Adding an employee to payroll as direct deposit

Leb1080 · ‎July 13, 2020

Our company has been using direct deposit with our enhanced payroll for almost 3 years. I now have a new employee who I have to set up for direct deposit. I know how to enter his direct deposit information. My question is does this get verified prior to the next payroll? Is there some type of verification that takes place to ensure his acccount is valid and ensures that the actual monthly direct deposit will hit his account at that time?

MirriamM · ‎July 13, 2020

Thanks for reaching out to the Community forum, @Leb1080.

When setting up an employee for direct deposit, there's no verification needed. You'll only have your employees fill out a Direct Deposit Authorization form and have them provide you with a voided check from their bank account (not a deposit slip). The Employee Direct Deposit Authorization form is a document signed by employees requesting automatic deposit of paychecks.

Please know that this data is for your records only and doesn't need to submit to QuickBooks.

To set up an employee for direct deposit, here's what you'll need to do:

Go to the Employees menu at the top and select Employee Center.
Double-click the employee's name.
Tap the Payroll Info tab and hit the Direct Deposit button.
In the Direct Deposit window, choose Use Direct Deposit for [employee's name].
Pick the option to deposit the paycheck into two accounts.
Enter the employee's financial institution information (Bank Name, Routing No., Account No., and Account Type).
Set the amount or percentage that the employee wants to deposit to the first account in the Amount to Deposit field. The remainder goes to the second account.
Hit OK to save the information.
Enter your direct deposit PIN when prompted.

Take a look at this article to know more about the process above: Set up direct deposit for employees.

For future reference, you may find this resources helpful:

I'm always here if you have follow-up questions about Direct Deposit or if you need anything else. Have a good day.

**Say "Thanks" by clicking the thumb icon in a post.
**Mark the post that answers your question by clicking on "Accept as solution".

View solution in original post

MirriamM · ‎July 13, 2020

Thanks for reaching out to the Community forum, @Leb1080.

When setting up an employee for direct deposit, there's no verification needed. You'll only have your employees fill out a Direct Deposit Authorization form and have them provide you with a voided check from their bank account (not a deposit slip). The Employee Direct Deposit Authorization form is a document signed by employees requesting automatic deposit of paychecks.

Please know that this data is for your records only and doesn't need to submit to QuickBooks.

To set up an employee for direct deposit, here's what you'll need to do:

Go to the Employees menu at the top and select Employee Center.
Double-click the employee's name.
Tap the Payroll Info tab and hit the Direct Deposit button.
In the Direct Deposit window, choose Use Direct Deposit for [employee's name].
Pick the option to deposit the paycheck into two accounts.
Enter the employee's financial institution information (Bank Name, Routing No., Account No., and Account Type).
Set the amount or percentage that the employee wants to deposit to the first account in the Amount to Deposit field. The remainder goes to the second account.
Hit OK to save the information.
Enter your direct deposit PIN when prompted.

Take a look at this article to know more about the process above: Set up direct deposit for employees.

For future reference, you may find this resources helpful:

I'm always here if you have follow-up questions about Direct Deposit or if you need anything else. Have a good day.

**Say "Thanks" by clicking the thumb icon in a post.
**Mark the post that answers your question by clicking on "Accept as solution".

mark0729 · ‎July 23, 2020

i need to get a security key to enter a direct deposit

Nick_M · ‎July 23, 2020

Hi mark0729.

After you purchase your Payroll service, we'll email your service key to you. You must enter the service key in QuickBooks Desktop to activate the service.

If you don't have your service key, use our Automated Service Key/Disk Delivery Key Tool. You must sign in using your Intuit Account login.

The automated tool may not work if:

Your company has multiple payroll orders in our system
You purchased your payroll product from a retail store
The business phone number you provided did not match our records

Once you have your service key, you'll need to enter it, to do so follow the steps in the following article: Activate QuickBooks Desktop Payroll. If you have any other questions or concerns, feel free to post them here. Thank you for your time and have a nice evening.

Ashoemaker1 · ‎August 11, 2023

Thanks. After step 3, a big screen pops up (takes up most of my desktop where as the previous one only took up 1/4 the screen) and says "You successfully connected your bank account for direct deposit. You can use this account to pay your employees" and I click OK... and then nothing happens. I even went to lunch and came back.... nothing. I've logged in and out several times and tried updating, but it will not get me to the page to actually enter the employees direct deposit information. I had been using 2021, now we are using QuickBooks Desktop 2023.

SarahannC · ‎August 11, 2023

I appreciate you for following the instructions shared by my colleague above, Ashoemaker1. There's an action we can take to resolve this behavior.

Step 1: Make sure to update your QuickBooks to the latest release. Afterward, download QuickBooks Tool Hub. It helps you troubleshoot and resolve common issues that might arise while using QuickBooks Desktop.

Close QuickBooks.
Install the most recent version (1.4.0.0) of QuickBooks Tool Hub.
Save the file.
Open the file you downloaded (QuickBooksToolHub.exe).
Follow the instructions displayed on your screen to install the tool and accept the terms and conditions.
Once the installation is complete, double-click the icon located on your Windows desktop to launch the tool hub.

Step 2: From the Tool Hub, run the Quick Fix for my Program. It will perform a speedy repair on your program.

Within the QuickBooks Tool Hub, opt for Program Problem.
Choose the Quick Fix my Program option.
Proceed to launch QuickBooks Desktop and access your data file.

If you encounter the same issue again, you can move forward with Solution 2 and Solution 3: Learn how to resolve issues that cause QuickBooks Desktop to stop working.

Please know that I am here to support you every step of the way. Don't hesitate to reach out to me if you have any further questions or concerns about direct deposit. I want to make sure your experience with the program remains smooth and uninterrupted.

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Adding an employee to payroll as direct deposit