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Enter employee year-to-date amounts during payroll setup

You need to enter summaries of earnings, taxes, and other amounts for any employee you paid this calendar year. This could include terminated employees.

Prior to entering year-to-date summary information for an employee, make sure that you've organized your payroll data the way QuickBooks requested. That is, for prior quarters, organize the data on a quarter-by-quarter basis. For the current period, organize the data on a "paycheck by paycheck" basis. Always verify the period date on the transaction to ensure that you're entering the correct information.

To enter year-to-date payroll history

  1. Go to the Employees menu and click Payroll Setup. Shortcut

  2. Go to Payroll History (Section 5).

    Important: Before entering year-to-date amounts for employees, you must complete Sections 1 through 4 of the payroll setup interview, which include setting up your company information, payroll information for your employees, and company taxes. Completion of each section is indicated in by .

  3. Follow the onscreen instructions, which will guide you step-by-step through the process of entering payroll history.

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