Lag in switch from SimplyInsured to Allstate

Thanks for the detailed information you provided regarding your payroll deduction, Amy. Let me go into details and provide how you can manually handle them as your broker of record (BOR) change is still in progress.

What you said is correct. The automatic deductions with SimplyInsured were discontinued after you initiated the BOR change to Allstate Health Solutions. With that, you'll need to enter the amounts manually.

In that process, I recommend seeking assistance from an accounting professional. This way, you're guided on accurate calculations so the applied value aligns with your health insurance policy.

After you've figured out the actual deduction amount, kindly create a temporary payroll deduction item. Following that, add it to your employee's paychecks.

Furthermore, when the migration process (BOR change) is complete, please get in touch with Allstate. Then, report the manual deduction so they can record its value in your account. Subsequently, kindly contact our Payroll Support Team to help you apply the payroll corrections in QuickBooks.

For future reference, I've added this link to help you familiarize and manage employee compensations: Understand workers’ compensation insurance.

Helping you is my top priority. That said, if you have additional concerns with your employee deductions in QuickBooks, feel free to tag me on this thread. Take care.

Actually, I contacted Allstate.  The process hasn't finished yet and we have a period of time that we will be without automatic deductions.  I was told I have to manually deduct until Allstate finishes setting us up (there is a backlog of companies enrolling).  Unfortunately, SimplyInsured was removed from being our broker before Allstate's process was finished.  That is why I was trying to determine how to do manual deductions in the meantime.

Actually, I called Allstate.  They have a backlog of companies enrolling and have not finished setting up our account/payroll deductions.  I was told I would need to manually enter our deductions in the meantime.  Unfortunately, SimplyInsured was removed as our broker before Allstate had finished their process setting up our company.

I'll share some information and clarification regarding the discontinuation of SimplyInsured into QuickBooks Online (QBO), Amybookeeper.

There will be no adjustments to your health deductions since the discontinuation of SimplyInsured will commence on August 31, 2024. Thus, the manual entry or updating of the health deductions for the employees will begin on this date. Please know that you can only do this once you meet certain conditions.

Since you're in the process of migrating from SimplyInsured to Allstate, you can follow the steps below so you can manually enter the deductions of your employee:

1. From the left navigational panel, go to the Payroll menu, then choose Employees.
2. Select your employee's name.
3. Scroll down until you locate the Deductions and Contributions section, then press Edit.
4. In the Deductions and Contributions section, click + Add deduction/contribution.
5. Press the Deduction/contribution type dropdown, and select Health Insurance. You can also choose other options.
6. From the Type dropdown, choose what kind you want to proceed. It will depend on your choices from the previous step.   
7. Fill out the Employee deduction section.
8. Once done, you can click Save.

I'll also leave these articles regarding the steps I provided above and the integration of SimplyInsured with QuickBooks:

• Set up and manage payroll items for your insurance benefit plan.
• Upcoming changes with QuickBooks and SimplyInsured integration.

If your employee changes their personal information, you can easily change their info in QBO.

I'll be available to provide the necessary steps and information about the manual entry of deductions for your employee. Feel free to visit the Community and share your thoughts with us, Amybookeeper.

Yes, we were told by QBO that we had SimplyInsured until August 31.  However, our insurance company, Blue Cross, notified SimpleInsured that they were no longer our broker as of July 1.  Therefore, SimpleInsured discontinued our automatic withdrawal, unbeknownst to us, on that day.  We only discovered it because our employees noticed their paychecks were larger.  After 4 hours of contacting SimpleInsured, QBO, and Allstate I finally determined that we would have to temporarily manually input our deductions and how to do so.  Allstate told me that there were so many companies having to make the switch that they are behind as we are only halfway through the process to be completely switched to Allstate.  

Now we have to see how long that will take to see if all of this is worth it or if we should have stayed with SimpleInsured, which was a very easy company to work with.

I'm in the same boat. I now have two past pay periods without health insurance deductions. Intuit making this switch midyear is the last straw with this company. There are other bookkeeping and HR companies out there.

I acknowledge the relevance of accurately managing deductions in QuickBooks Online (QBO). Let me direct you to the appropriate support team, renem.

We place a high priority on streamlining your payroll processes. I suggest reaching out to our Payroll Support Team. They have the necessary resources to review your account and address the issue of missing health insurance deductions for the last two pay periods. Our representative will be the ones to assist you further in correcting or entering the deductions.

Here's how to contact our Support Team:

1. Login to your QuickBooks Online company, click on the Help (?) icon, and select Assistant for quick, personalized answers. If you need further help, you can also Talk to a human,
2. Search the knowledge base, or Contact Us for a Chat or Callback from a support expert.

Our Support Business Hours are M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.

You can refer to this article about tracking, printing, and customizing payroll reports in QuickBooks: Run payroll reports.

If there's anything else you need help with payroll-related activities, kindly leave a reply. I'm here around the clock to assist you.