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kelper62
Level 3

NEW EMPLOYEE TEMPLATE LOCATION

Hello QB Community.  I am trying to locate the "original" new employee template in my company's QB Desktop.  We have revised the payroll item names & I need to make the changes to the template.  I am no luck in location the template for the New Employee.  

 

As always your help and knowledge is greatly appreciated.

 

Thank you!

Solved
Best answer September 27, 2024

Best Answers
ZackE
Moderator

NEW EMPLOYEE TEMPLATE LOCATION

Thanks for getting in touch with the Community, kelper62. I appreciate your detailed information.

 

If you're referring to employee defaults, which automatically appear on employee profiles to save you time while adding workers, you'll need to be signed in as the QuickBooks Admin user to access this feature.

 

In the event you don't have access to your QuickBooks Admin login credentials, you can reset them/consider recovering the account. If necessary, you can also have your QuickBooks Admin role transferred to a different user.

 

Once you're signed in as the QuickBooks Admin, here's how to access and make changes to employee defaults:
 

  1. In your top menu bar, go to Edit, then Preferences.
  2. Open the Payroll and Employees tab.
  3. Hit Company Preferences, then Employee Defaults.
  4. Make any necessary changes.
  5. Select OK.

 

If you need any guidance on best practices with your bookkeeping processes, you can consider taking a look at QuickBooks Live Expert Assisted. Each Live Expert is able to help you with making the most out of your books.

 

I've also included a couple detailed resources about working with employees and users which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!

View solution in original post

3 Comments 3
ZackE
Moderator

NEW EMPLOYEE TEMPLATE LOCATION

Thanks for getting in touch with the Community, kelper62. I appreciate your detailed information.

 

If you're referring to employee defaults, which automatically appear on employee profiles to save you time while adding workers, you'll need to be signed in as the QuickBooks Admin user to access this feature.

 

In the event you don't have access to your QuickBooks Admin login credentials, you can reset them/consider recovering the account. If necessary, you can also have your QuickBooks Admin role transferred to a different user.

 

Once you're signed in as the QuickBooks Admin, here's how to access and make changes to employee defaults:
 

  1. In your top menu bar, go to Edit, then Preferences.
  2. Open the Payroll and Employees tab.
  3. Hit Company Preferences, then Employee Defaults.
  4. Make any necessary changes.
  5. Select OK.

 

If you need any guidance on best practices with your bookkeeping processes, you can consider taking a look at QuickBooks Live Expert Assisted. Each Live Expert is able to help you with making the most out of your books.

 

I've also included a couple detailed resources about working with employees and users which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!

kelper62
Level 3

NEW EMPLOYEE TEMPLATE LOCATION

Thank you very much for the solution!  It worked perfectly!

SashaMC
Moderator

NEW EMPLOYEE TEMPLATE LOCATION

I am so happy to know it all worked out! If you have any other questions, you know where to find us! Have a good day kelper62!

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