Help Articles topics https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles-uk Help Articles topics Mon, 14 Oct 2019 19:17:41 GMT help-articles-uk 2019-10-14T19:17:41Z HMRC Settings in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-in-quickbooks-online-advanced-payroll/01/253264#M3438 This section is used in order to populate the HMRC information. It is used when submitting Real Time Information (RTI) to the HMRC. &nbsp; To access the HMRC settings you need to go to Payroll Settings &gt; HMRC Settings. &nbsp; You will need to fill in your tax office number, your tax office reference and the accounts office reference. &nbsp; If you are eligible for small employers relief you need to select yes. If you’re a new employer or unsure whether you qualify for Small Employer’s Relief, you should check this with HMRC. &nbsp; If you will be claiming the Employment Allowance you should select yes. If you are unsure if you can claim the employment allowance you should check this with the HMRC. &nbsp; On this page you have the option of enabling RTI for the business. If you do choose to enable RTI then you will need to enter your HMRC user Id and your HMRC password. &nbsp; When you choose Yes for the setting Would you like to make RTI submissions in Test mode for this business? on the HRMC Settings page pay runs can be submitted&nbsp;but we will receive a generic notification from HMRC with a Non filing notice. &nbsp; This functionality is provided by HMRC to validate submissions against their live services without the submissions filtering through to the rest of their back end systems. Essentially it can be used... Fri, 11 Oct 2019 23:45:07 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-in-quickbooks-online-advanced-payroll/01/253264#M3438 QuickBooksHelp 2019-10-11T23:45:07Z Transfer app ownership or disconnect apps https://quickbooks.intuit.com/learn-support/en-uk/help-articles/transfer-app-ownership-or-disconnect-apps/01/393520#M3437 Learn how to transfer app ownership or disconnect an app in QuickBooks Online. If you find yourself needing to disconnect a third-party app or transfer the ownership to another user, you can quickly do this in QuickBooks Online. Here’s how. How to transfer an app connection If you’d like to continue using the app, you’ll need the administrator to transfer the ownership. This allows you to take over the app connection for your company. From the left menu, select Apps. Search for the app you're transferring. Select the app, then select Get App Now. Review the message details and select Connect anyway. Adjust the settings as necessary, then make sure the app is now associated with the new user ID. How to disconnect an app If you’d like to disconnect an app from your company and stop the app’s functionality: From the left menu, select Apps. Select My Apps, then find the app you’d like to disconnect. Select the Action ▼ dropdown, then select&nbsp;Disconnect. Complete the short questionnaire. Select Disconnect. Sat, 12 Oct 2019 04:59:41 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/transfer-app-ownership-or-disconnect-apps/01/393520#M3437 QuickBooksHelp 2019-10-12T04:59:41Z Budgets in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/budgets-in-quickbooks-online-advanced-payroll/01/295315#M3436 The ability to use budgets allows you to track your wage costs against your budgeted costs. &nbsp; Setting a budget &nbsp; You can set a budget for a roster by following these steps: Click on the arrow next to Manage Employees, and go to&nbsp;Rostering. Go to Budget actions, Budget. From the budget panel you will be required to enter the following details to set your budget: Location sets own budget: use this setting when you want the budget to only apply to the selected location. Location shares budget across sublocations: use this setting when you want to set a budget at the parent location and have it shared with all the sublocations of that location. &nbsp; Note:&nbsp;if you select the "Location shares budget across sublocations" option, you will not be able to set individual budgets for child locations. &nbsp; Location: this is the location that the budget will apply to. Budget setting: you can set the following options for a budget. Week: the week that the budget applies to. Once you've selected your budget settings, you can set your budget and sales figures for each day in the specified period. Once you've set your budget values, you can save your budget. Based on these values, you will notice in the roster that ORANGE means "the shifts have exceeded the budget warning level", and RED means "over bu... Fri, 11 Oct 2019 20:37:59 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/budgets-in-quickbooks-online-advanced-payroll/01/295315#M3436 QuickBooksHelp 2019-10-11T20:37:59Z Terminating an employee in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/terminating-an-employee-in-quickbooks-online-advanced-payroll/01/289396#M3435 There are two ways you can terminate an employee: &nbsp; Within the employee details Within a pay run &nbsp; Terminating an Employee within the Employee Details &nbsp; The first, and simplest way is to open up the employee details, click on the Details&nbsp;section, and at the bottom of the page you’ll see a Terminate Employee&nbsp;button. &nbsp; Once you click on it, enter their Termination Date. This&nbsp;marks the employee as inactive, and they will no longer be eligible for pay runs. &nbsp; Please note that terminating an employee will not process a termination payment. &nbsp; Terminating an employee via the pay run &nbsp; To do this, click on the employee within the pay run, and then from the Actions&nbsp;button, select Terminate Employee. Enter the&nbsp;Termination Date, and click&nbsp;Save. &nbsp; The employee record will then turn red, and will display earnings and accrued leave. When you click save, any relevant termination payments will be calculated for the employee. The break down of payments (and associated hours) will be detailed and include: &nbsp; Annual Leave payout - must checkbox. Option for Sick Leave to be paid out (must check the box for this to occur). Once you have finalised the pay run, this employee will no longer be active or eligible to be included in pay runs and the employee line will be highlighted red. &nbsp; Note: If there... Fri, 11 Oct 2019 20:37:56 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/terminating-an-employee-in-quickbooks-online-advanced-payroll/01/289396#M3435 QuickBooksHelp 2019-10-11T20:37:56Z Apply a Leave Application to a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/apply-a-leave-application-to-a-pay-run-in-quickbooks-online/01/289458#M3434 In order to apply a leave application to a pay run, you first need to create a new pay run. If any employee has applied for leave, it will appear under the Weekly Period Ending&nbsp;heading. The number next to the heading is the number of outstanding leave applications that have not been applied. &nbsp; Once you click on Leave Requests&nbsp;tab, you will see the following: &nbsp; Name of the employee Type of leave requested Dates of leave requested Total hours of leave requested &nbsp; You can choose to bulk apply the leave requests, or, hover over the employee that you would like to apply the leave for, two options appear which are: &nbsp; Apply - this will apply the leave request to the current pay run. Mark as applied manually - this is for when you have already applied the manually to the pay run and do not want the leave request to affect the pay run. &nbsp; If you click Apply" button, the following dialogue box will open and will ask you to select the amount of hours that you wish to apply to the pay run. The system will default to the amount of hours the employee has applied for. &nbsp; Note: if you do not apply all the hours for the leave request, the leave request will still show in future pay runs. This lets you apply only as much of the leave as is applicable to each pay run, the balance will show up in s... Fri, 11 Oct 2019 20:37:51 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/apply-a-leave-application-to-a-pay-run-in-quickbooks-online/01/289458#M3434 QuickBooksHelp 2019-10-11T20:37:51Z Enter accrued leave in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-accrued-leave-in-quickbooks-online-advanced-payroll/01/289459#M3433 You can add accrued leave to unlocked pay runs. &nbsp; To add accrued leave: &nbsp; Open the (unlocked) pay run and click on the employee. Under Leave Accrued&nbsp;heading, click on the pencil icon to edit. Enter the number of Hours. Add notes as required. Click the pencil icon again, and click the Save. Fri, 11 Oct 2019 20:37:47 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-accrued-leave-in-quickbooks-online-advanced-payroll/01/289459#M3433 QuickBooksHelp 2019-10-11T20:37:47Z Manage employee groups in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-employee-groups-in-quickbooks-online-advanced-payroll/01/295503#M3432 In order to provide users with permissions for a set of employees, we first need to define that set of employees. To do this, you need to create an Employee Group. &nbsp; One of the interesting properties of employee groups is that they are dynamic. When a new employee is added that matches the criteria, they are automatically added to the group. This reduces the configuration overhead required when setting up new employees. &nbsp; To create an employee group: &nbsp; Go to&nbsp;Payroll Settings,&nbsp;Manage Users,&nbsp;Manage Employee Groups. Click on&nbsp;Create. Enter the group name. Select whether the employees should match all or any of the criteria. Select from the criteria below and click&nbsp;Save. Primary location Primary location or parent Employee Pay schedule Tag &nbsp; When you change the criteria, the UI is updated, indicating the number of employees that match this criteria. &nbsp; Edit an Employee Group &nbsp; Click on the pencil icon located on the right hand side of the employee group to bring up the context panel. From here you can change, add or delete any of the criteria used to define the employee group. Then click on Save. &nbsp; Delete an Employee Group &nbsp; Click on the bin icon located on the right hand side of the employee group. A delete confirmation popup box will appear,&nbsp;click OK. &nbsp; View an Employee Group &nbsp; Fr... Fri, 11 Oct 2019 18:32:02 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-employee-groups-in-quickbooks-online-advanced-payroll/01/295503#M3432 QuickBooksHelp 2019-10-11T18:32:02Z Entering timesheets in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-timesheets-in-quickbooks-online-advanced-payroll/01/295360#M3431 Employees are able to submit timesheets via the self service portal. &nbsp; When logging into the employee self service portal there is a Leave&nbsp;icon showing on the dashboard. From here, we can enter timesheets. &nbsp; By default the timesheet will show on the week that is currently being processed. If you want to change the week you can skip ahead using the arrow buttons, or you can click the date button and choose a different date. &nbsp; You can also select either 'week ending' or 'fortnight ending' from the drop down box. &nbsp; Entering your timesheet &nbsp; We’ve designed the interface to be very keyboard-friendly for efficient data entry. For example, when entering start and end times you can simply type 9a and it will recognise it as 9:00am. Similarly, for example, 530p will be recognised as 5:30pm. &nbsp; A few items to note: &nbsp; If Work Type is not specified, the hours recorded will be assigned to the default pay category for the employee when the timesheets are imported into a pay run. If Location is not specified, the hours recorded will be assigned to the default location for the employee when the timesheets are imported into a pay run. If you specify a work type that is linked to a leave category, you'll be able to attach a document to that timesheet. &nbsp; Entering your 'Standard Hours' &nbsp; If you ha... Fri, 11 Oct 2019 18:31:58 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-timesheets-in-quickbooks-online-advanced-payroll/01/295360#M3431 QuickBooksHelp 2019-10-11T18:31:58Z P32 report in PaySuite for QuickBooks Online https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-paysuite-for-quickbooks-online/01/239442#M3430 The P32 report is a record of all payments due to HMRC processed in respect of all employees on the payroll for each payment period in the tax year. Running the P32 report The P32 report can be produced during the approval and advance process. Select the PDF download option from the list of tasks from the Summary and Advance screen during the Approval process. Alternatively, you can run the P32 via the Reports menu. The report opens in a PDF viewer, showing some of the following: Tax period and tax period dates Your net Income Tax (this is the sum of Income tax (PAYE) and student loan deductions made from your employees). Your gross and net NICs (the sum of your NICs from employee and employer contributions). Total deductions from NICs, which include any recoveries for SMP or SPP paid to employees. Also, if you are entitled to Small Employers' Relief, the additional 3% NIC compensation. Employment Allowance, if you are entitled to claim this. Amount Due to HMRC for the relevant tax month. Understanding the P32 report The report details the payments due to HMRC on a monthly basis. Monthly payrolls will therefore have 1 period per month, whereas weekly payrolls will have multiple periods for each month. The number of weekly periods included for the month may fluctuate; sometimes... Fri, 11 Oct 2019 17:25:03 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-paysuite-for-quickbooks-online/01/239442#M3430 QuickBooksHelp 2019-10-11T17:25:03Z Re-activating an employee in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-activating-an-employee-in-quickbooks-online-advanced-payroll/01/341409#M3429 If you have previously terminated an employee and they resume work for the same business you are able to simply reactivate their employee file rather than having to create a new employee. To reactivate an employee simply follow these steps: Click Employees Set the view to All Employees You can then type in the employees name to find them, or select them from the employee list You will redirected to the Employee Profile. Scroll to the bottom and click Re-activate Employee button Once activated, the employee will then be eligible for the pay runs If the employee has changed employment type (e.g. part time to full time) there are a couple of places in the employee's profile where you will need to make adjustments. Fri, 11 Oct 2019 17:24:58 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-activating-an-employee-in-quickbooks-online-advanced-payroll/01/341409#M3429 QuickBooksHelp 2019-10-11T17:24:58Z Configure & grant access to the Employee Portal in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/configure-grant-access-to-the-employee-portal-in-quickbooks/01/289394#M3427 You can configure and grant a user employee, portal access to their employee file, by following these steps: &nbsp; Go to Payroll Settings, Employee Portal Settings. You will be presented with a screen that has variety of options for you to choose from. Tick the boxes to grant employees the type of access you want them to have. You can also configure the level of access an employee has to timesheets. The options available are: Not access timesheets:&nbsp;employees will not be able to view timesheets in WorkZone or the employee portal. View their own timesheets:&nbsp;employees can view timesheets in the employee portal but can not create or edit them. Note this feature is not currently available in WorkZone. Only edit their own timesheets:&nbsp;employees can create and edit timesheets in the Employee Portal and WorkZone. They will not be able to edit Kiosk created timesheet lines. Only edit timesheets created via the kiosk:&nbsp;employees will only be able to edit timesheets in the Employee Portal that originated from the Kiosk. They will not be able to create timesheet lines in the Employee Portal. Note that WorkZone will have timesheets disabled when this is set. Create and edit all timesheets:&nbsp; employees will be able to create and edit Employee Portal, WorkZone and Kiosk generated timesheets through... Thu, 10 Oct 2019 19:25:50 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/configure-grant-access-to-the-employee-portal-in-quickbooks/01/289394#M3427 QuickBooksHelp 2019-10-10T19:25:50Z Cyclical Re-enrolment https://quickbooks.intuit.com/learn-support/en-uk/help-articles/cyclical-re-enrolment/01/240925#M3426 Do you have employees who have opted-out or ended their membership of your pension scheme? You need to run an assessment every 3 years to find out if they should re-enrol. QuickBooks can handle this process for you - we just need to know the date to assess your employees. Selecting the assessment date The assessment needs to take place 3 years after the ‘Staging date’ or ‘Duty start date’ (plus or minus 3 months). This period is known as the re-enrolment window. Go to Company Settings Select Payroll then Cyclical auto enrolment Enter the assessment date For example, if the staging/duty start date is 1 October 2015, the re-enrolment window will run from 1 July 2018 – 31 December 2018. You can choose any date that falls in the given period to assess employees who have opted-out or ceased membership. Assessing your employees During the payroll run assessment, eligible employees will be re-enrolled into the pension scheme. Employees who aren’t eligible won’t be assessed again until the next re-enrolment window in 3 years' time (plus or minus 3 months). More important information You won’t have the option to use postponement during re-enrolment, but you do have the option of changing employee contributions from the default levels. You can do this when running payroll. Employees sti... Fri, 11 Oct 2019 00:37:29 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/cyclical-re-enrolment/01/240925#M3426 QuickBooksHelp 2019-10-11T00:37:29Z Downgrade a client's Wholesale Billing subscription https://quickbooks.intuit.com/learn-support/en-uk/help-articles/downgrade-a-client-s-wholesale-billing-subscription/01/392422#M3425 Learn how to downgrade your client’s QuickBooks Online Essentials, Plus or Advanced subscription. Do you need to downgrade your QuickBooks Online Essentials, Plus or Advanced subscription? We show you how and list potential issues with downgrading. Before you downgrade Before you downgrade your client’s subscription, consider the following: Multi-currency — If multi-currency is enabled on their company file, you won't be able to downgrade. Discount — You will lose ALL current discounts you have after downgrading your subscription. Downgrade your client’s subscription Log into your QuickBooks Online Accountant company file. Select the Gear icon. Select Your Account, then the Select Your Subscriptions tab. Find the client you want to change and under Select Action, select the desired downgrade action . (Note: If you don't see Downgrade as an option, that file cannot be downgraded.) Potential downgrade issues From Plus to Essentials Please see Downgrading your subscription for details. From Advanced to Plus Removal of users: You or your client will need to remove sufficient users to align with the user limits on the new level of subscription. &nbsp; Fri, 11 Oct 2019 22:42:20 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/downgrade-a-client-s-wholesale-billing-subscription/01/392422#M3425 QuickBooksHelp 2019-10-11T22:42:20Z Manage users in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-users-in-quickbooks-online-advanced-payroll/01/295504#M3423 By going to Payroll Settings,&nbsp;Manage Users,&nbsp;you can add a new user and assign permissions, edit existing user permissions and export all user permission settings. &nbsp; Add a New User &nbsp; To add a new user, click&nbsp;Add. You will be required to complete all of the following: &nbsp; The user's email address. The user's full name. Select the access level for that user by clicking on either Full Access&nbsp;or Restricted Access. Full access gives the user administrator access to ALL areas and functions of payroll. Restricted access is commonly given to managers. Here you can select what specific areas you want the user to access and restrict by employee group and/or location. If Full Access&nbsp;is selected, then click Save. The new user will receive two separate emails with login details and instructions on creating a password and logging into payroll. If Restricted Access&nbsp;is selected, further settings will appear for you to complete. There are 3 different sub-settings you can provide a restricted user with. You can choose to activate one or all 3 of the different types of access. The sub-settings are: Employee access: choose an employee or group of employees the user can access. To create an employee group from this section, click on ‘Create’ for the context panel to appear. From there enter a name fo... Thu, 10 Oct 2019 20:25:42 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-users-in-quickbooks-online-advanced-payroll/01/295504#M3423 QuickBooksHelp 2019-10-10T20:25:42Z Managing leave without pay in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-leave-without-pay-in-quickbooks-online-advanced-payroll/01/289457#M3422 You can manage leave without pay by creating leave categories that don’t track the leave balance for an employee. This means you can create leave categories that employees are eligible to apply for without needing to accrue the leave first. &nbsp; To start using leave categories without tracking leave balances: &nbsp; Go to Payroll&nbsp;Settings,&nbsp;Leave Categories. Create a new leave category or click on an existing leave category, and for the Employee leave balance, select Not Tracked. Click Save. &nbsp; Now when a leave request is created using a leave category without a tracked balance, the leave balance is not checked. &nbsp; When this leave request is applied in the pay run, there is no associated balance, and no warnings about employees not having enough leave. Fri, 11 Oct 2019 19:31:37 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-leave-without-pay-in-quickbooks-online-advanced-payroll/01/289457#M3422 QuickBooksHelp 2019-10-11T19:31:37Z Statutory Sick Pay in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-sick-pay-in-paysuite/01/239438#M3421 Statutory Sick Pay (SSP) is paid to employees who are unable to work because of illness. This is the legal minimum you must pay your employee. SSP is paid at the same time and in the same way as you would pay wages for the same period. As an employer, you are responsible for paying SSP to employees who meet certain qualifying conditions. See&nbsp;Eligibility and Form SSP1&nbsp;for employee qualifications (and exceptions) for SSP. Note: You cannot reclaim SSP for sick leave anymore. An employee is paid for the number of Qualifying Days they are absent. The first 3 Qualifying Days are known as Waiting Days. The employee does not recieve SSP for these days. The waiting days do not have to be working days. See&nbsp;Statutory Sick Pay (SSP): employer guide&nbsp; for more details about SSP. There are two ways to process SSP known as SSP Offset and adding absence SSP. The first process is known as SSP Offset. This is used for employees who are in receipt of a normal monthly salary or weekly wage, and for whom, if SSP were to be added to their normal pay would benefit from receipt of SSP&nbsp; i.e. it would be advantageous for them financially. The most common treatment for these Employees is to “offset” any SSP values against their Basic pay, so that effectively the SSP amount is merely for recording purpose... Wed, 09 Oct 2019 23:26:41 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-sick-pay-in-paysuite/01/239438#M3421 QuickBooksHelp 2019-10-09T23:26:41Z Auto Enrolment for workplace pensions in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/auto-enrolment-for-workplace-pensions-in-paysuite/01/239440#M3420 Auto enrolment for workplace pensions mandates that every employer in the UK put those employees who qualify into a pension scheme. Auto enrolment also requires that employers contribute into this pension scheme. As an employer, auto enrolment is part of your legal duty and it starts the day you hire your first employee. The Pensions Regulator is the UK regulator of all workplace pensions schemes. It provides guidance on your duties as an employer, how to choose a provider, how to communicate to employees and so on. For details, check out The Pensions Regulator website. Here’s an outline of the steps you follow to auto enrol for a pensions scheme: Choose your pension provider, if you don’t have one already set up Find your staging date&nbsp;(or your duty start date), or the date that your auto enrolment duties begin. Set up auto enrolment Communicate with your employees Add your employees to the workplace pensions scheme Send the declaration to The Pensions Regulator stating that you have met your duties Choose your pension provider You need to choose a pension scheme at least 6 months before your staging date. It is recommended that your pension scheme meet the auto enrolment requirements: Choose a pension provider that has a qualifying criteria and allows auto enrolment. Your pen... Fri, 11 Oct 2019 19:31:44 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/auto-enrolment-for-workplace-pensions-in-paysuite/01/239440#M3420 QuickBooksHelp 2019-10-11T19:31:44Z Statutory Paternity Pay in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-paternity-pay-in-paysuite/01/242872#M3419 Your employee might be eligible for paternity leave if their partner or spouse is having a baby. If the employee meets the eligibility criteria, there is a legal requirement to pay the employee. Employees can choose to take either 1 week or 2 consecutive weeks. For SPP, leave can't start before the birth. Employees are eligible for SPP either on the birth or the day or week you ans the employee agree upon after the day of birth. The leave must be completed within 56 days of the birth (or due date if the baby is early). Statutory Paternity Pay for eligible employees is either £140.98 a week or 90% of their average weekly earnings (whichever is lower). (This is the amount for 2017-2018. Note that this amount changes each tax year). We calculate the employee's eligible pay and also deduct the necessary taxes and NICs, if applicable. Note that the employees who just started or if you switched from another payroll, we use the starter declaration to calculate how much leave the employee is due, the amount they're entitled to, and the taxes and NICs that need to be deducted. For more information about eligibility, leave and pay see&nbsp;Statutory Paternity Pay and Leave: employer’s guide. For more detailed information see&nbsp;Statutory Paternity Pay: manually calculate your employee’s payment... Thu, 10 Oct 2019 20:25:38 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-paternity-pay-in-paysuite/01/242872#M3419 QuickBooksHelp 2019-10-10T20:25:38Z Submit pension reports in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-pension-reports-in-quickbooks-online-standard-payroll/01/242875#M3417 Reports are provided to you as a reference and for your records. Only the workplace pension reports have to be submitted to your pension provider. To submit the reports, download the CVS file. Remember not to open the CSV file, or the information might not submit properly. If you open it by accident, go back and download it again. To submit the pension reports: View your payroll reports. Download the file to your computer and then submit it or submit it from your device. For the pension reports, you can submit your NEST reports directly to NEST from their website. For the other pension providers, for now, use the Pension Summary report to either fill in the pension provider’s files or enter the information directly on their websites. See also Employees and payroll Wed, 09 Oct 2019 11:55:55 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-pension-reports-in-quickbooks-online-standard-payroll/01/242875#M3417 QuickBooksHelp 2019-10-09T11:55:55Z Submit FPS to HMRC in QuickBooks Online Standard Payroll (UK) https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-quickbooks-online-standard-payroll-uk/01/242947#M3415 Every time you run payroll, you need to send an FPS (Full Payment Submission) to HMRC that shows all employee payments and deductions. &nbsp; What’s an FPS? As a PAYE employer, you report real-time information (RTI) to HMRC, including all employee payments and deductions like taxes and National Insurance contributions (NICs). HMRC uses the FPS to calculate how much PAYE and NIC liability is due from your business each tax month. So every payroll, we’ll create an FPS that includes the following information: Your employer registration, such as PAYE reference and Accounts Office reference Employee details, like their name, address, National Insurance number (NINO), birth date&nbsp;and gender Employment details for each employee, like their starter or leaver information, or if they’re a company director Year-to-date totals for each employee, including NICs, statutory pay, student loans&nbsp;and pensions Payroll information for the period, such as the pay date, pay period, gross and net pay&nbsp;and any statutory pay FPS is due to HMRC on or before the pay date, so we recommend you submit it immediately after you create your payroll. QuickBooks makes it super easy. Here’s how. &nbsp; To submit FPS to HMRC In QuickBooks, run payroll. After you create your payroll, you’ll be prompted to submit your FPS. Sele... Fri, 11 Oct 2019 18:31:10 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-quickbooks-online-standard-payroll-uk/01/242947#M3415 QuickBooksHelp 2019-10-11T18:31:10Z Deleting a pay run in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/deleting-a-pay-run-in-quickbooks-online-standard-payroll/01/239574#M3414 Things to know You cannot delete just one payment in a payroll. If you delete a payroll, QuickBooks Online deletes all of the employee payments in the payroll. If you're trying to correct an employee payment, you can make changes in the next payroll, The FPS for the next payroll will reflect the updates. If you need to delete an entire payroll, be sure to print out all the payslips and reports beforehand. Then you have all the information you need for all the employees you've paid when you recreate the payroll. Deleting a pay run To delete your pay run: Go to Employees, Payroll. In the Payroll History section, select the most recent period. On the Payroll details page, click the bin icon. Read through the checklist, and once you are happy to go ahead, type&nbsp;Yes in the box, then click&nbsp;Delete. Repeat for any additional pay runs you require. What happens when you delete a payroll QuickBooks journal entries We attempt to delete the corresponding journal entries in QuickBooks, but we may not be able to if, for example, your books are closed. You'll need to check your journal entries to make sure the payments have been removed. FPS We'll delete the FPS from QuickBooks, whether or not it was submitted to HMRC. SMP/SPP: Statutory Maternity Pay and Statutory Paternity Pay If you've alre... Wed, 09 Oct 2019 00:18:56 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/deleting-a-pay-run-in-quickbooks-online-standard-payroll/01/239574#M3414 QuickBooksHelp 2019-10-09T00:18:56Z Statutory Maternity Pay in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-in-paysuite/01/239393#M3413 If your employee is expecting, you have a legal requirement to to pay her Statutory Maternity Pay (SMP) if she is eligible to take statutory maternity leave when she is having a baby. How to find out if your employee is eligible for Statutory Maternity and Leave: Employer's Guide Before entering a maternity record, ensure you have received all necessary documentation from the employee. Click Employees on the left pane. Select the applicable employee. Select Absences from the left menu. Select the Absence Type as Statutory Maternity Pay and enter the Start Date.