Our guide will show you how easy it is to manage timesheets, pensions and payroll alongside your accounts. It’s easy to stay organised when everything’s in QuickBooks. You can download a step-by-step PDF guide here.
1. Before you get started
It’s important to get a few details together before you run payroll. You’ll find this information either in your own records, from previous payroll providers (if applicable), or HMRC. Make sure you have your:
- Company information
- HMRC Gateway credentials and PAYE reference from HMRC
- Employee details such as name, gender, date of birth, address, email address, bank details, National Insurance number and previous employer if relevant. You can ask your employee to enter their own details through the self-setup portal if you prefer
- Employee start date, pay schedule and pay rate
- Pay history (if you haven’t paid anyone in the current PAYE tax year you won’t need this)
- Pension information
2. Setting up
First things first, log into QuickBooks Online and select the Payroll tab. You’ll be asked to choose your payroll plan. Select Advanced Payroll and then Begin set up.
4. Running payroll
5. The employee portal
The employee portal, including self-setup and the WorkZone mobile app, allows employees to request leave, log their timesheets and access their payslips. They can log in via an internet browser or download the WorkZone mobile app.
7. Final steps
Congratulations, you completed your set up and first pay run.
Don't forget to bookmark the Advanced Payroll hub for more useful articles on managing employees and payroll.
Want to learn more? Register for a training webinar, contact customer success or visit quickbooks.co.uk/payrollhelp