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Austin1414
Level 1

Payroll

I have payroll plus and am trying to get everything setup correctly. Tutorials indicate that I should have menu options that do not appear. The two specifically are "All Lists" > "Payroll Item List" and "Account and Settings" > "Payroll" Why are these options not visible for me?

5 Comments 5
GlinetteC
Moderator

Payroll

I've got all the information you need to set up payroll in QuickBooks, Austin1414.

 

If you want to set up your payroll preferences, it should be from the Settings icon, then Payroll settings

If it's employees set up, navigate the Payroll menu on the left panel.

 

Check out these articles to learn more about QuickBooks Online Payroll, adding employees, and other future payroll tasks for reference:

 

 

You can always get back to the Community if you need further assistance managing your payroll. We're happy to lend a hand. 

Austin1414
Level 1

Payroll

My settings are already set up.  I am trying to change the payroll schedule and the post I found say that in "Account and Settings" there is a tab on the left that says "Payroll".  There is no "Payroll" tab.

 

Acounts - Payroll.png

 

https://quickbooks.intuit.com/learn-support/en-uk/help-article/pay-schedules/edit-company-pay-schedu....

 

Also I am trying to set up direct deposit HSA withholding. This post says there should be Lists then Payroll Item List.  As above there is no "Payroll Item List" under my "All Lists"

 

https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/employee-pretax-hsa-contribu...

 

Why are these menu options not visible or how to do I accomplish what I want another way?

SashaMC
Moderator

Payroll

Good afternoon Austin1414,

 

Thanks for reaching out to the  QuickBooks Community and sharing that screenshot. Based on that screenshot, it seems your payroll setting may not be set up correctly. First, could you go to Billing and Subscription to verify that a payroll plan is included as the admin? 

 

In the meantime, I have added this article which includes video presentations, and I would like you to start from Step 2. Some of these steps involve adding your employees, adding payroll tax information,  adding payroll history, including workers' compensation if necessary, connecting your bank, and reviewing past payroll tax payments. 

 

Please let me know if you were able to set this up successfully and if it wasn't, let me know as well so we can investigate this matter further. I will be looking out to your response! Take care for now. 

Austin1414
Level 1

Payroll

Payroll Suscription.png

Here is my subscription screen

AileneA
Moderator

Payroll

Hello, Austin1414. 

 

Thank you for getting back to us and sharing the screenshots. Based on the screenshots, you already subscribed to the payroll subscription.

 

Also, I've noticed that the steps you've followed, All Lists > Payroll Item List, is for the QBDT version, and the Account and Settings then Payroll you've mentioned is for QBO UK.

 

However, for the QuickBooks Online US version, we don't have the payroll option under Account and Settings. To change your Payroll scheduled, you can modify it on the left pane Payroll, then Employees

 

Here's how: 

 

 

  1. Payroll then Employees 
  2. Choose your employee. 
  3.  From Employment details, tap Start or Edit.
  4. From the Pay schedule ▼ dropdown, pick the pay schedule for the employee moving forward. Or, to create a new pay schedule, select + Add pay schedule.
  5. Fill out the appropriate fields. Then click Save.
  6. When you're finished, press Save.

 

To know more about managing your payroll schedule in QBO, you can refer to this article: Set up and manage payroll schedules. 

 

Additionally, to answer your second question on how to set up HSA withholding, I can show you how to do it:

 

  1. Click the Payroll, then Employees.
  2. Pick your employee.
  3. From Deductions & contributions, tap Start or Edit.
  4. Press + Add deduction/contribution.
  5. From the ▼ dropdown menu choose:
    • Deduction/contribution type: HSA plans
    • Type: Pretax HSA or Taxable HSA.
  6. Enter a Description(appears on paycheck).
  7. Choose how you'd like to deduct the plan: Flat amount or percentage of gross. Then enter the amount or percentage.
  8. Add an Annual maximum amount.
  9. Once finished, select Save then Done.

 

For more details about these steps, please refer to this article: Set up a Health Savings Account (HSA) item in QuickBooks Payroll.

 

Additionally, here's an article that'll further guide you in managing your payroll account and transactions: QuickBooks Online Payroll Help Articles. It includes topics about subscription management, setting up and editing payroll, and benefits, to name a few. Select the + More topics button to view other selections.

 

I appreciate your patience regarding the matter. Let me know if you have other payroll concerns, and I'll gladly help. Take care, and wishing you continued success.

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