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Larissa_
Level 1

Duplicate Employee Profiles

I am trying to combine two employee profiles. The original profile has one check issued in 2023 and the most recent profile has a check issued in August of 2024. Both paychecks are direct deposit. 

 

I know I cannot combine them and need to delete one. I am just wondering the best route to go about making sure all the transactions are listed on the remaining employee profile. 

 

Is it best to use the profile with the most recent paycheck and copy the 2023 check forward? What is the process for recording the check from 2023 in the new employee profile since the DD had already cleared? Or what is the most efficient process to adding the 2024 paycheck to the original employee profile since it is DD?

 

Any help or guidance is greatly appreciated. 

1 Comment 1
JoanaC
QuickBooks Team

Duplicate Employee Profiles

I would happily help you resolve the issue with the duplicate employee, Larissa. We aim to make this transition as smooth as possible for you.

 

Yes, you're correct. You are unable to combine your employee's two profiles. However, we can keep the most recent profile, which has the 2024 check, and manually create the 2023 issued Direct Deposit under the keep profile. Here's how:

 

  1. Go to Banking, then select Write Checks.
  2. Provide the necessary details, including the Bank Account, Employee Name, Date Issued, and Check Amount for the check issued in 2023.
  3. Hit Save and Close.

 

Visit this link to learn how to generate checks, including creating, modifying, and printing them in QuickBooks Desktop.

 

I'm sharing this article to help you reconcile your account and ensure the accuracy of your transactions.

 

If you have any confusion or other concerns about your employee setup and direct deposit, please don't hesitate to comment below. We'll be here 24/7 to help you. Have a great day.

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