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Level 1

First pay run - director question

there is a name on my employee list that shouldnt be there as an employee. quickbooks will not allow me to process a first payroll check until  all info for all employees have been entered.  when i go to delete this name, it says there is  information currently on this name.   how can i move this name from an employee to another list?

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QuickBooks Team

First pay run - director question

Hi there, Alene.

 

For now, the system requires that all names under the Employee list should have all the required information filled out before running a payroll. Also, you can only remove it from the list if all transactions associated with that person are deleted. Though, we don't recommend deleting them because it'll change your account balances. 

 

The closest option we have is to enter all information, and then change the status to Not on Payroll. After changing the status, you can set up the person as a vendor or move it to a different list.

 

Here's how to change the employee's status:

 

  1. Open the person's profile in the Employee List.
  2. Click the Pencil icon beside the Employment tab.
  3. Click the drop-down arrow for Status and select Not On Payroll.
  4. Click Done.

We have more details about changing an employee's status in this Help article: Terminate, Deactivate, Or Delete An Employee In QuickBooks Online Payrol.

 

 

Leave me a note below if you have other questions. I would be glad to help you again.

 

 

 

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