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How to Save or Revert Pending Payroll Checks in QuickBooks

· 3 min read
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Introduction​

Managing payroll efficiently is crucial for any business, and QuickBooks offers robust tools for handling payroll tasks, including the ability to save or revert pending payroll checks. This guide will walk you through the processes of saving and reverting pending payroll checks in QuickBooks, ensuring that you manage your payroll accurately and efficiently.

Saving Pending Payroll Checks in QuickBooks​

Saving a pending payroll check in QuickBooks allows you to secure all entered information until you are ready to process or alter it. Here’s how to save a pending payroll check:

Steps to Save a Pending Payroll Check​

  1. Navigate to the Payroll Module: Open QuickBooks and go to the Employees or Payroll menu, depending on your version of QuickBooks.

  2. Access the Payroll Center: From the menu, select 'Payroll Center'.

  3. Locate the Payroll Check: Find the payroll check that is currently in a pending state. These can typically be found under the ‘Transactions’ tab within the Payroll Center.

  4. Save the Check: Once you have located the specific check, review the details to ensure everything is correct. Click on the ‘Save’ option to save any changes or to simply keep the payroll check in a pending state until further processing.

Reverting Pending Payroll Checks in QuickBooks​

If you need to make corrections or if an error was made, QuickBooks allows you to revert a payroll check back to its original state before any changes were saved.

Steps to Revert a Pending Payroll Check​

  1. Access the Payroll Center: As with saving, start by navigating to the Payroll Center via the Employees or Payroll menu.

  2. Find the Pending Check: Look for the payroll check you wish to revert. Pending checks are usually listed under the appropriate section within the Payroll Center.

  3. Select the Check: Click on the payroll check to select it.

  4. Revert the Check: Once selected, you should see an option to ‘Revert’. Clicking this will undo any unsaved changes and restore the check to its original state. Confirm the action if prompted.

Best Practices for Managing Payroll Checks in QuickBooks​

  • Regular Reviews: Regularly review payroll entries before finalizing to minimize errors.
  • Audit Trails: Always keep an audit trail of changes made to payroll checks, especially in cases where checks are reverted or modified.
  • Consistent Checkups: Periodically check the status of pending payroll checks to ensure that all transactions are processed in a timely manner.

Conclusion​

Understanding how to save and revert pending payroll checks in QuickBooks is essential for effective payroll management. These functions help maintain accuracy in your payroll processes, allowing for adjustments before final submissions. By following these steps and best practices, you can ensure your payroll operations run smoothly and efficiently.