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Adding payroll to quickbooks desktop

 

There's a lot to do when you hire a new team member: introductions, training, paperwork, and add them to your payroll. Follow these steps to get them added to your payroll. Now that you have the necessary documents, let's set up your new employee. If you need to make changes to an employee who is already in the system, see Edit or change employee info in payroll instead. Select your payroll product to get started. You can set up employee defaults in QuickBooks Desktop for things that apply to all or a majority of your employees.

Each time you add a new employee, the defaults will automatically appear on the employee profile to save you some time. This can include things like:. See Set up employees and payroll taxes in a new state.

Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Your employees can enter this info when you invite them, but you are required to keep a copy of this for your records.

I-9 : A form used to verify employment eligibility in the United States. Your employees must have valid Social Security numbers. Email address : Send your employees an invite to add their personal info and have access to their pay stubs and W-2s online. Work location : The address where your employee works. Employees can add up to 2 bank accounts. Pay history : This only applies if you're setting up your QuickBooks payroll service for the first time.

We'll walk you through this, but be sure you have this info. Step 2: Add your employees Now that you have the necessary documents, let's set up your new employee.

Note : Not sure which payroll service you have? Here's how to find your payroll service. QuickBooks Online Payroll You have two options for how to add your new employee with QuickBooks Online Payroll: Set up some info then invite your employee to add the rest. Set up and add all employee info.

Add your employee to payroll Go to Payroll , then Employees. Select Add an employee. If you want them to enter their own personal, tax, and banking info, make sure Employee self-setup is on. QuickBooks will automatically email them an invite to QuickBooks Workforce. Your employee can enter their address, Social Security number, W-4, and banking info.

Select Add employee. Select any section to add the remaining employee info. If you do want to edit those tabs, from the Personal Info turn off Employee self-setup at any time. When finished adding info to a tab, select Save. QuickBooks Desktop Payroll Set up employee default You can set up employee defaults in QuickBooks Desktop for things that apply to all or a majority of your employees. Select Payroll and Employees , then Company Preferences. Select Employee Defaults , then enter the changes that you want.

Select OK twice to save changes. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users.