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KimmieJ0
Level 1

Edit payroll items used on paychecks

Due to a recent wc annual audit, we've realized that payroll items were set up somewhat incorrectly and not used properly.  Tax accounts and how the line items are accounted for are all fine.  Essentially what needs to change is the line item itself.  They are currently set up as:

 

Straight time

Straight time admin staff

straight time job staff (should be straight time tech 2)

straight time tech 1

 

The way these line items report should not be any different.  However, we have employees that should have been assigned to Tech 1, and employees that should have been assigned to Tech 2.  Unfortunately for the entire year (yup this was way before me) all of them have been just paid under "Straight time".  I need to change this.  What are the steps to do so, with out losing all the paycheck information currently listed under straight time.  Since our straight time line items flow in to jobs, an employee may have 15 line items with hours assigned to each job they worked in a two week period.  How do i edit the line item with out losing the information that is already there?

 

Right now if I edit a paycheck detail from prior payrolls, it blanks out the existing hours and job assigned on that line:

 

Straightime - 4.50 hours  "Blah Blah Customer"  "Blah Blah Class".

 

If I change Straight time to say tech 1 - I lose the info that follows it.  I forsee a lot of data entry in my future :).

7 Comments 7
Giovann_G
Moderator

Edit payroll items used on paychecks

I know a way to change the payroll item, KimmieJ0.

 

One of the most significant pieces of information for tracking individual amounts on a paycheck is the payroll item. Following the steps below will allow you to change the name:

 

  1. Go to the Lists menu, select Payroll Item list.
  2. Right-click on the payroll item you'll want to change, then choose Edit Payroll Item.
  3. Enter necessary changes to the Payroll Item name.
  4. Hit Next until you can select Finish.

 

Check out this article for more details: Edit payroll items used on paychecks. Also, you can reach out to your accountant for the proper action to take before doing some changes to ensure the accuracy of your books.

 

Furthermore, I've got this helpful resource for learning how to adjust employee direct deposit paychecks if the information entered is incorrect: Delete or void employee paychecks.

 

If you require more payroll assistance, you can post a reply below. I'll always be here to support you.

KimmieJ0
Level 1

Edit payroll items used on paychecks

Thank you for responding.  This however only partially fixes the issue and may actually create another issue.  Keep in mind everyone is currently listed under the heading Straight time.  There are two groups, one needing to be Tech 1 and the other Tech 2.  If I change the heading of standard time to Tech 2, simply because there are more employees that will stay in this group, I still need to move part of that group to Tech 1. 

 

This is what the paycheck detail looks like after changing the name of "straight time" to "Straight time - tech 2" and then what happens when I update the line item to tech 1 (see example below)Tech2.PNGTech 1.PNG

Am I going to have to go through the tech 1 employees and recreate every line item dating back to the beginning of the year???

KlentB
Moderator

Edit payroll items used on paychecks

Thanks for keeping us updated, KimmieJ0.

 

Yes, that's right. You would need to edit each paycheck and then replace "Straight time" with the correct payroll item. This is the ensure that the data in your payroll reports are accurate. Here's how:

 

  1. Go to the Employees menu.
  2. Choose Payroll Center.
  3. Select the appropriate payroll from the Recent Payrolls section.
  4. Open the paycheck, and then click the Paycheck Detail button.
  5. Make the necessary changes.
  6. Click OK, then choose Yes to confirm the action.

Additionally, here' an article that you can read to help manage and track your payroll transactions in QuickBooks Desktop: Customize payroll and employee reports.

 

If there's anything else that I can help you with, please don't hesitate to visit the Community again. Have a good one.

KimmieJ0
Level 1

Edit payroll items used on paychecks

Just confirming before I get started on this task.  I will be making the changes in the paycheck detail section.  Will I also need to make these changes in the timesheet section of QB?

 

timesheet.PNG

AileneA
QuickBooks Team

Edit payroll items used on paychecks

Hello, KimmieJ0. 

 

Yes, you can update the changes made in the timesheet to ensure it's also aligned with the information you've updated in the paycheck. 

 

Then, I suggest to create a back up incase data damage occur. Please refer to this article: Back up your QuickBooks Desktop company file.

 

You can run a payroll summary report to make sure everything looks right. I have an article here on how to run this report: Create a payroll summary report

 

Please touch base with us if you need further assistance. Remember, we're always here to help. Stay safe!

Yvillle
Level 1

Edit payroll items used on paychecks

Has there been a change in Quickbooks Desktop - I am unable to make change stick when updating paycheck details. 

RCV
QuickBooks Team
QuickBooks Team

Edit payroll items used on paychecks

Let me help you edit your paycheck details in QuickBooks, Yvillle.

 

We can try closing and opening QuickBooks to refresh it. Once done, we can edit the employee's paycheck by following the steps below:

  1. Go to Employees and choose Employee Center.
  2. Tap Transactions tab.
  3. Choose Paychecks.
  4. Double click the paycheck.
  5. Click the Paycheck Detail.
  6. Tap the Unlock Net Pay option to update the changes. Once done, click the Lock Net Pay option.
  7. Press OK

 

Then, you can pull up the Payroll Summary report to see if the payroll information or data is correct from there. Here's how:

  1. Click Reports.
  2. Go to Employees & Payroll.
  3. Select Payroll Summary

 

Additionally, here's an article that you can read to help manage and track your payroll transactions in QuickBooks Desktop: Customize payroll and employee reports. If the same thing happens, there may be damaged data on the company file you've been working with. We can run the Rebuild Data tool is built-in to fix any company file data issues. Just follow the steps and detail in this article: Fix data damage on your QuickBooks Desktop company file. We can also repair the software to fix any damaged components in the software.

 

Feel free to browse this link here if you need help with adding and managing your tax forms. It'll route you to our general payroll topics with articles.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one. 

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