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How to edit year-to-date adjustments
Article ID: 1000761
PrintOverview
This article explains how to edit year-to-date (YTD) adjustments you previously entered.
Assumptions
You have an active payroll subcription in QuickBooks.
Expected Outcome
You can provide YTD information for your employees.
Details
To edit YTD adjustments:
- QuickBooks Pro and Premier:
- Choose Employees > Employee Center. Click the Transactions tab on the upper left.
- Simple Start:
- Click Payroll to enter the Payroll Center.
- Under Related Activities, click See payroll transactions you've created on the left. Click the Show drop-down arrow.
- Under the Transactions tab (for QuickBooks) or the Show drop-down arrow (for Simple Start), click Year-to-Date Adjustments.
- Select the correct date range at the top of the Transaction List.
- Find the YTD entry you want to edit and double-click it.
- Adjust the amounts previously entered.
- Note: If you created prior liability payments, you must edit them to reflect the changes to the YTD adjustments.
To adjust prior liability payments:
- QuickBooks Pro and Premier:
- Choose Employees > Employee Center.
- Click the Transactions tab on the upper left.
- Under the Transactions tab, click Liability adjustments.
- Select the correct date range at the top of the Transaction List.
- Find the liability adjustment (prior payment) you want to edit and double-click it.
- Adjust the amounts previously entered.
- Simple Start:
- Click Payroll on the top tool bar.
- Click on Related Payment Activities in the Payroll Center.
- Select Adjust Payroll Liabilities.
- Click the Previous Adjustment button until you find the liability adjustment you want to edit.
- Adjust the amounts previously entered.
To delete a YTD adjustment in QuickBooks:
- Choose Employees > Employee Center.
- Click the Transactions tab on the upper left.
- Under the Transactions tab, click Year-to-Date Adjustments.
- Select the correct date range at the top of the Transaction List.
- Double-click the YTD entry you want delete.
- At the top left, click the Edit menu > Delete YTD adjustment.
- Click OK to confirm the deletion.
To delete a YTD adjustment in Simple Start:
- Click Payroll at the top to enter the Payroll Center.
- Under Related Activities, select See Payroll Transactions you've created.
- Click the Show drop-down arrow at the top and select Year-To-Date Adjustments.
- Select the correct date range at the top of the Transaction List.
- Double-click the YTD entry you want to delete.
- At the top left, click the Edit menu > Delete YTD adjustment.
- Click OK to confirm the deletion.
If you have filed any forms or paid liabilities based on the previous incorrect adjustments, you might have to file corrected forms and pay the balance due for the liabilities.
