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sandra-austexagg
Level 1

When you add items from your bank account for payroll, what account to I select. Some are direct deposit and some are actual checks.

 
3 Comments 3
Rubielyn_J
QuickBooks Team

When you add items from your bank account for payroll, what account to I select. Some are direct deposit and some are actual checks.

Welcome to the Community, @sandra-austexagg.

 

It would be my pleasure to sort things out for you.

 

If you're referring to tax payments, you can use the same accounts that you set up for your employee and employer taxes.

 

You may need to split the downloaded transaction to distribute the amounts to the right accounts. If these are downloaded transactions, you can use prior payments. Whether downloaded or prior payments, you'll need to split the taxes and wages based on the accounting preferences in the payroll settings.

 

Also, to guide you on how to pay or file state and federal payroll taxes online, feel free to check this article: Pay and file payroll taxes online.

 

Let me know if you have additional clarifications. I'm here to help you. Have a great day. 

sandra-austexagg
Level 1

When you add items from your bank account for payroll, what account to I select. Some are direct deposit and some are actual checks.

Should I have to do this since I'm using QB Payroll?

RenjolynC
QuickBooks Team

When you add items from your bank account for payroll, what account to I select. Some are direct deposit and some are actual checks.

I appreciate your time getting back here, sandra-austexagg.

 

I'll share details about the payroll preferences. When you enable the payroll service for QuickBooks Online, our system automatically creates default accounts where your payroll liabilities and expenses are recorded to. 

 

If you want to have different accounts for tracking payroll transactions, you'll need to set them up in the Chart of Accounts by following these steps:

 

  1. Go to Accounting > Chart of Accounts.
  2. Click New and select Expenses from the Account Type drop down menu.
  3. Choose Payroll Expenses from the Detail Type drop down menu.
  4. Enter the name of the Payroll expense or liability account in the Name field.
  5. Add a Description and then click Save and Close.

Once done, you can select the accounts in the payroll preferences.

 

Here's how:

 

  1. Go to the Gear > Payroll Settings.
  2. Under Preferences, click the Accounting link.
  3. In the Accounting Preferences page, choose the desired accounts you've created from Chart of Accounts by clicking the drop-down menu.
  4. Click OK once done. 

I've added a sample screenshot below for a visual guide.

 

You can also check these articles for reference:

 

To look for other guides and articles, please feel free to browse for a topic in our general support page.

 

If you need more help with the payroll preferences in QuickBooks Online, just let me know. I'll be around to lend a hand. Take care and stay safe.

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