How to Add, Edit, or Delete Payroll Item List in QuickBooks?

by James Antonio

In this article, you will know how to add, edit, and delete the payroll item lists in QuickBooks. Items, which may be goods or services, is something that a business purchase, provides, or resells. Thus, they need to be entered and recorded properly.

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What is the Payroll Item List?

It includes all the payroll items presently set up in QuickBooks. The list is termed as item type however, you cannot restore it with the item name.

What is the use of Payroll items in QuickBooks Accounting Software?

The payroll items in QuickBooks accounting software can be used to monitor individual amounts on the paycheck. It can also be used to gather year to date wages and tax amounts for every employee.

Ways to Add, Edit, or Delete Payroll Item List in QuickBooks

Below we have mentioned the mandatory steps to be taken to add, edit, or delete QuickBooks items. Firstly, we will explain how to add items in QuickBooks, then edit the items in QuickBooks, and then delete those items in QuickBooks.

Steps to Add the Payroll item List in QuickBooks Desktop

In QuickBooks Desktop, it is very easy for users to generate and add the Payroll item list. Here is how you do it:

Step 1: Press the particular QuickBooks Desktop menu.

Step 2: Select the list from the particular drop-down option.

Step 3: Navigate to the payroll item list available on the lower left.

Step 4: Now select the Payroll item tab.

Step 5: Select the Next button and then click the Custom Setup.

Step 6: Press the Next button.

Step 7: Select the wage and then carry on with the given instructions.

Step 8: Post this, add the Payroll item list and press the Next button.

Step 9: Add the name of the item list and select the next button.

Step 10: Choose the expense account that is required to list of items to monitor.

Step 11: Press the Finish button and the program is complete.

Steps to Add the Payroll item List in QuickBooks Online

Step 1: Open your particular QuickBooks account and then select the Employees menu.

Step 2: Select the Employee Centre.

Step 3: From the selected preferences, select the Employee Centre.

Step 4: Click the Employee name twice and then select the Payroll info tab.

Step 5: Navigate to the area that is just under the Item name column.

Step 6: Now select the drop-down arrow and then choose the payroll item list.

Step 7: In the particular annual rate column, add the hourly rate of the employee.

Step 8: Select the OK button and press it to save the changes.

Steps to Edit Payroll Item list in QuickBooks Desktop

In order to edit the particular Payroll Item list in QuickBooks Desktop, you need to follow certain steps. Here are they:

Step 1: First, you need to select the List menu.

Step 2: Now select the Payroll Item list.

Step 3: Now you need to select the item list and then press on the Edit menu.

Step 4: Then you need to select Next two times and then add the right tracking type.

Step 5: Press on the Next button and then select the right taxes.

Step 6: Now select Calculate based on quantity.

Step 7: Now you need to add the limit type.

Step 8: Select the Finish button and then it is complete.

Steps to Edit Payroll Item list in QuickBooks Online

Here is how you edit payroll items in QuickBooks Online:

Step 1: Open your particular Payroll account in QuickBooks.

Step 2: Now select Employees.

Step 3: Now select the payroll item list along with the name of the Employees.

Step 4: Press right-click and then select the Edit option.

Step 5: Do all the changes that you wish to make.

Step 6: Press on Save and then the OK button and end the program.

Steps to Delete Payroll Item list in QuickBooks Desktop

It is very easy to delete the payroll item list in QuickBooks Desktop by just following the steps given below:

Step 1: Press on the Employee menu available on the top end of the menu bar.

Step 2: Now choose the Payroll Centre and then select the pay Employees tab.

Step 3: Locate and press the Click on payroll option available on the payroll field.

Step 4: Now choose the payroll item list that you need.

Step 5: Select the Delete button and hit it.

Step 6: A confirmation message will show up on the window. Select the Yes button and then the program is complete.

Steps to Delete Payroll Item List in QuickBooks Online

Here is how you can delete a deduction from the employee setup, however, it will be there in the payroll item list if the deduction was used already.

Here are the steps to delete a payroll item list in QuickBooks Online:

Step 1: The first option is to select the Employees and press on the Name of the Employee option.

Step 2: From the particular Contribution and Deduction area, select the Edit option.

Step 3: Select the trash bin icon. Then you must select the remove to confirm deletion.

Step 4: Navigate to the QuickBooks Online Payroll homepage.

Step 5: Select the Employees section and then select the name of the Employee.

Step 6: Press the next Edit option that is just beside the deduction element.

Step 7: Select the trash bin icon that is based on the deduction element.

Step 8: Now select the Yes button and confirm.

This brings us to the end of this informative article. Be it adding, editing, or deleting the payroll item list in QuickBooks, everything is easy now with the steps given above.

However, if you lack confidence, then it is highly suggested to hire the services of a professional who is good at QuickBooks.

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Wage Items

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Frequently Asked Questions

 
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How can I Delete in Dancing Numbers?

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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.

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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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