![]() First, the software will ask you for a date to run payroll and if it’s scheduled or unscheduled. Next, QuickBooks will prompt you to enter other data about your payroll. This important step will help prevent some headaches during tax season, so be sure not to skip it. If you’ve paid an employee within the last calendar year, you’ll need to add some year-to-date payroll information to keep your W-2 forms accurate. Once you’re all set with your payroll add-on, QuickBooks will ask you a series of questions about your employees, starting with whether or not you’ve sent out paychecks already in the past calendar year. If you are just setting up a subscription plan that includes payroll services, QuickBooks will now ask you for some additional information about your business (employees, work hours, HR and so on) to help you select a plan. ![]() If you’re not sure where to find it, check out the setup guide from QuickBooks for a guide to the dashboard. Head to the Payroll tab on the dashboard. Once you’ve got the basics of your payroll system set up, it’s time to learn how to use QuickBooks specifically. If this is your first time ever doing payroll and you need a bit more help with those steps, check out our article on how to do payroll for a general overview. This is essentially employee hours (entered by either you or them) and bank account information (for both employer and employees). You also need to make sure QuickBooks has all of the information it needs to make your payroll run smoothly.
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