Updating payroll admin information in QuickBooks is essential to ensure your payroll system functions correctly and remains compliant with current regulations. Payroll admin updates include editing company info, bank account details, employee records, and payroll schedules. Following a structured process prevents errors, miscalculations, and compliance issues.
Accurate payroll admin data ensures:
Step 1 – Backup Company File: Backup your QuickBooks company file before making any updates.
Step 2 – Log in as Admin: Ensure you have administrative access to make payroll changes.
Step 3 – Navigate to Payroll Settings: Go to Employees → Payroll → Payroll Settings → Company & Admin Info.
Step 4 – Update Information: Edit company address, bank accounts, payroll schedules, and other admin details.
Step 5 – Save Changes: Click "Save" after updating each section to ensure information is stored.
Regularly update payroll admin information to reflect organizational changes. Keep employee records current, verify bank accounts, and review payroll schedules for accuracy.