cancel
Showing results for 
Search instead for 
Did you mean: 
regadvisors1
Level 1

How do I modify scheduled pay periods in basic Payroll?

 
Solved
Best answer March 27, 2020

Best Answers
RaymondJayO
Moderator

How do I modify scheduled pay periods in basic Payroll?

Thank you for confirming to us the QBO product, version, the browser you're using, and your user access, @regadvisors1. These help me determine the root cause of this issue, and I've got the steps to achieve your goal. 

 

You won't be able to edit pay schedules from the Payroll Settings menu since you're using Premium PayrollThat's why you're unable to see the option provided by MaryLandT above. You'll have to go directly to the Workers menu so you'll be able to edit them. I'll guide you how. 

  1. Go to Workers from the top menu. 
  2. Select Employees
  3. Choose an employee.
  4. Click the Edit (Pencil) icon beside Pay
  5. In the How often do you pay [employee]?, hit the Edit (Pencil) icon. 
  6. Select or enter the correct pay period ending frequency.
  7. Update the name of the pay schedule. 
  8. Check the Use this schedule for employees you add after [employee] box. 
  9. Choose an option if a new pay schedule will be created or the schedule will be updated for all employees listed. 
  10. Hit Continue and click Done.

 

The screenshot below shows you the last five steps. Just repeat the process above for other employees' pay schedules. For detailed instructions, see the QuickBooks Online Payroll (all other versions) pay schedules section through this article: Managing Pay Schedules

EditPaySchedules.PNG

 

Once done, you can now create paychecks for your employees using their updated pay schedules. This way, you'll be able to report their payroll and tax info to the appropriate agencies timely. 

 

Please know that I'm here anytime you have other concerns. Have a great rest of your day, @regadvisors1.

View solution in original post

13 Comments 13
MaryLandT
Moderator

How do I modify scheduled pay periods in basic Payroll?

Hi there, regadvisors1,

 

I'd be glad to walk you through modifying schedule pay periods in QuickBooks Online Payroll.

 

The following steps listed below will guide you through the process:

 

Edit a pay schedule

  1. Click Settings ⚙, then pick Payroll Settings.
    payrollsettings.PNG
  2. Under Payroll and Services, click Pay Schedules.
  3. Locate the pay period you want to modify, then click Edit.
  4. Choose a pay period.
  5. Enter all required fields.
  6. Click OK.

Assign the pay schedule to an employee

  1. Go to Workers from the left navigation bar, then Employees.
  2. Click an employee.
  3. Hit Edit Employee.
  4. Click small arrow ▼ icon by How often do you pay [employee]?.
  5. Set the employee's pay schedule, then select Done.

You can also refer to this page: Employee payroll schedules in QuickBooks Online Payroll Enhanced for more details includes the number of payout per year.

 

I'm always available here to answer your questions. Feel free to leave a comment below, and I'll get back to you.

 

Thank you and take care always!

regadvisors1
Level 1

How do I modify scheduled pay periods in basic Payroll?

Screen Shot 2020-03-25 at 8.46.42 AM.png I don't have that option you have suggested.

Ashley H
QuickBooks Team

How do I modify scheduled pay periods in basic Payroll?

Good morning, @regadvisors1.

 

I'd like to ask a few questions to get a better understanding of this situation:

  • What type of QuickBooks Online subscription do you have?
  • What web browser are you using for your account?
  • What is your User Type? (Master Admin, Company Admin, Accountant, Limited User, etc)

If you can get back to me with more details, I can assist you further and get your Pay Schedule corrected!

 

I'll keep a close eye out for your response. I'll talk to you soon.

regadvisors1
Level 1

How do I modify scheduled pay periods in basic Payroll?

QB Simple Start and Payroll Premium

Safari

Master Admin

RaymondJayO
Moderator

How do I modify scheduled pay periods in basic Payroll?

Thank you for confirming to us the QBO product, version, the browser you're using, and your user access, @regadvisors1. These help me determine the root cause of this issue, and I've got the steps to achieve your goal. 

 

You won't be able to edit pay schedules from the Payroll Settings menu since you're using Premium PayrollThat's why you're unable to see the option provided by MaryLandT above. You'll have to go directly to the Workers menu so you'll be able to edit them. I'll guide you how. 

  1. Go to Workers from the top menu. 
  2. Select Employees
  3. Choose an employee.
  4. Click the Edit (Pencil) icon beside Pay
  5. In the How often do you pay [employee]?, hit the Edit (Pencil) icon. 
  6. Select or enter the correct pay period ending frequency.
  7. Update the name of the pay schedule. 
  8. Check the Use this schedule for employees you add after [employee] box. 
  9. Choose an option if a new pay schedule will be created or the schedule will be updated for all employees listed. 
  10. Hit Continue and click Done.

