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Get started with QuickBooks Online Payroll

SOLVEDby QuickBooksQuickBooks Online Payroll20Updated 3 weeks ago

Pay your team quickly, accurately and on time with QuickBooks Online Payroll. 

You’ll need to complete a few tasks before you can pay your people.  Here’s a handy guide and videos to help you get set up.

Step 1: Get started on your payroll setup

We want to make payroll painless for you. Add business and employee info to create paycheques right away in QuickBooks, and print or handwrite checks.  Then you’ll come back to the setup and work through Step 2: Complete your payroll setup tasks below.

Note: If you’re not sure which QuickBooks Online Payroll plan you have:

  1. Open QuickBooks Online and sign in as the Primary Admin.
  2. Select Settings ⚙, then Account and settings
  3. Select Billing & Subscription
  4. The name of your payroll plan is in the second box.

Step 2: Complete your payroll setup tasks

We know it takes time to get your payroll information into QuickBooks. So the setup is designed to allow you to add info at your convenience and save as you go. 

To get to these tasks:

  1. Go to Payroll, then select Overview.
  2. Select Start on the task you want to work on.

In this task, you’ll enter your employees’ info, and you can invite your employees to enter some of their own info through our free QuickBooks Workforce product. 

Info you’ll need for each employee:

  • Completed Form TD1 and any state equivalent forms if applicable
  • Hire date
  • Birth date
  • Pay rate
  • Any paycheque deductions such as contributions to insurance, retirement, or loan repayments
  • Bank account for direct deposit (if applicable)
  • Sick, vacation, PTO accrual rates and balance (if applicable)

If you’ve paid your employees this year, you’ll need pay stubs and/or payroll reports.

Check out these videos to learn how to add your employees:

In this task, you’ll connect your payroll bank account so you can use direct deposit and we can pay and file your payroll taxes. You may be able to connect it instantly so you can use direct deposit right away.

Info you’ll need:

  • Principal officer’s name, home address, Social Insurance number, and birth date (this is the authorized signer on the payroll bank account)
  • Your Transit Number, Financial Institution Number and Chequing account number of the account you want to use for your direct deposits. (We know entering this data may be scary. Read about the multiple layers of security we use to keep your data safe)

Check out this article to learn how to connect your bank for payroll

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