I'm using Desktop 2018 for Payroll.
We divide all of our expenses and liabilities three ways, based on percentage of time that each employee works for each principal. Each of our three principals has their own class. How can I adjust the liability amounts/ assign them to classes? For example, I can pull up the check in QB written to US Treasury, and I can see the amounts for W/H, SS, Medicare, etc... in the Payroll Liabilities tab, but I am unable to alter these lines.
I'm not looking to change the total, I just need to separate each line item into three different amounts assigned to three different classes... the total will be the same.
Thanks and welcome to the Community, @PeggyOliviaSmith.
When you say you're unable to alter these lines, are there any prompt or error message? Any information you can add will help ensure a timely solution.
For now, you can try to configure the payments from the Pay Liabilities tab and add three payroll items of the same type. As long as the total amount showing on the check is the same with the amounts broken down per item, the system will allow you to make the changes (see screenshot below).
I’m also attaching an article with detailed instructions on how to adjust payroll liabilities. Aside from that, it contains some instructions on how to correct a payroll liability check:
I want to make sure this is taken care of for you. If you have any other concerns, post a comment below. I’ll pop right back in to assist further. Have a good one.
Thanks for your response.
When I follow those instructions, I get a pop-up "Warning" that says, "You're attempting to edit an e-payment that has already been submitted. you cannot edit the Vendor, Amount, Withdraw On, or Payment Reason fields on a submitted e-payment."
If I try to adjust the amounts (that need to be split three ways) it automatically reverts back to the way it was. If I try to select the account in the Payroll Item field, to divide the amounts into three, the warning message pops up immediately and I can't do anything.
I've also tried to do a manual Journal Entry to make these adjustments, but that did not work either, as I got a message that I could not make a journal entry to change a liability account.
I appreciate your prompt reply, as well as the additional details you shared with your query.
For liability checks submitted through electronic payments, there isn't an option to edit it any longer. If these were liability checks recorded in QuickBooks Desktop but isn't through e-pay, then it can still be done.
If you have other questions for me, post them below, and I'll get back to you.
Thanks for your help.
These liability amounts absolutely have to be separated into classes... I can’t close our books for the year until it is done. I explained all of this when we switched to doing payroll with Quickbooks at the beginning of this year and was assured it would not be a problem. Since then, I have called support several times about it and was told that someone would get back to me, yet I never received a response. And now it’s almost year end...
Thanks for getting back to us, @PeggyOliviaSmith.
As mentioned by my colleague @Ryan_M above, since the liability checks are submitted through electronic payments (E-pay), the ability to edit it is currently unavailable.
That said, I highly suggest contacting our Payroll Support team again. They're able to pull up your account using their screen-sharing (remote access) tool in a secure environment to see if they can still edit or separate the amount into classes.
Here's how to reach them:
Just in case, I'll add these articles for future reference:
Please know that I'm only a few clicks away if you have any other issues or concerns. I'll be more than willing to help. Have a great weekend!