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How to Get Clients Started with QuickBooks Online Payroll

How to Get Clients Started with QuickBooks Online Payroll


Getting clients started with QuickBooks Online Payroll 


Everyone loves to get paid. But for your small business clients, paying their teams can be stressful and time-consuming. From ensuring timesheets are correct to calculating payroll taxes and everything in between, there’s a lot that can go wrong if they go it alone. 


That’s where you come in. No one knows your clients better than you. And with QuickBooks Online Payroll, you can match the right solution to their comfort level. Whether they run payroll themselves or need help from pros like you, you’ll find flexible options to give you both a more consistent, accurate payday.   


We understand that getting started with a new payroll solution can be overwhelming. That’s why we’ve put together a comprehensive list of guides, videos, and more you can use to walk your clients through the process.  


Payroll starter guides 

To get started, help your clients choose which of our two QuickBooks Online Payroll solutions work for their business. Making sure they have the right option also helps clarify how involved you’ll need to be and saves you time and hassle down the road.  


If your clients prefer to run payroll on their own, QuickBooks Self Service Payroll is probably their best bet. On the other hand, if they want our team at QuickBooks to handle payroll and payroll taxes for them, QuickBooks Full Service Payroll is the way to go.  


Check out these step-by-step starter guides to help clients decide on their payroll path and get set up. 



New how-to videos 

Another way to help your clients ease into QuickBooks Online Payroll is to let them see it in action.  


Our new collection of how-to videos provide a sneak peek of what to expect, from initial setup and beyond. The videos are short, easy to understand, and perfect for visual learners. 



QuickBooks Resource Center 

Once your clients are ready for more detailed information, head to our QuickBooks Resource Center for handy tools, articles, and reference guides you can share.  


Below you’ll find just a few resources to answer frequently asked payroll questions on everything from selecting the right tax forms to calculating paychecks, and much more. With the right tools and your guidance, you can help clients de-stress payroll and turn payday into just another day.   



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