How to Set Up, Access & Edit QuickBooks Payroll Item List?

QuickBooks Payroll Item List comprises the items that affect the amount of a paycheck: expense reimbursement, benefits withholding, amounts, wages, taxes, etc. QuickBooks utilizes payroll items to manage individual amounts on a paycheck and accumulate year-to-date tax amounts and wages.

We are here to provide you the steps to set up the payroll item list along with the steps to access and edit it via this article. In case, you find difficult to perform the following steps by yourself and want to take the help of an expert, then we are here at Accountant Squad.

Check out the steps to set up QuickBooks Item List.

How to set up QuickBooks Payroll item list?

Before applying the following steps, don’t forget to turn on QuickBooks Payroll. If you want to create or set up individual QuickBooks Items list, then you can follow the steps written below:

1. Open the Lists and choose the Payroll Item List.
2. In order to add a new QuickBooks payroll item, then you need to choose the Payroll Item.
3. After that, you have to click New in the Payroll Item menu. Now, the Add New Payroll Item dialog box will appear by QuickBooks on the screen.
   You will have two options to set up a new payroll item. The one method is by using Custom Set Up method and the other method is EZ Set Up method:

• For Custom Set-Up method: If you need to do a custom setup of QuickBooks item list, then choose Custom Set Up > Next.
• For EZ Set-Up: If you need to take help from QuickBooks and you are setting up a common QB payroll item, then choose EZ Set Up > Next > follow the on-screen instructions.

4. Give a name to the Payroll Item.
5. Lastly, Click on Next to complete the payroll item setup.

After getting the steps of creating individual payroll item lists, you need to assign the items to each employee by using the Employee Center.

Also Read – What is QuickBooks Payroll Tax Table?

Steps to Assign QuickBooks Payroll Items in the Employee Center

1. Open the Employee tab and click on Employee Center.
2. Double-tap on the Employee’s Name or choose New Employee.
3. Add all the necessary employee’s information to add the employee.
4. After that, you have to choose the Payroll and Compensation info in the Change drop-down menu.
5. In the Item drop-down menu, click on the payroll item under the Additions, Deductions and Company Contributions.
6. Now, you need to enter the total deduction for each employee.
7. Choose the item type to enter other types of payroll items and fill the required information.

How to access QuickBooks Payroll Reports?

As you know, there are different types of payroll reports in QuickBooks Online. Here are the steps to access those reports in QuickBooks Online:

1. You first need to search the name of the report in the Reports.
2. In the search field, you have to enter the report name.
3. Now, choose the report that you need to access.
4. You are required to filter the report by date range, employee, and location.
5. In the end, choose the Run Report.

How to edit QuickBooks Payroll Item List?

In order to manage individual amounts on a paycheck and accumulate year-to-date tax amounts and wages, QuickBooks utilized the payroll item list. The payroll items are managed for taxes, additions & deductions, expenses, and compensation. These all can be assigned to different accounts as required.

The following are the steps to edit QuickBooks items list:

1. First of all, choose the Payroll Item List in the Lists menu.
2. Click on the appropriate item and then, select Edit Payroll Item.
3. Now, you need to do the required changes in the Payroll Item Name, How to calculate the item, Liability/Expense Account related to item.
4. You are not permitted to edit the payroll item type. If you need to edit it, then you have a make a new payroll item.
5. Lastly, you need to click on Next till you don’t choose Finish.

In Conclusion

We have provided you the steps to set up QuickBooks Payroll Item List along with the steps to access and edit it manually. We consider that the above article helped you and provided you the required information. You can set up the payroll item list manually by following the simple steps. If you are facing any issue while going through the aforementioned steps, then quickly get in touch with us by dialing our toll-free QuickBooks Payroll Support Number 1-888-502-0363.