How do I adjust payroll? I didn't fill out the stat holiday properly and need to adjust my payroll, also don't know how to take off employee advances taken prior to payr

Hi @seykitty-kat 

If you are paying your employee an amount in advance, you can set up a Pay Category specifically to record the amount in the pay run. Depending on the nature of the payment, you can then pay this as a Lump Sum amount to aggregate the tax over as many pay periods as you require. This can be used when processing any additional payments (regardless of the financial year the additional payment applies to) and can include all back payments, commissions, bonuses and so on. To set up the category:

1. Select the Employees tab, then Payroll Settings.
2. Select Pay Categories (under the Pay Run Settings subheading).
3. Select Add (top right) and name the category, eg Pay Advance, then Save.
4. Enter in the category setup as required, then select Save. 

Now you can apply the category in a pay run:

1. Open the pay run, or select New Pay Run and create a new one.
2. Use the Pay Run Actions to add the employee if they are not already showing. Then click on their name to expand the information, and select their Actions button and click Add Lump Sum Payment to create the earnings line.
3. Select the pay category and add a note as required. Enter the hours or units and the amount. Select Method A and enter the amount of pay periods the tax will be aggregated over. Then Save and Finalise the pay run. 

There is no specific or preferred method of entering a pay advance in the pay run; if you do not need to aggregate the tax, you can instead select Add Earnings instead of Add Lump Sum Payment, and enter the pay category and units/amounts as required. 

Noelia

Hello seykitty-kat,

It's good that you're taking the time to review pay runs, even after they've been completed in QuickBooks Online Payroll. This is a good practice to catch any mistakes that were made so you can correct them before too many more pay runs have been completed. I can help you with this.

When you'd like to make an adjustment to completed pay run, there are a number of things to keep in mind, such as how long ago the pay run was, whether you ran payroll with direct deposit, and other things like that. For instance, if it's the last pay run you completed and it doesn't have direct deposit, you should be able to simply delete and rerun the payroll.

To delete the paycheques, simply navigate to the Payroll tab, select the Employees section, and then Pay cheque list under the Run Payroll button. This'll bring up your list of cheques, which you can then check off and delete. When you rerun the payroll, simply make sure that you've included the stat holiday as it needs to be and continue through the process.

As for handling an employee advance, we have a handy article for that right here in the QuickBooks Community. Check out the steps in How to give an employee cash advance pay on their pay cheque to see how to work with subtracting that advance from the pay run. In this case, these are the steps you'll want to follow since the steps already shared on this thread don't apply to QuickBooks Online Payroll for Canada.

If you're in a situation where the pay run is farther back or you used direct deposit, please reach out to our technical support team for assistance with this. Our team will be able to go over the details with you to determine the best steps to take to resolve this situation in your books. Here's how to get in touch.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

You're also welcome to connect with our team if you'd simply like some guidance with the steps I've already shared with you. Regardless of what your reason is for calling, chatting in, or messaging us, we're here to help.