&nbsp; Click Create New Absence. Enter the relevant information in the fields provided. QuickBooks Online will calculate the average weekly earnings automatically.&nbsp;&nbsp;Only use the Override Average Weekly Earnings field when applicable to do so.&nbsp;&nbsp;This should be used in instances such as new payrolls whereby not enough history has been built up in order for the software to calculate the average weekly earnings, and therefore the amount needs to be manually entered.&nbsp; Click Save. Once the record has been saved, you will see it listed under Existing Absence Reports. Statutory Maternity Pay will be calculated for the employee on the next payrun. What you can reclaim as an employer: As an employer, you can usually reclaim 92% of emplo... Tue, 08 Oct 2019 23:19:56 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-in-paysuite/01/239393#M3413 QuickBooksHelp 2019-10-08T23:19:56Z Payslips in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-paysuite/01/239638#M3412 A payslip is generated for each employee every time you run payroll. You must give your employees a payslip on or before their pay date. Payslips must show the employees’ earnings before and after deductions, taxes and other contributions. You can decide whether you want to print the payslip and mail or hand a printed copy to your employees or email their payslip to them. View and print payslips You can view all the payslips after you run payroll, or you can view all the payslips for any employee at a later time. You can print the payslips to hand to your employees or email them after you run payroll, as long as you hand it to them on or before the date you pay them. To view and print all payslips from a payroll run Approve the payrun, you can print from the Employees&gt; Payslip or Reports&gt;Payslip report Select the payslip you wish to print Select the&nbsp;Print&nbsp;icon. Choose your print settings, then select&nbsp;Print. Email payslips to employees Now that you’ve already run payroll, you can email the payslips to the employees you’ve paid.&nbsp;You can email the payslips to all the employees you paid right after you run payroll. Payslips should be emailed to your employees on or before the date you pay them. For security reasons, payslips emailed from QuickBooks Online are encrypted and passwor... Fri, 11 Oct 2019 19:31:51 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-paysuite/01/239638#M3412 QuickBooksHelp 2019-10-11T19:31:51Z Enter Year to Date Figures https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-year-to-date-figures/01/239545#M3411 If you are adding a new payroll to PaySuite during the tax year (i.e. not in the starting period of the tax year) and are adding existing Employee records to this new payroll, you will need to ensure that the new record created also has any Year to Date values recorded against it. Click Employees on the left pane. Click the employee you wish to enter YTD figures for. Click Year to Date on the left menu. You will notice all the fields are inactive.&nbsp; To make the field active and available to change, click Make Adjustments on the bottom right corner. Add the Year to Date values for the appropriate fields into the Adjustments column, for both sections; This Employment and National Insurance. This Employment columns This Employment Taxable Pay - Employee's pay which has been subject to tax in your&nbsp;employment in this tax year. This Employment Tax Paid - Tax the employee has been deducted in your employment in this tax year. SMP - Statutory&nbsp;Maternity Pay SAP - Statutory Adoption Pay SPP - Statutory parental Pay ASPP/ShPP - Shared Parental Leave SSP- Statutory Sick Pay Student Loan National Insurance&nbsp;columns ATLEL - Lower Earnings Limit LEL to PT -&nbsp;Lower Earnings Limit to Primary Threshold PT to UAP -&nbsp;Primary Threshold to Upper Accural Point UAP to UEL -&nbsp;Upper Accural Point to Upper E... Fri, 11 Oct 2019 17:26:04 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-year-to-date-figures/01/239545#M3411 QuickBooksHelp 2019-10-11T17:26:04Z Submit FPS to HMRC in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-paysuite/01/239454#M3410 Every time you run payroll, you need to send an FPS (Full Payment Submission) to HMRC that shows all employee payments and deductions. What’s an FPS? As a PAYE employer, you report real-time information (RTI) to HMRC, including all employee payments and deductions like taxes and National Insurance contributions (NICs). HMRC uses the FPS to calculate how much PAYE and NIC liability is due from your business each tax month. So every payroll, we’ll create an FPS that includes the following information: Your employer registration, such as PAYE reference and Accounts Office reference Employee details, like their name, address, National Insurance number (NINO), birth date&nbsp;and gender Employment details for each employee, like their starter or leaver information, or if they’re a company director Year-to-date totals for each employee, including NICs, statutory pay, student loans&nbsp;and pensions Payroll information for the period, such as the pay date, pay period, gross and net pay&nbsp;and any statutory pay FPS is due to HMRC on or before the pay date, so we recommend you submit it immediately after you create your payroll. QuickBooks makes it super easy. Here’s how. To submit FPS to HMRC In QuickBooks, run payroll. After you approve&nbsp;your payroll, you’ll be prompted to make a submission to HMR... Tue, 08 Oct 2019 21:13:58 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-paysuite/01/239454#M3410 QuickBooksHelp 2019-10-08T21:13:58Z Edit your company pay schedule in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-your-company-pay-schedule-in-quickbooks-online-standard/01/242891#M3409 You can change the frequency, the date of your first payroll and the pay period of your company pay schedule if you: Have not submitted your first payroll yet, or Deleted your first submitted payroll Here's how: In QuickBooks, go to the Gear icon &gt; Account and Settings &gt; Payroll. Select Pay schedule. Make any necessary changes. Save your changes. Note: After you run your first payroll in QuickBooks, you won't be able to make changes to the pay schedule unless you delete the entire payroll. See also Employees and payroll Tue, 08 Oct 2019 21:13:54 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-your-company-pay-schedule-in-quickbooks-online-standard/01/242891#M3409 QuickBooksHelp 2019-10-08T21:13:54Z Edit employees in QuickBooks Online Standard Payroll (UK) https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-employees-in-quickbooks-online-standard-payroll-uk/01/242845#M3408 If you need to make any changes to an employee after adding them, you can do this easily by editing their information. To do this, click on Employees on the left hand side of the screen, then go to&nbsp;Employees at the top of the screen. Select the employee you are making changes for in the list to open their details, and click&nbsp;Start to open up the section you require. Click&nbsp;Save once you are finished with each section. Personal details Change the employee's personal information: Legal first name and last name (not nicknames or familiar name, for example,&nbsp;David not Dave) Gender Date of birth Address Email address (this will be used to send the employee's payslips) All the information you enter here is used for payroll. For example, the employee's gender determines whether they qualify for statutory maternity leave or paternity leave, the employee's age determines eligibility for auto enrolment&nbsp;and so on. Employment details Start date – the date the employee started working for you. Payroll ID – the Payroll ID is a unique number for the employee and is required by HMRC to identify an employee during RTI submissions.&nbsp;It will be included on the FPS (Full Payment Submission) submitted to HMRC every payday. Note:&nbsp;If you’re switching from another payroll provider, we recommend keeping y... Fri, 11 Oct 2019 19:31:42 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-employees-in-quickbooks-online-standard-payroll-uk/01/242845#M3408 QuickBooksHelp 2019-10-11T19:31:42Z QuickBooks Desktop UK service discontinuation policy https://quickbooks.intuit.com/learn-support/en-uk/help-articles/quickbooks-desktop-uk-service-discontinuation-policy/01/391166#M3405 Here's what you need to know about QuickBooks Desktop service discontinuation. This includes helpful info about your upgrade options. We notify you in advance (through the mail, email, in-product notifications, and this page) as services for QuickBooks Desktop 2019 are scheduled to be discontinued. When does service discontinuation happen? After November 8, 2019, access to add-on services will be discontinued for&nbsp; all versions of QuickBooks Desktop 2019. If you don't use any of the add-on services in QuickBooks Desktop 2019, your product will continue to work for you. You will not be able to subscribe to live technical support or any of the other Intuit services that can be integrated with QuickBooks Desktop. In addition to QuickBooks Desktop 2019, there are a few other Intuit products that are affected by the discontinuation of add-on services. What does service discontinuation mean? Your access to&nbsp;QuickBooks Desktop Payroll Services, Live Support, Online Banking, multi-currency and other services through QuickBooks Desktop 2019 software,&nbsp;will be discontinued after November 8, 2019. To continue using these services, we encourage you to upgrade to QuickBooks Desktop 2020. &nbsp; Tue, 08 Oct 2019 18:02:04 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/quickbooks-desktop-uk-service-discontinuation-policy/01/391166#M3405 QuickBooksHelp 2019-10-08T18:02:04Z System requirements for QuickBooks 2020 and Enterprise Solutions 20.0 https://quickbooks.intuit.com/learn-support/en-uk/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/390457#M3401 Find out what your computer needs to run the best QuickBooks Desktop experience. Get the best experience in QuickBooks. Here’s helpful info about the operating system, hardware, software, and other requirements to run QuickBooks Desktop. QuickBooks Pro/Premier 2020 and Enterprise 20.0 Operating Systems Windows 10, all editions including 64-bit, natively installed Windows 8.1 (Update 1), all editions including 64-bit, natively installed Windows 7 SP1, all editions including 64-bit, natively installed (only supported until January 2020) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Note: QuickBooks requires you to use Windows natively and not through an emulator or virtual environment. Database Servers Windows (natively installed) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Server 2011 Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Windows 10 Windows 8.1 (update 1) Windows 7 SP1 (Enterprise and Professional editions only) Linux (when using QuickB... Wed, 09 Oct 2019 12:56:05 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/390457#M3401 QuickBooksHelp 2019-10-09T12:56:05Z Release notes for QuickBooks Desktop 2020 https://quickbooks.intuit.com/learn-support/en-uk/help-articles/release-notes-for-quickbooks-desktop-2020/01/390456#M3400 Learn what’s new and improved in the latest updates to QuickBooks Desktop 2020 and Enterprise 20.0. We update QuickBooks regularly to give you a better experience and fix issues. These release notes explain what's new and improved. Note that each new update includes all the changes from earlier updates. If you have automatic updates turned on, QuickBooks will download updates for you. But you can check for updates manually at any time. Release R1 (R1) Here's what's new in this release: Bug Fixes Exporting a large report to Excel now supports more than 256 columns. Fixed exception handling issue when selecting the Statement Writer "Cancel" button. Performance enhancements for FIFO enabled company files (especially effective for large company files). Resolved issue where you had difficulties resizing the reports window when using multi-monitor mode with a vertical monitor. QuickBooks will now correctly install without internet connection. You can now modify a contact after converting a lead into a customer. Clicking back on Self-Help window now takes you back to the previous page, not the primary search screen. Resolved issue where you were unable to send general journal entries from QuickBooks. Mon, 07 Oct 2019 16:50:03 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/release-notes-for-quickbooks-desktop-2020/01/390456#M3400 QuickBooksHelp 2019-10-07T16:50:03Z Fix bank upload errors https://quickbooks.intuit.com/learn-support/en-uk/help-articles/fix-bank-upload-errors/01/389103#M3399 Learn what to do if you have issues when you manually upload bank and card transactions into QuickBooks Online. In QuickBooks Online, you can manually upload your bank transactions. If you can’t upload them, or you get an error, don’t worry. These are usually temporary and easy to fix. Follow the specific steps below for the message you see. "The uploaded file contains invalid transaction amount information.” This can happen if one of your transactions has 12 or more digits. QuickBooks can’t upload transactions this large. To fix this, remove the transaction from the file. Then, enter the transaction as an individual sales receipt or expense in QuickBooks. Then upload the file again. If you need, you can also reformat your CSV before you upload them. “The uploaded file is of a different type than these accounts.” This can happen if you’re uploading a file for a different type of account than the one you selected. For instance, if you chose checking but you’re uploading transactions from your savings account. You can select Cancel to go back and select another account. You can also OK to continue with the download. "Errors with Sub/Parent account download,” “(Parent Account Error),” or “(Sub-account Error).” You can upload transactions into parent or subaccounts. However, if th... Thu, 03 Oct 2019 23:07:01 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/fix-bank-upload-errors/01/389103#M3399 QuickBooksHelp 2019-10-03T23:07:01Z Verify and Rebuild Data in QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-uk/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/310741#M3397 Verify Data self-identifies the most commonly known data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds. Common reasons to use the Verify and Rebuild features: Fatal errors when you use QuickBooks Desktop. Discrepancies on reports, such as invoices or bills that post with a negative values. Deposited payments show up in the Payments to Deposit window. Balance sheet reports do not show all accounts. Names are missing from lists. Transactions are missing. Run a well-data checkup to make sure your company file is error free. Verify data Choose Window then Close All. Verify Data. Choose File then Utilities. Select Verify Data. If you see: "QuickBooks detected no problems with your data," no further action is needed. A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions. "Your data has lost integrity," indicates there is data damage in the file.&nbsp; Continue to the steps below to Rebuild Data to correct the problem. Rebuild data Choose File, Utilities then Rebuild Data. You will receive a warning message to backup your company file, press OK. A rebuild requires a company file backup beforehand because in rare cases the p... Mon, 07 Oct 2019 18:56:16 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/310741#M3397 QuickBooksHelp 2019-10-07T18:56:16Z BACS Settings in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/bacs-settings-in-quickbooks-online-advanced-payroll/01/253267#M3396 BACS is an electronic system used to make payments directly from one bank account to another. The main two types of payment are Direct Debit and BACS Direct Credit, the payments can take up to 3 working days to clear. &nbsp; &nbsp; Setting up your BACS &nbsp; From the Payroll Settings menu, select BACS Settings. Click Add&nbsp;to create a new set of BACS settings for your business, you will see a screen like the one pictured below. You are able to setup multiple bank accounts to pay employees from, but you only need to setup one account. Once you’ve selected the correct BACS settings, click Generate BACS. &nbsp; We will remember which BACS settings you last used to generate your BACS file and will automatically select it for next time. &nbsp; What are each of the BACS settings for? &nbsp; File Format is either standard BACS format or bank specific. &nbsp; Sort Code is the sort code of the account that the payments will be made from. &nbsp; Account Number is the account number of the account that payroll payments will be made from. &nbsp; The Account Name is the name of the account that the payment will be made from. &nbsp; Lodgement Reference is the description of the payroll payment that will appear on the employee’s bank statement. e.g. Payroll&nbsp;or Weekly wages. &nbsp; Service User Number (SUN) is needed to process bank file payments.... Thu, 03 Oct 2019 19:59:53 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/bacs-settings-in-quickbooks-online-advanced-payroll/01/253267#M3396 QuickBooksHelp 2019-10-03T19:59:53Z Roll back a payroll in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/roll-back-a-payroll-in-paysuite/01/242950#M3395 Find out how to roll back or undo a payroll in PaySuite. You can roll back a payroll to fix an employee payment. After you roll it back, we'll walk you through how to recreate the payroll with your changes. Things to know before you roll back a payroll You can't edit just one employee payment. You have to roll back the entire payroll and recreate the payments. Rolling back a payroll rolls back any changes you made to auto enrolment. If you recreate the payroll, you have to make those changes again. If you notified HRMC of a leaver in a payroll you roll back, the leaver date will remain the same. Step 1: Print payroll info Rolling back a payroll deletes all employee payments, including payslips. Before you roll back, print your payslips and payroll reports&nbsp;so you have a backup. Step 2: Roll back a payroll Select&nbsp;the Employees&nbsp;menu. From the&nbsp;Run Payroll drop-down menu, select&nbsp;Payroll Settings. Select&nbsp;the&nbsp;Pay Calendar tab. In the&nbsp;Action column, select&nbsp;Rollback from the drop-down menu for the payroll you'd like to roll back. Select the confirmation checkbox, and then select&nbsp;Confirm and Rollback. Step 3: Recreate the payroll You can now recreate the payroll and make your changes. Create the payroll like you normally would. Step 4: Resend the FPS You only need to resend the FPS if y... Thu, 10 Oct 2019 20:25:44 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/roll-back-a-payroll-in-paysuite/01/242950#M3395 QuickBooksHelp 2019-10-10T20:25:44Z Adjust pay period dates within a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adjust-pay-period-dates-within-a-pay-run-in-quickbooks-online/01/289363#M3394 You can adjust the pay period dates for a pay run by following these simple steps: &nbsp; Open the pay run you wish to adjust the pay period dates for. Click on Pay Run Actions, then&nbsp;Adjust Pay Period. In the adjust pay period dialog, select the new pay period ending and the date the pay run will be paid. Click Save. If the dates are valid, the pay period will be updated. When using this feature, there are a couple of scenarios to be aware of when changing the pay period dates: &nbsp; If an employee start date is before the pay period start date, they will be removed from the pay run. If an employee end date is before the pay period end date they will be removed from the pay run Fri, 11 Oct 2019 19:31:56 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adjust-pay-period-dates-within-a-pay-run-in-quickbooks-online/01/289363#M3394 QuickBooksHelp 2019-10-11T19:31:56Z Running final payroll 2018/2019 in PaySuite: What happens next? https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-final-payroll-2018-2019-in-paysuite-what-happens-next/01/310742#M3393 This article describes the steps to follow to complete your final payroll of 2018/9. Run &amp; approve your final payroll as normal. See Running Payroll in QuickBooks Online (PaySuite)&nbsp; After you have completed the final payroll, click on the Approve and Advance tab, select Make a Submission. On the Full Payment Submission (FPS) screen, make sure to tick Is this your final payroll for the current tax year? checkbox.&nbsp;Note: If you have more than one payroll please ensure it's selected on each payroll. Click on Submit FPS. Once your FPS has been submitted successfully, you will receive an email confirmation from HMRC that your submission has been accepted, If you would like to see the breakdown of what was sent to HMRC, go to Company Cog &gt; Employer Settings &gt; Real Time Information &gt; View log to locate the XML log. Download or email your payslips. See Payslips in PaySuite. Print off the P32 report and P60 reports for each employee. See P32 report in PaySuite. Thu, 03 Oct 2019 19:58:01 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-final-payroll-2018-2019-in-paysuite-what-happens-next/01/310742#M3393 QuickBooksHelp 2019-10-03T19:58:01Z Create a New Pay Run on QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/create-a-new-pay-run-on-quickbooks-online-advanced-payroll/01/253277#M3391 To create a new Pay Run you need to click the big New Pay Run&nbsp;button to the right of screen on the 'Dashboard' page. In the&nbsp;Create New Pay Run&nbsp;dialog box, fill in the following details: Pay Schedule - Weekly, Fortnightly, Monthly, and other custom options you may have entered. Pay Period Ending. Date pay run will be paid. Manually add employees to pay run: select this if you are creating an Ad hoc&nbsp;pay run and wish to only add a subset of employees. Note: If timesheets are enabled, then you will be given options for importing timesheets into the pay run. Thu, 10 Oct 2019 20:25:58 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/create-a-new-pay-run-on-quickbooks-online-advanced-payroll/01/253277#M3391 QuickBooksHelp 2019-10-10T20:25:58Z Opening Balances in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/opening-balances-in-quickbooks-online-advanced-payroll/01/253268#M3390 The Opening Balances settings page allows the user to configure the initial financial year for your business as well as import/export the opening balances for employees in the business. To get to the Opening Balances settings page, go to Payroll Settings, then Opening Balances. The following page will be displayed The initial financial year for the company may be adjusted here. This is the year that the opening balances that Gross/PAYE will apply to. (Leave balances are simply adjusted by the opening balance specified). Additional Functions To Import the opening balances, click on the Import button. To Export the opening balances to a CSV or Excel file, click the Export button. To configure the opening balances for a specific employee, open up the employee file and then go to the Opening Balances section. To set the employees individual opening balances please see Setting Employee Opening Balances. Thu, 03 Oct 2019 17:54:49 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/opening-balances-in-quickbooks-online-advanced-payroll/01/253268#M3390 QuickBooksHelp 2019-10-03T17:54:49Z Re-importing timesheets into a pay run on QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-importing-timesheets-into-a-pay-run-on-quickbooks-online/01/334519#M3388 If you have created a pay run that imports timesheets, there might come a time you need to re-import timesheets into the pay run after changes have been made to the timesheets or additional timesheets have been added. &nbsp; Re-importing all timesheets for the pay run You can re-import timesheets into a pay run by following these steps: Open the pay run you wish to import for and ensure the pay is unlocked From the Pay Run Action bar click Import Timesheets Confirm the timesheets that you'd like to import into the pay run This will then re-import the timesheets for all employees in the pay run and update their calculations. Re-importing timesheets for a single employee If you want to&nbsp; import the timesheets for just a single employee, you can do so by the following steps: From within the pay run, click on the employee you want to re-import the timesheets for Click on Actions and then click Import Timesheets Select whether you want to import just the timesheets for this period, or timesheets for previous periods as well Click Import The timesheets for this employee will be imported into the pay run and the pay run calculations will be recalculated. Thu, 03 Oct 2019 17:54:42 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-importing-timesheets-into-a-pay-run-on-quickbooks-online/01/334519#M3388 QuickBooksHelp 2019-10-03T17:54:42Z Adding Court Orders in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-court-orders-in-quickbooks-online-advanced-payroll/01/322159#M3385 To add a court order to an employee's record you need to go to Employee Details -&gt; Pay Run Inclusions &nbsp; On Pay Run Inclusions page click Add on the right hand side of Deductions &nbsp; From the drop down menu select Post-Tax Deduction and then click Apply Court Order&nbsp; &nbsp; A box will then appear requesting you to apply the court order. You will need to specify the appropriate court order from the drop down menu and it will pre-populate the most common settings for that type of court order. &nbsp; The following court order we support are: England/Wales Attachment of Earnings Order (AEO) Priority Deduction from Earnings Order (DEO) Pre March 2003 Deduction from Earnings Order (DEO)&nbsp; Post March 2003 Council Tax Attachment of Earnings Order (CTAEO) England/Wales Attachment of Earnings Order (AEO) Fines England/Wales Attachment of Earnings Order (AEO) Non Priority Scotland Earnings Arrestment Department of Work and Pensions Direct Earnings Attachment (DEA) Higher Rate Department of Work and Pensions Direct Earnings Attachment (DEA) Lower Rate &nbsp; Once you have chosen your court order, you will need to fill in the required fields. &nbsp; Here you have the option to change the amount (per pay run) to: Fixed - this is a fixed amount taken every pay run Percentage of Gross - this is a percentage of gross ... Thu, 03 Oct 2019 15:48:52 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-court-orders-in-quickbooks-online-advanced-payroll/01/322159#M3385 QuickBooksHelp 2019-10-03T15:48:52Z Leave Categories in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/leave-categories-in-quickbooks-online-advanced-payroll/01/289399#M3384 This screen allows you to set up your leave categories and control which of them accrue automatically, how they will behave in the pay run, whether or not to include them in termination payments, and decide which should appear in your employee's payslips. &nbsp; The settings for Leave Categories can be accessed and updated by going to Payroll Settings, then to Leave Categories. &nbsp; Note: Any changes that are made to your business's leave category settings will not be applied to existing employees.&nbsp;The new settings will only apply "automatically" to any new employees who are subsequently added to your payroll. If you want to change the leave settings for your existing employees you will also need to make the same adjustments on each employee's, leave allowances page. You can do this in bulk by using a leave allowance template, then apply that template to each employee's record. &nbsp; The default setup for a new business includes 4 Leave Categories: &nbsp; Annual Leave Sick Leave Statutory Maternity Leave Statutory Sick Leave You can choose to add more categories by clicking on the green Add button. You will then need to enter the following information: &nbsp; Name (required). External Id: this is only required if you are using an external system to capture leave requests or timesheet entries, and t... Thu, 03 Oct 2019 15:48:48 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/leave-categories-in-quickbooks-online-advanced-payroll/01/289399#M3384 QuickBooksHelp 2019-10-03T15:48:48Z Add a note for a single payslip in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-note-for-a-single-payslip-in-quickbooks-online-advanced/01/295507#M3382 You are able to add notes easily to payslips as long as the pay run has been unlocked or is unfinalised. &nbsp; To leave a note on a payslip you need to: &nbsp; Click on the required pay run. Select the employee for which you need to leave a note. Enter your notes in the dialog box Notes for this Pay run. Drag the bottom right hand corner of the "Notes" box to expand it to create more space. &nbsp; Note: Will show only on the employee payslip for which it applies to. Thu, 03 Oct 2019 15:48:40 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-note-for-a-single-payslip-in-quickbooks-online-advanced/01/295507#M3382 QuickBooksHelp 2019-10-03T15:48:40Z Importing a pay run into QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/importing-a-pay-run-into-quickbooks-online-advanced-payroll/01/334520#M3381 You can import a pay run by following these steps: From within any unfinalised pay run, select Pay Run Actions then Import Pay Run. You will then be shown the Import Pay Run dialog From here you can configure the settings: Clear existing data: When importing data, you can choose to clear the existing data in the pay run before importing the data. You can choose to clear some or all pay items by ticking the checkbox next to each item Note:&nbsp;clearing existing data will clear those pay items for all employees, not just the ones in the import, so be mindful when using this setting. Replace or add data to import:&nbsp;When importing data, you can choose to replace the pay run data with the data in the spreadsheet OR add the data to the existing pay run Configure ID types: Each transaction line in the pay run import uses ID's to determine which values should be used as the identifier for various data types. You can use the system generated Advanced Payroll ID or use an external ID. You can specify external IDs for the following data types in the pay run import Employee ID Location ID Pay Category ID Deduction Category ID Employee Expense Category ID Employer Liability Category ID Once you have selected your pay run import option, you need to select the import file. The import file uses a ... Fri, 11 Oct 2019 17:25:45 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/importing-a-pay-run-into-quickbooks-online-advanced-payroll/01/334520#M3381 QuickBooksHelp 2019-10-11T17:25:45Z Adding additional earnings lines in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-additional-earnings-lines-in-quickbooks-online-advanced/01/295313#M3380 To add additional lines to an employee's earnings within a pay run is quite simple. By following these steps you will be able to add or delete lines: &nbsp; Create a Pay Run. Select the employee(s) whose pay you want to add an earnings line to. Click on&nbsp;Actions, then select Add Earnings. This will create another earnings line under the Earnings heading.