You can make changes to your pay history as long as you haven't created any paychecks yet, Sarah. This is because once paychecks are created, the system locks your pay history to maintain data accuracy for tax filings and reports. If you haven't processed any paychecks, we can return to the setup tasks to implement your changes. How to get to your pay history: Navigate to the Payroll menu and select Overview. Look for the Setup Tasks list on the page. From here, choose the option to review and Add Your Pay History. If you've already created paychecks, the ability to edit your pay history is limited to prevent discrepancies in your tax filings and financial records. Please let me know if you need any further clarification or guidance on this matter.

Question

Can I delete YTD amounts for employees that I previously set up when I started setting up my new Quickbooks file?

Forum|Forum|9 months ago
October 1, 2025
1 reply
3 views

No text available

Workforce Payroll

C

ChristineJoieR

QuickBooks Team

You can make changes to your pay history as long as you haven't created any paychecks yet, Sarah.

This is because once paychecks are created, the system locks your pay history to maintain data accuracy for tax filings and reports.

If you haven't processed any paychecks, we can return to the setup tasks to implement your changes.

How to get to your pay history:

Navigate to the Payroll menu and select Overview.
Look for the Setup Tasks list on the page.
From here, choose the option to review and Add Your Pay History.

If you've already created paychecks, the ability to edit your pay history is limited to prevent discrepancies in your tax filings and financial records.

Please let me know if you need any further clarification or guidance on this matter.

S

swilker86

Thank you for your reply. I did run a payroll originally, however:

One recommendation I seen was to delete the payroll I ran and they implied that would delete the YTD history, but it didn’t work. I currently don’t have any recorded payrolls but no option to go back into my setup tasks to remove the history. If I click on the individual employee history tab it doesn’t show the amounts there, so is there some other place in the set up to remove it or do I need to contact someone at QB to remove from the back end?

Kindly,

Sarah

J

JoelES

QuickBooks Team

Deleting the paychecks did not clear the year-to-date (YTD) history, as this information was added separately as prior payroll data during the setup, swilker86.

To resolve this issue, I'll connect you with our Live Support Team to take a closer look at your account. They have the specific tools needed to access and clear that locked historical data.

Here's how:

Go to the Help icon on the top menu.
Select the Search tab and enter your concern. For instance, enter help.
Click the Contact Us button and choose between Chat or Callback to connect with us.

Phone support is available on weekdays from 8:00 AM to 7:00 PM. You can request a callback during weekdays from 8:00 AM to 6:00 PM, and a support expert will contact you as soon as possible. Chat support is available weekdays from 8:00 AM to 10:00 PM and weekends from 8:00 AM to 6:00 PM.

If you need any additional help with QuickBooks, don’t hesitate to reach out.

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