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Level 1

When I initially setup QBooks, I accidentally classified our Contractors as Employees. How do I edit their titles to Contractors without messing up previous transactions?

 
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QuickBooks Team

When I initially setup QBooks, I accidentally classified our Contractors as Employees. How do I edit their titles to Contractors without messing up previous transactions?

Hello Marrisa30,

Let's set up the new contractors and inactivate the ones added as employees.

Here's how:

  1. Click Workers on the left pane.
  2. Select Employee.
  3. Choose the employee you want to make inactive.
  4. Click the pencil icon beside the Profile section.
  5. Under the Employment tab, click the drop-down arrow under Status and choose Not On Payroll.
  6. Click Done.

You might want to check this article for more information: How to make an employee inactive.

Then, edit the transactions to the correct payee. Please check this article under the Edit transactions section for the steps: How to add and edit transactions.

Let me know if you have further question. I'll be more than happy to help you.

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Level 1

When I initially setup QBooks, I accidentally classified our Contractors as Employees. How do I edit their titles to Contractors without messing up previous transactions?

Do I have to edit each individual transactions one by one or can I do them all for each contractor at once? I have a hundred transactions.

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QuickBooks Team

When I initially setup QBooks, I accidentally classified our Contractors as Employees. How do I edit their titles to Contractors without messing up previous transactions?

Welcome to this thread, @MollyHenshaw

 

You can move each transaction to the correct contractor if these are created as checks or expenses. However, if these are all paychecks, you'll have to re-enter them one by one.

 

I'm also adding help articles that you can use in the future. Read through: 

 

  • 1099 Setup. It has a complete guide and quick video tutorial that will help you learn about creating 1099 for your contractors.
  • Common questions about 1099s. It contains knowledge-based articles that can answer your frequently asked questions about form 1099-MISC in QuickBooks Online.

 

I'm always around here to help you if you have more questions about QuickBooks. Have a good one. 


 

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