&nbsp;Select the pay category you want to add to the employee's earnings. Fill in the hours box according to what is being paid. E.g. 1 hour, .5 hour etc. Click Save. &nbsp; If you want to delete this line simply place your cursor on the line. A red circle with a red cross inside the circle will appear at the end of the line on the right. Press this button and a warning screen will appear at the top of the screen confirming if you want to delete. Thu, 03 Oct 2019 13:42:57 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-additional-earnings-lines-in-quickbooks-online-advanced/01/295313#M3380 QuickBooksHelp 2019-10-03T13:42:57Z Finalise a Pay Run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/finalise-a-pay-run-in-quickbooks-online-advanced-payroll/01/253272#M3379 When you have finished making changes to your pay run, you can finalise it. Finalising the pay run makes the data in your pay run available in reports and also allows payslips for the pay run to be visible to employees from the employee portal. To finalise a pay run you need to: Open the pay run you wish to finalise. From the Actions&nbsp;tab click the Finalise Pay Run&nbsp;button. In the dialogue that drops down: Enter the Date Paid. Select Payslip options. Please note that the system will remember these options selected for payslips moving forward, if you need to change these you can do so at this step at any time when finalising the pay run. Once the pay run is finalised the pay run will be locked. Should you need to edit the pay run you can unlock at any time by selecting the Pay Run Actions&nbsp;tab in the pay run. From here, select Unlock Once you select Unlock, ensure your changes/corrections are made and then select finalise to re finalise the pay run. &nbsp; Thu, 03 Oct 2019 13:42:48 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/finalise-a-pay-run-in-quickbooks-online-advanced-payroll/01/253272#M3379 QuickBooksHelp 2019-10-03T13:42:48Z Pay run warnings in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-run-warnings-in-quickbooks-online-advanced-payroll/01/289490#M3378 Pay run warnings will appear, if applicable, during a pay run. Warnings could appear as soon as the pay run is created, or during the pay run (depending on what actions are performed in the pay run). &nbsp; In order to see the specific details of the warning: &nbsp; Click on the word Warning. Click on the warning expand the details. &nbsp; The following warnings will be displayed in a pay run: &nbsp; BACS details missing:&nbsp;you will not be able generate a payment file for the payrun as BACS Details have not been provided (if you don't want to generate a payment file, you can ignore this warning). Employee expense without a tax code selected:&nbsp;this is displayed when an expense has been applied in a pay run and does not contain a tax code. This is only applicable where a business is connected to on online journal service and has synced their tax codes against the expense categories. Employee has reached their leave cap:&nbsp;this will displayed for any employee whose leave entitlement has reached the maximum accrual for the year. For example, say an employee is entitled to 'Special Leave' and the maximum accrual entitlement for this leave is 10 hours per year. When the employee reaches the accrual and now has a balance of 10 hours for the leave year, this warning will appear. Employee taking more leave tha... Fri, 11 Oct 2019 17:25:55 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-run-warnings-in-quickbooks-online-advanced-payroll/01/289490#M3378 QuickBooksHelp 2019-10-11T17:25:55Z Common HMRC RTI Error Messages for Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/common-hmrc-rti-error-messages-for-payroll/01/239619#M3377 Please follow below guidance on the most common error messages you may receive when you submit your payroll to HMRC. Note: These error messages are generated by HMRC not by QuickBooks Online. If you would like to speak with HMRC directly please follow this link. Error Code 1046: Authentication Failure Error When you submit an FPS, HMRC will check your goverment gateway credentials as well as your Accounts Office Ref &amp; PAYE reference. You might see this error appear if those details do not match what HMRC has on file for you. There’s a couple of steps you can follow to resolve this error: Ensure you are registered with HMRC. Log onto HMRC and enter in your username and password. Please ensure the digits are less than 12. Ensure Caps Lock is off as passwords are case sensitive. If you have recently signed up with HMRC, your account may take some time before it's fully activated. If you have recently migrated from one payroll software provider to another, please ensure you are manually typing the credentials. If you are still experiencing issues, please contact HMRC Employer Services. Error Code 7806: This submission cannot be accepted as it does not fall within the eligible filing period The submission cannot be accepted as it does not fall within the eligible filing period. The... Thu, 03 Oct 2019 13:42:41 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/common-hmrc-rti-error-messages-for-payroll/01/239619#M3377 QuickBooksHelp 2019-10-03T13:42:41Z Get set up for QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/get-set-up-for-quickbooks-online-standard-payroll/01/242889#M3375 To get ready for payroll, you’ll need to turn on payroll in QuickBooks Online, and then provide some information about your company and employees.&nbsp;After you finish with all your setup tasks, you’ll be up and running and can run payroll without having to go to setup again (unless you need to make a change). Getting set up correctly at the onset ensures that you can run payroll and pay your employees every time without a hitch. &nbsp; To get set up in QuickBooks Online Standard Payroll &nbsp; First and foremost, if you haven't done so&nbsp;already, Turn on QuickBooks Online Standard Payroll (UK). Go to Employees,&nbsp;Payroll,&nbsp;and under Let's get your business ready for payday, click on Let's go. Select whether this is the first time you are paying your employees, or if you have paid them before, and click&nbsp;Save and Continue. Click&nbsp;Save and next after each step to move on to the next one. &nbsp; Once you’ve finished basic setup, you can also make changes later by going to the Gear icon &gt; Account and Settings &gt; Payroll. &nbsp; Select your tax year Tell QuickBooks Online Standard Payroll whether you are paying your employees before or after the 6 April 2019. This allows Quickbooks to know which tax year you are starting in, and what information it will need to calculate your employee's tax and NI. &nbsp; Enter your ... Thu, 10 Oct 2019 22:31:45 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/get-set-up-for-quickbooks-online-standard-payroll/01/242889#M3375 QuickBooksHelp 2019-10-10T22:31:45Z Adding an employee in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-an-employee-in-quickbooks-online-advanced-payroll/01/253266#M3374 &nbsp; Once you have set up QuickBooks Online Advanced Payroll, the first step is to add an employee. You can do this by using the Employee Wizard, or the 'Import Employees' option. &nbsp; Setting up by using Employee Wizard &nbsp; Setting up a new employee using the Employee Wizard is a simple 4-step process. &nbsp; Step 1: Enter personal details Get started by entering the personal details for the employee. &nbsp; When entering an address, auto-complete suggestions may be presented. To pre-fill an address, click on a suggestion. If the suggestions are not adequate, enter the address manually. &nbsp; If the postal address for the employee is different to their residential address, untick the Postal Address is the same as Residential Address&nbsp;checkbox and then enter the postal address. &nbsp; The notifications setting controls if/how the employee will be notified when new payslips are available and when they are rostered on to new shifts. &nbsp; The self-service setting controls whether the employee will be able to log into the self-service portal. From the portal they can view payslips, manage their personal details and apply for leave. &nbsp; Note:&nbsp;if Email notifications or Employee Self Service are selected , an email address for the employee must be provided. &nbsp; Step 2: Enter employment details The table below details ... Thu, 03 Oct 2019 13:42:29 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-an-employee-in-quickbooks-online-advanced-payroll/01/253266#M3374 QuickBooksHelp 2019-10-03T13:42:29Z P32 Report in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-quickbooks-online-advanced-payroll/01/253269#M3373 The P32 Report details all payments owing and already paid to HMRC on a per month basis within a financial tax year. &nbsp; This report can be accessed via the Payroll Settings &gt; Reports &gt; HMRC Reporting. &nbsp; The report can filtered on a per financial year basis. Note:&nbsp;if a user attempts to generate this report whilst a pay run is unfinalised, the following warning message will appear: There are unfinalised pay runs that may affect this report. &nbsp; When the report is generated, you will note the appearance of 3 tabs. The first tab displays all the relevant data in summary format: &nbsp; An explanation of each header is as follows: &nbsp; Tax Month: The tax month runs from the 6th of the month to the 5th of the next month. For eg, with April, this covers all pay runs with a pay date from April 6th to May 5th. PAYE: All PAYE, excluding student loan amounts, deducted from employee pays for the pay runs falling within the Tax Month. Student Loans: All student loan amounts deducted from employee pays for the pay runs falling within the Tax Month. Net CIS Deductions: Construction Industry Scheme - CIS. This is the net tax deducted by the contractors from subcontractors' payments which is to be paid to HMRC Total PAYE: The sum of PAYE and Student Loans for the Tax Month. Employer NI: All employer natio... Thu, 10 Oct 2019 20:25:32 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-quickbooks-online-advanced-payroll/01/253269#M3373 QuickBooksHelp 2019-10-10T20:25:32Z Adding employee expenses to a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employee-expenses-to-a-pay-run-in-quickbooks-online/01/295310#M3370 If you want to include an expense reimbursement for an employee in a pay run, you can do this by adding expense lines within the pay run. &nbsp; You can add an expense line to a pay run with the following steps: &nbsp; Make sure you have an appropriate Expense Category defined for this expense. Open the employee that you wish to add the expense reimbursement to by clicking on their name in list of employees in the pay run. Click on Actions and&nbsp;select Add Expense. This will add a new blank earnings line in the Expenses&nbsp;section of the employee's pay run details. For the new expense line, enter the following: Expense Category (required) Location (required) Notes Tax Code Amount (required) Click Save&nbsp;to add the expense line. Fri, 11 Oct 2019 17:26:00 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employee-expenses-to-a-pay-run-in-quickbooks-online/01/295310#M3370 QuickBooksHelp 2019-10-11T17:26:00Z Entering leave taken in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-leave-taken-in-quickbooks-online-advanced-payroll/01/289491#M3369 You are able to add leave taken either during the pay run or via the Leave requests. &nbsp; To enter leave taken during the pay run: &nbsp; Select the employee to open the employee's pay run details. Select Actions,&nbsp;then choose the Take Leave&nbsp;option. When you select Take Leave, a new line will show under the Leave Taken&nbsp;heading. You will then need to enter: Leave Category (required) Notes Hours Taken (required) &nbsp; Note: against each leave option, next to the Notes&nbsp;field, the system will display the number of hours of the chosen leave the employee has available. If you enter more hours than the employee is entitled to, a warning will display that says "This employee has taken more leave than they have accrued". The system will allow the employee to go into a negative leave balance. &nbsp; Use the Leave Menu to enter future leave requests that will then be available to apply in the appropriate pay run(s). &nbsp; Select Leave, then&nbsp;Create Requests. Complete the Create Leave request. You can enter leave for the same period for more than one employee at a time. When you select Save, the leave will either be approved immediately (if the box has been ticked), or will be available for approval according to how you have arranged your settings. Leave requests will appear in the appropriate pay run and can b... Fri, 11 Oct 2019 19:31:39 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-leave-taken-in-quickbooks-online-advanced-payroll/01/289491#M3369 QuickBooksHelp 2019-10-11T19:31:39Z How do I process an 'Ad hoc' Pay Run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-do-i-process-an-ad-hoc-pay-run-in-quickbooks-online-advanced/01/253273#M3368 Creating an Ad hoc&nbsp;pay run is as simple as ticking a box when creating a normal pay run: Create a pay run. Now, create a new pay run as per normal. When creating the pay run, be sure to select Manually add employees to this pay run. Add any required employees. Click the Add Employees&nbsp;button and then select any employees that you would like to include in the pay run. Click the Add Some Employees&nbsp;link or go to the Pay Run Actions tab and select Add Employees. Select an employee that you would like to add to the pay run and click Add Employee. Repeat for any additional employees that you would like to add. Once you have finished adding employees, click Close Go ahead and make the adjustments you need to in this pay run but please be aware - if the adjustments you make result in nil earnings for the employee (eg. you are simply reversing out earnings paid with one pay category so you can put them in again using a different pay category) you will need to add an explanatory note on the employee's pay run record or the data will disappear when you finalise the pay run (because no activity will be detected in that pay run record). Thu, 03 Oct 2019 11:36:53 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-do-i-process-an-ad-hoc-pay-run-in-quickbooks-online-advanced/01/253273#M3368 QuickBooksHelp 2019-10-03T11:36:53Z Exporting a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/exporting-a-pay-run-in-quickbooks-online-advanced-payroll/01/321698#M3367 You can export the data in a pay run by following this step: Open any pay runs and click on the Pay Run Actions -&gt; Export Pay Run This will download an excel file with all available pay run data for that pay run Note: The pay run exports do not include the following items Leave records System generated earnings lines Thu, 03 Oct 2019 11:36:50 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/exporting-a-pay-run-in-quickbooks-online-advanced-payroll/01/321698#M3367 QuickBooksHelp 2019-10-03T11:36:50Z View submitted FPS and EPS filings in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-submitted-fps-and-eps-filings-in-quickbooks-online-standard/01/242949#M3366 You can see all previous filings from the Payroll Tax Centre. To see your filings Go to Taxes. Select Payroll Tax. All your previous filings are under Filed Forms. Each card shows the name of the form, the pay period it was sent, the status of the filing&nbsp;and the date it was submitted. If you have filings that need to be sent, they will be under Due Now with a Status of Overdue. Otherwise, you’ll see the message “All caught up! You don’t have any filings due right now”. Each filing that appears on the Taxes screen will have messaging to explain why the filing is required. Can I see what has been been sent to HMRC? Yes, you can click the filing you wish to view and click Review You can copy the XML by clicking Copy Text at the bottom and pasting into a word document or notepad. What if my filing has been rejected? If your filing has been rejected, it will be under Due Now. If the filing Status is Rejected, you need to try to submit the file again. The most common reason for rejection is that the Government Gateway credentials are incorrect. Check that you have entered the correct user ID and password. See&nbsp;Turn on RTI reporting to HMRC in QuickBooks Online Standard Payroll. See also Employees and payroll Thu, 10 Oct 2019 22:31:42 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-submitted-fps-and-eps-filings-in-quickbooks-online-standard/01/242949#M3366 QuickBooksHelp 2019-10-10T22:31:42Z Adding a new business in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-a-new-business-in-quickbooks-online-advanced-payroll/01/297494#M3365 Before you can add employees and process pay runs, you will first need to add a new business. &nbsp; Once you have turned on&nbsp;QuickBooks Online Advanced Payroll, you will be prompted to Add a New Business. You can do this by entering the business details in the form. &nbsp; When adding a new business you will need to provide the following information: &nbsp; CHRN: this is a unique number issued by Companies House when a limited company or Limited Liability Partnership (LLP) is incorporated. It is sometimes abbreviated as 'CRN' and is sometimes referred to as a Companies House Number. Your CHRN will consist of 8 numbers, or 2 letters followed by 6numbers. Business Name: this is the legal name of the business. It will be the name shown on payslips Postcode/Town: this is the primary address for your business. &nbsp; Tell us a bit about yourself &nbsp; In this section please add your contact name, email address, and contact phone number. &nbsp; Payroll details &nbsp; In this section you need to: &nbsp; Enter your standard work hours: there is the option to select some default hours from the drop down menu or add your own choice of hours by selecting other and then specifying your standard hours. Specify when your work week starts and ends: i.e., starts Monday, ends Sunday or starts Wednesday, ends Tuesday. Please select ... Thu, 03 Oct 2019 11:36:43 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-a-new-business-in-quickbooks-online-advanced-payroll/01/297494#M3365 QuickBooksHelp 2019-10-03T11:36:43Z Setting employee opening balances (year to dates) in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/setting-employee-opening-balances-year-to-dates-in-quickbooks/01/253275#M3364 If you’re migrating your payroll from another software mid- tax year, you'll most likely want to set the opening balances for leave entitlements and the year to date payment figures for your employees. &nbsp; If someone is paid cumulatively then it will use the opening balances/year to dates to add to the figures in the payrun and work out the PAYE and National Insurance on the whole amount. &nbsp; Opening balances are for the initial tax year only. &nbsp; To set up the opening balances for your employees, open the employee record that you wish to set the opening balances for and then select Opening Balances&nbsp;on the left. &nbsp; Within the Opening Balances screen, there are seven tabs: &nbsp; Leave Balances Earnings Deductions Pension and PAYE National Insurance Previous employer Leave Balances &nbsp; When entering leave balances, enter balance as at the point of transition to this payroll system. Partial hours are entered as a decimal (eg: 6.5 hours) rather than as HH:MM (eg: 6:30). Earnings &nbsp; Earnings are the year-to-date gross values for the financial year specified. The default pay categories are above, however if you wish to use a different pay category then you will need to have added this pay category prior to entering the opening balances . If you want to put the total hours in you can however this ... Thu, 03 Oct 2019 11:36:40 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/setting-employee-opening-balances-year-to-dates-in-quickbooks/01/253275#M3364 QuickBooksHelp 2019-10-03T11:36:40Z Shift swapping via the Employee Portal in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/shift-swapping-via-the-employee-portal-in-quickbooks-online/01/295359#M3363 To enable shift swapping, go to Payroll Settings,&nbsp;Rostering, and&nbsp;turn on “Employees can swap shifts that have been assigned to them”. &nbsp; You can set how many hours prior to the shift starting that they can swap the shift and you can chose if manager approval is required. Once the above has been enabled, the shift swap workflow is as follows: &nbsp; Employee 1 receives a notification for a new shift that has been assigned to him. Employee 1 can either accept, decline or swap the shift. The shift is on a very special day for him so he chooses to swap the shift with another employee. To do this, Jack clicks on Swap.&nbsp;Jack chooses, from a dropdown list of eligible employees, the employee he wants to swap the shift with and then enters a comment for them to see. Employee 2 is notified that there is a shift swap that he needs to action. He logs into his employee dashboard to view the details of the shift. Employee 2 decides to accept the swap. Once he clicks on Accept Swap, the shift status updates to Awaiting Approval. Their manager receives a notification of a pending shift swap that requires approval. They log into the roster and click on the swap shifts icon to view the details of the swap. The manager reviews the details and is happy to approve the swap. They click on ‘Approve’.The em... Thu, 03 Oct 2019 11:36:36 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/shift-swapping-via-the-employee-portal-in-quickbooks-online/01/295359#M3363 QuickBooksHelp 2019-10-03T11:36:36Z WorkZone for QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workzone-for-quickbooks-online-advanced-payroll/01/297608#M3354 WorkZone is a native iOS and Android app which has been created to give employees the traditional Employee Self Service functions with a sleek user experience on their smartphone. Getting Started You can download WorkZone by searching for ‘WorkZone’ from the App Store&nbsp;or from&nbsp;the Google Play store. &nbsp; Employees need portal access to use WorkZone and when it is installed they will be prompted to enter their email address (the one linked to the portal) and password. &nbsp; Employees will then need to create a 4 digit quick access pin (to be entered twice) which they will need to enter each time they open the app. &nbsp; Once logged in, employee's can view the Side Menu by tapping on the burger menu in the top left corner. &nbsp; From here the employee will see: &nbsp; Logout option Settings cog (this includes the app authentication options) Employee access (the employee can access their own personal payroll details &amp; functions from here) Business access (this is only relevant for any restricted access users that have Employee Manager permissions) The version of WorkZone the employee has installed &nbsp; The dashboard view is accessed by clicking on the Home icon and shows the following details: &nbsp; Any documents that require acknowledgement The last payslip Next shift (if applicable) Ability to CLOCK IN (i... Thu, 03 Oct 2019 06:18:09 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workzone-for-quickbooks-online-advanced-payroll/01/297608#M3354 QuickBooksHelp 2019-10-03T06:18:09Z Splitting costs / hours across multiple locations in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/splitting-costs-hours-across-multiple-locations-in-quickbooks/01/300473#M3334 On occasions you may have to allocate your employees costs across multiple locations. Before you do this, you will have to ensure that you have the locations set up within your company's profile. &nbsp; You will also need to ensure that employee/s working at multiple locations have the relevant locations allocated to their profile's, so they are available to have hours/costs credited to the location/s. &nbsp; There are three ways to split costs across multiple locations. Firstly, they can be entered through the time sheets, secondly by manually allocating earnings to a location within a pay run and thirdly by adding additional earnings lines within the employee file. &nbsp; Using Time Sheets &nbsp; When entering time sheets, select the employee. Enter the date and hours. This will calculate the total hours. In the last column, using the drop down menu, select the location for these hours. &nbsp; The hours allocated to the location/s will be reflected within the Pay Run. &nbsp; Manually Allocating Earnings to a location within a Pay Run &nbsp; After a new Pay Run has been added, click on Action. Select Add Earnings. Select the correct Pay Category. Then select the location you want to add to the employees hours. Adjust the hours according to amount of time worked at the selected location. Click Save. &nbsp; The hours... Thu, 03 Oct 2019 00:00:14 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/splitting-costs-hours-across-multiple-locations-in-quickbooks/01/300473#M3334 QuickBooksHelp 2019-10-03T00:00:14Z Pay schedules - Configuring automated pay runs in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-schedules-configuring-automated-pay-runs-in-quickbooks/01/297544#M3333 Automating pay runs allow users to not have to perform the pay run action themselves. Rather, the system does it automatically in the background. You can choose what components of a pay run you want automated and what components still require manual intervention. Automating a Pay Schedule &nbsp; To set up an automated pay schedule, go to Payroll Settings, Pay Schedules, and click on the applicable pay schedule to view the pay schedule settings. Click on here&nbsp;to commence the setup wizard. &nbsp; Step 1: Auto Pay Schedule Details &nbsp; This screen details the pay run dates and timesheet import options. The details for each setting are as follows: &nbsp; Schedule first Pay Run creation on: This field will pre-populate with today's date and the upcoming hour. (Automated pay runs are scheduled on the hour). You can amend the date and time by clicking on the calendar icon. &nbsp; Note:&nbsp;There may be a time delay as to when the pay run is finalised due to volume/size of the pay run. For example, if you have scheduled the pay run to be run at 3pm, this does not mean the pay run will be finalised at 3pm. &nbsp; Schedule last Pay Run creation: The value here always defaults to 'Never', which means that there is no end date to this automated pay schedule. If you do want to set an end date, click on the dropdown to en... Wed, 02 Oct 2019 21:54:55 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-schedules-configuring-automated-pay-runs-in-quickbooks/01/297544#M3333 QuickBooksHelp 2019-10-02T21:54:55Z Creating & managing pay categories in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-managing-pay-categories-in-quickbooks-online-advanced/01/295274#M3332 &nbsp; Pay Categories are used to define the rates that employees are paid. Setting up your pay categories will help simplify the management of employee pay rates. &nbsp; Create&nbsp;a Pay Category &nbsp; You can Create a Pay Category by&nbsp;following these steps: &nbsp; Go to Payroll Settings and select Pay Categories. When you create a new business, a number of common pay categories will already be available. You can however delete these and create new ones that match your business needs. To create a new Pay Category, click on Add. Enter your Pay Category Name, and click Save. Complete the fields below and click Save. Name Units - Hourly, Annually, Fixed, or Daily PAYE Tax Exempt Accrues Leave Exempt from National Insurance Rate Precision - option to set rate at between 0 and 5 decimal places. &nbsp; In regards to rate precision, please note the following: &nbsp; Additional earnings lines (configured at the bottom of the employees' pay rates screen) can be specified to up to 5dp, regardless of the pay category setting. &nbsp;In the pay run, rates may be specified to up to 5dp, regardless of the pay category setting. &nbsp; Manage Pay Categories &nbsp; In addition to the base value pay category, you are able to create linked categories. &nbsp; For example a pay category could have the base value of Part-time weekdays but have linked ... Wed, 02 Oct 2019 21:54:52 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-managing-pay-categories-in-quickbooks-online-advanced/01/295274#M3332 QuickBooksHelp 2019-10-02T21:54:52Z Add a message to a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-message-to-a-pay-run-in-quickbooks-online-advanced-payroll/01/289398#M3331 You are able to add messages to unlocked pay runs. If you would like to add a message to a locked pay run, you must unlock it first. &nbsp; When a message is added to a pay run, it will be visible on ALL employee payslips for that pay run. &nbsp; To add a message to a Pay Run: &nbsp; Open an unfinalised (or unlocked) pay run. Go to Actions, Pay Run Actions, then&nbsp;click Add Message. In the dialogue that drops down, enter the required message. Click Save. Thu, 10 Oct 2019 20:25:59 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-message-to-a-pay-run-in-quickbooks-online-advanced-payroll/01/289398#M3331 QuickBooksHelp 2019-10-10T20:25:59Z Documents in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/documents-in-quickbooks-online-advanced-payroll/01/289341#M3330 To access the settings for documents: &nbsp; Go to Payroll Settings,&nbsp;Documents. Click Upload Documents. Click the Add document&nbsp;and select the document you wish to upload. Select This document is private&nbsp;if you only want full access users to see the document. Click&nbsp;Save. &nbsp; Any files you add will be visible under the following headings: &nbsp; Name (of the file) Added (when the file was added) Visible to Employee Groups - this field lets you set documents visible to All Employees, One or more employees One or more employee groups No employees (business level access only) Visible to location Wed, 02 Oct 2019 21:54:44 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/documents-in-quickbooks-online-advanced-payroll/01/289341#M3330 QuickBooksHelp 2019-10-02T21:54:44Z Statutory Maternity Pay (SMP) in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-smp-in-quickbooks-online-advanced/01/310797#M3329 When an employee informs you that they are pregnant, they should do so at least 15 weeks before the baby is due and they must inform you of when they want to start their maternity leave. &nbsp; Statutory Maternity Leave is 52 weeks. The first 26 weeks are Ordinary Maternity Pay, and the second 26 weeks are Additional Maternity Pay. Employees don't have to take 52 weeks of Maternity Leave. &nbsp; Statutory Maternity Pay is payable for up to 39 weeks. &nbsp; To pay Statutory Maternity Pay you need to create a pay run. Select the employee that is due the SMP from within the payrun and click the blue Actions&nbsp;button. Then click Pay statutory leave. &nbsp; Once you have done this, select Statutory Maternity Leave from the drop down menu, and fill in the following information: &nbsp; Baby's due date:&nbsp;enter the date the baby is due to be born. Start Paying SMP:&lt;&nbsp;this is the very first date that SMP is going to start being paid. This needs to be entered for the first pay run only and then the system holds onto the calculation for the next pay run. When you go into the pay run for the next period it populates the from and to date for the next batch of SMP payment. &nbsp; If you have migrated pay roll or have already paid SMP, then you will need to tick SMP already paid, and ensure that you enter the date that you st... Wed, 02 Oct 2019 21:54:40 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-smp-in-quickbooks-online-advanced/01/310797#M3329 QuickBooksHelp 2019-10-02T21:54:40Z Automated Pay Runs - Interaction with leave requests and expense requests in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/automated-pay-runs-interaction-with-leave-requests-and-expense/01/297543#M3328 If you have chosen to automate your pay runs, it is essential to know how expense requests and leave requests will be treated in the pay run. Please do not make the assumption that leave requests and expense requests will automatically be processed in an automated pay run. &nbsp; This article will explain in detail the different scenarios for leave and expenses and what happens in the automated pay run. &nbsp; Expense Requests &nbsp; Scenario 1 - Approved expense request dated within the pay period: Expense request will automatically be applied in the pay run. &nbsp; Scenario 2 - Pending expense request dated within the pay period: Expense request will NOT be automatically applied in the pay run. &nbsp; If, however, you have selected the warning "Pending Expense Requests" in the automated pay run configuration, the automated pay run will stop and the specified users will be notified as such via email. This will allow the full access user to approve the expense request which, in turn, will automatically apply that request in the pay run. &nbsp; Leave Requests &nbsp; Scenario 1 - Pending leave request with a start and end date within or prior to the pay period: Leave request will NOT be automatically applied in the pay run. &nbsp; If, however, you have selected the warning "Pending leave requests" in the automated pay... Wed, 02 Oct 2019 21:54:36 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/automated-pay-runs-interaction-with-leave-requests-and-expense/01/297543#M3328 QuickBooksHelp 2019-10-02T21:54:36Z Pay employees with day rates in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-employees-with-day-rates-in-quickbooks-online-advanced/01/289397#M3327 Setting up day rates for your employees can be done by following these simple steps: &nbsp; Go to Payroll Settings&nbsp;and select Pay Categories. In the top right hand corner, click Add, and enter in a name for the new pay category. Under the Units drop down , select Daily. Set the other values for the pay category and click Save. &nbsp; Your new pay category is now ready to use for day rates. &nbsp; Now that you have a pay category set up for day rates, you can setup employees to use day rates by following these steps: &nbsp; Go to Employees, and select the employee&nbsp;that you want to assign a daily rate to. Under Pay Run Settings,&nbsp;click Pay Run Defaults. When specifying the Pay Rate, select the per Day&nbsp;value from the drop down, and specify the standard number of days per week this employee. Click Save and this employee will now be setup to use a daily rate. &nbsp; As with all the other pay rate types, employees on day rates can be configured to accrue leave, super and any other type of pay setting that annual and hourly employees are entitled to. Wed, 02 Oct 2019 16:43:02 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-employees-with-day-rates-in-quickbooks-online-advanced/01/289397#M3327 QuickBooksHelp 2019-10-02T16:43:02Z Workplace Pension reports https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workplace-pension-reports/01/242883#M3326 The workplace pension reports show all the employees in your pension plan, their personal details, the date they enrolled, their assessment information, the employer and employee contributions, and their pensionable earnings. To view the workplace pension reports Go to view your reports in QuickBooks. Under Workplace Pension, select Run. Select whether you want to view the report for the tax year, which will show all reports by pay date for the tax year, or the current month. If you’re using a pension provider (other than NEST), you will see only the Pension summary report. If you've selected NEST as the pension provider, you will see all 3 of the following reports: NEST contribution NEST membership Pension summary report Select the report you want to view and it will open as a CSV file. IMPORTANT: If you want to upload the NEST reports onto the NEST portal, you must not open them in Excel. Instead, save them as CSV files. If you open them in Excel by accident, these files will not be submitted successfully to NEST. If you mistakenly do so, go back and download the file again. See also Employees and payroll Fri, 11 Oct 2019 19:31:33 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workplace-pension-reports/01/242883#M3326 QuickBooksHelp 2019-10-11T19:31:33Z HMRC settings for PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-for-paysuite/01/239415#M3287 You are required to inform HMRC of your payroll liabilities on or before you pay an employee. PAYE (Pay As You Earn) tax reporting is submitted to HMRC as PAYE RTI&nbsp;(Real Time Information). To make it easier and ensure that an FPS filing is submitted each time you run payroll, it's recommended that you get set up for RTI before running payroll. Even if you don't pay an employee for a tax month (from the 6th of the month to the 5th of the following month), you're required to submit an EPS filing. You need to setup your HMRC Settings to make sure your payroll tax information is submitted to HMRC. HMRC Credentials Before you run your payroll, add your Government Gateway credentials&nbsp;for the PAYE online service on the gateway. PaySuite collects the necessary information and sends it to HMRC via the Government Gateway. By entering your credentials here, you won't have to do it each time you finish running payroll and need to submit a filing to HMRC. After you register your business, you should have received your user ID and password to the Government Gateway. Within 28 days of receiving your credentials, you can test it by visiting <A href="http://www.gateway.co.uk" target="_blank">www.gateway.co.uk</A>. If you do not activate within 28 days, your credentials won't be valid and you will need to get new credentials. To enter your HMRC det... Fri, 11 Oct 2019 19:32:16 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-for-paysuite/01/239415#M3287 QuickBooksHelp 2019-10-11T19:32:16Z Track mileage in QuickBooks Online https://quickbooks.intuit.com/learn-support/en-uk/help-articles/track-mileage-in-quickbooks-online/01/387635#M3271 Learn how to track mileage in QuickBooks Online. Your business-related mileage can add up fast. With QuickBooks Online, you can automatically track your mileage with our mobile app and categorise your trip as business or personal with a quick swipe. Then, when it’s tax time, you’ll have a detailed log of all the business miles you can deduct. Here's how to get going. How to turn mileage auto-tracking on or off To start tracking your mileage, you’ll need to turn it on in the QuickBooks Mobile app. Tap Mileage. Tap Auto-tracking. Toggle Auto-tracking on. You’ll also want to make sure your phone has correct location permissions enabled. iOS Make sure your phone’s location permissions are set to “Always”. For the most accurate trip tracking, make sure to enable Motion &amp; Fitness permission. Android (Coming soon) Make sure your phone’s location permissions are set to “Allow all the time” and physical activity permission to “Allow”. If you’d like to turn off auto-tracking, you’ll follow the same steps and toggle auto-tracking off. How to categorise your mileage after a trip QuickBooks Mobile will automatically detect your starting and stopping locations while you’re driving. When you’re finished with your trip you’ll need to categorise it as business or personal. Tap Mileage. Swipe r... Sat, 05 Oct 2019 03:55:45 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/track-mileage-in-quickbooks-online/01/387635#M3271 QuickBooksHelp 2019-10-05T03:55:45Z How to make an employee a leaver in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-make-an-employee-a-leaver-in-paysuite/01/239585#M3214 When an employee leaves Mark them as a leaver Run their final payroll and send an FPS Give the employee a P45 Mark an employee as a leaver Go to&nbsp;Employees &gt; Employee Profile &gt;Leaver Enter the leaving date of the employee. For&nbsp;Details of leaving, Select the employee's leaving date. Select the employee's reason for leaving. Select Save. Once you save the leaving date, the P45 becomes available at the bottom section of the Employee Profile. You will see the new option View P45. Run final payroll and send FPS We'll let you know when you get to the employee's final payroll. When you send an FPS for that payroll, we'll tell HMRC you've finished paying the employee. If you already finished paying your employee we'll tell HMRC when you send your next FPS. Give the leaver a P45 Creating a P45 closes the employment record. If the employee returns, you'll need to open a new employment record with a new payroll ID. Have questions? See&nbsp;What to do when an employee leaves on GOV.UK Paying after leaving? If your employee has already left and you have issued them with a P45 and you need to give them extra pay, please follow the next steps: Select the drop down arrow on the P45 option Select Payment After Leaving Process the pay as normal Please note the tax code and tax basis automatically cha... Fri, 11 Oct 2019 17:25:47 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-make-an-employee-a-leaver-in-paysuite/01/239585#M3214 QuickBooksHelp 2019-10-11T17:25:47Z Changing payroll frequency for PaySuite for QuickBooks Online https://quickbooks.intuit.com/learn-support/en-uk/help-articles/changing-payroll-frequency-for-paysuite-for-quickbooks-online/01/239586#M3212 Once your payroll has been created, it is not possible to change the pay frequency from weekly to monthly, or vice versa. The Pay Frequency field in Payroll Settings will be inactive and not available for change. Before saving you will be prompted to verify if the details entered are correct. If you need to change frequency mid year, you can create another payroll and manually migrate the data from one payroll to the other. Please see Add Year to Date (YTD) information &nbsp;if you need help in entering the correct data. When the new payroll is created and you are finished with the old payroll, please ensure you mark the employees as inactive.This will ensure the payroll information is not duplicated. Tue, 01 Oct 2019 04:53:20 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/changing-payroll-frequency-for-paysuite-for-quickbooks-online/01/239586#M3212 QuickBooksHelp 2019-10-01T04:53:20Z Paying outside the pay period in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/paying-outside-the-pay-period-in-quickbooks-online-standard/01/238836#M3211 Before your pay your employees in QuickBooks Online you must specify your pay schedule. You can create your pay schedule in two places: First Time Use Payroll Settings First Time Use You will be asked: How often do you pay your employees? &nbsp;What's their first pay date in QuickBooks? What are the days they're being paid for? If you are selecting Something Else, you are telling QuickBooks Online Standard Payroll that your employees are paid outside their pay date. Once you have entered all the relevant information, the pay schedule card will appear from the left hand side of the menu and show you your first pay period including the pay date, the current pay period and pay date and what your last pay period will be. Payroll Settings If you need to make any changes once you have saved these details, you can edit within the Gear icon&nbsp;&gt; Account &amp; Settings&nbsp;&gt; Payroll. Please note: When your payroll is submitted you cannot make any changes to the pay schedule, you will need to delete the pay run and start again. Tue, 01 Oct 2019 02:47:41 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/paying-outside-the-pay-period-in-quickbooks-online-standard/01/238836#M3211 QuickBooksHelp 2019-10-01T02:47:41Z Learning about QuickBooks Online Standard Payroll for UK https://quickbooks.intuit.com/learn-support/en-uk/help-articles/learning-about-quickbooks-online-standard-payroll-for-uk/01/242888#M3210 This article details how to set up UK payroll in QuickBooks Online Standard Payroll. Preparing payroll for your company helps ensure everything is set up correctly and flows smoothly. To begin: Turn on QuickBooks Online Standard Payroll. Do you need help adding an employee? This article&nbsp;add employees in QuickBooks Online Standard Payroll (UK)&nbsp;provides step by step instructions. If you’re starting to use Quickbooks Payroll mid-year, refer to Pay History. HMRC requires employers to notify them of the liabilities they owe. Before you run your payroll, make sure you turn on RTI reporting to HMRC in QuickBooks, allowing you to send your liabilities to HMRC via the Government Gateway. Running payroll / Paying your employee: If you need to make changes to your employee's record or pay, do so before running your payroll. When you’re ready, add employees in QuickBooks Online Standard Payroll. Check your employment payment record report&nbsp;to find out the liabilities you owe. When you are ready,&nbsp;submit FPS to HMRC in QuickBooks Online Standard Payroll&nbsp;(note: QuickBooks does not pay employees, employers are expected to pay employees.) Email or print payslips&nbsp;for your employees. Once all these steps have been completed, you’re ready for the next pay period. Tue, 01 Oct 2019 00:41:14 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/learning-about-quickbooks-online-standard-payroll-for-uk/01/242888#M3210 QuickBooksHelp 2019-10-01T00:41:14Z Accountant tools: Reclassify your client’s transactions https://quickbooks.intuit.com/learn-support/en-uk/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387282#M3205 Learn how to use the Reclassify Transactions tool in QuickBooks Desktop Accountant, Enterprise, or Accountant Enterprise. Make it easy to get your client’s books ready for tax purposes. Use the Reclassify Transactions tool to find and correct transactions assigned to wrong accounts or classes in your client’s books. You can reclassify transactions one by one or all at once. Here’s how. Step 1: Select the financial year you want to review If you haven’t yet, set the financial year or date range of transactions you want to check. From the Accountant menu, select Client Data Review. Select Client Data Review. In the Review Date Range section, select the date range of transactions you want to review. In the Review Basis section, choose Accrual or Cash. Select Modify Review. In the Account Balances section, find Reclassify Transactions. Select the Status ▼ drop-down and then set it to In Progress. Select Close. Step 2: Review the transactions You can now start reviewing your client’s transactions. From the Accountant menu, select Client Data Review. Select Reclassify Transactions. In the Accounts section, select the View ▼ drop-down. Then, select the account type. Select an account to view the transactions in the right pane. In the Transactions section, select a name from the Name ... Tue, 01 Oct 2019 01:43:20 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387282#M3205 QuickBooksHelp 2019-10-01T01:43:20Z Creating and managing employer liability categories in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-and-managing-employer-liability-categories-in/01/289375#M3204 The Employer Liability Categories is used to define the various employer liability categories used by your business. &nbsp; To add a new employer liability category: &nbsp; Go to Payroll settings, Employer Liability Categories. Click Add. Give the category a name. [Optional] Assign an external ID to the category. Hide from payslips - Select this option if you do not wish to allow employees to see the value of this employee liability within a pay run on their payslip. Show total payments in payslips - Select this option if you wish to allow employees to see their total cumulative payments for this liability category on their payslip. Include in shift cost calculations - Using pay condition rule sets, employer liabilities can optionally be included in shift costing calculations. Select this option if this liability should form part of the cost of a shift. &nbsp; To edit an existing liability category, click on its name in the list of liability categories. &nbsp; To delete an existing liability category, click the red X on the right. Please note that you cannot delete a liability category that is currently in use. Fri, 11 Oct 2019 19:31:35 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-and-managing-employer-liability-categories-in/01/289375#M3204 QuickBooksHelp 2019-10-11T19:31:35Z Unlock a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/unlock-a-pay-run-in-quickbooks-online-advanced-payroll/01/295506#M3203 Unlocking a Pay Run will enable you to edit, update and recalculate the values associated with a chosen pay run. Unlocking can only be done when a pay run has been finalised. &nbsp; To unlock a Pay Run: &nbsp; Click on the required pay run in the Pay Runs&nbsp;screen. Click on Pay Run Actions, then choose Unlock. In the dialogue that drops down, enter the reason for unlocking the data and click OK. &nbsp; Once you unlock the pay run in order to edit, update and recalculate, you are able to finalise it once again. Mon, 30 Sep 2019 23:35:13 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/unlock-a-pay-run-in-quickbooks-online-advanced-payroll/01/295506#M3203 QuickBooksHelp 2019-09-30T23:35:13Z Delete a Pay Run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/delete-a-pay-run-in-quickbooks-online-advanced-payroll/01/253271#M3202 To delete a pay run you must first unlock it. You can also delete unfinalised pay runs. To delete a pay run you need to: Click on the required unlocked or unfinalised pay period. Click on the red Delete Pay Run&nbsp;button on the far right hand side. In the dialogue that drops down, confirm by clicking the blue delete&nbsp;button. Once the pay run is deleted, it cannot be undone and the related data will not be able to be retrieved. If you run multiple periods and need to make changes in a previous period you can unlock the period you need to make the necessary changes and go back to the current period. You don't need to run the payrolls in sequence you can go back to the current period and your figures will be updated and most importantly your FPS to HMRC will be updated. Tue, 01 Oct 2019 00:41:53 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/delete-a-pay-run-in-quickbooks-online-advanced-payroll/01/253271#M3202 QuickBooksHelp 2019-10-01T00:41:53Z P32 values for PaySuite for QuickBooks Online https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-values-for-paysuite-for-quickbooks-online/01/239439#M3201 If you have already made payments to HMRC for the current tax year, you must enter the amount of these payments into QuickBooks to ensure the figures are up to date. Likewise, if you have been claiming the Employment Allowance in the current tax year, you must enter the amount you have already claimed.&nbsp;&nbsp;This will prevent you from claiming more than the £3000 allowance. Enter these figures on the P32 Values screen which is accessed from the Gear icon and Employer Settings. The system will not automatically update the values, it must be a manual entry by the customer each time a payment is made to HMRC. Employment Allowance (amount left to claim) In the Opening Balances section, enter the amount of Employment Allowance you have left to claim in the current tax year.&nbsp;&nbsp;You should be able to find this information on the P32 Report from your previous software.&nbsp;&nbsp;For example, if you have already claimed £500 of the Employment Allowance, enter £2500 as your amount left to claim. Paid to HMRC &amp; Payments to HMRC Enter the cumulative amount you have already paid to HMRC for this tax year into the Paid to HMRC field. Under the Payments to HMRC section, enter the monthly breakdown of these payments.&nbsp;&nbsp;The total of the figures entered into these fields should equal the amount entered into the... Mon, 30 Sep 2019 22:36:01 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-values-for-paysuite-for-quickbooks-online/01/239439#M3201 QuickBooksHelp 2019-09-30T22:36:01Z Adding earnings lines to a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-earnings-lines-to-a-pay-run-in-quickbooks-online-advanced/01/253276#M3200 If you want to adjust the amount an employee is paid, you can do this by adding (or removing) earnings lines from within the pay run. You can add an earnings line to a pay run with the following steps: Open the employee that you wish to add the earnings line to and click on their name in list of employees in the pay run to expand their pay run details From the blue Actions&nbsp;button in the bottom right corner click Add Earnings This will add an earnings line which is pre-filled with the employee's primary pay category For this earnings line you can enter the Pay Category (required) Location Notes Units (hours / days / units) Rate Once you have entered the details for the earnings line, click Save&nbsp;and the earnings line will be applied to the pay run Mon, 30 Sep 2019 22:35:57 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-earnings-lines-to-a-pay-run-in-quickbooks-online-advanced/01/253276#M3200 QuickBooksHelp 2019-09-30T22:35:57Z Customise payslips in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/customise-payslips-in-quickbooks-online-advanced-payroll/01/253281#M3199 This feature allows you to customise payslips generated for your employees. &nbsp; The settings for payslips can be accessed and updated by clicking on the Payroll Settings&nbsp;tab located on the dashboard. The Payslips&nbsp;page is under the 'Business Settings' heading to the left of screen. &nbsp; &nbsp; Business Logo You are able to upload an image to use as a logo on your payslips. To do this you: &nbsp; Click the blue Choose a Logo&nbsp;button under the Business Logo"heading. A second window will pop up, click the green button that says Select File. You are then able to browse your computer files for an appropriate image. &nbsp; Note: Images must be .gif, .jgp or .png, and we recommend dimensions of no larger than 150px by 350px. &nbsp; You are also able to configure payslips using the following options: &nbsp; &nbsp; Section Visibility These options allow you to control which information is displayed on employee payslips: &nbsp; Show leave accruals - show or hide leave accruals on employee payslips. Show employee external id - show or hide the id number that's been manually assigned to this employee by the payroll administrator. Show line notes - show or hide line notes on employee payslips. (Disabling this will not hide payslip notes). &nbsp; &nbsp; Format You can have the payslips in the web format or the z-fold&nbsp;format - which is the al... Mon, 30 Sep 2019 22:35:53 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/customise-payslips-in-quickbooks-online-advanced-payroll/01/253281#M3199 QuickBooksHelp 2019-09-30T22:35:53Z Examples of how leave is applied based on setup scenarios in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/examples-of-how-leave-is-applied-based-on-setup-scenarios-in/01/289456#M2989 To get a better understanding of how the leave settings work based on their setup, we have provided several examples below. &nbsp; Example 1 Setup: &nbsp; Leave accrual type: Automatically accrues on an ongoing basis Cap: Accruals for leave category are not limited Result: &nbsp; Employee will commence accruing leave as per the accrual rate. Leave will continue to accrue on an ongoing basis until the termination of the employee's employment. &nbsp; Example 2 Setup: &nbsp; Leave accrual type: Automatically accrues on an ongoing basis Cap: Accruals for leave category limited to a maximum 20 hours Result: &nbsp; When an employee’s total leave balance reaches 20 hours, then leave will no longer continue to accrue. A message will appear in the pay run advising as such. &nbsp; When an employee takes leave and their balance drops below 20 hours, leave will start accruing again until the balance reaches 20 hours. &nbsp; Note:&nbsp;Opening leave balances are taken into account for capping purposes. &nbsp; Example 3 Setup: &nbsp; Leave accrual type: Automatically accrues based on the employee's leave year Cap: Accruals for leave category limited to a maximum 20 hours Carry Over: Entire balance Result: &nbsp; When an employee’s total leave balance reaches 20 hours for the leave year, then leave will no longer continue to accrue. A message will ap... Sat, 28 Sep 2019 01:17:52 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/examples-of-how-leave-is-applied-based-on-setup-scenarios-in/01/289456#M2989 QuickBooksHelp 2019-09-28T01:17:52Z View reports in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-reports-in-quickbooks-online-standard-payroll/01/242876#M2965 &nbsp; Sign in to QuickBooks Online. Select Reports. Select All reports. Select Payroll Reports. Select any of the available reports to view: Employment Payment Record report Workplace Pension reports Annual Payroll Summary (P11) Employee Contact List Employee Details Payroll Details (Gross to net) IMPORTANT: The pension reports are available in CSV format. It is important that you do not open the CSV files before sending them to your pension provider. If you open the report, the information might be corrupted and might not upload successfully. If you have mistakenly opened the CSV file, go back and download it again. See also Employees and payroll Fri, 27 Sep 2019 08:29:23 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-reports-in-quickbooks-online-standard-payroll/01/242876#M2965 QuickBooksHelp 2019-09-27T08:29:23Z Submitting an EPS to HMRC in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submitting-an-eps-to-hmrc-in-paysuite/01/239590#M2961 Unlike FPS filings, an EPS (Employer Payment Submission) filing is created for specific reasons and might not be required every month or at all. When is an EPS filing needed? An EPS filing might be required in the following situations: If no payments to employees have been made within the current or past pay period (no payment period is indicated). In other words, no FPS filings have been submitted. To claim reimbursement for statutory payments (not including sick pay) To claim the Employment Allowance, if entitled. To show CIS Suffered for a period of time If you need to send an EPS, you can send it after you have completed all the payroll for the tax month, or by the 19th&nbsp;of the following month if HMRC has to give you credit for what you owe from the EPS. You should only submit one EPS for a tax period. To submit EPS to HMRC Select Company Cog, then select Employer Settings. In the Real Time Information section, you'll notice an option to send an EPS. Select the EPS and view the details. Select&nbsp;Submit. Enter your HMRC credentials if this is the first time you’re making a submission to HMRC, then select Submit. When can't I file the EPS? You might not be able to file the EPS if: If you have paid employees within the current pay period (no payment period is indicated), FPS fil... Fri, 11 Oct 2019 19:31:53 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submitting-an-eps-to-hmrc-in-paysuite/01/239590#M2961 QuickBooksHelp 2019-10-11T19:31:53Z Enabling RTI https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enabling-rti/01/239457#M2958 HMRC requires employers to notify them of their liability to PAYE (Pay As You Earn) at the time or before employers make a payment to their employees. This is referred to as Real Time Information (RTI). Before you run your payroll please follow the steps below to add your Goverment Gateway credentials. QuickBooks Online collects the necessary information and sends it to HMRC via the Government Gateway. As an employer running payroll, you should report your employee’s pay and deductions in a FPS on or before their payday. You should also send an EPS by the 19th of the following tax month for HM Revenue and Customs to apply any reduction (for example, statutory pay) on what you’ll owe from your FPS. If you’ve not paid any employees in a tax month, send an EPS instead of FPS. What Payroll Information do I need? provides employer information that you may find useful. To ensure that RTI is turned on: Select Company Cog then Employer Settings. Select Employer Details and ensure RTI Enabled is chosen then Save. Select HMRC Settings.If you are having difficulty submitting filings to HMRC, please read Common HMRC RTI Error Messages for QuickBooks Online. Fri, 11 Oct 2019 17:26:17 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enabling-rti/01/239457#M2958 QuickBooksHelp 2019-10-11T17:26:17Z Running payroll in PaySuite https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-payroll-in-paysuite/01/239605#M2957 How to run payroll in PaySuite 1. On the left, select Employees. 