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Jeneaneb
Level 2

How can I exclude inactive employees from the accounting preferences setup? Specifically mapping to the chart of accounts.

This is for Quickbooks Online
1 Comment 1
Rea_M
Moderator

How can I exclude inactive employees from the accounting preferences setup? Specifically mapping to the chart of accounts.

Once you've run payroll or created paychecks for inactive employees, you cannot exclude them from the accounting preferences setup, Jeneaneb. However, if you haven't done so, you can delete them from your list to remove them from your chart of accounts mapping. I'll provide further details and guide you through the process below.

 

For compliance and accurate payroll calculations, you cannot omit inactive employees with paychecks from the accounting preferences setup. If you haven't paid them, delete them from your list by following these steps:

 

  1. Go to Payroll, then Employees.
  2. Select your employee. If the employee isn't on the list, select Inactive Employees from the Active Employees dropdown.
  3. Choose the name of the inactive employee to open their profile.
  4. Click the Actions dropdown above and select the Delete employee option.
  5. Select Delete employee.

 

Once you're done, go to the Accounting Preferences menu from your Payroll settings to verify the update.

 

Additionally, QuickBooks offers various payroll reports that includes valuable insights into your business and employees. For a comprehensive list and instructions on customization, please see this article: Run payroll reports.

 

If you have other payroll concerns and questions about managing employees in QuickBooks, please don't hesitate to let us know in the comments. We in the community are always here to help you out.

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