How to Delete an Employee in QuickBooks Desktop and Online?

by James Antonio

Are you aware that if there are any pay history then you cannot delete an employee in QuickBooks?

Yes, it is right.

Let’s see what can be done when you are not able to delete an employee because of having pay history of paychecks in that employees account.

You can easily delete the employee in QuickBooks with a simple process. But before that you have to check that there are no paychecks of employee whom you want to delete. There are 2 ways to delete employee in QuickBooks that are:-

  1. Delete an Employee
  2. Inactive an Employee

If the employee have paychecks then you can inactive the employee but is there is no paychecks then you can delete an employee into your QuickBooks account.

How to Delete an Employee in QuickBooks?

Delete an Employee in QuickBooks
  1. In QuickBooks, go to the Workers option
  2. Then you have to select the Employees option
  3. Click on the name of the employee
  4. Choose Edit Employee option
  5. Select the option Delete Employee
  6. Choose Yes to confirm the action.

How To Inactive an Employee in QuickBooks?

To Inactive an Employee in QuickBooks
  1. In QuickBooks software click on Workers
  2. Further Select the Employees option
  3. Click on the Employee name to make inactive
  4. Choose the Edit button
  5. Now, click on drop-down arrow from Status field
  6. Select the Terminated option
  7. After that, click on the Done button.

The processes are easy and take less time to do it. You have to check that what process is required with the employee whom you want to delete.

How to Delete an Employee in QuickBooks Payroll?

Delete an Employee in QuickBooks Payroll

If you are using Payroll and you want to delete the employee’s profile then here is the whole process. Check for the software to delete an employee in QuickBooks Desktop or QuickBooks Online. Then initiate the step-by-step process.

Deletion cause when you have added an employee mistakenly or they are no more working in your organization. If the employee has no more history of paychecks or to pay then you can delete their profile.

What are the Steps to Delete an Employee Profile from QuickBooks Payroll?

The deletion of employee into your QuickBooks payroll done easily by using the steps that are mentioned below. You have to choose the set of steps according to the QuickBooks Online and desktop version. The processes are as follows:-

Delete an Employee in QuickBooks Online Payroll

  1. Firstly, log into QuickBooks Online
  2. Go to the menu option Payroll
  3. Click on the Employee tab
  4. Choose the Employee’s name
  5. If you won’t search your employee on the list
  6. Then select All Employees from the drop-down of Active Employees
  7. Click on the Edit Employee
  8. After that choose the option Delete Employee
  9. If any confirmation occurs then click on Yes to confirm it
  10. Now, you are done with deleting the employees.

Delete an Employee in QuickBooks Desktop Payroll

  1. Open QuickBooks Desktop, then click on the Employees menu
  2. From drop-down menu, select the option Employee Center
  3. In the list of Employees select the Employee
  4. Then Right-click on the Selected employee
  5. I you didn’t get employee on the list then Select All Employees from the Active Employees drop-down options
  6. You have to click on the Delete Employee option
  7. Then do the confirmation by click on the Yes or OK button.

Delete an Employee in Intuit Online Payroll

  1. Go to the Employees tab
  2. Choose the name of employee
  3. If the employee is not active
  4. Then you have to click on Select all employees from drop-down option
  5. Click on the Delete this employee
  6. Then click the Delete button to confirm the deletion.

When your Employee has pay history or paychecks then don’t delete it otherwise you lost some important tax information. Just make their status to inactive.

You get to know what and how to delete an employee in QuickBooks software. You have to check for paychecks in you are doing it normally. But if you are doing it with payroll then the process is different. In conclusion, you can either delete an employee or make them inactive when they have any history.


Does these Steps work on all Versions and Editions of QuickBooks Online or QuickBooks Desktop to Delete an Employee in QuickBooks?

Yes, these solutions works on all the editions (Pro, Premier, Enterprise) and versions (2021, 2020, 2019, and below). You just have to check the conditions and then apply the solution that helps you in delete or inactive the employee into your QuickBooks account.

Why to Change the Employee Status instead of Delete an Employee in QuickBooks?

If the terminated employees option is not displayed on the list of active payroll that means they have some history. By changing the status remains the profile and pay records into the accounts and there is no data loss into your tax payments.

Why to Create Final Paycheck to the Employee Before processing the Steps to Delete an Employee in QuickBooks?

You have to create the final paycheck as you have to give the final payment to your employee and then delete them or change their status into your QuickBooks account. To cover their wages that are left you have to give them final paycheck to make it full and final.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

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Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

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Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


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We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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