 

The screenshot below shows you the last five steps. Just repeat the process above for other employees' pay schedules. For detailed instructions, see the QuickBooks Online Payroll (all other versions) pay schedules section through this article: Managing Pay Schedules

EditPaySchedules.PNG

 

Once done, you can now create paychecks for your employees using their updated pay schedules. This way, you'll be able to report their payroll and tax info to the appropriate agencies timely. 

 

Please know that I'm here anytime you have other concerns. Have a great rest of your day, @regadvisors1.

View solution in original post

denisejackson227
Level 1

How do I modify scheduled pay periods in basic Payroll?

Thank you for the step by step instructions on how to modify scheduled pay periods in basic payroll.

 

If I do this, will the time-sheet automatically change to the new pay period schedule.

Maybelle_S
QuickBooks Team

How do I modify scheduled pay periods in basic Payroll?

Yes, @denisejackson227.

 

The timesheet will automatically change to the new pay period schedule after modifying the pay periods in basic payroll.

 

To do so, you can follow the steps given above.

 

You can also refer to this page: Employee payroll schedules in QuickBooks Online Payroll Enhanced for more details include the number of payouts per year.

 

Please know that you can always get back to us if you have other questions. I'm always here to help.

Tiffiny Taylor Krugh
Level 4

How do I modify scheduled pay periods in basic Payroll?

Can I remove a pay schedule from future use?  I currently have two options, both named exactly the same "Every Other Friday" & it is causing some confusion.

 

Thank you

Rubielyn_J
QuickBooks Team

How do I modify scheduled pay periods in basic Payroll?

Yes, you can remove a pay schedule in QuickBooks Online, @Tiffiny Taylor Krugh

 

If you have two options having the same name, we can delete the other one to avoid any confusion. But before doing so, make sure you don't have any employees assigned to it. If there is, reassign the employees to another one.

 

Here's how you can eliminate a pay schedule if you're using the Enhanced payroll:

 

  1. Go to Settings  menu, then choose Payroll Settings.

  2. In the Payroll and Services section, click Pay Schedules.
  3. Choose Edit next to the pay schedule you want to exclude.
  4. Click Delete to remove it.

 

For more insights or if you're using another version of in QuickBooks Online payroll, please see this article for the detailed steps: Set up and manage payroll schedules.

 

In addition, let me share this link to help you process and run payroll in QuickBooks. You can do this step once you completed the company and employee setup of their payroll account.

 

Keep in touch if you have other questions about pay schedules. I'll be happy to help you again. Have a pleasant day ahead.

Tiffiny Taylor Krugh
Level 4

How do I modify scheduled pay periods in basic Payroll?

Thank you.  I should have clarified, I am using "QuickBooks Online Payroll Premium", I don't believe your suggestion will work.

AileneA
QuickBooks Team

How do I modify scheduled pay periods in basic Payroll?

Thank you for clarifying to us the QBO product version you're using, Tiffiny Taylor Krugh.  

 

You won't be able to modify the pay period from the Payroll Settings menu since you're using Premium Payroll. No worries, I'll share the steps on how you can update the schedule in your account.   

 

  1. Go to the the Payroll menu and proceed to the Employees tab.
  2. Select the employee's name.
  3. Tap Edit employee.
  4. Press the drop-down list for How often do you pay [employee]?. Then, select the pay schedule for the employee moving forward. Or, to create a new pay schedule, select Add new and fill out the appropriate fields.
  5. Click OK, then select Done.

 

Here's an article about this process for more details: Set Up And Manage Payroll Schedules.  

 

I'll get right back to this thread if you have follow-up questions. Other members of the forum and the QuickBooks Team can also jump in and help you as well. ​Stay safe!

Tiffiny Taylor Krugh
Level 4

How do I modify scheduled pay periods in basic Payroll?

Thank you but you seemed to have missed the entire point of my original post.

I need to remove a duplicated pay schedule.  Both are named exactly the same "Every Other Friday" & it is causing confusion.

AlcaeusF
Moderator

How do I modify scheduled pay periods in basic Payroll?

Hi @Tiffiny Taylor Krugh,

 

I appreciate you for getting back to us here in the Community. Allow me to step in and provide some clarification about deleting a pay schedule in QuickBooks.

 

Currently, a direct way to remove the duplicate schedule in the Premium version is unavailable. You'll need to contact our Payroll Support Team for further assistance.

 

They can securely pull up your account and make the changes on your behalf. Our Customer Support Team for QuickBooks Online Payroll - Core, Premium is available from 6 AM - 6 PM PT (Monday - Friday).

 

Here's how:

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you

 

For additional reference, you can use the following article to learn how to review payroll preview summary or test messages when using Auto Payroll: Use Auto Payroll to pay your employees.

 

Keep us posted if you need anything else regarding the payroll schedules of your employees. Have a great day.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up