Looking for help with PaySuite? See Employees & Payroll (PaySuite)
To get ready for payroll, you’ll need to turn on payroll in QuickBooks Online, and then provide some information about your company and employees. After you finish with all your setup tasks, you’ll be up and running and can run payroll without having to go to setup again (unless you need to make a change).
Getting set up correctly at the onset ensures that you can run payroll and pay your employees every time without a hitch.
Once you’ve finished basic setup, you can also make changes later by going to the Gear icon > Account and Settings > Payroll .
Tell QuickBooks Online Payroll whether you are paying your employees before or after the 6 April 2019. This allows Quickbooks to know which tax year you are starting in, and what information it will need to calculate your employee's tax and NI.
Review your company name and address, to ensure all forms given to your employees have the correct legal information on them.
Before you save your company pay schedule, decide how often you want to pay your employees. If you’re switching from another payroll software, keep your current pay schedule to avoid tax implications.
You can make changes to your pay schedule up until you submit your first payroll. After that you won't be able to make any changes unless you delete the entire payroll.
Not all business may need to set up a workplace pension straight away. Choose between three options to tell QuickBooks if yours does:
The first two options do not require you to complete the workplace pension setup. If you choose the third option, you will be asked if you already have a workplace pension plan for your employees.
If your answer is yes, you will need to complete the steps to setup your workplace pension scheme.
Tell QuickBooks if you qualify for Employment Allowance Credit. See Set up Employment Allowance in QuickBooks Online Payroll (UK) to check if you’re eligible.
If you are eligible, and you have already claimed part of the amount, enter it in the box below.
Your payroll is now all set up! You can click on Add your first employee to start adding employees in QuickBooks Online Payroll (UK). Alternatively, click on Go to payroll.
Have your Government Gateway credentials on hand and enter your HMRC credentials to sign up . By doing this once, you won’t have to sign in each time you run payroll and want to submit your FPS filings.
If this applies to you, finish setup and then go to the Gear icon > Company settings > Payroll. Then Set up Small Employer’s Relief (SER) .
That’s it with setup! You’re ready to pay your employees.
Select Run payroll when you’re ready to Pay your employees..
Employees and payroll (QuickBooks Online Payroll, UK Only)