2. Select Run Payroll at the top right hand side 3. Follow the onscreen instructions on the Payroll Processing Wizard. The information that you need to complete are in pages below: New employees Employee Maintenance Variable Input If you need to add additional payments or deductions for this payroll run, add them here 4. Once you are happy with employee's pay please approve the payroll 5. Payroll is now approved Please ensure you print or email your employee payslips Submit your FPS to HMRC Print off your reports Check the payroll journal that has been automatically created for you If you need to make any additional changes, please do not advance the payroll as you cannot make changes once the payroll has been advanced into the next period. Fri, 27 Sep 2019 04:20:53 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-payroll-in-paysuite/01/239605#M2957 QuickBooksHelp 2019-09-27T04:20:53Z Managing an employee status in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-an-employee-status-in-quickbooks-online-standard/01/242882#M2956 We have a variety of ways to manage your employee's status in QuickBooks Online. We'll go over the status basics and how to manage them in this article. Different status Active: This employee is a current employee and is visible when you creating payslips. Employees with this status are found in your employees list. Leaver: This employee is no longer with your business and is not visible when you are creating payslips. Employees with this status are found in your employees list. For more information on this, click here: Process a leaver in QuickBooks Online Standard Payroll&nbsp; Deleting employees In cases where you have not created a payslip for an employee, you have the ability to delete that employee in their profile. How to delete an employee you have not created a payslip for Go to the Employee's profile page that you want to delete. Scroll to the bottom of the page and click Delete this employee. How to delete an employee you have created a payslip for If you have created a payslip for an employee and also submitted data to HMRC via an FPS (Full Payment Submission) then HMRC will have recorded this as you paying an this employee. If you subsequently delete this payslip HMRC will not receive any notification and will still assume you have paid this employee. If you are deleti... Fri, 27 Sep 2019 03:21:59 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-an-employee-status-in-quickbooks-online-standard/01/242882#M2956 QuickBooksHelp 2019-09-27T03:21:59Z Add employees in QuickBooks Online Standard Payroll (UK) https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-employees-in-quickbooks-online-standard-payroll-uk/01/270475#M2955 Ready to add your employees to payroll? Let’s get started. What you need to get started Before you start, you need to gather some basic information about the employee, such as their proper name, date of birth and contact information. If this is a new employee, you can find their info on their most recent P45. If your employee doesn't have a P45, ask them to fill out the&nbsp;HMRC's starter checklist. If you’re switching from another payroll, get their last payslip. If you have their P11 Working Deductions sheet or details of their last FPS submission, you’ll need that as well. You will need to include the Tax and NI information for payments already made to your employee for this tax year. To add an employee Click on Employees on the left hand side of the screen, then go to&nbsp;Employees at the top of the screen. If you are setting up your first employee, click Add your first employee. Fill in the employee’s legal first name and last name, then select Add my Employee. Fill in the employee's gender, date of birth, email address, and address. Click Save and next. Enter the employee's start date, their pay type, and how much you pay them. Select whether the employee has been paid since 6 April. Depending on your answer, you will be required to fill in different fields: Yes, by another busi... Fri, 11 Oct 2019 19:32:10 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-employees-in-quickbooks-online-standard-payroll-uk/01/270475#M2955 QuickBooksHelp 2019-10-11T19:32:10Z Manually adding and removing employees from a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manually-adding-and-removing-employees-from-a-pay-run-in/01/289393#M2942 When you create a pay run, QBOAP will try and automatically determine which employees should be included in that pay run. However, there are times where, for one reason or another, you’ll want to manually include or exclude an employee from a pay run. &nbsp; Manually adding an employee to the pay run &nbsp; Adding an employee that wouldn’t normally be included in the pay run is simple. &nbsp; Create the pay run that you’d like the employee to be included in. Once the pay run is created, click Pay Run Actions then&nbsp;Add Employees. Type the name of the employee you’d like to add. You will then be presented with the reason why this employee wasn’t originally included in the pay run. If you’re happy to proceed with adding this employee to the pay run, click Add Employee. &nbsp; The employee is now added to the pay run. &nbsp; Manually excluding an employee from a pay run &nbsp; Excluding an employee from a pay run can be done using the following steps: Open the pay run that you wish to exclude the employee from. Click on the employee in the pay run to expand their pay run details. From the Actions&nbsp;menu, select Exclude from pay run. The employee will now be excluded from the pay run. Thu, 10 Oct 2019 20:25:34 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manually-adding-and-removing-employees-from-a-pay-run-in/01/289393#M2942 QuickBooksHelp 2019-10-10T20:25:34Z Adding employer liabilities to a pay run in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employer-liabilities-to-a-pay-run-in-quickbooks-online/01/289395#M2941 If you want to include an employer liability in a pay run, you can do so by adding employer liability lines within the pay run. &nbsp; First, Make sure you have at least one employer liability category defined. For more information, see Creating and Managing Employer Liability Categories. &nbsp; Open the employee in the pay run to which you wish to add the employer liability. In the Actions menu, choose Add Employer Liability. An empty employer liability line will be added to the pay run. Fill in the details: Liability category: One of the employer liability categories that has already been created. Notes [Optional]: Any additional notes for this liability. Amount: Enter the £ amount for the liability. When you're done, click Save to add the liability to the pay run. If you'd like to delete the liability, click the red X to the far right. Thu, 26 Sep 2019 19:36:10 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employer-liabilities-to-a-pay-run-in-quickbooks-online/01/289395#M2941 QuickBooksHelp 2019-09-26T19:36:10Z How to customise and manage payment reminders https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-customise-and-manage-payment-reminders/01/383354#M2905 Learn how to automatically send custom payment reminders to your customers. Automated payment reminders let your customers know when they have invoices they still need to pay you for. Here's how to set up and customise your company's automatic email reminders. Once you're set up, QuickBooks will let you know when you have reminders available to send, and you can approve them before they go out. How to set up payment reminders Go to the Edit menu, then select Preferences. Select Payments, then select Company Preferences. Set the time you’d like to be reminded to review and approve reminders. How to schedule payment reminders Go to Customers, then select Payment Reminders. Select Schedule Payment Reminders. You’ll be walked through the process of creating a schedule, mailing list, and how often reminders are sent. You can also add reminders to be sent before or after the due date. How to review and send payment reminders While you’re working in QuickBooks, you’ll see a prompt to review and send your payment reminders. You can choose to: Close: This closes the prompt and nothing is sent. Send now: This sends the day’s scheduled reminders. Review and send: This allows you to review and send reminders. How to track payment reminders There are two ways you can see the details of the... Thu, 26 Sep 2019 15:34:39 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-customise-and-manage-payment-reminders/01/383354#M2905 QuickBooksHelp 2019-09-26T15:34:39Z Payslips in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-quickbooks-online-standard-payroll/01/242879#M2901 A payslip is generated for each employee every time you run payroll. You must give your employees a payslip on or before their pay date. Payslips must show the employees’ earnings before and after deductions, taxes and other contributions. You can decide whether you want to print the payslip and mail or hand your employees a printed copy, or email their payslip to them. Payslip passwords You can safely send payslips to your employees via email. For security reasons, payslips are password-protected when emailed. Make sure you let your employees know that they will need to enter their unique password to open the document.&nbsp;The password is eight characters, and made up of the following. First 4 letters of the employee’s surname (lowercase) First 4 characters of the NI number (lowercase). If the NI number is not there, then the employee’s birth year is used instead. Example: If the employee’s last name is Smith and her NI number is AB234455C, then her password would be smitab23. View and print payslips You can view all the payslips after you run payroll, or you can view all the payslips for any employee at a later time. You can print the payslips to hand to your employees or email them after you run payroll, as long as you hand it to them on or before the date you pay them. To view... Thu, 26 Sep 2019 13:49:17 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-quickbooks-online-standard-payroll/01/242879#M2901 QuickBooksHelp 2019-09-26T13:49:17Z Desktop UK Payroll Discontinuation FAQ's https://quickbooks.intuit.com/learn-support/en-uk/help-articles/desktop-uk-payroll-discontinuation-faq-s/01/383255#M2900 Desktop Payroll will no longer be available through QuickBooks UK Desktop from 6 April 2020. Why is this happening? Our priority is supporting you in getting your employees paid so we've worked hard to build a payroll product that is simple, easy to use and best in class - QuickBooks Online Payroll Online Payroll includes automatic updates, access anywhere /anytime to your payroll and a suite of products tailored to your needs. QuickBooks Online Payroll requires QuickBooks Online. How do I export my data from QuickBooks Desktop? To access and print an employee's data, take the following, simple steps in QuickBooks Desktop: Click Employees -&gt; Employee Centre On the top click Print -&gt; Employee Information To access your payroll reports: Click Reports -&gt; Employees &amp; Payroll&nbsp; We recommend you export the following reports: Payroll Summary P32 report Payroll Liability Balances Payroll Qualified Pension (if applicable) If you need further assistance during these export steps, please contact our Customer Success team: If you are an accountant, call 0808 168 9537 If you are a small business, call 0808 168 9535 Why do you recommend I stay with Desktop Payroll until April, I want to move now? April is the end of the tax year, making it the easiest time to switch. We have our award winnin... Mon, 14 Oct 2019 12:37:57 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/desktop-uk-payroll-discontinuation-faq-s/01/383255#M2900 QuickBooksHelp 2019-10-14T12:37:57Z Turn on RTI reporting to HMRC in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/turn-on-rti-reporting-to-hmrc-in-quickbooks-online-standard/01/243026#M2884 You are required to inform HMRC of your payroll liabilities on or before you pay an employee. PAYE (or Pay As You Earn) tax reporting is submitted to HMRC as PAYE RTI (or as Real Time Information). To make it easier and ensure that an FPS filing is submitted each time you run payroll, it’s recommended that you get set up for RTI before running payroll. Even if you don’t pay an employee for a tax month (from the 6th of the month to the 5th of the following month), you’re required to submit an EPS filing. You need to set up the following to make sure that your payroll tax information is submitted to HMRC: HMRC credentials HMRC reference Once you’ve entered your HMRC credentials and reference, your RTI status is shown as Complete on the Payroll home page. HMRC credentials Before you run your payroll, add your Government Gateway credentials for the PAYE online service on the gateway. QuickBooks Online collects the necessary information and sends it to HMRC via the Government Gateway. By entering your credentials here, you won’t have to do it each time you finish running payroll and need to submit a filing to HMRC. After you register your business, you should have received your user ID and password to the Government Gateway. Within 28 days of receiving your credentials, you can tes... Thu, 26 Sep 2019 09:01:20 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/turn-on-rti-reporting-to-hmrc-in-quickbooks-online-standard/01/243026#M2884 QuickBooksHelp 2019-09-26T09:01:20Z QBO Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/qbo-advanced-payroll/01/272920#M2883 QuickBooks Online Advanced Payroll is Intuit's new, fully featured payroll application. It has been designed for accountants and bureaus who are payroll experts and run payroll on behalf of multiple clients. They key features of the product include: &nbsp; Payroll Automation Do you have a lot of payrolls that never change, for example, director only payrolls? With QuickBooks Online Advanced Payroll you can fully automate these payrolls to run automatically on their pay date. For some accountancy firm, this can save days of time each month. We automatically take care of: Calculating the net pay, taxes and national insurance Submitting the RTI filings to HMRC Submitting the contributions information to the correct pension provider Creating and sending the payslips to the employee If we detect any errors or warnings in the payroll run we can email you to manually check them before they are submitted. &nbsp; Automatically submits information to workplace pension providers We have partnered with pensionsync to allow our advanced payroll customers to digitally connected to their pension providers. This means that you can automatically submit pension contributions information, import Opt-Out information and enroll newly eligible members. If you have a NEST pension, we can also automatically tr... Thu, 26 Sep 2019 09:01:03 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/qbo-advanced-payroll/01/272920#M2883 QuickBooksHelp 2019-09-26T09:01:03Z Lodging FPS to HMRC in QuickBooks Online Advanced Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/lodging-fps-to-hmrc-in-quickbooks-online-advanced-payroll/01/253278#M2882 When you process a pay run you need to lodge a Full Payment Summary (FPS)to HMRC. &nbsp; You need to lodge an FPS on or before the employee's pay day. &nbsp; Before you lodge your first FPS, you need to make sure you've correctly configured your RTI username and password under the HMRC settings section. &nbsp; Once you have entered your RTI details, create your pay run as normal, then when you finalise your pay run, you will be able to select your pay run lodging options. &nbsp; Lodge Pay Run now - will lodge your pay run to HMRC as soon as you click the finalise button. Lodge Pay Run manually at a later date - will not lodge your pay run to HMRC until you click the Lodge pay run&nbsp;button on the pay run screen (see below for more details). &nbsp; Once you've finalised your pay run, your FPS will be lodged with HMRC. &nbsp; If you've selected to manually lodge your FPS, you can do so by clicking the Lodge Pay Run button under the Actions&nbsp;tab within the pay run. &nbsp; And that's it! Your FPS has now been filed with HMRC. &nbsp; When you lodge an FPS to HMRC in RTI you can check the RTI lodgement messages by going to Reports and then RTI Lodgement Messages. When you go to the lodgement messages you will be able to see messages such as if your lodgement has been lodged , lodged successfully, failed etc. Thu, 26 Sep 2019 09:00:59 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/lodging-fps-to-hmrc-in-quickbooks-online-advanced-payroll/01/253278#M2882 QuickBooksHelp 2019-09-26T09:00:59Z Add or customise other pay types in QuickBooks Online Standard Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-other-pay-types-in-quickbooks-online-standard/01/242890#M2881 At times you might need to pay your employees something other than what is included in their regular pay. Examples of other pay types include bonuses, overtime pay, expense reimbursement, commissions, mileage, etc. Some of these pay types are taxable. Not to worry--QuickBooks helps you handle the taxable pay types and the rates you contribute. For information about income tax rates and personal allowances, check out GOV.UK site Income tax rates and personal allowances. At the end of the year, you might need to fill out a year-end expenses and benefits form for HMRC. Examples of expenses and benefits include company car, health insurance, travel expenses, entertainment expenses&nbsp;and childcare.&nbsp;See Expenses and benefits for employers. It’s also important to keep records of all expenses and benefits you pay to your employees. HMRC might request supporting evidence when you file your tax returns. &nbsp;For more details, see Record keeping on the GOV.UK website. To add or customise other pay types Go to Employees &gt; Employees. Select the applicable employee. Select Actions (at the top right of the page), then select Additional&nbsp;pay. Select or search for the pay type you want to add. If you can’t find the pay type you’re looking for, you can add it. Select Actions&nbsp;to add any of the followin... Thu, 26 Sep 2019 08:25:39 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-other-pay-types-in-quickbooks-online-standard/01/242890#M2881 QuickBooksHelp 2019-09-26T08:25:39Z Add or customise deductions in QuickBooks Standard Online Payroll https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-deductions-in-quickbooks-standard-online/01/242873#M2880 We currently offer two types of deductions: for after-tax deductions and for loan repayments. After tax deductions are taken out after statutory deductions such as tax, NI and student loans have been taken from the employee’s pay. These types of deductions need to have the consent of the employee in writing or be a part of the employee’s contract. Some examples of after tax deductions are: Recovery of an accidental overpayment in wages Repayment of a liability, for example a shortfall in a till if you work in a shop Buying shares or share options in a business Union Fees Loan repayments, most commonly used for loans that you give to an employee as a repayment for rail tickets, for example, are not taxed. Note: &nbsp;Director-only loans and company-level deductions are not supported at this time. To add or customise deductions Go to&nbsp;Employees &gt; Employees. Select the applicable employee. Select&nbsp;Actions&nbsp;(at the top of the page), then select&nbsp;Deductions. Select or search for the deduction you want to add. If you can’t find the deduction you’re looking for, you can add it. Select Add next to the following to add the type of deduction: After-tax deduction Repayment Save your changes. After-tax deduction After tax deductions are taken from your employees’ pay after taxes. QuickBooks calcul... Thu, 26 Sep 2019 08:25:03 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-deductions-in-quickbooks-standard-online/01/242873#M2880 QuickBooksHelp 2019-09-26T08:25:03Z Redesigned ProAdvisor's Program FAQs https://quickbooks.intuit.com/learn-support/en-uk/help-articles/redesigned-proadvisor-s-program-faqs/01/380587#M2852 The Program What is the ProAdvisor Program? The ProAdvisor Program enables accounting pros to grow their firm, skills, and QuickBooks expertise by providing benefits including training, customer care, strategic marketing tools, and accountant specific product discounts. To learn more about the ProAdvisor Program, click here. How do I join the ProAdvisor Program? The ProAdvisor Program is available for free to all accounting pros using QuickBooks Online Accountant (QBOA). When you create a QBOA login account, you will belong under a QuickBooks Accountant (QBA) firm and you will automatically be enrolled under the QBA firm’s ProAdvisor Program account. Each QBA firm has its own ProAdvisor Program account. To access the program, log into QBOA and and select ProAdvisor. Sign up for free today. Am I eligible for the ProAdvisor Program? If you have a QuickBooks Online Accountant (QBOA) account, you are eligible to participate in the ProAdvisor Program. Go to the ProAdvisor tab in QBOA to access your tier, benefits, training, certifications and more. What else changed in the program? We’ve updated several components of the program, with a focus on more benefits, ways to earn new points-based structure, and an improved in-product experience. See Firm of the Future to learn more on how... Thu, 26 Sep 2019 18:28:41 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/redesigned-proadvisor-s-program-faqs/01/380587#M2852 QuickBooksHelp 2019-09-26T18:28:41Z What’s new in QuickBooks Desktop 2020 https://quickbooks.intuit.com/learn-support/en-uk/help-articles/what-s-new-in-quickbooks-desktop-2020/01/380528#M2851 Learn how the new features in QuickBooks Desktop Pro and Premier 2020 and Enterprise 20.0 can benefit you and your business. To run your growing business, the easiest and most productive QuickBooks is here. Check out the new features and improvements. QuickBooks Desktop Pro, Premier, and Accountant Automated Payment Reminders:&nbsp; If you spend a lot of time following up on accounts receivable, payment reminders automate the most painful part - identifying overdue invoices &amp; composing emails. You can schedule, review and send payment reminders to your customers for their due/overdue invoices. Automatically add customer PO# to Invoice emails: If you work with customers who need to connect purchase orders to their invoices, you can make life easier for them by adding their PO number as the first thing they see in the subject of invoice email. Combine multiple emails:&nbsp; You can improve customer service by combining all invoices meant for a single customer into one email just by checking a box. Company file search:&nbsp; Easily find and open your company files with the addition of a file search option on the No company open screen. Enhanced Accessibility:&nbsp; Accessibility enhancements to improve usability for vision-challenged users on the Bills, Invoice and Write Check screens. Thu, 10 Oct 2019 20:25:36 GMT https://quickbooks.intuit.com/learn-support/en-uk/help-articles/what-s-new-in-quickbooks-desktop-2020/01/380528#M2851 QuickBooksHelp 2019-10-10T20:25:36Z
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<title>Help Articles topics</title>
<link>
https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles-uk
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<description>Help Articles topics</description>
<pubDate>Mon, 14 Oct 2019 19:17:41 GMT</pubDate>
<dc:creator>help-articles-uk</dc:creator>
<dc:date>2019-10-14T19:17:41Z</dc:date>
<item>
<title>
HMRC Settings in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-in-quickbooks-online-advanced-payroll/01/253264#M3438
</link>
<description>
This section is used in order to populate the HMRC information. It is used when submitting Real Time Information (RTI) to the HMRC. &nbsp; To access the HMRC settings you need to go to Payroll Settings &gt; HMRC Settings. &nbsp; You will need to fill in your tax office number, your tax office reference and the accounts office reference. &nbsp; If you are eligible for small employers relief you need to select yes. If you’re a new employer or unsure whether you qualify for Small Employer’s Relief, you should check this with HMRC. &nbsp; If you will be claiming the Employment Allowance you should select yes. If you are unsure if you can claim the employment allowance you should check this with the HMRC. &nbsp; On this page you have the option of enabling RTI for the business. If you do choose to enable RTI then you will need to enter your HMRC user Id and your HMRC password. &nbsp; When you choose Yes for the setting Would you like to make RTI submissions in Test mode for this business? on the HRMC Settings page pay runs can be submitted&nbsp;but we will receive a generic notification from HMRC with a Non filing notice. &nbsp; This functionality is provided by HMRC to validate submissions against their live services without the submissions filtering through to the rest of their back end systems. Essentially it can be used...
</description>
<pubDate>Fri, 11 Oct 2019 23:45:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-in-quickbooks-online-advanced-payroll/01/253264#M3438
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T23:45:07Z</dc:date>
</item>
<item>
<title>Transfer app ownership or disconnect apps</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/transfer-app-ownership-or-disconnect-apps/01/393520#M3437
</link>
<description>
Learn how to transfer app ownership or disconnect an app in QuickBooks Online. If you find yourself needing to disconnect a third-party app or transfer the ownership to another user, you can quickly do this in QuickBooks Online. Here’s how. How to transfer an app connection If you’d like to continue using the app, you’ll need the administrator to transfer the ownership. This allows you to take over the app connection for your company. From the left menu, select Apps. Search for the app you're transferring. Select the app, then select Get App Now. Review the message details and select Connect anyway. Adjust the settings as necessary, then make sure the app is now associated with the new user ID. How to disconnect an app If you’d like to disconnect an app from your company and stop the app’s functionality: From the left menu, select Apps. Select My Apps, then find the app you’d like to disconnect. Select the Action ▼ dropdown, then select&nbsp;Disconnect. Complete the short questionnaire. Select Disconnect.
</description>
<pubDate>Sat, 12 Oct 2019 04:59:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/transfer-app-ownership-or-disconnect-apps/01/393520#M3437
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-12T04:59:41Z</dc:date>
</item>
<item>
<title>Budgets in QuickBooks Online Advanced Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/budgets-in-quickbooks-online-advanced-payroll/01/295315#M3436
</link>
<description>
The ability to use budgets allows you to track your wage costs against your budgeted costs. &nbsp; Setting a budget &nbsp; You can set a budget for a roster by following these steps: Click on the arrow next to Manage Employees, and go to&nbsp;Rostering. Go to Budget actions, Budget. From the budget panel you will be required to enter the following details to set your budget: Location sets own budget: use this setting when you want the budget to only apply to the selected location. Location shares budget across sublocations: use this setting when you want to set a budget at the parent location and have it shared with all the sublocations of that location. &nbsp; Note:&nbsp;if you select the "Location shares budget across sublocations" option, you will not be able to set individual budgets for child locations. &nbsp; Location: this is the location that the budget will apply to. Budget setting: you can set the following options for a budget. Week: the week that the budget applies to. Once you've selected your budget settings, you can set your budget and sales figures for each day in the specified period. Once you've set your budget values, you can save your budget. Based on these values, you will notice in the roster that ORANGE means "the shifts have exceeded the budget warning level", and RED means "over bu...
</description>
<pubDate>Fri, 11 Oct 2019 20:37:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/budgets-in-quickbooks-online-advanced-payroll/01/295315#M3436
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T20:37:59Z</dc:date>
</item>
<item>
<title>
Terminating an employee in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/terminating-an-employee-in-quickbooks-online-advanced-payroll/01/289396#M3435
</link>
<description>
There are two ways you can terminate an employee: &nbsp; Within the employee details Within a pay run &nbsp; Terminating an Employee within the Employee Details &nbsp; The first, and simplest way is to open up the employee details, click on the Details&nbsp;section, and at the bottom of the page you’ll see a Terminate Employee&nbsp;button. &nbsp; Once you click on it, enter their Termination Date. This&nbsp;marks the employee as inactive, and they will no longer be eligible for pay runs. &nbsp; Please note that terminating an employee will not process a termination payment. &nbsp; Terminating an employee via the pay run &nbsp; To do this, click on the employee within the pay run, and then from the Actions&nbsp;button, select Terminate Employee. Enter the&nbsp;Termination Date, and click&nbsp;Save. &nbsp; The employee record will then turn red, and will display earnings and accrued leave. When you click save, any relevant termination payments will be calculated for the employee. The break down of payments (and associated hours) will be detailed and include: &nbsp; Annual Leave payout - must checkbox. Option for Sick Leave to be paid out (must check the box for this to occur). Once you have finalised the pay run, this employee will no longer be active or eligible to be included in pay runs and the employee line will be highlighted red. &nbsp; Note: If there...
</description>
<pubDate>Fri, 11 Oct 2019 20:37:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/terminating-an-employee-in-quickbooks-online-advanced-payroll/01/289396#M3435
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T20:37:56Z</dc:date>
</item>
<item>
<title>
Apply a Leave Application to a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/apply-a-leave-application-to-a-pay-run-in-quickbooks-online/01/289458#M3434
</link>
<description>
In order to apply a leave application to a pay run, you first need to create a new pay run. If any employee has applied for leave, it will appear under the Weekly Period Ending&nbsp;heading. The number next to the heading is the number of outstanding leave applications that have not been applied. &nbsp; Once you click on Leave Requests&nbsp;tab, you will see the following: &nbsp; Name of the employee Type of leave requested Dates of leave requested Total hours of leave requested &nbsp; You can choose to bulk apply the leave requests, or, hover over the employee that you would like to apply the leave for, two options appear which are: &nbsp; Apply - this will apply the leave request to the current pay run. Mark as applied manually - this is for when you have already applied the manually to the pay run and do not want the leave request to affect the pay run. &nbsp; If you click Apply" button, the following dialogue box will open and will ask you to select the amount of hours that you wish to apply to the pay run. The system will default to the amount of hours the employee has applied for. &nbsp; Note: if you do not apply all the hours for the leave request, the leave request will still show in future pay runs. This lets you apply only as much of the leave as is applicable to each pay run, the balance will show up in s...
