Setting up payroll and it will not continue past prior payrolls screen.

Hello there, cwilhoit. Welcome to the Community.
 

If you're getting stuck on a screen while setting up payroll, the problem could be associated with the web browser you're using. To help identify what the exact issue is, lets go ahead and open an incognito (private) browsing window. Here's how in some of the most commonly used browsers:

• Google Chrome - Ctrl + Shift + N
• Mozilla Firefox - Ctrl + Shift + P
• Internet Explorer - Ctrl + Shift + P
• Safari - Command + Shift + N

Once it's up, you can try setting up payroll again. If you're able to finish the set up process, then it's safe to say that something browser related is causing this to occur. These types of problems generally have something to do with the cache and/or cookies. When you browse privately, these saved files from prior browsing sessions don't come into the picture. You can clear your temporary internet files to improve the browser's overall performance.
 

I'll be here to help if you have any questions. Have yourself a great day!

Now I can run payroll, but it only gives me the option to run payroll for 1 employee or 2 employees!!  When I click on run payroll it gives me a mostly blank screen with the message "Select a pay schedule for this payroll" and 2 options to select from.  The first is "Every Friday (1 Employee)" and the second is "Every Friday (2 Employees)".  I can only select one of these options. If I select 1 employee it defaults to me, if I select 2 employees it default to the other 2 employees!! I expected it to provide an approval screen for all 3.  How do I correct that?

I appreciate you getting back to us, @cwilhoit.

Running payroll in QuickBooks Online (QBO) depends on the pay schedule you set up for your employee. It's possible that you've set up a different pay schedule that's why it gives you two (2) options to select.

Based on the option you see, your employees had the same pay schedule (Every Friday). Let's check their pay schedule to ensure they set up correctly.

Here's how:

1. Click Workers from the left menu, then select Employees.
2. Select each employee.
3. On the Employee details page, click the pencil icon in the Pay section
4. Go to the How often do you pay your employee section, check the pay schedule.

Please repeat the steps for the rest of your employees. 

I'm adding this article to learn more about processing payroll: Process or run payroll.

Just in case you want to run payroll reports, feel free to check out this article for more guidance: Run payroll reports.

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

Ok.  Somehow there were two pay schedules with the same name. So that problem is fixed now.  The next problem I have is it is only showing a "check" for payment method.  I entered the direct deposit information last week but it is still not showing as an option when I try to run a payroll.  Any ideas?

Hi there, cwilhoit,

I'm here to help you today. You may have not confirmed the test transaction after enrolling for Direct Deposit. That's why this method isn't activated yet.

We make a small deposit into your account of less than $1.00 when you set up your bank account for Direct Deposit. It may take up to 2 banking days before you see that deposit on your financial statement.

You'll want to enter the amount in QuickBooks to authorize your bank so you can run DD payroll. To do so, you need to verify test transactions for your account.

I'm glad to show you how:

1. From the left menu, select Workers then Employees.
2. Click Finish payroll tasks on the main Employees page.
3. Click Verify the test deposit now.
4. Enter the test transaction amount in both boxes (less than $1.00). Enter the pennies only, without a dollar sign or decimal point.
   
5. Click OK.

If the there's no New payroll tasks button, here's another way to verify test transaction:

1.     Go to Settings ⚙ at the top, then choose Payroll Settings.
2.     Under Bank Accounts, select Company.
3.     Select Verify Account, then enter and confirm the amount.

You only get one attempt to verify your test transaction. If you aren't successful, chat Payroll Support for assistance.

You'll also want to connect your bank account online. It can take 1-3 business days to set up a checking account for DD. Once it's set up, you'll use this account to pay your employees and your payroll taxes

It takes two to three business days to confirm and activate your bank account. You'll receive an email from us your DD status. You can also follow these steps to check the status:

1. Go to Settings and select Payroll Settings.
2. Select Company under Bank Accounts.
3. Depending on the status, this is what will appear:
   • Connected/Active: Bank account details connected to send payroll with QuickBooks Online and option to Update it.
   • Pending: "We're getting your bank account ready." Information about test transaction will also show.
   • Waiting for verification: You have the option to enter test transaction.
   • Failed: "Update your bank account. We couldn't verify this bank account."

Should you need anything else, don't hesitate to leave a comment below. I'm always around to help.

Thank you and stay safe!