Getting Started with QuickBooks Online Payroll

Once you’ve signed up for QuickBooks, it’s time to get connected to QuickBooks Online Payroll powered by Employment Hero. Below you will find a few easy guides to not only turning on and setting up your payroll but also configuring your account to be STP compliant.

This is just a quick guide to setting up, refer to the links below each topic for more information.

Before you start

We also have a full PDF guide on getting started with QuickBooks Online Payroll.

Turn on Payroll

1. Select Payroll from the left-hand menu.
2. Select Choose your plan and select the plan that best suits your business needs.
3. Enter your Business Details.
4. Enter your Contact Details.
5. Enter your Payroll Details, i.e. work hours, pay schedule, and industry.
6. Select Sign Up.

Your payroll has now been turned on.

Adding an Employee

1. Select Payroll from the left-hand menu.
2. Select Add Employees.
3. Enter the Employee Personal Details, then select Next.
4. Enter Employment Details, i.e. start date, pay rate, etc., then select Next.
5. Enter Bank Details and Account Type for the Employee, then select Next.
6. Enter Tax File Declaration Information.
7. Select Done.

Need more help with adding an employee? How to set up an employee in QuickBooks Payroll

Set up Single Touch Payroll

1. Select Payroll from the left-hand menu.
2. Select the Payroll Settings tab.
3. Select ATO Settings.
4. Select the Electronic Lodgement & STP tab.
5. Contact the ATO on 1300 852 232 and provide them with your Software Provider and Software ID.

Note: Additionally if required the software provider ABN is 70 154 693 955.

1. Select Enable Electronic Lodgement.
2. Select Enable Single Touch Payroll then select Confirm.

For more information, refer to this article: How to set up Single Touch Payroll

Creating and Completing a Pay Run

1. Select Payroll from the left-hand menu.
2. Select New Pay Run.
3. Choose the Pay Schedule, i.e. how frequently you pay your employees.
4. Edit the Pay Period Ending and the Date Pay Run will be paid.
5. Select Create.
6. Select Pay Run Actions then Add Employees.
7. Select the name of the Employee to expand the Pay Run Details.
8. Add different types of Pay Types (e.g. Allowances, Leave Adjustments etc) by selecting Action.
9. Select Finalise Pay Run.
   1. Select whether you would like to Lodge Pay Run with ATO and when to Publish Pay Slips.
10. Select Finalise to confirm.

That’s it, those are the four basic steps that need to be completed in order to create and complete a pay run that is STP compliant. There are many other items to configure depending on your industry, your employees, and other ATO requirements, such as:

• Create and manage Pay Categories
• Setting up Super Payments with Beam
• How to setup leave categories
• Configuring Allowance settings for STP reporting
• Setting up Deductions

_{Content sourced from} Employment Hero