</description>
<pubDate>Fri, 11 Oct 2019 20:37:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/apply-a-leave-application-to-a-pay-run-in-quickbooks-online/01/289458#M3434
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T20:37:51Z</dc:date>
</item>
<item>
<title>
Enter accrued leave in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-accrued-leave-in-quickbooks-online-advanced-payroll/01/289459#M3433
</link>
<description>
You can add accrued leave to unlocked pay runs. &nbsp; To add accrued leave: &nbsp; Open the (unlocked) pay run and click on the employee. Under Leave Accrued&nbsp;heading, click on the pencil icon to edit. Enter the number of Hours. Add notes as required. Click the pencil icon again, and click the Save.
</description>
<pubDate>Fri, 11 Oct 2019 20:37:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-accrued-leave-in-quickbooks-online-advanced-payroll/01/289459#M3433
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T20:37:47Z</dc:date>
</item>
<item>
<title>
Manage employee groups in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-employee-groups-in-quickbooks-online-advanced-payroll/01/295503#M3432
</link>
<description>
In order to provide users with permissions for a set of employees, we first need to define that set of employees. To do this, you need to create an Employee Group. &nbsp; One of the interesting properties of employee groups is that they are dynamic. When a new employee is added that matches the criteria, they are automatically added to the group. This reduces the configuration overhead required when setting up new employees. &nbsp; To create an employee group: &nbsp; Go to&nbsp;Payroll Settings,&nbsp;Manage Users,&nbsp;Manage Employee Groups. Click on&nbsp;Create. Enter the group name. Select whether the employees should match all or any of the criteria. Select from the criteria below and click&nbsp;Save. Primary location Primary location or parent Employee Pay schedule Tag &nbsp; When you change the criteria, the UI is updated, indicating the number of employees that match this criteria. &nbsp; Edit an Employee Group &nbsp; Click on the pencil icon located on the right hand side of the employee group to bring up the context panel. From here you can change, add or delete any of the criteria used to define the employee group. Then click on Save. &nbsp; Delete an Employee Group &nbsp; Click on the bin icon located on the right hand side of the employee group. A delete confirmation popup box will appear,&nbsp;click OK. &nbsp; View an Employee Group &nbsp; Fr...
</description>
<pubDate>Fri, 11 Oct 2019 18:32:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-employee-groups-in-quickbooks-online-advanced-payroll/01/295503#M3432
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T18:32:02Z</dc:date>
</item>
<item>
<title>
Entering timesheets in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-timesheets-in-quickbooks-online-advanced-payroll/01/295360#M3431
</link>
<description>
Employees are able to submit timesheets via the self service portal. &nbsp; When logging into the employee self service portal there is a Leave&nbsp;icon showing on the dashboard. From here, we can enter timesheets. &nbsp; By default the timesheet will show on the week that is currently being processed. If you want to change the week you can skip ahead using the arrow buttons, or you can click the date button and choose a different date. &nbsp; You can also select either 'week ending' or 'fortnight ending' from the drop down box. &nbsp; Entering your timesheet &nbsp; We’ve designed the interface to be very keyboard-friendly for efficient data entry. For example, when entering start and end times you can simply type 9a and it will recognise it as 9:00am. Similarly, for example, 530p will be recognised as 5:30pm. &nbsp; A few items to note: &nbsp; If Work Type is not specified, the hours recorded will be assigned to the default pay category for the employee when the timesheets are imported into a pay run. If Location is not specified, the hours recorded will be assigned to the default location for the employee when the timesheets are imported into a pay run. If you specify a work type that is linked to a leave category, you'll be able to attach a document to that timesheet. &nbsp; Entering your 'Standard Hours' &nbsp; If you ha...
</description>
<pubDate>Fri, 11 Oct 2019 18:31:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-timesheets-in-quickbooks-online-advanced-payroll/01/295360#M3431
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T18:31:58Z</dc:date>
</item>
<item>
<title>P32 report in PaySuite for QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-paysuite-for-quickbooks-online/01/239442#M3430
</link>
<description>
The P32 report is a record of all payments due to HMRC processed in respect of all employees on the payroll for each payment period in the tax year. Running the P32 report The P32 report can be produced during the approval and advance process. Select the PDF download option from the list of tasks from the Summary and Advance screen during the Approval process. Alternatively, you can run the P32 via the Reports menu. The report opens in a PDF viewer, showing some of the following: Tax period and tax period dates Your net Income Tax (this is the sum of Income tax (PAYE) and student loan deductions made from your employees). Your gross and net NICs (the sum of your NICs from employee and employer contributions). Total deductions from NICs, which include any recoveries for SMP or SPP paid to employees. Also, if you are entitled to Small Employers' Relief, the additional 3% NIC compensation. Employment Allowance, if you are entitled to claim this. Amount Due to HMRC for the relevant tax month. Understanding the P32 report The report details the payments due to HMRC on a monthly basis. Monthly payrolls will therefore have 1 period per month, whereas weekly payrolls will have multiple periods for each month. The number of weekly periods included for the month may fluctuate; sometimes...
</description>
<pubDate>Fri, 11 Oct 2019 17:25:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-paysuite-for-quickbooks-online/01/239442#M3430
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:25:03Z</dc:date>
</item>
<item>
<title>
Re-activating an employee in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-activating-an-employee-in-quickbooks-online-advanced-payroll/01/341409#M3429
</link>
<description>
If you have previously terminated an employee and they resume work for the same business you are able to simply reactivate their employee file rather than having to create a new employee. To reactivate an employee simply follow these steps: Click Employees Set the view to All Employees You can then type in the employees name to find them, or select them from the employee list You will redirected to the Employee Profile. Scroll to the bottom and click Re-activate Employee button Once activated, the employee will then be eligible for the pay runs If the employee has changed employment type (e.g. part time to full time) there are a couple of places in the employee's profile where you will need to make adjustments.
</description>
<pubDate>Fri, 11 Oct 2019 17:24:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-activating-an-employee-in-quickbooks-online-advanced-payroll/01/341409#M3429
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:24:58Z</dc:date>
</item>
<item>
<title>
Configure & grant access to the Employee Portal in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/configure-grant-access-to-the-employee-portal-in-quickbooks/01/289394#M3427
</link>
<description>
You can configure and grant a user employee, portal access to their employee file, by following these steps: &nbsp; Go to Payroll Settings, Employee Portal Settings. You will be presented with a screen that has variety of options for you to choose from. Tick the boxes to grant employees the type of access you want them to have. You can also configure the level of access an employee has to timesheets. The options available are: Not access timesheets:&nbsp;employees will not be able to view timesheets in WorkZone or the employee portal. View their own timesheets:&nbsp;employees can view timesheets in the employee portal but can not create or edit them. Note this feature is not currently available in WorkZone. Only edit their own timesheets:&nbsp;employees can create and edit timesheets in the Employee Portal and WorkZone. They will not be able to edit Kiosk created timesheet lines. Only edit timesheets created via the kiosk:&nbsp;employees will only be able to edit timesheets in the Employee Portal that originated from the Kiosk. They will not be able to create timesheet lines in the Employee Portal. Note that WorkZone will have timesheets disabled when this is set. Create and edit all timesheets:&nbsp; employees will be able to create and edit Employee Portal, WorkZone and Kiosk generated timesheets through...
</description>
<pubDate>Thu, 10 Oct 2019 19:25:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/configure-grant-access-to-the-employee-portal-in-quickbooks/01/289394#M3427
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T19:25:50Z</dc:date>
</item>
<item>
<title>Cyclical Re-enrolment</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/cyclical-re-enrolment/01/240925#M3426
</link>
<description>
Do you have employees who have opted-out or ended their membership of your pension scheme? You need to run an assessment every 3 years to find out if they should re-enrol. QuickBooks can handle this process for you - we just need to know the date to assess your employees. Selecting the assessment date The assessment needs to take place 3 years after the ‘Staging date’ or ‘Duty start date’ (plus or minus 3 months). This period is known as the re-enrolment window. Go to Company Settings Select Payroll then Cyclical auto enrolment Enter the assessment date For example, if the staging/duty start date is 1 October 2015, the re-enrolment window will run from 1 July 2018 – 31 December 2018. You can choose any date that falls in the given period to assess employees who have opted-out or ceased membership. Assessing your employees During the payroll run assessment, eligible employees will be re-enrolled into the pension scheme. Employees who aren’t eligible won’t be assessed again until the next re-enrolment window in 3 years' time (plus or minus 3 months). More important information You won’t have the option to use postponement during re-enrolment, but you do have the option of changing employee contributions from the default levels. You can do this when running payroll. Employees sti...
</description>
<pubDate>Fri, 11 Oct 2019 00:37:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/cyclical-re-enrolment/01/240925#M3426
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T00:37:29Z</dc:date>
</item>
<item>
<title>
Downgrade a client's Wholesale Billing subscription
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/downgrade-a-client-s-wholesale-billing-subscription/01/392422#M3425
</link>
<description>
Learn how to downgrade your client’s QuickBooks Online Essentials, Plus or Advanced subscription. Do you need to downgrade your QuickBooks Online Essentials, Plus or Advanced subscription? We show you how and list potential issues with downgrading. Before you downgrade Before you downgrade your client’s subscription, consider the following: Multi-currency — If multi-currency is enabled on their company file, you won't be able to downgrade. Discount — You will lose ALL current discounts you have after downgrading your subscription. Downgrade your client’s subscription Log into your QuickBooks Online Accountant company file. Select the Gear icon. Select Your Account, then the Select Your Subscriptions tab. Find the client you want to change and under Select Action, select the desired downgrade action . (Note: If you don't see Downgrade as an option, that file cannot be downgraded.) Potential downgrade issues From Plus to Essentials Please see Downgrading your subscription for details. From Advanced to Plus Removal of users: You or your client will need to remove sufficient users to align with the user limits on the new level of subscription. &nbsp;
</description>
<pubDate>Fri, 11 Oct 2019 22:42:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/downgrade-a-client-s-wholesale-billing-subscription/01/392422#M3425
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T22:42:20Z</dc:date>
</item>
<item>
<title>Manage users in QuickBooks Online Advanced Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-users-in-quickbooks-online-advanced-payroll/01/295504#M3423
</link>
<description>
By going to Payroll Settings,&nbsp;Manage Users,&nbsp;you can add a new user and assign permissions, edit existing user permissions and export all user permission settings. &nbsp; Add a New User &nbsp; To add a new user, click&nbsp;Add. You will be required to complete all of the following: &nbsp; The user's email address. The user's full name. Select the access level for that user by clicking on either Full Access&nbsp;or Restricted Access. Full access gives the user administrator access to ALL areas and functions of payroll. Restricted access is commonly given to managers. Here you can select what specific areas you want the user to access and restrict by employee group and/or location. If Full Access&nbsp;is selected, then click Save. The new user will receive two separate emails with login details and instructions on creating a password and logging into payroll. If Restricted Access&nbsp;is selected, further settings will appear for you to complete. There are 3 different sub-settings you can provide a restricted user with. You can choose to activate one or all 3 of the different types of access. The sub-settings are: Employee access: choose an employee or group of employees the user can access. To create an employee group from this section, click on ‘Create’ for the context panel to appear. From there enter a name fo...
</description>
<pubDate>Thu, 10 Oct 2019 20:25:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manage-users-in-quickbooks-online-advanced-payroll/01/295504#M3423
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:42Z</dc:date>
</item>
<item>
<title>
Managing leave without pay in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-leave-without-pay-in-quickbooks-online-advanced-payroll/01/289457#M3422
</link>
<description>
You can manage leave without pay by creating leave categories that don’t track the leave balance for an employee. This means you can create leave categories that employees are eligible to apply for without needing to accrue the leave first. &nbsp; To start using leave categories without tracking leave balances: &nbsp; Go to Payroll&nbsp;Settings,&nbsp;Leave Categories. Create a new leave category or click on an existing leave category, and for the Employee leave balance, select Not Tracked. Click Save. &nbsp; Now when a leave request is created using a leave category without a tracked balance, the leave balance is not checked. &nbsp; When this leave request is applied in the pay run, there is no associated balance, and no warnings about employees not having enough leave.
</description>
<pubDate>Fri, 11 Oct 2019 19:31:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-leave-without-pay-in-quickbooks-online-advanced-payroll/01/289457#M3422
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:37Z</dc:date>
</item>
<item>
<title>Statutory Sick Pay in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-sick-pay-in-paysuite/01/239438#M3421
</link>
<description>
Statutory Sick Pay (SSP) is paid to employees who are unable to work because of illness. This is the legal minimum you must pay your employee. SSP is paid at the same time and in the same way as you would pay wages for the same period. As an employer, you are responsible for paying SSP to employees who meet certain qualifying conditions. See&nbsp;Eligibility and Form SSP1&nbsp;for employee qualifications (and exceptions) for SSP. Note: You cannot reclaim SSP for sick leave anymore. An employee is paid for the number of Qualifying Days they are absent. The first 3 Qualifying Days are known as Waiting Days. The employee does not recieve SSP for these days. The waiting days do not have to be working days. See&nbsp;Statutory Sick Pay (SSP): employer guide&nbsp; for more details about SSP. There are two ways to process SSP known as SSP Offset and adding absence SSP. The first process is known as SSP Offset. This is used for employees who are in receipt of a normal monthly salary or weekly wage, and for whom, if SSP were to be added to their normal pay would benefit from receipt of SSP&nbsp; i.e. it would be advantageous for them financially. The most common treatment for these Employees is to “offset” any SSP values against their Basic pay, so that effectively the SSP amount is merely for recording purpose...
</description>
<pubDate>Wed, 09 Oct 2019 23:26:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-sick-pay-in-paysuite/01/239438#M3421
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T23:26:41Z</dc:date>
</item>
<item>
<title>Auto Enrolment for workplace pensions in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/auto-enrolment-for-workplace-pensions-in-paysuite/01/239440#M3420
</link>
<description>
Auto enrolment for workplace pensions mandates that every employer in the UK put those employees who qualify into a pension scheme. Auto enrolment also requires that employers contribute into this pension scheme. As an employer, auto enrolment is part of your legal duty and it starts the day you hire your first employee. The Pensions Regulator is the UK regulator of all workplace pensions schemes. It provides guidance on your duties as an employer, how to choose a provider, how to communicate to employees and so on. For details, check out The Pensions Regulator website. Here’s an outline of the steps you follow to auto enrol for a pensions scheme: Choose your pension provider, if you don’t have one already set up Find your staging date&nbsp;(or your duty start date), or the date that your auto enrolment duties begin. Set up auto enrolment Communicate with your employees Add your employees to the workplace pensions scheme Send the declaration to The Pensions Regulator stating that you have met your duties Choose your pension provider You need to choose a pension scheme at least 6 months before your staging date. It is recommended that your pension scheme meet the auto enrolment requirements: Choose a pension provider that has a qualifying criteria and allows auto enrolment. Your pen...
</description>
<pubDate>Fri, 11 Oct 2019 19:31:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/auto-enrolment-for-workplace-pensions-in-paysuite/01/239440#M3420
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:44Z</dc:date>
</item>
<item>
<title>Statutory Paternity Pay in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-paternity-pay-in-paysuite/01/242872#M3419
</link>
<description>
Your employee might be eligible for paternity leave if their partner or spouse is having a baby. If the employee meets the eligibility criteria, there is a legal requirement to pay the employee. Employees can choose to take either 1 week or 2 consecutive weeks. For SPP, leave can't start before the birth. Employees are eligible for SPP either on the birth or the day or week you ans the employee agree upon after the day of birth. The leave must be completed within 56 days of the birth (or due date if the baby is early). Statutory Paternity Pay for eligible employees is either £140.98 a week or 90% of their average weekly earnings (whichever is lower). (This is the amount for 2017-2018. Note that this amount changes each tax year). We calculate the employee's eligible pay and also deduct the necessary taxes and NICs, if applicable. Note that the employees who just started or if you switched from another payroll, we use the starter declaration to calculate how much leave the employee is due, the amount they're entitled to, and the taxes and NICs that need to be deducted. For more information about eligibility, leave and pay see&nbsp;Statutory Paternity Pay and Leave: employer’s guide. For more detailed information see&nbsp;Statutory Paternity Pay: manually calculate your employee’s payment...
</description>
<pubDate>Thu, 10 Oct 2019 20:25:38 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-paternity-pay-in-paysuite/01/242872#M3419
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:38Z</dc:date>
</item>
<item>
<title>
Submit pension reports in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-pension-reports-in-quickbooks-online-standard-payroll/01/242875#M3417
</link>
<description>
Reports are provided to you as a reference and for your records. Only the workplace pension reports have to be submitted to your pension provider. To submit the reports, download the CVS file. Remember not to open the CSV file, or the information might not submit properly. If you open it by accident, go back and download it again. To submit the pension reports: View your payroll reports. Download the file to your computer and then submit it or submit it from your device. For the pension reports, you can submit your NEST reports directly to NEST from their website. For the other pension providers, for now, use the Pension Summary report to either fill in the pension provider’s files or enter the information directly on their websites. See also Employees and payroll
</description>
<pubDate>Wed, 09 Oct 2019 11:55:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-pension-reports-in-quickbooks-online-standard-payroll/01/242875#M3417
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T11:55:55Z</dc:date>
</item>
<item>
<title>
Submit FPS to HMRC in QuickBooks Online Standard Payroll (UK)
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-quickbooks-online-standard-payroll-uk/01/242947#M3415
</link>
<description>
Every time you run payroll, you need to send an FPS (Full Payment Submission) to HMRC that shows all employee payments and deductions. &nbsp; What’s an FPS? As a PAYE employer, you report real-time information (RTI) to HMRC, including all employee payments and deductions like taxes and National Insurance contributions (NICs). HMRC uses the FPS to calculate how much PAYE and NIC liability is due from your business each tax month. So every payroll, we’ll create an FPS that includes the following information: Your employer registration, such as PAYE reference and Accounts Office reference Employee details, like their name, address, National Insurance number (NINO), birth date&nbsp;and gender Employment details for each employee, like their starter or leaver information, or if they’re a company director Year-to-date totals for each employee, including NICs, statutory pay, student loans&nbsp;and pensions Payroll information for the period, such as the pay date, pay period, gross and net pay&nbsp;and any statutory pay FPS is due to HMRC on or before the pay date, so we recommend you submit it immediately after you create your payroll. QuickBooks makes it super easy. Here’s how. &nbsp; To submit FPS to HMRC In QuickBooks, run payroll. After you create your payroll, you’ll be prompted to submit your FPS. Sele...
</description>
<pubDate>Fri, 11 Oct 2019 18:31:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-quickbooks-online-standard-payroll-uk/01/242947#M3415
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T18:31:10Z</dc:date>
</item>
<item>
<title>
Deleting a pay run in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/deleting-a-pay-run-in-quickbooks-online-standard-payroll/01/239574#M3414
</link>
<description>
Things to know You cannot delete just one payment in a payroll. If you delete a payroll, QuickBooks Online deletes all of the employee payments in the payroll. If you're trying to correct an employee payment, you can make changes in the next payroll, The FPS for the next payroll will reflect the updates. If you need to delete an entire payroll, be sure to print out all the payslips and reports beforehand. Then you have all the information you need for all the employees you've paid when you recreate the payroll. Deleting a pay run To delete your pay run: Go to Employees, Payroll. In the Payroll History section, select the most recent period. On the Payroll details page, click the bin icon. Read through the checklist, and once you are happy to go ahead, type&nbsp;Yes in the box, then click&nbsp;Delete. Repeat for any additional pay runs you require. What happens when you delete a payroll QuickBooks journal entries We attempt to delete the corresponding journal entries in QuickBooks, but we may not be able to if, for example, your books are closed. You'll need to check your journal entries to make sure the payments have been removed. FPS We'll delete the FPS from QuickBooks, whether or not it was submitted to HMRC. SMP/SPP: Statutory Maternity Pay and Statutory Paternity Pay If you've alre...
</description>
<pubDate>Wed, 09 Oct 2019 00:18:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/deleting-a-pay-run-in-quickbooks-online-standard-payroll/01/239574#M3414
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T00:18:56Z</dc:date>
</item>
<item>
<title>Statutory Maternity Pay in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-in-paysuite/01/239393#M3413
</link>
<description>
If your employee is expecting, you have a legal requirement to to pay her Statutory Maternity Pay (SMP) if she is eligible to take statutory maternity leave when she is having a baby. How to find out if your employee is eligible for Statutory Maternity and Leave: Employer's Guide Before entering a maternity record, ensure you have received all necessary documentation from the employee. Click Employees on the left pane. Select the applicable employee. Select Absences from the left menu. Select the Absence Type as Statutory Maternity Pay and enter the Start Date.&nbsp; Click Create New Absence. Enter the relevant information in the fields provided. QuickBooks Online will calculate the average weekly earnings automatically.&nbsp;&nbsp;Only use the Override Average Weekly Earnings field when applicable to do so.&nbsp;&nbsp;This should be used in instances such as new payrolls whereby not enough history has been built up in order for the software to calculate the average weekly earnings, and therefore the amount needs to be manually entered.&nbsp; Click Save. Once the record has been saved, you will see it listed under Existing Absence Reports. Statutory Maternity Pay will be calculated for the employee on the next payrun. What you can reclaim as an employer: As an employer, you can usually reclaim 92% of emplo...
</description>
<pubDate>Tue, 08 Oct 2019 23:19:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-in-paysuite/01/239393#M3413
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T23:19:56Z</dc:date>
</item>
<item>
<title>Payslips in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-paysuite/01/239638#M3412
</link>
<description>
A payslip is generated for each employee every time you run payroll. You must give your employees a payslip on or before their pay date. Payslips must show the employees’ earnings before and after deductions, taxes and other contributions. You can decide whether you want to print the payslip and mail or hand a printed copy to your employees or email their payslip to them. View and print payslips You can view all the payslips after you run payroll, or you can view all the payslips for any employee at a later time. You can print the payslips to hand to your employees or email them after you run payroll, as long as you hand it to them on or before the date you pay them. To view and print all payslips from a payroll run Approve the payrun, you can print from the Employees&gt; Payslip or Reports&gt;Payslip report Select the payslip you wish to print Select the&nbsp;Print&nbsp;icon. Choose your print settings, then select&nbsp;Print. Email payslips to employees Now that you’ve already run payroll, you can email the payslips to the employees you’ve paid.&nbsp;You can email the payslips to all the employees you paid right after you run payroll. Payslips should be emailed to your employees on or before the date you pay them. For security reasons, payslips emailed from QuickBooks Online are encrypted and passwor...
</description>
<pubDate>Fri, 11 Oct 2019 19:31:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-paysuite/01/239638#M3412
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:51Z</dc:date>
</item>
<item>
<title>Enter Year to Date Figures</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-year-to-date-figures/01/239545#M3411
</link>
<description>
If you are adding a new payroll to PaySuite during the tax year (i.e. not in the starting period of the tax year) and are adding existing Employee records to this new payroll, you will need to ensure that the new record created also has any Year to Date values recorded against it. Click Employees on the left pane. Click the employee you wish to enter YTD figures for. Click Year to Date on the left menu. You will notice all the fields are inactive.&nbsp; To make the field active and available to change, click Make Adjustments on the bottom right corner. Add the Year to Date values for the appropriate fields into the Adjustments column, for both sections; This Employment and National Insurance. This Employment columns This Employment Taxable Pay - Employee's pay which has been subject to tax in your&nbsp;employment in this tax year. This Employment Tax Paid - Tax the employee has been deducted in your employment in this tax year. SMP - Statutory&nbsp;Maternity Pay SAP - Statutory Adoption Pay SPP - Statutory parental Pay ASPP/ShPP - Shared Parental Leave SSP- Statutory Sick Pay Student Loan National Insurance&nbsp;columns ATLEL - Lower Earnings Limit LEL to PT -&nbsp;Lower Earnings Limit to Primary Threshold PT to UAP -&nbsp;Primary Threshold to Upper Accural Point UAP to UEL -&nbsp;Upper Accural Point to Upper E...
</description>
<pubDate>Fri, 11 Oct 2019 17:26:04 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enter-year-to-date-figures/01/239545#M3411
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:26:04Z</dc:date>
</item>
<item>
<title>Submit FPS to HMRC in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-paysuite/01/239454#M3410
</link>
<description>
Every time you run payroll, you need to send an FPS (Full Payment Submission) to HMRC that shows all employee payments and deductions. What’s an FPS? As a PAYE employer, you report real-time information (RTI) to HMRC, including all employee payments and deductions like taxes and National Insurance contributions (NICs). HMRC uses the FPS to calculate how much PAYE and NIC liability is due from your business each tax month. So every payroll, we’ll create an FPS that includes the following information: Your employer registration, such as PAYE reference and Accounts Office reference Employee details, like their name, address, National Insurance number (NINO), birth date&nbsp;and gender Employment details for each employee, like their starter or leaver information, or if they’re a company director Year-to-date totals for each employee, including NICs, statutory pay, student loans&nbsp;and pensions Payroll information for the period, such as the pay date, pay period, gross and net pay&nbsp;and any statutory pay FPS is due to HMRC on or before the pay date, so we recommend you submit it immediately after you create your payroll. QuickBooks makes it super easy. Here’s how. To submit FPS to HMRC In QuickBooks, run payroll. After you approve&nbsp;your payroll, you’ll be prompted to make a submission to HMR...
