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cqengineering
Level 1

How do I get workforce set up in payroll?

 
5 Comments 5
RaymondJayO
Moderator

How do I get workforce set up in payroll?

Let's perform some steps so you can set up QuickBooks (QB) Workforce for your payroll, @cqengineering

 

First, you'll have to set up your company file for QB Workforce Admin. Please make sure QuickBooks Desktop and payroll tax table are updated before performing the steps below. 

  1. Go to Employees from the top menu. 
  2. Select Manage Payroll Cloud Services
  3. In the Payroll Cloud Services window, toggle the status to ON under QuickBooks Workforce
  4. If prompted, create or confirm a PIN used to send payroll data.
  5. Click Save Changes.
  6. Select Return To QuickBooks in the confirmation window.

 

Once done, you'll need to upload historical paychecks. This ensures your employees can view their pay stubs issued prior to setting up QuickBooks Workforce. 

 

Second, you'll have to sign in to your Intuit account in QuickBooks. Please take note that your Intuit account login is different from your company file login. Here's how: 

  1. Go to Company from the top menu.
  2. Select My Company.
  3. Choose Sign in on the top right corner.
  4. Log in using your Intuit ID and password.

 

Third, you'll have to send invites to your employees. Let me guide you how. 

  1. Go to Employees from the top menu. 
  2. Select Manage Payroll Cloud Services
  3. In the Payroll Cloud Services window, choose Invite Employees under QuickBooks Workforce
  4. Select the employees you need to give access, then add their email addresses. 
  5. Click Send Invite

 

The screenshot below shows you the third step. To learn more about the process above, go through this article: Set up QuickBooks Workforce for your QuickBooks Desktop

InviteEmployees.PNG

 

After that, please have your employees accept your invites by signing in to the Workforce website. For detailed steps, have them go to this link: Access Your Paychecks and W-2's Online. They can also find steps on how to view, download, and print your paychecks.

 

At year-end, your employees can access the W-2 forms online when you process them in the software. For more information, check out this website: Access W-2s in Workforce

 

I'm just a post away if you need anything else. Have a great day, @cqengineering

Taxlady51
Level 2

How do I get workforce set up in payroll?

The problem with Workforce is it's not available to clients under an Accountants Payroll subscription and my clients keep asking about it.  It's only available to the primiary EIN.

How do I solve this problem?

AlexV
QuickBooks Team

How do I get workforce set up in payroll?

Thanks for joining this thread, Taxlady51.

 

Let me share some details about QuickBooks Workforce.

 

For QuickBooks Desktop, you'll have to log in as a QuickBooks administrator. The administrator or the employer should be the one to set it up. Also, make sure that you installed the latest QuickBooks release version and tax table.

 

For the detailed steps, here's how to set up QuickBooks Workforce for your QuickBooks Desktop.

 

Additionally, you can chat with our Support Team so they can help assist you in activating your QuickBooks Workforce account.

 

Comment again on this thread if you have other concerns. I'll be here!

Taxlady51
Level 2

How do I get workforce set up in payroll?

I am the administrator for all of my payroll clients.  I have an Enhanced Accountant payroll subscription but am only allowed to provide Workforce services to my EIN, not any of my payroll clients.

That's the problem.  It's "offered" but when I try to invite my clients employees I have to log into QuickBooks Payroll with a User ID or Email address and password.

Would I need to set up an Intuit Account for each client in order for this to work?  Again, I'm listed as Payroll Administrator but I am not a part of any clients company.

RCV
QuickBooks Team
QuickBooks Team

How do I get workforce set up in payroll?

Thanks for checking in with us, Taxlady51.

 

To invite your client's employees, we'll need to log in to your Intuit account in QuickBooks. Your Intuit account login is different from your company file login. For more details about this one, see the Manage your Intuit Account online article.

 

Also, the administrator or the employer should be the one to set it up and you have the latest QuickBooks release version and tax table. For the detailed steps, here's how to set up QuickBooks Workforce for your QuickBooks Desktop.

 

If you need further assistance in inviting your clients' employees, feel free to contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how to reach them: 

  1. Click the Help icon on the top menu. 
  2. Choose QuickBooks Desktop Help
  3. Tap Contact us.
  4. Select Search for something else and enter your concern in the Tell us more about your question: field. 
  5. Tap Search
  6. Choose Start a Message or Get Phone Number to connect with our support. 

 

After your employees accept your invites, they can sign in to the Workforce website and access their Paychecks and W-2's Online.

 

I'd like to know how things going after contacting our support agent, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.

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