Enter a new employee

It is useful to add employees to the Employee List if you use time tracking, or if you write cheques to your employees. Note that you can't reference employees or users in transactions.

To give an employee access to QuickBooks, create the employee as a user. How?

When you add an employee as a QuickBooks user, you can you use the person's name in transactions (such as when writing cheques to the person, filling out timesheets, reimbursing for purchases, and so on).

If the employee is a subcontractor, you may want to create the employee as a supplier instead. How? That way, you can track payments for tax forms, or track payments in supplier reports.

There are two ways to enter an employee:

• Quickly, while you're entering a transaction.

1. In the Employee field, type the name, and press Enter.
2. To enter only the name and whether the person is an employee or a supplier for now, click Save. You can go back later to the Employee List (or the Supplier List) and add more details.

   Or, you can enter all the details right now by clicking More info.

• From the Employee list.

To enter an employee from the Employees List:

1. In the navigation bar, click Employees.
2. Click New.
3. Complete the fields. Make sure the Display Name As field is filled out. Which Name fields should you use?
4. Click Save.