Hi there, @77broncogirl.
Welcome to the Community. I can assist you with backdating changes for all your transactions up to the beginning of the year for employee expense and tax accounts.
Here's how you can backdate, view and edit your current payroll preferences to the beginning of the year:
The change of settings affects future transactions. However, you have an option to apply these changes to your past transactions too.
That should do it, @77broncogirl. Please know that the Community has your back should you have any questions. Have a great day!
It's good to hear from you again. Allow me to step in for a moment and provide some clarification on why you can't specify when the changes should take place.
I'm happy to know that you've already tried BettyJaneB's awesome answer. The most likely reason you can't see this option is that it only shows up when you've recently (at least one month from the current date) created a payroll check using these payroll items.
To resolve this, we could make a dummy paycheck, then delete it after we made the changes. Let me walk you through that process.
To make the dummy paycheck:
To delete the dummy paycheck:
After creating it, just repeat the steps provided by my colleague and I'm confident you'll be able to get this option. For additional insight, I'm also including this helpful article: Payroll accounting preferences
That should do the trick! Keep in touch if you need more help with applying the changes, or if there's anything else I can do for you. I always have your back and is always happy to help.
Thanks again for reaching out, cheers to a wonderful week ahead.
I am having the same issue, and tried creating & deleting a dummy paycheck. The prompt to change existing paychecks still doesn't come up for me.
I even tried undoing the new chart of accounts w/specific expense line items that I set up...doing another dummy paycheck.... and then redoing it again with the correct chart of accounts... but I still am not getting the prompt.
I've been trying to fix this for 2 days now.. and I haven't been able to....
Hello there, renej.
I appreciate you coming back and sharing the outcome of the steps you've tried above.
I want to make sure this gets taken care of. Since the steps above didn't work, I recommend reaching out to our Care Support Team. They have extra tools such as screen sharing that can help you backdate changes for transactions.
Here's how to get their contact information:
I'll be around here in the Community, so please don't hesitate to reach out to me if you have any other concerns.