Need to update your account details or payment information for QuickBooks Desktop? Click here for our step-by-step guide.
Need help running payroll?Watch our video or read the guide in our Product Tutorial.
Upgrading standard payroll to advanced in QB online
I'm happy to see you're looking to elevate your payroll experience by upgrading to our advanced solution. Our partnership with WagePoint allows us to take advantage of their exceptional platform to offer powerful integration with the accounting capabilities of QuickBooks Online. This results in a stress-free year-end, and incredible automation features to save you an enormous amount of time. As this is based on a different system entirely, information entered in Standard Payroll won't be carried over. Thankfully, I'm confident well have no problem generating T4As with the help of a few reports.
Using the Expenses by Supplier Summary report is the simplest way to find the information you need to fill out your T4A Forms. This can be run in just a few easy steps:
From the left menu, select Reports.
Search for the report “Expenses by Supplier Summary.”
Next to your contractor, select the total to generate a Transaction Report for the Supplier, on the specified date range.
Select each transaction on the report to view its transaction details.
Switching to Advanced Payroll Powered by WagePoint can be a pretty hands-on process, but we're here to help you through it. Please choose from the methods below to reach out to a payroll specialist, and they'll be able to help you get started.
Phone and Chat: ClickContact Us to learn how to reach phone and chat support.
Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)