cancel
Showing results for 
Search instead for 
Did you mean: 
Jody-Bryant
Level 1

Payroll and conversion

We are a QB Enterprise Platinum user with about 15 active users.  Our company has used QB for payroll for over 4 years, we use QB Time and IFSM to log time (including direct labor for job costing).  We are switching to using a PEO/payroll processor to get better health insurance premiums.  We will produce W-2s for Jan - Nov 2024, PEO/payroll processor for Dec 2024.  I need QB to still populate reports and to calculate COGS-Direct labor.

 

Has anyone been through this conversion and what did you do to get QB to process hours without processing the actual payroll?  I spoke to 3 different people from QB Support and they all said that it cannot be done.  

5 Comments 5
Ivan_G
QuickBooks Team

Payroll and conversion

Once you unsubscribe to QuickBooks Payroll service, the platform will stop auto-generating payroll data for you, Jody.

 

Alternatively, you can record your payroll entries manually so you can run reports for these records. It's possible by enabling the Manual Payroll function to which I'll be showing how:

 

  1. Go to the Edit menu, then Preferences.
  2. Select the Payroll & Employees tab and navigate to the Company Preferences.
  3. Tick Full payroll and the Manual Payroll option from the QuickBooks Desktop Payroll Features section.
  4. Once prompted to the Get payday peace of mind page, hit Next.
    Payroll and employees company preferences.png
  5. Confirm the action by clicking Activate. Then, OK.
    Confirm manual payroll.png

 

After this, you'll calculate and enter your paycheck amounts manually. Then, you can run payroll reports to get a proper view of its complete details.

This thread is always open for more inquiries about payroll data management in QuickBooks. We'll be here for you every step of the way.

Jody-Bryant
Level 1

Payroll and conversion

Thank you!  I will look at this immediately.  Funny that 3 different support reps did not recommend this as an option.

ZackE
Moderator

Payroll and conversion

Thanks for following up with the Community, Jody-Bryant.

 

I'm happy to hear Ivan_G was able to help with manually recording payroll entries.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a lovely Wednesday!

Jody-Bryant
Level 1

Payroll and conversion

Manual payroll box is not active, thus, I cannot tick it.

AnneMariee
QuickBooks Team

Payroll and conversion

Let's adjust some settings to resolve the grayed-out option to turn manual payroll on in QuickBooks Desktop, Jody.

 

To enable the Manual Payroll option, you may need to update or clear some payroll settings or data. First, make sure that you have selected Full Payroll in the Preferences window. I've left a screenshot below for reference.

 

Full Payroll.png

 

If the Manual Payroll option is still unavailable, it could be because your company file already has a service key. To resolve this issue, you can temporarily remove the service key without canceling your subscription. Before proceeding, be sure to note down your service key for reference.

 

  1. On the top menu, go to Employees and then select My Payroll Service.
  2. Choose Manage Service Key.1-2.png
  3. Pick the service key you want to deactivate and click Edit.
  4. Select Remove and then Next.
  5. Click Finish to complete the process.

 

After completing these steps, follow the instructions from my colleague above to turn on Manual Payroll. This time, you should be able to select the option.
 

Once you've enabled the feature, here’s a guide on how to set it up: Set up manual payroll.

 

For future use, here's a handy guide on e-filing and e-paying your tax forms with QuickBooks: E-file and e-pay federal forms and taxes in QuickBooks.

 

I'm more than happy to help you stay on top of your tasks for the upcoming tax season, Jody. If you need further assistance, please let me know. I'll get back to you as soon as I can to ensure everything is set up correctly.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us