Payroll Reclass Not Working

Thank you for posting here, @simeonshigg.

I'll gladly share the workaround to enable you to close the books in QuickBooks Online (QBO).

Based on the screenshot you added, the following message indicates the inability to update all the transactions within the date you have set. To sort it out, we can select a closing date that only covers your three months' transactions. This enables the system to update them and get loose from the error message.

Here's how: 

1. Go to the Gear icon and select Account and Settings.
2. Select the Advanced tab.
3. In the Accounting section, click on the Edit icon. Then, toggle on the Close the books options.
4. Enter a Closing date.
5. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date:

•  Choose Allow changes after viewing a warning to make a warning message appear.
•  Choose Allow changes after viewing a warning and entering a password to require the user also to enter password. Then enter the password in the fields below.

   6. Click Save, then Done.

You can also check out this article for more details: Close your books in QuickBooks Online.

In addition, you can also pull up a variety of payroll reports in QuickBooks. This will give you a closer look at your employee's total wages, deductions, and tax information in a certain period. For the complete list of available payroll reports and how to pull them up, kindly refer to this article: Run payroll reports.

Feel free to add a comment if you have more questions about payroll. The Community always has your back. Have a good one!

Thanks for informatin..  

Hello,

Thank you for this reply.  We normally have not changed this until year-end close.

If I change this date now, won't it present a warning for every transaction the rest of the year?

Thanks for getting back here in the thread, @simeonshigg. I'm here to provide more information about choosing a closing date to update transactions in QuickBooks Online (QBO).

Yes, you're right. If you continue your current settings, which is having your closing date cover at least three months' worth of transactions, you won't receive the same prompt again. But if you decide to expand your closing date to four months' worth of transactions or more, QuickBooks may have a hard time updating them.

In addition, I've got you this article to help you wrap up this years' payroll: Year-end checklist for QuickBooks Online Payroll.

Also, you can visit this page in case you'd like to add more details to your reports in QBO: Customize reports in QuickBooks Online.

As always, our door is open 24/7 in case you have any additional QuickBooks-related concerns. Don't hesitate to click the Reply button below. I'll be here, ready to respond. Stay safe!

What has changed?

I know that I did something similar to this back in May/June for this year.

My system used to have an end date, but it does not any longer.

Thank you,

I appreciate you for sharing your experience with us, @simeonshigg.

I can see that you've once had the option to enter an end date in QuickBooks Online (QBO) Payroll when updating transactions all at once. Allow me to redirect you to the best help available so we can have that feature back and return to business seamlessly.

You can reach out to our customer support team by arranging a callback or through chat and request a screen-sharing session with them in a secure setting. Here's how:

1. Go to Help and click the Search tab.
2. Click Contact us.
3. Provide a brief description of your concern and click Continue.
4. Choose between Chat with us and Have us call you.

For QBO Payroll Core and Premium, our supports are available Mondays to Fridays from 6 AM to 6 PT, while for QBO Payroll Elite, they're available every day at any time of the day.

If you need to manage your payroll accounting settings to keep track of your payroll transactions, you can see this article: Change your accounting preferences in QuickBooks Online Payroll.

Let me know if you have additional questions about payroll by leaving a reply below. We'll make sure to respond to your every concern. Take care.

This doesn't answer the question

What changed?

Thank you for your response.

Hello there, @Simeon.

Allow me to join this thread and add some additional information regarding the issue that you're encountering.

First off, I want to confirm if you want to update your existing transactions or close your books. If you want to close your books, that's when you'll be given the option to enter a closing date. However, if you mean to update your existing transactions, you only have the option to choose a start date which is showing based on your screenshot.

To fix this, I recommend adjusting the start date range as stated in the screenshot. 

If you're still getting the same error message even after changing the start date range, I suggest contacting our Customer Support Team. You can follow the steps on how to contact them given above by @JaeAnnC.

I'm also adding this reference for tips and dates to remember in preparation for the coming year-end: Year-end guide for QuickBooks Online.

Don't hesitate to leave a comment below if need any additional assistance in managing your books and transactions in QuickBooks Online. Have a great day!

I do not want to affect year-end at all.

This was a reclass that QBO did not allow me to do as the screenshot shows.

I will reach out to QBO support as the Community and employees have pointed out.