</description>
<pubDate>Tue, 08 Oct 2019 21:13:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submit-fps-to-hmrc-in-paysuite/01/239454#M3410
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T21:13:58Z</dc:date>
</item>
<item>
<title>
Edit your company pay schedule in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-your-company-pay-schedule-in-quickbooks-online-standard/01/242891#M3409
</link>
<description>
You can change the frequency, the date of your first payroll and the pay period of your company pay schedule if you: Have not submitted your first payroll yet, or Deleted your first submitted payroll Here's how: In QuickBooks, go to the Gear icon &gt; Account and Settings &gt; Payroll. Select Pay schedule. Make any necessary changes. Save your changes. Note: After you run your first payroll in QuickBooks, you won't be able to make changes to the pay schedule unless you delete the entire payroll. See also Employees and payroll
</description>
<pubDate>Tue, 08 Oct 2019 21:13:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-your-company-pay-schedule-in-quickbooks-online-standard/01/242891#M3409
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T21:13:54Z</dc:date>
</item>
<item>
<title>
Edit employees in QuickBooks Online Standard Payroll (UK)
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-employees-in-quickbooks-online-standard-payroll-uk/01/242845#M3408
</link>
<description>
If you need to make any changes to an employee after adding them, you can do this easily by editing their information. To do this, click on Employees on the left hand side of the screen, then go to&nbsp;Employees at the top of the screen. Select the employee you are making changes for in the list to open their details, and click&nbsp;Start to open up the section you require. Click&nbsp;Save once you are finished with each section. Personal details Change the employee's personal information: Legal first name and last name (not nicknames or familiar name, for example,&nbsp;David not Dave) Gender Date of birth Address Email address (this will be used to send the employee's payslips) All the information you enter here is used for payroll. For example, the employee's gender determines whether they qualify for statutory maternity leave or paternity leave, the employee's age determines eligibility for auto enrolment&nbsp;and so on. Employment details Start date – the date the employee started working for you. Payroll ID – the Payroll ID is a unique number for the employee and is required by HMRC to identify an employee during RTI submissions.&nbsp;It will be included on the FPS (Full Payment Submission) submitted to HMRC every payday. Note:&nbsp;If you’re switching from another payroll provider, we recommend keeping y...
</description>
<pubDate>Fri, 11 Oct 2019 19:31:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/edit-employees-in-quickbooks-online-standard-payroll-uk/01/242845#M3408
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:42Z</dc:date>
</item>
<item>
<title>
QuickBooks Desktop UK service discontinuation policy
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/quickbooks-desktop-uk-service-discontinuation-policy/01/391166#M3405
</link>
<description>
Here's what you need to know about QuickBooks Desktop service discontinuation. This includes helpful info about your upgrade options. We notify you in advance (through the mail, email, in-product notifications, and this page) as services for QuickBooks Desktop 2019 are scheduled to be discontinued. When does service discontinuation happen? After November 8, 2019, access to add-on services will be discontinued for&nbsp; all versions of QuickBooks Desktop 2019. If you don't use any of the add-on services in QuickBooks Desktop 2019, your product will continue to work for you. You will not be able to subscribe to live technical support or any of the other Intuit services that can be integrated with QuickBooks Desktop. In addition to QuickBooks Desktop 2019, there are a few other Intuit products that are affected by the discontinuation of add-on services. What does service discontinuation mean? Your access to&nbsp;QuickBooks Desktop Payroll Services, Live Support, Online Banking, multi-currency and other services through QuickBooks Desktop 2019 software,&nbsp;will be discontinued after November 8, 2019. To continue using these services, we encourage you to upgrade to QuickBooks Desktop 2020. &nbsp;
</description>
<pubDate>Tue, 08 Oct 2019 18:02:04 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/quickbooks-desktop-uk-service-discontinuation-policy/01/391166#M3405
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T18:02:04Z</dc:date>
</item>
<item>
<title>
System requirements for QuickBooks 2020 and Enterprise Solutions 20.0
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/390457#M3401
</link>
<description>
Find out what your computer needs to run the best QuickBooks Desktop experience. Get the best experience in QuickBooks. Here’s helpful info about the operating system, hardware, software, and other requirements to run QuickBooks Desktop. QuickBooks Pro/Premier 2020 and Enterprise 20.0 Operating Systems Windows 10, all editions including 64-bit, natively installed Windows 8.1 (Update 1), all editions including 64-bit, natively installed Windows 7 SP1, all editions including 64-bit, natively installed (only supported until January 2020) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Note: QuickBooks requires you to use Windows natively and not through an emulator or virtual environment. Database Servers Windows (natively installed) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Server 2011 Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Windows 10 Windows 8.1 (update 1) Windows 7 SP1 (Enterprise and Professional editions only) Linux (when using QuickB...
</description>
<pubDate>Wed, 09 Oct 2019 12:56:05 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/390457#M3401
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T12:56:05Z</dc:date>
</item>
<item>
<title>Release notes for QuickBooks Desktop 2020</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/release-notes-for-quickbooks-desktop-2020/01/390456#M3400
</link>
<description>
Learn what’s new and improved in the latest updates to QuickBooks Desktop 2020 and Enterprise 20.0. We update QuickBooks regularly to give you a better experience and fix issues. These release notes explain what's new and improved. Note that each new update includes all the changes from earlier updates. If you have automatic updates turned on, QuickBooks will download updates for you. But you can check for updates manually at any time. Release R1 (R1) Here's what's new in this release: Bug Fixes Exporting a large report to Excel now supports more than 256 columns. Fixed exception handling issue when selecting the Statement Writer "Cancel" button. Performance enhancements for FIFO enabled company files (especially effective for large company files). Resolved issue where you had difficulties resizing the reports window when using multi-monitor mode with a vertical monitor. QuickBooks will now correctly install without internet connection. You can now modify a contact after converting a lead into a customer. Clicking back on Self-Help window now takes you back to the previous page, not the primary search screen. Resolved issue where you were unable to send general journal entries from QuickBooks.
</description>
<pubDate>Mon, 07 Oct 2019 16:50:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/release-notes-for-quickbooks-desktop-2020/01/390456#M3400
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T16:50:03Z</dc:date>
</item>
<item>
<title>Fix bank upload errors</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/fix-bank-upload-errors/01/389103#M3399
</link>
<description>
Learn what to do if you have issues when you manually upload bank and card transactions into QuickBooks Online. In QuickBooks Online, you can manually upload your bank transactions. If you can’t upload them, or you get an error, don’t worry. These are usually temporary and easy to fix. Follow the specific steps below for the message you see. "The uploaded file contains invalid transaction amount information.” This can happen if one of your transactions has 12 or more digits. QuickBooks can’t upload transactions this large. To fix this, remove the transaction from the file. Then, enter the transaction as an individual sales receipt or expense in QuickBooks. Then upload the file again. If you need, you can also reformat your CSV before you upload them. “The uploaded file is of a different type than these accounts.” This can happen if you’re uploading a file for a different type of account than the one you selected. For instance, if you chose checking but you’re uploading transactions from your savings account. You can select Cancel to go back and select another account. You can also OK to continue with the download. "Errors with Sub/Parent account download,” “(Parent Account Error),” or “(Sub-account Error).” You can upload transactions into parent or subaccounts. However, if th...
</description>
<pubDate>Thu, 03 Oct 2019 23:07:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/fix-bank-upload-errors/01/389103#M3399
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T23:07:01Z</dc:date>
</item>
<item>
<title>Verify and Rebuild Data in QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/310741#M3397
</link>
<description>
Verify Data self-identifies the most commonly known data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds. Common reasons to use the Verify and Rebuild features: Fatal errors when you use QuickBooks Desktop. Discrepancies on reports, such as invoices or bills that post with a negative values. Deposited payments show up in the Payments to Deposit window. Balance sheet reports do not show all accounts. Names are missing from lists. Transactions are missing. Run a well-data checkup to make sure your company file is error free. Verify data Choose Window then Close All. Verify Data. Choose File then Utilities. Select Verify Data. If you see: "QuickBooks detected no problems with your data," no further action is needed. A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions. "Your data has lost integrity," indicates there is data damage in the file.&nbsp; Continue to the steps below to Rebuild Data to correct the problem. Rebuild data Choose File, Utilities then Rebuild Data. You will receive a warning message to backup your company file, press OK. A rebuild requires a company file backup beforehand because in rare cases the p...
</description>
<pubDate>Mon, 07 Oct 2019 18:56:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/310741#M3397
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T18:56:16Z</dc:date>
</item>
<item>
<title>
BACS Settings in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/bacs-settings-in-quickbooks-online-advanced-payroll/01/253267#M3396
</link>
<description>
BACS is an electronic system used to make payments directly from one bank account to another. The main two types of payment are Direct Debit and BACS Direct Credit, the payments can take up to 3 working days to clear. &nbsp; &nbsp; Setting up your BACS &nbsp; From the Payroll Settings menu, select BACS Settings. Click Add&nbsp;to create a new set of BACS settings for your business, you will see a screen like the one pictured below. You are able to setup multiple bank accounts to pay employees from, but you only need to setup one account. Once you’ve selected the correct BACS settings, click Generate BACS. &nbsp; We will remember which BACS settings you last used to generate your BACS file and will automatically select it for next time. &nbsp; What are each of the BACS settings for? &nbsp; File Format is either standard BACS format or bank specific. &nbsp; Sort Code is the sort code of the account that the payments will be made from. &nbsp; Account Number is the account number of the account that payroll payments will be made from. &nbsp; The Account Name is the name of the account that the payment will be made from. &nbsp; Lodgement Reference is the description of the payroll payment that will appear on the employee’s bank statement. e.g. Payroll&nbsp;or Weekly wages. &nbsp; Service User Number (SUN) is needed to process bank file payments....
</description>
<pubDate>Thu, 03 Oct 2019 19:59:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/bacs-settings-in-quickbooks-online-advanced-payroll/01/253267#M3396
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T19:59:53Z</dc:date>
</item>
<item>
<title>Roll back a payroll in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/roll-back-a-payroll-in-paysuite/01/242950#M3395
</link>
<description>
Find out how to roll back or undo a payroll in PaySuite. You can roll back a payroll to fix an employee payment. After you roll it back, we'll walk you through how to recreate the payroll with your changes. Things to know before you roll back a payroll You can't edit just one employee payment. You have to roll back the entire payroll and recreate the payments. Rolling back a payroll rolls back any changes you made to auto enrolment. If you recreate the payroll, you have to make those changes again. If you notified HRMC of a leaver in a payroll you roll back, the leaver date will remain the same. Step 1: Print payroll info Rolling back a payroll deletes all employee payments, including payslips. Before you roll back, print your payslips and payroll reports&nbsp;so you have a backup. Step 2: Roll back a payroll Select&nbsp;the Employees&nbsp;menu. From the&nbsp;Run Payroll drop-down menu, select&nbsp;Payroll Settings. Select&nbsp;the&nbsp;Pay Calendar tab. In the&nbsp;Action column, select&nbsp;Rollback from the drop-down menu for the payroll you'd like to roll back. Select the confirmation checkbox, and then select&nbsp;Confirm and Rollback. Step 3: Recreate the payroll You can now recreate the payroll and make your changes. Create the payroll like you normally would. Step 4: Resend the FPS You only need to resend the FPS if y...
</description>
<pubDate>Thu, 10 Oct 2019 20:25:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/roll-back-a-payroll-in-paysuite/01/242950#M3395
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:44Z</dc:date>
</item>
<item>
<title>
Adjust pay period dates within a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adjust-pay-period-dates-within-a-pay-run-in-quickbooks-online/01/289363#M3394
</link>
<description>
You can adjust the pay period dates for a pay run by following these simple steps: &nbsp; Open the pay run you wish to adjust the pay period dates for. Click on Pay Run Actions, then&nbsp;Adjust Pay Period. In the adjust pay period dialog, select the new pay period ending and the date the pay run will be paid. Click Save. If the dates are valid, the pay period will be updated. When using this feature, there are a couple of scenarios to be aware of when changing the pay period dates: &nbsp; If an employee start date is before the pay period start date, they will be removed from the pay run. If an employee end date is before the pay period end date they will be removed from the pay run
</description>
<pubDate>Fri, 11 Oct 2019 19:31:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adjust-pay-period-dates-within-a-pay-run-in-quickbooks-online/01/289363#M3394
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:56Z</dc:date>
</item>
<item>
<title>
Running final payroll 2018/2019 in PaySuite: What happens next?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-final-payroll-2018-2019-in-paysuite-what-happens-next/01/310742#M3393
</link>
<description>
This article describes the steps to follow to complete your final payroll of 2018/9. Run &amp; approve your final payroll as normal. See Running Payroll in QuickBooks Online (PaySuite)&nbsp; After you have completed the final payroll, click on the Approve and Advance tab, select Make a Submission. On the Full Payment Submission (FPS) screen, make sure to tick Is this your final payroll for the current tax year? checkbox.&nbsp;Note: If you have more than one payroll please ensure it's selected on each payroll. Click on Submit FPS. Once your FPS has been submitted successfully, you will receive an email confirmation from HMRC that your submission has been accepted, If you would like to see the breakdown of what was sent to HMRC, go to Company Cog &gt; Employer Settings &gt; Real Time Information &gt; View log to locate the XML log. Download or email your payslips. See Payslips in PaySuite. Print off the P32 report and P60 reports for each employee. See P32 report in PaySuite.
</description>
<pubDate>Thu, 03 Oct 2019 19:58:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-final-payroll-2018-2019-in-paysuite-what-happens-next/01/310742#M3393
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T19:58:01Z</dc:date>
</item>
<item>
<title>
Create a New Pay Run on QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/create-a-new-pay-run-on-quickbooks-online-advanced-payroll/01/253277#M3391
</link>
<description>
To create a new Pay Run you need to click the big New Pay Run&nbsp;button to the right of screen on the 'Dashboard' page. In the&nbsp;Create New Pay Run&nbsp;dialog box, fill in the following details: Pay Schedule - Weekly, Fortnightly, Monthly, and other custom options you may have entered. Pay Period Ending. Date pay run will be paid. Manually add employees to pay run: select this if you are creating an Ad hoc&nbsp;pay run and wish to only add a subset of employees. Note: If timesheets are enabled, then you will be given options for importing timesheets into the pay run.
</description>
<pubDate>Thu, 10 Oct 2019 20:25:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/create-a-new-pay-run-on-quickbooks-online-advanced-payroll/01/253277#M3391
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:58Z</dc:date>
</item>
<item>
<title>
Opening Balances in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/opening-balances-in-quickbooks-online-advanced-payroll/01/253268#M3390
</link>
<description>
The Opening Balances settings page allows the user to configure the initial financial year for your business as well as import/export the opening balances for employees in the business. To get to the Opening Balances settings page, go to Payroll Settings, then Opening Balances. The following page will be displayed The initial financial year for the company may be adjusted here. This is the year that the opening balances that Gross/PAYE will apply to. (Leave balances are simply adjusted by the opening balance specified). Additional Functions To Import the opening balances, click on the Import button. To Export the opening balances to a CSV or Excel file, click the Export button. To configure the opening balances for a specific employee, open up the employee file and then go to the Opening Balances section. To set the employees individual opening balances please see Setting Employee Opening Balances.
</description>
<pubDate>Thu, 03 Oct 2019 17:54:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/opening-balances-in-quickbooks-online-advanced-payroll/01/253268#M3390
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T17:54:49Z</dc:date>
</item>
<item>
<title>
Re-importing timesheets into a pay run on QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-importing-timesheets-into-a-pay-run-on-quickbooks-online/01/334519#M3388
</link>
<description>
If you have created a pay run that imports timesheets, there might come a time you need to re-import timesheets into the pay run after changes have been made to the timesheets or additional timesheets have been added. &nbsp; Re-importing all timesheets for the pay run You can re-import timesheets into a pay run by following these steps: Open the pay run you wish to import for and ensure the pay is unlocked From the Pay Run Action bar click Import Timesheets Confirm the timesheets that you'd like to import into the pay run This will then re-import the timesheets for all employees in the pay run and update their calculations. Re-importing timesheets for a single employee If you want to&nbsp; import the timesheets for just a single employee, you can do so by the following steps: From within the pay run, click on the employee you want to re-import the timesheets for Click on Actions and then click Import Timesheets Select whether you want to import just the timesheets for this period, or timesheets for previous periods as well Click Import The timesheets for this employee will be imported into the pay run and the pay run calculations will be recalculated.
</description>
<pubDate>Thu, 03 Oct 2019 17:54:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/re-importing-timesheets-into-a-pay-run-on-quickbooks-online/01/334519#M3388
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T17:54:42Z</dc:date>
</item>
<item>
<title>
Adding Court Orders in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-court-orders-in-quickbooks-online-advanced-payroll/01/322159#M3385
</link>
<description>
To add a court order to an employee's record you need to go to Employee Details -&gt; Pay Run Inclusions &nbsp; On Pay Run Inclusions page click Add on the right hand side of Deductions &nbsp; From the drop down menu select Post-Tax Deduction and then click Apply Court Order&nbsp; &nbsp; A box will then appear requesting you to apply the court order. You will need to specify the appropriate court order from the drop down menu and it will pre-populate the most common settings for that type of court order. &nbsp; The following court order we support are: England/Wales Attachment of Earnings Order (AEO) Priority Deduction from Earnings Order (DEO) Pre March 2003 Deduction from Earnings Order (DEO)&nbsp; Post March 2003 Council Tax Attachment of Earnings Order (CTAEO) England/Wales Attachment of Earnings Order (AEO) Fines England/Wales Attachment of Earnings Order (AEO) Non Priority Scotland Earnings Arrestment Department of Work and Pensions Direct Earnings Attachment (DEA) Higher Rate Department of Work and Pensions Direct Earnings Attachment (DEA) Lower Rate &nbsp; Once you have chosen your court order, you will need to fill in the required fields. &nbsp; Here you have the option to change the amount (per pay run) to: Fixed - this is a fixed amount taken every pay run Percentage of Gross - this is a percentage of gross ...
</description>
<pubDate>Thu, 03 Oct 2019 15:48:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-court-orders-in-quickbooks-online-advanced-payroll/01/322159#M3385
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T15:48:52Z</dc:date>
</item>
<item>
<title>
Leave Categories in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/leave-categories-in-quickbooks-online-advanced-payroll/01/289399#M3384
</link>
<description>
This screen allows you to set up your leave categories and control which of them accrue automatically, how they will behave in the pay run, whether or not to include them in termination payments, and decide which should appear in your employee's payslips. &nbsp; The settings for Leave Categories can be accessed and updated by going to Payroll Settings, then to Leave Categories. &nbsp; Note: Any changes that are made to your business's leave category settings will not be applied to existing employees.&nbsp;The new settings will only apply "automatically" to any new employees who are subsequently added to your payroll. If you want to change the leave settings for your existing employees you will also need to make the same adjustments on each employee's, leave allowances page. You can do this in bulk by using a leave allowance template, then apply that template to each employee's record. &nbsp; The default setup for a new business includes 4 Leave Categories: &nbsp; Annual Leave Sick Leave Statutory Maternity Leave Statutory Sick Leave You can choose to add more categories by clicking on the green Add button. You will then need to enter the following information: &nbsp; Name (required). External Id: this is only required if you are using an external system to capture leave requests or timesheet entries, and t...
</description>
<pubDate>Thu, 03 Oct 2019 15:48:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/leave-categories-in-quickbooks-online-advanced-payroll/01/289399#M3384
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T15:48:48Z</dc:date>
</item>
<item>
<title>
Add a note for a single payslip in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-note-for-a-single-payslip-in-quickbooks-online-advanced/01/295507#M3382
</link>
<description>
You are able to add notes easily to payslips as long as the pay run has been unlocked or is unfinalised. &nbsp; To leave a note on a payslip you need to: &nbsp; Click on the required pay run. Select the employee for which you need to leave a note. Enter your notes in the dialog box Notes for this Pay run. Drag the bottom right hand corner of the "Notes" box to expand it to create more space. &nbsp; Note: Will show only on the employee payslip for which it applies to.
</description>
<pubDate>Thu, 03 Oct 2019 15:48:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-note-for-a-single-payslip-in-quickbooks-online-advanced/01/295507#M3382
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T15:48:40Z</dc:date>
</item>
<item>
<title>
Importing a pay run into QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/importing-a-pay-run-into-quickbooks-online-advanced-payroll/01/334520#M3381
</link>
<description>
You can import a pay run by following these steps: From within any unfinalised pay run, select Pay Run Actions then Import Pay Run. You will then be shown the Import Pay Run dialog From here you can configure the settings: Clear existing data: When importing data, you can choose to clear the existing data in the pay run before importing the data. You can choose to clear some or all pay items by ticking the checkbox next to each item Note:&nbsp;clearing existing data will clear those pay items for all employees, not just the ones in the import, so be mindful when using this setting. Replace or add data to import:&nbsp;When importing data, you can choose to replace the pay run data with the data in the spreadsheet OR add the data to the existing pay run Configure ID types: Each transaction line in the pay run import uses ID's to determine which values should be used as the identifier for various data types. You can use the system generated Advanced Payroll ID or use an external ID. You can specify external IDs for the following data types in the pay run import Employee ID Location ID Pay Category ID Deduction Category ID Employee Expense Category ID Employer Liability Category ID Once you have selected your pay run import option, you need to select the import file. The import file uses a ...
</description>
<pubDate>Fri, 11 Oct 2019 17:25:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/importing-a-pay-run-into-quickbooks-online-advanced-payroll/01/334520#M3381
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:25:45Z</dc:date>
</item>
<item>
<title>
Adding additional earnings lines in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-additional-earnings-lines-in-quickbooks-online-advanced/01/295313#M3380
</link>
<description>
To add additional lines to an employee's earnings within a pay run is quite simple. By following these steps you will be able to add or delete lines: &nbsp; Create a Pay Run. Select the employee(s) whose pay you want to add an earnings line to. Click on&nbsp;Actions, then select Add Earnings. This will create another earnings line under the Earnings heading.&nbsp;Select the pay category you want to add to the employee's earnings. Fill in the hours box according to what is being paid. E.g. 1 hour, .5 hour etc. Click Save. &nbsp; If you want to delete this line simply place your cursor on the line. A red circle with a red cross inside the circle will appear at the end of the line on the right. Press this button and a warning screen will appear at the top of the screen confirming if you want to delete.
</description>
<pubDate>Thu, 03 Oct 2019 13:42:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-additional-earnings-lines-in-quickbooks-online-advanced/01/295313#M3380
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T13:42:57Z</dc:date>
</item>
<item>
<title>
Finalise a Pay Run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/finalise-a-pay-run-in-quickbooks-online-advanced-payroll/01/253272#M3379
</link>
<description>
When you have finished making changes to your pay run, you can finalise it. Finalising the pay run makes the data in your pay run available in reports and also allows payslips for the pay run to be visible to employees from the employee portal. To finalise a pay run you need to: Open the pay run you wish to finalise. From the Actions&nbsp;tab click the Finalise Pay Run&nbsp;button. In the dialogue that drops down: Enter the Date Paid. Select Payslip options. Please note that the system will remember these options selected for payslips moving forward, if you need to change these you can do so at this step at any time when finalising the pay run. Once the pay run is finalised the pay run will be locked. Should you need to edit the pay run you can unlock at any time by selecting the Pay Run Actions&nbsp;tab in the pay run. From here, select Unlock Once you select Unlock, ensure your changes/corrections are made and then select finalise to re finalise the pay run. &nbsp;
</description>
<pubDate>Thu, 03 Oct 2019 13:42:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/finalise-a-pay-run-in-quickbooks-online-advanced-payroll/01/253272#M3379
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T13:42:48Z</dc:date>
</item>
<item>
<title>
Pay run warnings in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-run-warnings-in-quickbooks-online-advanced-payroll/01/289490#M3378
</link>
<description>
Pay run warnings will appear, if applicable, during a pay run. Warnings could appear as soon as the pay run is created, or during the pay run (depending on what actions are performed in the pay run). &nbsp; In order to see the specific details of the warning: &nbsp; Click on the word Warning. Click on the warning expand the details. &nbsp; The following warnings will be displayed in a pay run: &nbsp; BACS details missing:&nbsp;you will not be able generate a payment file for the payrun as BACS Details have not been provided (if you don't want to generate a payment file, you can ignore this warning). Employee expense without a tax code selected:&nbsp;this is displayed when an expense has been applied in a pay run and does not contain a tax code. This is only applicable where a business is connected to on online journal service and has synced their tax codes against the expense categories. Employee has reached their leave cap:&nbsp;this will displayed for any employee whose leave entitlement has reached the maximum accrual for the year. For example, say an employee is entitled to 'Special Leave' and the maximum accrual entitlement for this leave is 10 hours per year. When the employee reaches the accrual and now has a balance of 10 hours for the leave year, this warning will appear. Employee taking more leave tha...
