Managing Payroll Items in QBO

kloponline · ‎February 02, 2024

In QBO, if you click on the "Payroll" menu item, choose "Employees" and then click on the "Edit payroll items" button you will see a list of the payroll items.

Is there any way to edit these payroll items?

I have quite a few that need to be inactivated and/or renamed.

I also, how do you access the configuration of each payroll item? I want to verify they are connected to the correct GL account.

If you select one, all you are able to do is add employees to it.

How can these items be reviewed and modified like the capabilities available in the Desktop version?

Thank you,

AnneMariee · ‎February 02, 2024

Hello there, kloponline! I'm glad you reached out.

Let me provide some information regarding managing payroll items in QuickBooks Online (QBO).

First, there's no option to delete the pay types you've used previously. However, you can easily hide any unused pay types in two ways. You can hide them from the Run payroll page by clicking the Customize table button and unticking the pay types that you no longer use. You can also uncheck the pay types from the Employee profile page. Here's how to do it:

Go to Payroll, then Employees.
Select your employee.
From Pay types, select Start or Edit.
Uncheck the pay types you want to remove.
Hit Save.

Moreover, you can delete a deduction item from your employee. Here's a quick guide on how to do it:

Go to Payroll, then Employees.
Select your employee.
From Deductions & contributions, select Start or Edit.
Click the trash bin icon next to the deduction you want to remove.
Hit Delete, then Done.

Furthermore, you can configure your accounting preferences for payroll through the payroll settings. To access it, just click the gear icon and select Payroll settings. From there, you can verify if your payroll items are connected to the correct accounts.

You may find these articles helpful if you need more information on managing your pay types:

Also, if you want to view useful information about your business and employees, you can run payroll reports.

If you need any further assistance with managing your payroll items, don't hesitate to leave a reply below. I'm always here to help you out.

View solution in original post

ArielI · ‎February 03, 2024

Hello, @kloponline.

Allow me to share some insights about making payroll items inactive.

The availability to make inactive payroll items is unavailable. For now, I'll take note of your feedback to help improve our service. Also, you can personally send this idea to our program developers to work on its progress to include them in future updates. Here's how:

Go to Employee.
Click Edit payroll items.
Hit How can we improve?

Moreover, feel free to utilize this guide to provide a comprehensive overview of various aspects of an organization's payroll activities: Run payroll reports.

If you have further questions about payroll items, you can comment below, and we'll respond to you as soon as possible.

View solution in original post

AnneMariee · ‎February 02, 2024

Hello there, kloponline! I'm glad you reached out.

Let me provide some information regarding managing payroll items in QuickBooks Online (QBO).

First, there's no option to delete the pay types you've used previously. However, you can easily hide any unused pay types in two ways. You can hide them from the Run payroll page by clicking the Customize table button and unticking the pay types that you no longer use. You can also uncheck the pay types from the Employee profile page. Here's how to do it:

Go to Payroll, then Employees.
Select your employee.
From Pay types, select Start or Edit.
Uncheck the pay types you want to remove.
Hit Save.

Moreover, you can delete a deduction item from your employee. Here's a quick guide on how to do it:

Go to Payroll, then Employees.
Select your employee.
From Deductions & contributions, select Start or Edit.
Click the trash bin icon next to the deduction you want to remove.
Hit Delete, then Done.

Furthermore, you can configure your accounting preferences for payroll through the payroll settings. To access it, just click the gear icon and select Payroll settings. From there, you can verify if your payroll items are connected to the correct accounts.

You may find these articles helpful if you need more information on managing your pay types:

Also, if you want to view useful information about your business and employees, you can run payroll reports.

If you need any further assistance with managing your payroll items, don't hesitate to leave a reply below. I'm always here to help you out.

kloponline · ‎February 03, 2024

Hi AnneMariee,

Thank you for your quick reply. The two solutions you provided were helpful. However, is there any way to inactivate or merge payroll items that are duplicates? Is there any way to delete payroll items that have never been used?

I am not referring to removing these items from an employee's card. I'm referring to inactivating, merging or removing them from the entire QBO system.

In QuickBooks desktop you could do those things (except maybe merging; can't remember).

Is there any way to do that in QBO?

ArielI · ‎February 03, 2024

Hello, @kloponline.

Allow me to share some insights about making payroll items inactive.

The availability to make inactive payroll items is unavailable. For now, I'll take note of your feedback to help improve our service. Also, you can personally send this idea to our program developers to work on its progress to include them in future updates. Here's how:

Go to Employee.
Click Edit payroll items.
Hit How can we improve?

Moreover, feel free to utilize this guide to provide a comprehensive overview of various aspects of an organization's payroll activities: Run payroll reports.

If you have further questions about payroll items, you can comment below, and we'll respond to you as soon as possible.

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