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toolmanjackie
Level 1

editing a locked timesheet after payroll has been ran

If a locked timesheet that falls within a previous pay period has the incorrect customer, is it okay for me to unlock that pay period, open the incorrect timesheet & change the customer that the timesheet is filed under even though payroll for that timesheet was already ran? if I don't change the timesheet duration at all and just change the customer will that have any negative effect on records or the payrolls that have already been ran? 

 

Thanks 

1 Comment 1
jenop2
QuickBooks Team

editing a locked timesheet after payroll has been ran

Good day, toolmanjackie. Allow me to help with your inquiry about making changes to an approved and used timesheet.

 

To answer your question, you can still unlock time entries and edit customer details even after payroll has been processed. However, please note that the changes will not automatically be reflected on the paychecks since they have already been finalized.

 

Please note that the changes won't be reflected on the already processed paychecks. Because of this, you'll need to manually adjust the billable or customer details to reflect the correct information.

 

Here's how to unlock a time entry:

 

  1. Go to the QuickBooks icon and select Unlock Exported Time.
  2. Choose a Start date and an End date.
  3. Select All team members, then select the employees you want to unlock time for.
  4. Review the timesheets, then select Unlock timesheets.
  5. In the notice that displays, select Confirm unlock.

 

For more details about this process, you can refer to this article: Unlock QuickBooks Time Timesheets.

 

Once you have unlocked the timesheets, you will need to unapprove them before making any changes. Here's an article that serves as a guide: Approve, Unapprove, And Reject Timesheets For QuickBooks Time.

 

After that, you can move on to editing the customer details.

 

In addition, allow me to share these articles as well for additional guidance and resources when managing customers in QuickBooks Time:

 

 

You can always visit us and post your questions if you have any additional questions or need further assistance with tracking worked hours and paying your employees. We're open all the time to offer our help. 

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