Setting up employee information at mid-quarter or mid-year with no check detail

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you need only the monthly, quarterly, and year-to-date amounts for each employee and not the check detail, you can set up the client as of the current month and set up each employee per the normal procedure. Then do the following:

  1. While in edit mode for the first employee record in the Employees window, choose the employee's first department and then choose Edit > Earnings History.
  2. Mark the Monthly checkbox to display the month columns in the Employee Earnings History grid.
  3. Enter the employee's total earnings for each month within the selected department.
  4. Click the Done button to save the information and return to the Employees window.
  5. Repeat steps 1 - 4 for all employees (and for each department to which a multi-department employee belongs).

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