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Starting new Quickbooks file for an old company.

I started my new Company file, but I need to bring the YTD Earnings for my employees into the new file from the old file.  How do you do that?


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Starting new Quickbooks file for an old company.

They have to be entered manually.  There's no way to import YTD entries.

Not applicable

Starting new Quickbooks file for an old company.

Hello Lynnwhite,


You can either enter the employee's YTD using or outside the Payroll Setup window. 


Entering historical payroll data using the Payroll Setup window:

  1. Access the Payroll Setup Interview.
  2. Proceed to step 5 Year-to-Date Payrolls.
  3. Select Continue.
  4. If your company has issued paychecks this year, choose Yes and select Continue. If there was no payroll or payroll was done with Pay Employees in QuickBooks Desktop, choose No.
  5. On the next screen, you have three choices: Paychecks, Tax Payments, and Non-Tax Payments. Select Edit on Paychecks.
  6. In the Enter Paychecks by Employee window: 
  7. Select Done Entering Paychecks if you have completed entering the information for all employees.
  8. Select Finish Later if you want to complete the process at a later time. 

Entering historical payroll data outside the Payroll Setup window:

  1. To access the Setup YTD Amount Window: from the Help menu, choose About QuickBooks. Press Ctrl + Alt + Y, or Ctrl + Shift + Y to open the Setup YTD Amount Window.
  2. In the Set Up YTD Amounts window, follow the next procedure to complete entry of YTDs and tax payments.
  3. See which documents you'll need to enter YTD history for, and select Next.
  4. When prompted to enter the date you want your YTD entries to affect accounts, enter your estimated first payroll date in both boxes, and select Next.
  5. Enter your estimated first payroll date, and select Next.
  6. This will need to be adjusted to a later date if you have trouble entering current quarter YTDs.
  7. Enter your YTD summaries per employee. 
  8. When you have completed all YTD entries, select Next to close the Employee Summary Information window.
  9. If you need to enter payments that you've already made for taxes and other payroll liabilities from the beginning of the calendar year, refer with Enter historical tax payments in QuickBooks Desktop Payroll.
  10. Select Finish button to close the window.

If you have any questions, please let us know. We'll be right here to help. 

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