Let's tackle this together, KD in CO.
To connect with SimplyInsured, let's ensure your QuickBooks Online (QBO) subscription is active, not just the payroll account. To confirm, we can go to the Subscriptions and billing page.
Here's how:
- Go to the Gear icon.
- Under Profile, select Subscriptions and Billing.
- You'll see SUBSCRIBED under your QuickBooks subscriptions.
Additionally, SimplyInsured and QuickBooks Online Payroll have partnered together to provide QuickBooks customers with affordable employee health benefits options. You'll have to get a quote and proceed with enrolling in a plan. I'll guide you on how to do it.
- Sign in to your QuickBooks Online account.
- Go to Payroll, then click Benefits.
- If you're interested in a new group health insurance policy, you can choose the Find My Plan option to receive a quote for group health, dental, or vision coverage.
- If you have a group health policy purchased through another provider, select Connect existing plan to change your broker of record to SimplyInsured.
Furthermore, I suggest contacting SimplyInsured support for assistance connecting the account in QuickBooks.
I also want to include this article about setting up an insurance deduction, so you will be guided next time you add more: Set up and manage payroll items for your insurance benefit plan.
Please let me know if you have additional questions about using SimplyInsured through QuickBooks. I'm always here to help. Take care.
