Setting up Payroll account for the first time? We’ve made enhancements to the Payroll Setup workflow to ensure you can add employees, set up payroll, and get your first payroll done more quickly!
To access the Payroll Setup Interview, go to the Employees menu then select Payroll Setup. You’ll be directed to the Payroll setup wizard.
You can close the payroll setup at any time by selecting the X icon on the top right and you can always access it again by selecting Employees, then Payroll Setup.
The new employee setup workflow
We’ve made adding employees and getting your first payroll done a lot easier and faster! Here's how:
- In the Payroll setup screen, select Express setup.
- Enter basic employee information of your first employee then select Continue.
Note: If you choose to invite your employee to add their details, you can skip the next step.
- Go through the Add new employee wizard.
- Select Run Payroll to start your first payroll. You will be prompted to enter the Year-to-date payroll for your employees if you have run payroll for any of your employees in the current year.
- If you do not have any Year-to-date information, you can select Finish this later to run your payroll now. The payroll set up will close and you will be redirected to the Payroll center. Select Pay Employees to start your first payroll.
The Dashboard lists all the employees added to date, along with their employment status. Employee status can be switched to Active or Inactive by using the toggle switch.
- Active: Use this status to identify an employee who is currently on your payroll and actively working for your company.
- Inactive: Use this status to identify an employee who is temporarily on leave but still employed by your company. Some examples of why an employee may take a temporary leave include military service, maternity leave, a sabbatical, or because they're a seasonal employee.
You can also mark as Inactive any employee that you've released and now no longer works for your company. However, QuickBooks doesn't use the Inactive status to define the employee as released. You must also release the employee in QuickBooks. Note: Regardless of the status, any employee who received a paycheck during the year will receive a W-2 form for that year.