How do I add payroll services to my account ?

It’s my pleasure to guide you on how to subscribe to our payroll services, @nctriangle.

Let’s go to your Account and settings and choose a plan that best suits your business needs.

Here’s how:

1. Navigate to the Gear icon.
2. Click Account and settings.
3. Select the Billing & Subscription section.
4. Go to the QuickBooks Payroll tab and click Learn more. 
5. From there, choose a payroll plan and try it for 30 days free of charge and see which plan fits you.

Once you’ve chosen a plan, visit our Payroll Pricing page and avail of our latest discounted price.

You might also want to consider inviting your employees to QuickBooks Workforce. This way, they can view their pay stubs online.

In case you need further assistance subscribing to our payroll services, let me know in your reply. I’m more than happy to help and guide you. Keep safe and happy holidays!

Ok, I will look this over.

So, what information do I need to bring over to complete this ?

Thank you,

Matt Bowman

Hey there, nctriangle.

Thanks for following up. I'd be glad to provide some additional info about moving from one payroll provider to QuickBooks Online Payroll.

After completing the steps mentioned by my colleague above, you'd then enter prior payroll history into your new payroll account. Once employees have been added, here's how to enter their pay history:

1. In the employee profile, Step 8 asks How much did you pay [employee] this year?, click +Enter [year] prior pay details.

2. Answer 1-2 questions to select the time period the employee got paid.

3. Use the reports and/or pay stubs to enter how much you’ve paid your employee so far this year in the Year-to-date totals as of today column.

4. Be sure to include all types of compensation, deductions, taxes, and company contributions including:

   a. Regular Wages - Total employee compensation (salary or hourly) in $ amount.

   b. Overtime Pay, Bonus Pay, etc - any additional employee compensation $ amount.

   c. Federal Income Tax - Also known as federal withholding or FIT.

   d. Social Security & Medicare - Both are known as FICA taxes.

   e. State Income Tax - Also known as state withholding or PIT/SIT.

   f. State Disability Insurance - This tax item only shows if the state has SDI.

   e. Net Pay - This is optional. You can leave it blank as it automatically calculates after you select Continue.

I recommend the following linked article for more info on how to set up prior payroll for QuickBooks Online Payroll.

Additionally, you may also need to check out this link for recording prior tax payments.

With this info, you'll have QuickBooks Online Payroll up and running in no time. Please don't hesitate to reach back out if you have any other questions. Take care!