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Edit company information after initial setup in QuickBooks Online Payroll

SOLVEDby QuickBooks33Updated 1 month ago

This article explains how to edit your company settings in QuickBooks Payroll after the initial setup. If you haven't yet entered any company settings through the payroll setup process, see getting started.

There are many fields you can update to make changes to your company information. Here's how to get started:

  1. Select the Settings ⚙️ icon, then Payroll settings.

You can then fill in the required fields as outlined in the table. For details on each section, select the link for more information.

DetailsBrief description
Update company informationWe'll use this information on your payroll tax forms:
  • ​Legal Name
  • Address
  • Contact Email/Phone number
  • Canada Revenue Agency (CRA) payroll account number
  • Quebec payroll number
  • Remittance frequencies
Update your bank accountThis is the bank account used to pay employees, payroll taxes and subscription fees.
  • Account Information
  • Branch Information
  • Agree to the Pre-Authorized debit plan

Note: This is also where you will go to validate your bank account for direct deposit.

Record of Employee (ROE) authorizationThe Record of Employment (ROE) web authorization will allow us to prepare and submit the ROEs to Service Canada electronically.​ The process of setting us up as the authorized representative can take 2 - 6 weeks, so it is best if this step is completed as soon as possible.
  • Contact person. (For the CRA to contact)
  • ROE authorization form - this gives us permission to submit on our behalf.
About departmentsAdd company level departments to stay organized.
About updating job titlesAdd company level job titles to stay organized.
Adding locationsNot every employee works in the same province. Here you can add multiple work locations so you and your employees are properly taxed.
Updating company holidaysDon't miss another holiday, or employee birthday again with the ability to manage company holidays.
How to manage usersEmployees typically like to see their pay stubs and Payroll forms. From here you can update and manage employees sign in for the employee portal to do just that.
Customize your Chart of AccountsCustomize how debits and credits are tracked.

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