QuickBooks Online Advanced Payroll | Resource Hub

Learn how to get the most out of QuickBooks Online Advanced Payroll with our comprehensive collection of help articles and step-by-step guides.

If your payroll dashboard looks like the one shown here, it means that you're using QuickBooks Advanced Payroll.

If you want to find articles on a specific topic, jump to the relevant section:

• Set up payroll
• Payroll year end and tax updates
• Move your data 
• Payroll settings 
• Employees 
• Pay runs 
• Payslips 
• Expenses and timesheets 
• Leave taken and deductions 
• Statutory pay
• Reporting to HMRC 
• Pensions 
• Employee portal and WorkZone app 
• Fix errors and issues
• Bureau Payroll 

Set up payroll

• Set up Advanced Payroll
• Add or edit business details

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Payroll year end and tax updates

• Payroll year-end guide and checklist
• Changes to Employment Allowance

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Move your data

• Import Full Payment Summary (FPS), Excel and Sage50 files
• Import employees from Excel
• Import or export a pay run
• Import timesheets

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Payroll settings

• Change your HMRC settings
• Set up payment file (BACS) settings
• Add, delete or export users
• Add pay categories and employer liability categories
• Map general ledger accounts
• Set up pay conditions
• Pay condition rule definitions
• Set up payrolling benefits
• Set up DKIM (DomainKeys Identified Mail) email sender authentication

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Employees

• Add an employee
• Add a new pay rate
• Add or delete qualifications
• Add court orders
• Edit or change employee info
• Pay Apprenticeship Levy
• Use the employee self setup
• Set employee year-to-date opening balances
• Import employees
• Pay employees with day rates
• Terminate an employee
• Give employee P45 form
• Create a P60 form
• Update employee locations
• Assign locations

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Pay runs

• Set up automated pay runs
• Set up pay schedules
• Set up pay run approvals
• Create a new pay run
• Process week 53
• Export a pay run
• Import a pay run
• Add pay earnings line to a pay run
• Add and remove employees from a pay run
• Adjust pay period dates within a pay run
• Apply a leave application to a pay run
• Split costs and hours across multiple locations
• Unlock a pay run and add a message
• Finalise a pay run
• Process ad hoc pay runs
• Decline a pay run
• Delete a pay run
• Pay run warnings
• View pay run payments
• Set up recurring pay run inclusions
• Add additional earnings within a pay run
• Back calculate National Insurance contributions
• Add or edit dimensions and dimension values

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Payslips

• View payslips
• Customise payslips
• Add a note or message to payslips
• Send payslips to employees
• Hide units on payslips
• Set up email addresses to send payslips

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Expenses and timesheets

• Set up and use timesheets
• Create timesheets on behalf of employees
• Enter timesheets
• Re-import timesheets into a pay run 
• Create and manage expense categories
• Add employees expenses to a pay run
• Set budgets
• Import timesheets

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Leave taken and deductions

• Set up leave categories and leave accrual
• Set up deductions
• Leave scenarios and examples
• Manage leave without pay
• Add accrued leave
• Add leave taken
• Make a leave adjustment
• Enter Keeping In Touch (KIT) days

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Statutory pay

• Add Sick Pay (SSP)
• Add Maternity Pay (SMP)
• Add Paternity Pay (SSP)
• Add Parental Bereavement Leave (SPBL)

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Reporting to HMRC

• Switch on RTI (Real Time Information) reporting
• P32 Report 
• Report Apprenticeship Levy
• Submit P11D and P11D(b) forms
• IR35 off-payroll working rules
• Submit Employment Payment Summary (EPS)
• Submit Full Payment Summary (FPS)
• View audit report for pay run payments

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Pensions

• Set up a pension scheme
• Set up salary sacrifice
• Re-enrol an employee into a pension scheme
• Postpone employee pension scheme
• Manual pension scheme setup
• PensionSync dashboard guide
• Opt employee out of a pension scheme
• PensionSync errors

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Employee portal and WorkZone app

• Give access to the Employee Portal
• Get started with the WorkZone mobile app
• Swap employee shifts in the WorkZone mobile app

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Fix errors and issues

• Fix payroll error codes
• Pay run warnings
• PensionSync errors

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Bureau Payroll

Need help using Bureau Payroll? Find step-by-step guides here.

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