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Join nowI have recently converted our Desktop account to QBO; however, it is not prompting me to enter the YTD 2020 payroll/payroll tax data for employees that have been paid this year. Any thoughts as to why I can't get this screen to come up? I have went through and reviewed the employees that have been paid in 2020 in "your team's 2020 payments are ready", and edited/fixed all errors in the "ready to pay your team" step....any suggestions would be much appreciated - thank you!
Hi there, @lorircchurch.
When you switch from QuickBooks Desktop to QuickBooks Online, some of the payroll info will not transfer. This is because QBDT has more payroll features than QBO. This is also the reason why you didn't get a prompt that you can enter the YTD 2020 payroll tax data.
However, we can set up a prior payroll in QBO Payroll to enter their past information. This will make sure that everything is accurate for year-to-date (YTD) totals on your employees’ pay stubs. Here's how:
Once done, enter how much you paid the employee this year.
If you need help in performing your tasks in QBO Payroll, you can check our articles here. Make sure that the topic is set as "QuickBooks Online Payroll."
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.
@ReymondO I don't have a Step 8 that shows up?
Hi there, lorircchurch.
Can you share if you're getting any error message? You can also include a screenshot so we can take a closer look why Step 8 provided by my colleague is not showing on your end.
The step 8 should normally show up if you set up prior payroll for QuickBooks Online Payroll. For the detailed steps, please consider checking this article: Set up a prior payroll for QuickBooks Online Payroll.
We'll have to complete and undergo the steps in Step 3: Enter how much you paid the employee this year where we can see step 8 shared by my colleague. I see that you're unable to see it, we can try refreshing your browser by clicking the Reload icon or pressing F5 on your keyboard.
Then, we use an incognito/private browsing session to continue following the detailed steps.
If the same thing happens, proceed to delete your browser's history. It helps QuickBooks to respond properly. We can also use a supported, up-to-date browser. It'll also help QuickBooks to perform efficiently.
If still, it's not showing, you can give us a call to figure out this thing. Here's how:
Due to COVID-19, we have limited support and reduced our support hours too. To make sure we address your concern on time, you can check their work schedule in this article: Support hours and types. Please go to the QuickBooks Online section to view the details.
Please let me know if you'll be able to see it. I'm just right here. Take care and stay healthy.
None of these solutions worked, I am contacting support. Thank you.
Hello there, lorircchurch.
The Community will be here to help with any questions you have. As my colleagues mentioned, Step 8 should be visible when you walk through the steps provided by ReymondO. If you're encountering any error messages, please do let us know. Screenshots or GIFs can also be provided showing what's displayed on your end, this way I can better assess the situation and help get you back to business.
If you're still planning on contacting Intuit through instant messaging or audio, you can get in touch from within your books. Here's how:
1. Use the ? Help icon located in the top right corner. A window will display offering assistance.
2. Locate and use the Contact Us button at the bottom center.
3. In the What can we help you with? field, enter a description of what you need help with.
4. Hit the Let's talk button.
5. Support articles will be displayed relating to the information you provided. Scroll down to the Choose a way to connect with us section. You'll see two options, one for Start messaging (live chat) and another for Get a call (phone). From here, you can select either of these buttons to contact support.
I'm also including an article you may find useful:
Set up a prior payroll in QuickBooks Online Payroll
Please don't forget the Community is also a line of support and will be here to help anytime you need assistance. Enjoy the rest of your day!
When im in the section to fill out employees YTD data, it wont allow me to continue with the process. Once i've filled the information it will tell me that the the amount i entered are incorrectly. Does anyone know how to calculate the tax percentage and get the right number?
You can pull up payroll reports to help you calculate and correctly enter the data, Blas Ramos.
I suggest using employee pay stubs and reports that may have employee year to date amounts. To help you enter the data needed for each step, I'd recommend contacting our Phone Support Team. They have the resources to walk you through the detailed process of entering prior payroll.
You can follow the steps provided by my colleagues above on how to connect with us via Call, Chat, or Get a callback. You may also click here.
If you have other questions please don't hesitate to leave a reply below or post again. You take care and stay safe always!
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