecks issued is essential. Ensure that every employee's payment method is managed properly and seamlessly switched from direct deposit to a paycheck and vice versa. Get back here if you need additional guidance or clarifications. Enjoy the rest of the day, @LDO

MelissaA2
Level 1

Change employee from direct deposit to manual check ....temporarily.

Does this dropdown to toggle between a paper check and direct deposit still exist? It is not showing under my employees when running payroll. 

I had to manually change to a paper check for a couple employees last pay period, but now when I want to return to direct deposit, the dropdown is not there and I am forced to re-enter all the direct deposit bank account information for the employees. 

Bring back the drop-down!!! 

MorganB
Content Leader

Change employee from direct deposit to manual check ....temporarily.

Thanks for joining this thread, MelissaA2.

 

I want to make sure you can easily switch between paper checks and direct deposit in QuickBooks Online Payroll.

 

The toggle to switch between payment methods should still be in place. As an initial troubleshooting step I recommend clearing the browser cache. The cache is to collect frequently used data to make loading web pages quicker and easier. If it becomes too full it can potentially cause certain viewing and performance errors. Clearing the cache will remove anything that's preventing this option to load properly. Here's how to get this done in Chrome for example:

 

1. At the top right, click More (three vertical dots).
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Click Clear data.
 

The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give this a try and let me know how things look afterward. I'll be here if you need a hand with anything else.

LDO
Level 6

Change employee from direct deposit to manual check ....temporarily.

None of this works.  I have cleared cookies,cache and logged in cognito mode and there is no dropdown box.
please help!
Re: Change employee from direct deposit to manual check ....temporarily.

jenop2
QuickBooks Team

Change employee from direct deposit to manual check ....temporarily.

A dedicated column for selecting a payment method has been added to the Run Payroll window, LDO. I also appreciate your response outlining the steps you've already taken to address the issue.

 

No worries, I'll guide you through the steps to ensure that this column is visible when creating paychecks. This will enable you to temporarily select a paper check when processing employee payments. Here’s how:

 

  1. Click the Customize button in the right-hand corner.
  2. Look for Pay method and check the box before it.
  3. Click the X button to exit the page.

 

pay method.pngpay method 2.png

 

After this, the option to change pay methods will appear under the Pay Method column.

 

Check out these articles if you need more guidance and resources when creating paychecks in the program:

 

 

If you need further assistance with payroll and employee management in QBO, please don't hesitate to reach out to us again. We're here to help and will respond promptly to your questions.

LDO
Level 6

Change employee from direct deposit to manual check ....temporarily.

If I do this for only 1 week, will i have to come back and re-enter the employees bank information ?

 

jeanbiverly_
QuickBooks Team

Change employee from direct deposit to manual check ....temporarily.

Thanks for reaching out again, @LDO. I recognize the importance of maintaining smooth operations, especially regarding your team's finances. I've got you covered.

 

You don't have to enter their bank information again when you temporarily turn off your employee’s direct deposit feature temporarily as you run payroll. For detailed steps, feel free to follow the steps provided by my colleague, jenop2.

 

On the other hand, if you've changed the payment method directly on the employees profile, you'll need to re-enter your employee’s bank details when switching back to direct deposit. To do this, you can either manually enter the information or invite your employee to QuickBooks Workforce so they can input it themselves.

 

Here's how to send an invitation:

 

  1. Navigate to Payroll and choose Employees.
  2. Select your employee from the list.
  3. Click the Send invite button near Pay and tax docs.
  4. Input your employee's details, then hit Send email.

 

 

After completing these steps, your employee will receive an email containing a link to set up and use QuickBooks Workforce. This will enable them to easily add their banking information.

 

To check your employee’s progress, you can view it from the Payroll menu under the employee list.

 

For your reference, visit this article: Invite your employees to QuickBooks Workforce to see pay stubs, W-2s, and more if you use QuickBooks....

 

In case you need to request a direct deposit reversal in the future, check out this article for guidance: Reverse a direct deposit in QuickBooks Payroll.

 

If you have any additional questions or need help with changing your employee's payment method, please feel free to reach out. Wishing you smooth payroll processing, LDO!

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