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rjlane
Level 1

My client processes payroll from a third party. and entered in QBO via JE. Employee details are saved when entering the JE. How do I see employees on list?

Going through Payroll Tab and QBO wants to set up payroll.  We don't need that.  Just need to see and be able to edit Employee details and I'm not finding the Employee List.
4 Comments 4
AnneMariee
QuickBooks Team

My client processes payroll from a third party. and entered in QBO via JE. Employee details are saved when entering the JE. How do I see employees on list?

Hi there, rjlane. Allow me to provide information on making changes to employee info in QuickBooks.

 

The process of editing employee information depends on how your client set up their profiles. I'd recommend heading to the journal and looking up the employee's name to edit their details.

 

Here's how to access the journal:

 

  1. Go to Reports.
  2. Type Journal in the search bar.
  3. Click Journal.

 

Then, click on an employee under the Name column. This will redirect you to the specific transaction page. From there, check the Customer or Vendor dropdown to see how your client listed their worker in QuickBooks Online (QBO). 

 

image.png

 

Afterward, you can find their profiles on the Customers or Vendors page and edit their details. If they were set up as a customer, here's how you can edit their info:

 

  1. On the left navigation panel, click Customers & leads.
  2. On the Customers tab, select the employee you wish to make changes to.
  3. Click the Edit button.
  4. Make the necessary changes.
  5. Then, click Save.

 

On the other hand, if the employee was saved as a vendor, you'll find them on the Expenses page. Here's how:

 

  1. Go to Expenses
  2. On the Vendors tab, select the employee you wish to make changes to.
  3. Click the Edit button.
  4. Make the necessary changes.
  5. Then, click Save.

 

I'll leave this article for more details on entering payroll checks in QBO: Manually enter payroll paychecks in QuickBooks Online.

 

You may want to print a journal entry in the future. Here's an article to guide you: Print a journal entry report in QuickBooks Online.

 

If you have any other clarifications and concerns about editing employee information in QBO, please don't hesitate to click the Reply button. I'll be around to help you out. Have a wonderful day.

rjlane
Level 1

My client processes payroll from a third party. and entered in QBO via JE. Employee details are saved when entering the JE. How do I see employees on list?

The Journal Report is not showing any Employee names even though when I view the Journal itself the name are there.  And the names are entered as Employees.

 

Employee.png

 

I can’t see the Employees anywhere but in the JE.  I cannot see them under Payroll: Employees.   Customer and Vendor Lists work just fine.

rjlane
Level 1

My client processes payroll from a third party. and entered in QBO via JE. Employee details are saved when entering the JE. How do I see employees on list?

Journal.png

AldritchM
QuickBooks Team

My client processes payroll from a third party. and entered in QBO via JE. Employee details are saved when entering the JE. How do I see employees on list?

Thanks for coming back.

 

I appreciate you for doing the steps provided by my colleague. 

 

Allow me to join in and add more insights on editing the employee details imported from third-party apps. 

 

I'd suggest contacting the support team from the third-party application to ask for guidance in migrating the employee list together with employee details. 

 

Once, they provide a file here's how to import it into QuickBooks Online (QBO):

 

  1. Select Payroll.
  2. Select the dropdown arrow next to Add Employees and choose Import Employees.
  3. Select Select File, choose your completed template, and then select Open.
  4. Select Confirm Upload. 

 

For detailed guidance, refer to this article: Import employee data into QuickBooks Online.

 

If there is no option, I'd advise manually creating the employees in QBO. Refer to this link for guidance: Add your new employee to QuickBooks.

 

Once, everything is all set, you may utilize this article to run an employee report: Run reports in QuickBooks Online.

 

If you have more questions about managing your employee data, feel free to reply. I'm always around to help!

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