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Level 2

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

 
Solved
Best answer September 21, 2020

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Highlighted
QuickBooks Team

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

Hello Hilary,

 

My team and I are happy to be of assistance however we can. I'd like to take a moment to clarify the next steps to take in this situations so you can be sure that you're getting set up just the way you need with QuickBooks Online and Wagepoint.

 

When you're not sure if the accounts you've used to set up and map your payroll are correct, the best course of action is to consult an accountant or bookkeeping professional. While QuickBooks Online and even Wagepoint's support teams are great for assisting with the technical side of things, we don't have the training to offer informed advice about which accounts you should be choosing to manage your books.

 

In light of that, please contact an accountant or bookkeeping professional to help you with that step. A payroll specialist may also be an asset to you in this case. If you'd like to connect with an accountant, QuickBooks Online can help. The My Accountant tab gives you the opportunity to invite someone you're already working with as a user to your account, which gives them access to help you directly in your books. Don't already have an accountant? No problem. Use the Find a pro to help button to research the QuickBooks-certified accountants near you.

 

You'll note I've gone ahead and removed the attachment you had on your comment. This is to protect your information since this is a public forum. I'm not seeing the option to export as a bill rather than a journal entry in my test accounts, so knowing more about that would be ideal for guiding you through those steps. I recommend contacting support to go over that.

 

Since I've just mentioned support, I'd also like to touch on when to contact Wagepoint versus when to contact QuickBooks Online. If you're using QuickBooks Online Advanced Payroll powered by Wagepoint, then you'll want to contact QuickBooks Online support for technical assistance with this product. The QuickBooks Community also has a number of great articles about managing your payroll in this module, such as the How to map the chart of accounts before running Advanced payroll article.

 

When you're using the Wagepoint standalone product, that's when you can contact Wagepoint for technical support. This option would not have been configured through QuickBooks Online's Payroll tab.

 

I hope that's helped clear some of that up, but don't hesitate to get in touch with support if needed. Here's how to contact QuickBooks Online support.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Social MediaFacebookTwitter, and Instagram.

 

Have a great week.

View solution in original post

5 Comments
Highlighted
QuickBooks Team

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

Hi hilary7,

 

Making sure your accounts are set up correct is the key to good bookkeeping. QuickBooks Online makes it easy to get up accounts so you can keep track of your business. I'd be happy to help you go over this.

 

When setting up accounts you need to make sure you pick the right category for what you are using it for. Good news is QuickBooks Online makes most of the ones you need for you. In order to make sure they accounts are made correct I suggest going over this article. As for mapping your accounts to Wagepoint, you'll need to get in touch with them as it is being mapped to them. You can contact them here

 

Hope this was able to help!

Highlighted
Level 2

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

Hey @Nick K 

 

Thank you for the information below. I've attached the journal entries that are exported from Wagepoint to QBO. I've noted which accounts are what. Do the accounts make sense? I'm not sure why two journal entries are exported, I will ask Wagepoint directly. I'm also not remitting source deductions to the Government of Canada myself. Wagepoint does that on our behalf. Does that make a difference with the accounts I've chosen? I do have the option to export as a bill rather than a journal entry. Do you think that would be better?

 

I will also contact Wagepoint re: the mapping of accounts.

 

I really appreciate your help.

 

Thanks,

Hilary Burley

Highlighted
QuickBooks Team

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

Hello Hilary,

 

My team and I are happy to be of assistance however we can. I'd like to take a moment to clarify the next steps to take in this situations so you can be sure that you're getting set up just the way you need with QuickBooks Online and Wagepoint.

 

When you're not sure if the accounts you've used to set up and map your payroll are correct, the best course of action is to consult an accountant or bookkeeping professional. While QuickBooks Online and even Wagepoint's support teams are great for assisting with the technical side of things, we don't have the training to offer informed advice about which accounts you should be choosing to manage your books.

 

In light of that, please contact an accountant or bookkeeping professional to help you with that step. A payroll specialist may also be an asset to you in this case. If you'd like to connect with an accountant, QuickBooks Online can help. The My Accountant tab gives you the opportunity to invite someone you're already working with as a user to your account, which gives them access to help you directly in your books. Don't already have an accountant? No problem. Use the Find a pro to help button to research the QuickBooks-certified accountants near you.

 

You'll note I've gone ahead and removed the attachment you had on your comment. This is to protect your information since this is a public forum. I'm not seeing the option to export as a bill rather than a journal entry in my test accounts, so knowing more about that would be ideal for guiding you through those steps. I recommend contacting support to go over that.

 

Since I've just mentioned support, I'd also like to touch on when to contact Wagepoint versus when to contact QuickBooks Online. If you're using QuickBooks Online Advanced Payroll powered by Wagepoint, then you'll want to contact QuickBooks Online support for technical assistance with this product. The QuickBooks Community also has a number of great articles about managing your payroll in this module, such as the How to map the chart of accounts before running Advanced payroll article.

 

When you're using the Wagepoint standalone product, that's when you can contact Wagepoint for technical support. This option would not have been configured through QuickBooks Online's Payroll tab.

 

I hope that's helped clear some of that up, but don't hesitate to get in touch with support if needed. Here's how to contact QuickBooks Online support.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Social MediaFacebookTwitter, and Instagram.

 

Have a great week.

View solution in original post

Highlighted
Level 2

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

Hi @LauraAB 

 

Thank you for the below information.

 

Have a great day,

 

Hilary Burley

Highlighted
QuickBooks Team

Hello, I'm looking to verify that I have my payroll accounts set up correctly and mapped to Wagepoint correctly. I have payroll liabilities and matching expense accounts.

You're welcome! Feel free to stop by Community again with more questions. :)