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Edit or change employee info in payroll

by Intuit•54• Updated 3 days ago

Did your employee change their name, bank account, W-4 filing info, or move to a new address? You’ll want to make those or any other changes on their profile in your QuickBooks Payroll account. Here’s how.

Double-check the changes with your employee. If necessary, get any documents from your employee showing the changes. This could be an updated W-4, or direct deposit form. If you just hired or are adding a new employee, check out Add a new employee to your payroll instead.

If you use Intuit Enterprise Suite and have multiple companies, you can see all employees for all of your companies in the consolidated employee dashboard. From any of your companies:

From the Company Switcher dropdown, select Consolidated view.
Go to All Apps , select Payroll, then select Employees.

From the employee dashboard, you can:

Search for a specific employee
Filter the view to see all employees for a specific company
Customize the info that shows on the dashboard
Make changes to employee info

Step 1: Edit or change your employee info

Once you have the updated info, you can make the changes in your payroll account. Select your payroll product below for steps.

Note: Not sure which payroll service you have? Here's how to find your payroll service.

QuickBooks Online Payroll

Edit an employee's info

Note: Your employees can also edit some of their personal and tax info like name, address, and W-4 info through QuickBooks Workforce.

Option 1: Update an employee from their Employee profile

Go to All apps , then Payroll, then Employees (Take me there).
Select your employee.
- If you don’t see your employee, change the filter on the employee list. Above the employee list select the dropdown ▼ and choose Active Employees, Inactive Employees, or All Employees.
Select Start or Edit on the section you want to update. If you aren’t sure what section to choose, see the table below.
When finished, select Save.

Option 2: Update an employee while you run a payroll

On the Run payroll screen, select the employee's name.
Select Start or Edit on the section you want to update.
When finished, select Save.

Use the table below to learn what’s in each tab. Select the links for more detailed instructions.

Tab	Info that can be changed
Personal Info	name, address, birth date, Social Security number, phone number, gender
Tax withholding	W-4 info like federal and state withholding, local taxes, and exemptions
Payment method	direct deposit info
Employment details	employee status such as terminated, hire date, pay schedules, work location, job title, employee id, workers’ comp
Pay types	hourly or salary pay, time off pay such as sick or vacation pay, other pay types such as bonus or overtime
Deductions & contributions	deductions or company contributions for items like health insurance or retirement plans, garnishments

QuickBooks Desktop Payroll

Go to Employees and select Employee Center.
Double-click the employee name you want to edit.
- If you don’t see your employee, change the filter on the employee list. Above the employee list select the dropdown ▼ and select All Employees, Active Employees, or Released Employees.
Make changes. If you aren’t sure what section to choose, see the table below.
Select OK.

The fields and tabs can vary depending on your payroll service. Use the tables below to learn what’s in each tab. Select the links for more detailed instructions.

If you see the Required Info tab

Tab	Info that can be changed
Required Info	name, gender, birth date, Social Security number, hire date, email, phone number, address*
Personal Info	marital status, U.S. citizen, ethnicity, I-9 form info, disability info, military info
Additional Info	additional contact info, emergency contact info
Payroll Info	payroll schedule hourly or salary pay, other pay types such as bonus or overtime deductions or company contributions for items like health insurance or retirement plans, garnishments direct deposit info W-4 info like federal and state withholding, local taxes and exemptions time off pay such as sick or vacation pay
Employment Info	hire date, employee id, employment type, employee status*
Workers' Comp	Workers' comp code (for QuickBooks Desktop Payroll Assisted and Enhanced Payroll only)

*Required field

If you don't see the Required Info tab

Tab	Info that can be changed
Personal	name, Social Security number*, gender, birth date, marital status, U.S. citizen, ethnicity, I-9 form info, disability info, military info
Address & Contact	address, phone number, email*, additional contact info, emergency contact info
Additional Info	employee id
Payroll Info	payroll schedule hourly or salary pay, other pay types such as bonus or overtime deductions or company contributions for items like health insurance or retirement plans, garnishments direct deposit info W-4 info like federal and state withholding, local taxes and exemptions time off pay such as sick or vacation pay
Employment Info	hire date, employment type, employee status*
Workers' Comp	Workers' comp code (for QuickBooks Desktop Payroll Assisted and Enhanced Payroll only)

*Required field

Step 2: Complete new state setup if your employee moved to another state

When your employee moves to another state, you may need to set up and pay taxes in that state. See Set up employees and payroll taxes in a new state.

QuickBooks Desktop Payroll AssistedQuickBooks Desktop Payroll BasicQuickBooks Desktop Payroll EnhancedQuickBooks Desktop Payroll StandardQuickBooks Online Payroll CoreQuickBooks Online Payroll EliteQuickBooks Online Payroll Premium