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natalies1
Level 1

Finish Payroll History

I am trying switching over to QBs payroll from a different provider. I can't get past "Finish Payroll History" because I have a lot of old employees missing information, but they are not current employees and did not get paid this year at all. Do I need to fully delete these employees?

3 Comments 3
GenmarieM
QuickBooks Team

Finish Payroll History

It's great having you here in the Community, natalies1. You can make your employees inactive instead of deleting them so you can get past with Finish Payroll History. Let me guide you through the process.

 

Here's how you can make your employees inactive:

 

  1. Go to Payroll, then click on Employees.
  2. Choose an employee you want to make inactive.
  3. On the Employment details tile, click Edit.
  4. Hit the dropdown arrow under Status.
  5. From there, choose either Terminated, Not on payroll, or Deceased options to inactivate your employee.
  6. Once done, hit Save.

 

Moreover, feel free to visit this article for detailed steps and information on how to make your employee inactive in QuickBooks Online Payroll: Change your employee's status on payroll.

 

Also, I've added this article you can check out to manage your payroll schedules or if you want to run payroll reports soon:

 

 

Furthermore, you can take your payroll management to the next level with our QuickBooks Payroll service. Experience seamless efficiency as you streamline your payroll processes and focus on what really matters growing your business.

 

Keep your post coming if you have additional concerns or questions about managing your employees. We'll always be here 24/7 to help.

natalies1
Level 1

Finish Payroll History

Hello, thank you for your reply. 
I have already done this though. My inactive employees are all listed as terminated, etc. but it still won’t let me continue without updating all of their info. Only their names are in there now and I don’t have all of the other old info to enter. 

RhoiceW
QuickBooks Team

Finish Payroll History

I appreciate the update, Natalie. It seems that you're having trouble processing the payroll history of your employee's. Let's work on this together to finish your employee's payroll history.

 

When transitioning to QuickBooks Payroll from another provider, for employees who are no longer working with you and have not been paid this year, you don't need to change their status to inactive if they're no longer receiving payment.

 

That said, you can completely delete them since they're no longer in your payroll and you're transitioning to another provider. Deleting them will no longer affect your account.

 

Here's how:

 

  1. On the left panel of your QBO, click Payroll.
  2. Select employees, then look for your inactive employee.
  3. Click the dropdown button under Actions.
  4. Select Delete employee.

 

Furthermore, you can refer to this article for detailed steps in removing your employees: Delete an employee's profile from payroll.

 

Additionally, once you transition to the new provider, refer to this article to learn how to print your employees' paychecks and pay stubs: Print or reprint paychecks and pay stubs.


Thank you, Natalie, for your patience and for choosing QuickBooks Payroll. Should you need any further help or have more questions, feel free to reach out directly. I'm here to ensure everything goes smoothly for you.

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