How to Get Clients Started with QuickBooks Online Payroll

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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. Whether your clients run payroll themselves or need help from pros like you, you’ll find flexible QuickBooks Online Payroll 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 and videos you can use to walk your clients through the process.

Payroll starter guides 

To get started, help your clients choose which of our three QuickBooks Online Payroll plans work best 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, Core covers the basics. Available in all 50 states, all plans allow them to pay both their employees and contractors using direct deposit (or by paper check), and have their payroll taxes done for them. The two upper-level plans, Premium and Elite, offer powerful tools and services like tax penalty protection, same-day direct deposit, time tracking, expert review, and expert setup.

Check out this article to help your clients choose a payroll service that is right for them.

How-to videos 

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

Here’s a collection of videos providing 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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