Payroll for one person filling two jobs

I can share some tips on how to handle that, Mark.

Adding employees with multiple roles is currently unavailable in QuickBooks Online. As a workaround, you can set up an additional rate type to pay employees different amounts. This way, you'll be able to separate or distinguish the earnings from the church and daycare center.

With regard to your concern, you can add their past pay information to ensure that the year-to-date (YTD) totals on your employees’ pay stubs are accurate. Take note this is only applicable for the current calendar year and there are no paychecks created for the employee yet. Here's how:

1. Go to the Payroll menu.
2. Select the Employees tab.
3. Choose the appropriate employee, then click the Edit icon.
4. Under How much did you pay [employee] this year? section, select +Enter [year] prior pay details.
5. Answer the questions to set the time period the employee got paid.
6. Enter the necessary information and then follow the on-screen instructions.

On the other hand, if you already created paychecks for that employee, I recommend contacting our Payroll Support Team. One of our representatives will up your account in a secure environment and enter the information for you. Here's how to connect with us:

1. Go to the Help icon.
2. Select Talk to a human.
3. Enter "Talk to a human" again in the search bar.
4. Choose I still need a human, then click Contact us.
5. Select Get a callback or Send a message to start a conversation.

I'm also adding this article to help track and manage your payroll transactions in the program: Run payroll reports.

Feel welcome to visit the Community again if you need further assistance in completing your other payroll tasks. Have a pleasant day ahead.

KlentB -

Thank you for the reply.  I've reviewed it and I'd previously found the rate type option previously.  Sadly, I found to mention in my original post that this employee is paid salary for both roles.  My plan, ultimately, is to add the two salary amounts together.  The challenge, for this calendar year, is that rate types only apply to hourly positions.

Now, I think I can use her existing employee record (from her church staff position) if I could adjust (manually or with the help a QB staffer), the amount of Fed Withholding, SS and Medicare deductions she paid Jan-Jun (part of last school year).  Is this possible?

I'm here to share insights about your employee's payroll record, @usermcbbwarner.

Since you've already created paychecks previously, it's best to contact our Payroll Care Team. As mentioned by my colleague above, our specialists online have the tools needed in entering the payroll adjustment for your employee.

You may also consider reading through this reference with the topics you can use while working with your employee's payroll with us: Help Articles for QuickBooks Online Payroll.

Let us know in the comments below if you have any other questions about payroll tasks and navigations. Take care and stay safe!

OK, I contacted your support team and got a call from Judith.  She sent me a template to request manual adjustments to the payroll figures for one associate who fills two roles; one paid in QBO and one not (until now).  I also have 3 other associates I need to add to QBO Payroll and brand new.

I reviewed the template Judith linked to me via email.  The first challenge that I've got is that the template seems to be at the most granular level possible...allowing adjustments to individual pay checks, pay periods, etc.  What I need is what I understand is supposed to available when adding new employees who've not yet been paid via QB....the ability to adjust YTD payroll figures like gross pay, FIT, SS, Medicare for the associate who has been paid by QB this year for her first role.

My second issue is that after adding the 3 new employees, which I did in steps since I was missing some key data initially, I am NOT presented the chance to enter payroll details from earlier this year when the payroll was done outside QB.

So, for both scenarios I am unable to use QB for these 4 employees.  I need help.  If I need to call support again with my claim number from my call yesterday, I can do that.  I just need to get this fixed.

Respectfully and frustratedly,

Mark W.

Hello, @usermcbbwarner.

I appreciate the time you've taken to contact support and following up here with us. 

Prior payroll can only be entered before running your first payroll. If you have ran payroll and need to enter EEs with prior payroll, you'll need to contact our Payroll Support Team again. This way, our agents can use their tools and a correction can be made. 

For additional information about this process, please see the How do I edit my payroll history or prior payrolls section in our help article: Set up Prior Payroll in QuickBooks Online.

Thank you for your continued patience, @usermcbbwarner. Please feel free to reach back here anytime. Take care!

Tori B -

Thanks for the quick reply.  I just have two follow up questions;

1. Is the 'have you run payroll before' question unilateral (meaning if I've run it for any employee ever) such that I will not be prompted to enter the YTD tax data for newly added employees (who have never been paid from QB)?  If that's you're meaning, I struggle to understand why this is.  I fully understand this for existing employees but new ones makes no sense.

2. The template the support team sent far more detail than I believe I need to adjust YTD gross pay, and taxes withheld for the 3 newly added employees and 1 updated employee.  Is there a template that just allows me to update the gross pay and tax information for the first of the year without gathering tons of data about every pay period YTD?  Sorry, but I'm not clear if you can help with this or if I need to contact support again.  It seems that if I can just enter YTD values when no payroll has been rule I should be able to add/update totals for the new to QB folks....why am I forced to enter loads of minutia for every pay period this year just to get the total FIT, SS and Medicare $ withheld?

Mark

Support -

Is anyone going to answer my last posting?  Is there a way to simply adjust YTD payroll values like gross pay, FIT, SS and Medicare without providing full details of every pay check issued this year?  It also seems that I need to have the data for the other 3 employees manually entered by QB payroll support since payroll has been run previously (for others).  Is this correct?

I'd appreciate a reply since we're trying to move more associates into QB payroll (thus generating more income for you) but can't until this mess gets sorted.

Mark

I've got your back in sorting out your YTD payroll concerns in QuickBooks Online Payroll (QBOP), @usermcbbwarner.

When you've already run payroll or created paychecks in QBOP and then want to enter some of your employees' (both new and old) prior pay information, you'll have to contact our payroll specialists. They have the necessary tools to enter your payroll adjustments and ensure your employees' YTD totals are accurate.

The full details of every paycheck you've issued this year are necessary so our Payroll Care team can adjust your YTD payroll values like gross pay, FIT, SS, and Medicare. You'll have to fill in the template sent by our support team to adjust your YTD data, then contact them again whenever you're ready by following these steps:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us. Make sure to initiate contact during support hours.

I've attached a screenshot below that shows the last five steps.

In keeping with this, I'm adding this article to further guide you in managing your payroll and employees using QBOP: QuickBooks Help Articles. It includes topics about setting up and editing payroll, money movement, and benefits. You can also click the + More topics button to view other selections.

You can keep me posted on how it goes by leaving a comment below. If you have other payroll concerns, I'll gladly help. Take care, and I wish you continued success, @usermcbbwarner.