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QuickBooks Payroll Setup Checklist: Desktop/Online/Intuit Payroll

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Payroll in QuickBooks is an important feature in QuickBooks that can be used to manage the payroll details of your employees in an organized way. In this post, we are going to discuss QuickBooks Payroll Setup Checklist: Desktop/Online/Intuit Payroll.

Preparing your business for using payroll feature, ensure that everything is set up correctly and flows smoothly. Payroll feature is important in QuickBooks.  Within this post, you can get details about QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll.

Requirements – QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll

You’ll need the following info to line up your desktop or online payroll account. You’ll find the data from your previous payroll supplier, in your own records, from your businessperson, or from federal and state agencies.

And after this, we will discuss QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll

  1. Company details

You will require Company bank account For direct deposit or electronic tax payments.

  1. Benefits and Compensation
  • Types of benefits to employees: Such as salaries, hourly wages, commissions, bonuses, and tips.
  • Types of compensation for employees: Such as retirement plans, Flexible Spending Account (FSA), health and dental insurance, vacation/sick leave
  • Other addition deductions: Such as travel reimbursements, union dues, wage garnishments, cash advances, and mileage
  1. Employees information
  • Pay schedule: Weekly, bi-weekly, semi-monthly and monthly.
  • Hire and termination dates. Sick/vacation hours policy and balance: if applicable.
  • Pay rate: Hourly, salary, commission, etc.
  • Paycheck deductions: Employee contributions to health insurance, retirement plans, or garnishments (child/spousal support).
  • Sick/vacation hours policy and balance: if applicable.
  1. Direct Deposit
  • Direct Deposit:  routing numbers for direct deposits to their bank accounts and Employees’ bank account, fees may apply depending on your product
  1. Tax details
  • Federal Employer Identification Number (FEIN) and state agency ID numbers: Filing requirement and deposit schedule for payroll taxes
  • Electronic Federal Tax Payment System (EFTPS) enrollment:
  • Other tax information: Such as state unemployment, tax deposit schedules, surcharge, assessment, administrative or training tax rates, and local or other taxes.
  1. Prior Payrolls

we need to know the amounts to accurately calculate new paychecks and complete your tax forms If you’ve already paid employees this calendar year,

  • For the current quarter: Payroll details from each paycheck.
  • For each prior quarter of this calendar year: Summary by employee and summary for all employees (total company payroll).
  • Year to date totals for each employee: Summary by employee
  • Year to date totals for each employee as of the last paycheck in the previous quarter: Summary by employee
  1. Liability Information
  • For each prior quarter of this year: Summary of payroll liability payments.
  • For the current quarter: Copies of all payroll liability checks.

Let us discuss few simple steps about QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll

Desktop Payroll

Steps – QuickBooks Desktop Payroll Basic or Enhanced

  1. The first step is to Activate QuickBooks Desktop Payroll
  2. You  will need to enter the activation key that came with your product, To activate your Payroll software
    • From  a retail store, Activating a payroll service purchased
    • From  the web or the phone Activate QuickBooks Desktop payroll purchased
  3. Next step is to Start Payroll Setup Wizard
  • open QuickBooks Desktop, To set up your Payroll,
  • in the top toolbar, Click on Employees
  • in the drop-down menu to open the wizard you have to Scroll and select Payroll Setup.

4. you need to Follow the Payroll Setup Wizard.

Steps – Quickbooks Desktop Payroll Assisted

We will discuss all the details about QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll. Let us discuss Quickbooks Desktop Payroll Assisted

  1. The first step is to Activate QuickBooks Desktop Payroll
    1. in order to activate your Payroll software, you will need to contact QuickBooks support on the toll-free number
    2. you need to Start Payroll Setup Wizard
      1. open QuickBooks Desktop, To set up your Payroll,
      2. in the top toolbar, Click on Employees tab
      3. in the dropdown menu to open the wizard , you need to Scroll and select Payroll Setup .
    3. Follow the Payroll Setup Wizard instructions.

QuickBooks Online

Step – Quickbooks Online Payroll

We will discuss all the details about QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll. Let us discuss about Quickbooks online Payroll

  1. You need Sign-up in QuickBooks intuit. Go to quickbooks.intuit.com or contact support team
  2. Next step is to Setup process
    1. from the navigational menu Select Workers.
  1. Select the  Employees.
  2. to begin the setup process, Click Get set up 
  3. you have to Enter in company and employee information to get started

Step – Quickbooks Online Payroll Full Service

Follow the steps below for QuickBooks Online Payroll Full Service

  1. The first step is to Sign-up Go to quickbooks.intuit.com or contact support team
  2. To begin the Setup process
  3. From the navigational menu, Select Workers 
  4. click on  Employees
  5. To begin the setup process, Click Get started with Payroll 
  6. Type the company, employee, and tax information.
  7. Once information is completed, you will get  a run payroll button in your Employees screen.
  8. If you do not see this, please contact QuickBooks support team  that will  help you with the setup process.

Intuit Online Payroll

Step – Intuit Online Payroll

We will discuss all the details about QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll. Let us discuss about intuit  online Payroll

  1. Sign-up and  Go to payroll.intuit.com or call support team.
  2. Steps to Setup process. You have to Enter in employee, tax and prior payroll information.

Step – Intuit Full Service Payroll

  1. Sign-up and Go to payroll.intuit.com or call support team.
  2. Within 2-3 working days a payroll setup expert will contact you to complete the setup process.
  3. If you don’t want to wait the 2-3 business days, you can contact tech support team on toll free number.

We have discussed in detail related to QuickBooks Payroll setup checklist: Desktop/Online/Intuit Payroll. If you have any issues or you get any errors you need to contact tech support team directly by online chat methoh or by directly calling on their toll free number.

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