Add, Change, or Remove a Linked Account in a Payroll Expense Group

Select a task:

Add or change a linked account in a payroll expense group

1. In the Home window, on the Setup menu, select Settings. Open Payroll, Linked Accounts, and then Expense Groups.
2. Select the Payroll Expense Group you want to add an account to and click the ellipsis to open the account list.
3. Select the Income, Tax, or User-defined Expenses tab.
4. Locate the income, tax or user-defined expense you want to add an account to and click in the Linked Account column.
5. Select the account you want to link and click Select.
6. Click OK to close the Payroll Expense Group Accounts window.
7. Click OK to close the Settings window.

Remove a linked account in a payroll expense group

1. In the Home window, on the Setup menu, select Settings. Open Payroll, Linked Accounts, and then Expense Groups.
2. Select the Payroll Expense Group you want to remove the account from to and click the ellipsis to open the account list.
3. Select the Income, Tax, or User-defined Expenses tab.
4. Click on the Linked Account for the income, tax or user-defined expense and press Backspace.
5. Click OK to close the Payroll Expense Group Accounts window.
6. Click OK to close the Settings window.