Previous Payroll System Employee YTD Totals

You can create beginning balance payroll entries for employees so their pay stubs and W-2s will show all year-to-date totals by clicking the Add Beginning Balance button when editing an employee (Payroll -> Employees) (this button is available as long as no regular payroll periods have been entered for the employee).

By default the Period Begin Date will be the first of the year. Set the Period End Date to the last payroll date for your previous payroll system. Click the Add Beginning Balance arrow.

Beginning balance payroll periods won't have any GL entries created and also won't generate any checks. The totals will be included though in year-to-date totals when you run payroll in the future. The beginning balance totals will be factored into pay stubs and W-2s.

If you have already entered payroll data for employees, and you would like to go back and add beginning balance entries, you can do so by going to Payroll -> Employees -> Edit Employee Calculations. Select an employee and enter a date range for the beginning balance entries. At the bottom of the page be sure to check the box labeled Pay Period Is A Beginning Balance Period Only. Checking the box will prevent the system from creating checks or GL entries.