MJoy_D
Moderator

Employees and payroll

I can help you with setting up your employee's retirement plan in QuickBooks Online (QBO), @tu_ultimate.

 

You can see all the supported retirement plans in QuickBooks Online Payroll under the Retirement plans.

 

Follow the steps below: 

 

  1. From your Payroll menu, go to the Employees tab.
  2. Select your employee.
  3. Scroll down to the Deductions & contributions section, and select Start or Edit.
  4. Click the + Add deduction/contribution button and select on  + Add deduction/contribution option. 
  5. Select Retirement plans
  6. Choose the retirement plan that suits this specific employee.
  7. Set all the information needed. 
  8. Click the Save button once you're done. 

 

You can also check the following article for more information about different state mandated retirement programs: Set up state-mandated retirement plans in QuickBooks Payroll. I'll show you how to choose a traditional retirement plan or the plans offered by your state. 

 

If you don't have the options shown in the screenshot above, I suggest clearing your browser's cache or try logging in to your QuickBooks using a private browser or an incognito window. Here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. 

 

Let me know if you need further help with setting up retirement plans by leaving a reply below. Keep safe, and have a wonderful day!