</description>
<pubDate>Fri, 11 Oct 2019 17:25:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-run-warnings-in-quickbooks-online-advanced-payroll/01/289490#M3378
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:25:55Z</dc:date>
</item>
<item>
<title>Common HMRC RTI Error Messages for Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/common-hmrc-rti-error-messages-for-payroll/01/239619#M3377
</link>
<description>
Please follow below guidance on the most common error messages you may receive when you submit your payroll to HMRC. Note: These error messages are generated by HMRC not by QuickBooks Online. If you would like to speak with HMRC directly please follow this link. Error Code 1046: Authentication Failure Error When you submit an FPS, HMRC will check your goverment gateway credentials as well as your Accounts Office Ref &amp; PAYE reference. You might see this error appear if those details do not match what HMRC has on file for you. There’s a couple of steps you can follow to resolve this error: Ensure you are registered with HMRC. Log onto HMRC and enter in your username and password. Please ensure the digits are less than 12. Ensure Caps Lock is off as passwords are case sensitive. If you have recently signed up with HMRC, your account may take some time before it's fully activated. If you have recently migrated from one payroll software provider to another, please ensure you are manually typing the credentials. If you are still experiencing issues, please contact HMRC Employer Services. Error Code 7806: This submission cannot be accepted as it does not fall within the eligible filing period The submission cannot be accepted as it does not fall within the eligible filing period. The...
</description>
<pubDate>Thu, 03 Oct 2019 13:42:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/common-hmrc-rti-error-messages-for-payroll/01/239619#M3377
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T13:42:41Z</dc:date>
</item>
<item>
<title>Get set up for QuickBooks Online Standard Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/get-set-up-for-quickbooks-online-standard-payroll/01/242889#M3375
</link>
<description>
To get ready for payroll, you’ll need to turn on payroll in QuickBooks Online, and then provide some information about your company and employees.&nbsp;After you finish with all your setup tasks, you’ll be up and running and can run payroll without having to go to setup again (unless you need to make a change). Getting set up correctly at the onset ensures that you can run payroll and pay your employees every time without a hitch. &nbsp; To get set up in QuickBooks Online Standard Payroll &nbsp; First and foremost, if you haven't done so&nbsp;already, Turn on QuickBooks Online Standard Payroll (UK). Go to Employees,&nbsp;Payroll,&nbsp;and under Let's get your business ready for payday, click on Let's go. Select whether this is the first time you are paying your employees, or if you have paid them before, and click&nbsp;Save and Continue. Click&nbsp;Save and next after each step to move on to the next one. &nbsp; Once you’ve finished basic setup, you can also make changes later by going to the Gear icon &gt; Account and Settings &gt; Payroll. &nbsp; Select your tax year Tell QuickBooks Online Standard Payroll whether you are paying your employees before or after the 6 April 2019. This allows Quickbooks to know which tax year you are starting in, and what information it will need to calculate your employee's tax and NI. &nbsp; Enter your ...
</description>
<pubDate>Thu, 10 Oct 2019 22:31:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/get-set-up-for-quickbooks-online-standard-payroll/01/242889#M3375
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T22:31:45Z</dc:date>
</item>
<item>
<title>
Adding an employee in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-an-employee-in-quickbooks-online-advanced-payroll/01/253266#M3374
</link>
<description>
&nbsp; Once you have set up QuickBooks Online Advanced Payroll, the first step is to add an employee. You can do this by using the Employee Wizard, or the 'Import Employees' option. &nbsp; Setting up by using Employee Wizard &nbsp; Setting up a new employee using the Employee Wizard is a simple 4-step process. &nbsp; Step 1: Enter personal details Get started by entering the personal details for the employee. &nbsp; When entering an address, auto-complete suggestions may be presented. To pre-fill an address, click on a suggestion. If the suggestions are not adequate, enter the address manually. &nbsp; If the postal address for the employee is different to their residential address, untick the Postal Address is the same as Residential Address&nbsp;checkbox and then enter the postal address. &nbsp; The notifications setting controls if/how the employee will be notified when new payslips are available and when they are rostered on to new shifts. &nbsp; The self-service setting controls whether the employee will be able to log into the self-service portal. From the portal they can view payslips, manage their personal details and apply for leave. &nbsp; Note:&nbsp;if Email notifications or Employee Self Service are selected , an email address for the employee must be provided. &nbsp; Step 2: Enter employment details The table below details ...
</description>
<pubDate>Thu, 03 Oct 2019 13:42:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-an-employee-in-quickbooks-online-advanced-payroll/01/253266#M3374
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T13:42:29Z</dc:date>
</item>
<item>
<title>P32 Report in QuickBooks Online Advanced Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-quickbooks-online-advanced-payroll/01/253269#M3373
</link>
<description>
The P32 Report details all payments owing and already paid to HMRC on a per month basis within a financial tax year. &nbsp; This report can be accessed via the Payroll Settings &gt; Reports &gt; HMRC Reporting. &nbsp; The report can filtered on a per financial year basis. Note:&nbsp;if a user attempts to generate this report whilst a pay run is unfinalised, the following warning message will appear: There are unfinalised pay runs that may affect this report. &nbsp; When the report is generated, you will note the appearance of 3 tabs. The first tab displays all the relevant data in summary format: &nbsp; An explanation of each header is as follows: &nbsp; Tax Month: The tax month runs from the 6th of the month to the 5th of the next month. For eg, with April, this covers all pay runs with a pay date from April 6th to May 5th. PAYE: All PAYE, excluding student loan amounts, deducted from employee pays for the pay runs falling within the Tax Month. Student Loans: All student loan amounts deducted from employee pays for the pay runs falling within the Tax Month. Net CIS Deductions: Construction Industry Scheme - CIS. This is the net tax deducted by the contractors from subcontractors' payments which is to be paid to HMRC Total PAYE: The sum of PAYE and Student Loans for the Tax Month. Employer NI: All employer natio...
</description>
<pubDate>Thu, 10 Oct 2019 20:25:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-report-in-quickbooks-online-advanced-payroll/01/253269#M3373
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:32Z</dc:date>
</item>
<item>
<title>
Adding employee expenses to a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employee-expenses-to-a-pay-run-in-quickbooks-online/01/295310#M3370
</link>
<description>
If you want to include an expense reimbursement for an employee in a pay run, you can do this by adding expense lines within the pay run. &nbsp; You can add an expense line to a pay run with the following steps: &nbsp; Make sure you have an appropriate Expense Category defined for this expense. Open the employee that you wish to add the expense reimbursement to by clicking on their name in list of employees in the pay run. Click on Actions and&nbsp;select Add Expense. This will add a new blank earnings line in the Expenses&nbsp;section of the employee's pay run details. For the new expense line, enter the following: Expense Category (required) Location (required) Notes Tax Code Amount (required) Click Save&nbsp;to add the expense line.
</description>
<pubDate>Fri, 11 Oct 2019 17:26:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employee-expenses-to-a-pay-run-in-quickbooks-online/01/295310#M3370
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:26:00Z</dc:date>
</item>
<item>
<title>
Entering leave taken in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-leave-taken-in-quickbooks-online-advanced-payroll/01/289491#M3369
</link>
<description>
You are able to add leave taken either during the pay run or via the Leave requests. &nbsp; To enter leave taken during the pay run: &nbsp; Select the employee to open the employee's pay run details. Select Actions,&nbsp;then choose the Take Leave&nbsp;option. When you select Take Leave, a new line will show under the Leave Taken&nbsp;heading. You will then need to enter: Leave Category (required) Notes Hours Taken (required) &nbsp; Note: against each leave option, next to the Notes&nbsp;field, the system will display the number of hours of the chosen leave the employee has available. If you enter more hours than the employee is entitled to, a warning will display that says "This employee has taken more leave than they have accrued". The system will allow the employee to go into a negative leave balance. &nbsp; Use the Leave Menu to enter future leave requests that will then be available to apply in the appropriate pay run(s). &nbsp; Select Leave, then&nbsp;Create Requests. Complete the Create Leave request. You can enter leave for the same period for more than one employee at a time. When you select Save, the leave will either be approved immediately (if the box has been ticked), or will be available for approval according to how you have arranged your settings. Leave requests will appear in the appropriate pay run and can b...
</description>
<pubDate>Fri, 11 Oct 2019 19:31:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/entering-leave-taken-in-quickbooks-online-advanced-payroll/01/289491#M3369
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:39Z</dc:date>
</item>
<item>
<title>
How do I process an 'Ad hoc' Pay Run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-do-i-process-an-ad-hoc-pay-run-in-quickbooks-online-advanced/01/253273#M3368
</link>
<description>
Creating an Ad hoc&nbsp;pay run is as simple as ticking a box when creating a normal pay run: Create a pay run. Now, create a new pay run as per normal. When creating the pay run, be sure to select Manually add employees to this pay run. Add any required employees. Click the Add Employees&nbsp;button and then select any employees that you would like to include in the pay run. Click the Add Some Employees&nbsp;link or go to the Pay Run Actions tab and select Add Employees. Select an employee that you would like to add to the pay run and click Add Employee. Repeat for any additional employees that you would like to add. Once you have finished adding employees, click Close Go ahead and make the adjustments you need to in this pay run but please be aware - if the adjustments you make result in nil earnings for the employee (eg. you are simply reversing out earnings paid with one pay category so you can put them in again using a different pay category) you will need to add an explanatory note on the employee's pay run record or the data will disappear when you finalise the pay run (because no activity will be detected in that pay run record).
</description>
<pubDate>Thu, 03 Oct 2019 11:36:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-do-i-process-an-ad-hoc-pay-run-in-quickbooks-online-advanced/01/253273#M3368
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T11:36:53Z</dc:date>
</item>
<item>
<title>
Exporting a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/exporting-a-pay-run-in-quickbooks-online-advanced-payroll/01/321698#M3367
</link>
<description>
You can export the data in a pay run by following this step: Open any pay runs and click on the Pay Run Actions -&gt; Export Pay Run This will download an excel file with all available pay run data for that pay run Note: The pay run exports do not include the following items Leave records System generated earnings lines
</description>
<pubDate>Thu, 03 Oct 2019 11:36:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/exporting-a-pay-run-in-quickbooks-online-advanced-payroll/01/321698#M3367
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T11:36:50Z</dc:date>
</item>
<item>
<title>
View submitted FPS and EPS filings in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-submitted-fps-and-eps-filings-in-quickbooks-online-standard/01/242949#M3366
</link>
<description>
You can see all previous filings from the Payroll Tax Centre. To see your filings Go to Taxes. Select Payroll Tax. All your previous filings are under Filed Forms. Each card shows the name of the form, the pay period it was sent, the status of the filing&nbsp;and the date it was submitted. If you have filings that need to be sent, they will be under Due Now with a Status of Overdue. Otherwise, you’ll see the message “All caught up! You don’t have any filings due right now”. Each filing that appears on the Taxes screen will have messaging to explain why the filing is required. Can I see what has been been sent to HMRC? Yes, you can click the filing you wish to view and click Review You can copy the XML by clicking Copy Text at the bottom and pasting into a word document or notepad. What if my filing has been rejected? If your filing has been rejected, it will be under Due Now. If the filing Status is Rejected, you need to try to submit the file again. The most common reason for rejection is that the Government Gateway credentials are incorrect. Check that you have entered the correct user ID and password. See&nbsp;Turn on RTI reporting to HMRC in QuickBooks Online Standard Payroll. See also Employees and payroll
</description>
<pubDate>Thu, 10 Oct 2019 22:31:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-submitted-fps-and-eps-filings-in-quickbooks-online-standard/01/242949#M3366
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T22:31:42Z</dc:date>
</item>
<item>
<title>
Adding a new business in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-a-new-business-in-quickbooks-online-advanced-payroll/01/297494#M3365
</link>
<description>
Before you can add employees and process pay runs, you will first need to add a new business. &nbsp; Once you have turned on&nbsp;QuickBooks Online Advanced Payroll, you will be prompted to Add a New Business. You can do this by entering the business details in the form. &nbsp; When adding a new business you will need to provide the following information: &nbsp; CHRN: this is a unique number issued by Companies House when a limited company or Limited Liability Partnership (LLP) is incorporated. It is sometimes abbreviated as 'CRN' and is sometimes referred to as a Companies House Number. Your CHRN will consist of 8 numbers, or 2 letters followed by 6numbers. Business Name: this is the legal name of the business. It will be the name shown on payslips Postcode/Town: this is the primary address for your business. &nbsp; Tell us a bit about yourself &nbsp; In this section please add your contact name, email address, and contact phone number. &nbsp; Payroll details &nbsp; In this section you need to: &nbsp; Enter your standard work hours: there is the option to select some default hours from the drop down menu or add your own choice of hours by selecting other and then specifying your standard hours. Specify when your work week starts and ends: i.e., starts Monday, ends Sunday or starts Wednesday, ends Tuesday. Please select ...
</description>
<pubDate>Thu, 03 Oct 2019 11:36:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-a-new-business-in-quickbooks-online-advanced-payroll/01/297494#M3365
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T11:36:43Z</dc:date>
</item>
<item>
<title>
Setting employee opening balances (year to dates) in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/setting-employee-opening-balances-year-to-dates-in-quickbooks/01/253275#M3364
</link>
<description>
If you’re migrating your payroll from another software mid- tax year, you'll most likely want to set the opening balances for leave entitlements and the year to date payment figures for your employees. &nbsp; If someone is paid cumulatively then it will use the opening balances/year to dates to add to the figures in the payrun and work out the PAYE and National Insurance on the whole amount. &nbsp; Opening balances are for the initial tax year only. &nbsp; To set up the opening balances for your employees, open the employee record that you wish to set the opening balances for and then select Opening Balances&nbsp;on the left. &nbsp; Within the Opening Balances screen, there are seven tabs: &nbsp; Leave Balances Earnings Deductions Pension and PAYE National Insurance Previous employer Leave Balances &nbsp; When entering leave balances, enter balance as at the point of transition to this payroll system. Partial hours are entered as a decimal (eg: 6.5 hours) rather than as HH:MM (eg: 6:30). Earnings &nbsp; Earnings are the year-to-date gross values for the financial year specified. The default pay categories are above, however if you wish to use a different pay category then you will need to have added this pay category prior to entering the opening balances . If you want to put the total hours in you can however this ...
</description>
<pubDate>Thu, 03 Oct 2019 11:36:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/setting-employee-opening-balances-year-to-dates-in-quickbooks/01/253275#M3364
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T11:36:40Z</dc:date>
</item>
<item>
<title>
Shift swapping via the Employee Portal in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/shift-swapping-via-the-employee-portal-in-quickbooks-online/01/295359#M3363
</link>
<description>
To enable shift swapping, go to Payroll Settings,&nbsp;Rostering, and&nbsp;turn on “Employees can swap shifts that have been assigned to them”. &nbsp; You can set how many hours prior to the shift starting that they can swap the shift and you can chose if manager approval is required. Once the above has been enabled, the shift swap workflow is as follows: &nbsp; Employee 1 receives a notification for a new shift that has been assigned to him. Employee 1 can either accept, decline or swap the shift. The shift is on a very special day for him so he chooses to swap the shift with another employee. To do this, Jack clicks on Swap.&nbsp;Jack chooses, from a dropdown list of eligible employees, the employee he wants to swap the shift with and then enters a comment for them to see. Employee 2 is notified that there is a shift swap that he needs to action. He logs into his employee dashboard to view the details of the shift. Employee 2 decides to accept the swap. Once he clicks on Accept Swap, the shift status updates to Awaiting Approval. Their manager receives a notification of a pending shift swap that requires approval. They log into the roster and click on the swap shifts icon to view the details of the swap. The manager reviews the details and is happy to approve the swap. They click on ‘Approve’.The em...
</description>
<pubDate>Thu, 03 Oct 2019 11:36:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/shift-swapping-via-the-employee-portal-in-quickbooks-online/01/295359#M3363
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T11:36:36Z</dc:date>
</item>
<item>
<title>WorkZone for QuickBooks Online Advanced Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workzone-for-quickbooks-online-advanced-payroll/01/297608#M3354
</link>
<description>
WorkZone is a native iOS and Android app which has been created to give employees the traditional Employee Self Service functions with a sleek user experience on their smartphone. Getting Started You can download WorkZone by searching for ‘WorkZone’ from the App Store&nbsp;or from&nbsp;the Google Play store. &nbsp; Employees need portal access to use WorkZone and when it is installed they will be prompted to enter their email address (the one linked to the portal) and password. &nbsp; Employees will then need to create a 4 digit quick access pin (to be entered twice) which they will need to enter each time they open the app. &nbsp; Once logged in, employee's can view the Side Menu by tapping on the burger menu in the top left corner. &nbsp; From here the employee will see: &nbsp; Logout option Settings cog (this includes the app authentication options) Employee access (the employee can access their own personal payroll details &amp; functions from here) Business access (this is only relevant for any restricted access users that have Employee Manager permissions) The version of WorkZone the employee has installed &nbsp; The dashboard view is accessed by clicking on the Home icon and shows the following details: &nbsp; Any documents that require acknowledgement The last payslip Next shift (if applicable) Ability to CLOCK IN (i...
</description>
<pubDate>Thu, 03 Oct 2019 06:18:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workzone-for-quickbooks-online-advanced-payroll/01/297608#M3354
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T06:18:09Z</dc:date>
</item>
<item>
<title>
Splitting costs / hours across multiple locations in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/splitting-costs-hours-across-multiple-locations-in-quickbooks/01/300473#M3334
</link>
<description>
On occasions you may have to allocate your employees costs across multiple locations. Before you do this, you will have to ensure that you have the locations set up within your company's profile. &nbsp; You will also need to ensure that employee/s working at multiple locations have the relevant locations allocated to their profile's, so they are available to have hours/costs credited to the location/s. &nbsp; There are three ways to split costs across multiple locations. Firstly, they can be entered through the time sheets, secondly by manually allocating earnings to a location within a pay run and thirdly by adding additional earnings lines within the employee file. &nbsp; Using Time Sheets &nbsp; When entering time sheets, select the employee. Enter the date and hours. This will calculate the total hours. In the last column, using the drop down menu, select the location for these hours. &nbsp; The hours allocated to the location/s will be reflected within the Pay Run. &nbsp; Manually Allocating Earnings to a location within a Pay Run &nbsp; After a new Pay Run has been added, click on Action. Select Add Earnings. Select the correct Pay Category. Then select the location you want to add to the employees hours. Adjust the hours according to amount of time worked at the selected location. Click Save. &nbsp; The hours...
</description>
<pubDate>Thu, 03 Oct 2019 00:00:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/splitting-costs-hours-across-multiple-locations-in-quickbooks/01/300473#M3334
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T00:00:14Z</dc:date>
</item>
<item>
<title>
Pay schedules - Configuring automated pay runs in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-schedules-configuring-automated-pay-runs-in-quickbooks/01/297544#M3333
</link>
<description>
Automating pay runs allow users to not have to perform the pay run action themselves. Rather, the system does it automatically in the background. You can choose what components of a pay run you want automated and what components still require manual intervention. Automating a Pay Schedule &nbsp; To set up an automated pay schedule, go to Payroll Settings, Pay Schedules, and click on the applicable pay schedule to view the pay schedule settings. Click on here&nbsp;to commence the setup wizard. &nbsp; Step 1: Auto Pay Schedule Details &nbsp; This screen details the pay run dates and timesheet import options. The details for each setting are as follows: &nbsp; Schedule first Pay Run creation on: This field will pre-populate with today's date and the upcoming hour. (Automated pay runs are scheduled on the hour). You can amend the date and time by clicking on the calendar icon. &nbsp; Note:&nbsp;There may be a time delay as to when the pay run is finalised due to volume/size of the pay run. For example, if you have scheduled the pay run to be run at 3pm, this does not mean the pay run will be finalised at 3pm. &nbsp; Schedule last Pay Run creation: The value here always defaults to 'Never', which means that there is no end date to this automated pay schedule. If you do want to set an end date, click on the dropdown to en...
</description>
<pubDate>Wed, 02 Oct 2019 21:54:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-schedules-configuring-automated-pay-runs-in-quickbooks/01/297544#M3333
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T21:54:55Z</dc:date>
</item>
<item>
<title>
Creating & managing pay categories in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-managing-pay-categories-in-quickbooks-online-advanced/01/295274#M3332
</link>
<description>
&nbsp; Pay Categories are used to define the rates that employees are paid. Setting up your pay categories will help simplify the management of employee pay rates. &nbsp; Create&nbsp;a Pay Category &nbsp; You can Create a Pay Category by&nbsp;following these steps: &nbsp; Go to Payroll Settings and select Pay Categories. When you create a new business, a number of common pay categories will already be available. You can however delete these and create new ones that match your business needs. To create a new Pay Category, click on Add. Enter your Pay Category Name, and click Save. Complete the fields below and click Save. Name Units - Hourly, Annually, Fixed, or Daily PAYE Tax Exempt Accrues Leave Exempt from National Insurance Rate Precision - option to set rate at between 0 and 5 decimal places. &nbsp; In regards to rate precision, please note the following: &nbsp; Additional earnings lines (configured at the bottom of the employees' pay rates screen) can be specified to up to 5dp, regardless of the pay category setting. &nbsp;In the pay run, rates may be specified to up to 5dp, regardless of the pay category setting. &nbsp; Manage Pay Categories &nbsp; In addition to the base value pay category, you are able to create linked categories. &nbsp; For example a pay category could have the base value of Part-time weekdays but have linked ...
</description>
<pubDate>Wed, 02 Oct 2019 21:54:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-managing-pay-categories-in-quickbooks-online-advanced/01/295274#M3332
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T21:54:52Z</dc:date>
</item>
<item>
<title>
Add a message to a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-message-to-a-pay-run-in-quickbooks-online-advanced-payroll/01/289398#M3331
</link>
<description>
You are able to add messages to unlocked pay runs. If you would like to add a message to a locked pay run, you must unlock it first. &nbsp; When a message is added to a pay run, it will be visible on ALL employee payslips for that pay run. &nbsp; To add a message to a Pay Run: &nbsp; Open an unfinalised (or unlocked) pay run. Go to Actions, Pay Run Actions, then&nbsp;click Add Message. In the dialogue that drops down, enter the required message. Click Save.
</description>
<pubDate>Thu, 10 Oct 2019 20:25:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-a-message-to-a-pay-run-in-quickbooks-online-advanced-payroll/01/289398#M3331
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:59Z</dc:date>
</item>
<item>
<title>Documents in QuickBooks Online Advanced Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/documents-in-quickbooks-online-advanced-payroll/01/289341#M3330
</link>
<description>
To access the settings for documents: &nbsp; Go to Payroll Settings,&nbsp;Documents. Click Upload Documents. Click the Add document&nbsp;and select the document you wish to upload. Select This document is private&nbsp;if you only want full access users to see the document. Click&nbsp;Save. &nbsp; Any files you add will be visible under the following headings: &nbsp; Name (of the file) Added (when the file was added) Visible to Employee Groups - this field lets you set documents visible to All Employees, One or more employees One or more employee groups No employees (business level access only) Visible to location
</description>
<pubDate>Wed, 02 Oct 2019 21:54:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/documents-in-quickbooks-online-advanced-payroll/01/289341#M3330
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T21:54:44Z</dc:date>
</item>
<item>
<title>
Statutory Maternity Pay (SMP) in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-smp-in-quickbooks-online-advanced/01/310797#M3329
</link>
<description>
When an employee informs you that they are pregnant, they should do so at least 15 weeks before the baby is due and they must inform you of when they want to start their maternity leave. &nbsp; Statutory Maternity Leave is 52 weeks. The first 26 weeks are Ordinary Maternity Pay, and the second 26 weeks are Additional Maternity Pay. Employees don't have to take 52 weeks of Maternity Leave. &nbsp; Statutory Maternity Pay is payable for up to 39 weeks. &nbsp; To pay Statutory Maternity Pay you need to create a pay run. Select the employee that is due the SMP from within the payrun and click the blue Actions&nbsp;button. Then click Pay statutory leave. &nbsp; Once you have done this, select Statutory Maternity Leave from the drop down menu, and fill in the following information: &nbsp; Baby's due date:&nbsp;enter the date the baby is due to be born. Start Paying SMP:&lt;&nbsp;this is the very first date that SMP is going to start being paid. This needs to be entered for the first pay run only and then the system holds onto the calculation for the next pay run. When you go into the pay run for the next period it populates the from and to date for the next batch of SMP payment. &nbsp; If you have migrated pay roll or have already paid SMP, then you will need to tick SMP already paid, and ensure that you enter the date that you st...
</description>
<pubDate>Wed, 02 Oct 2019 21:54:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/statutory-maternity-pay-smp-in-quickbooks-online-advanced/01/310797#M3329
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T21:54:40Z</dc:date>
</item>
<item>
<title>
Automated Pay Runs - Interaction with leave requests and expense requests in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/automated-pay-runs-interaction-with-leave-requests-and-expense/01/297543#M3328
</link>
<description>
If you have chosen to automate your pay runs, it is essential to know how expense requests and leave requests will be treated in the pay run. Please do not make the assumption that leave requests and expense requests will automatically be processed in an automated pay run. &nbsp; This article will explain in detail the different scenarios for leave and expenses and what happens in the automated pay run. &nbsp; Expense Requests &nbsp; Scenario 1 - Approved expense request dated within the pay period: Expense request will automatically be applied in the pay run. &nbsp; Scenario 2 - Pending expense request dated within the pay period: Expense request will NOT be automatically applied in the pay run. &nbsp; If, however, you have selected the warning "Pending Expense Requests" in the automated pay run configuration, the automated pay run will stop and the specified users will be notified as such via email. This will allow the full access user to approve the expense request which, in turn, will automatically apply that request in the pay run. &nbsp; Leave Requests &nbsp; Scenario 1 - Pending leave request with a start and end date within or prior to the pay period: Leave request will NOT be automatically applied in the pay run. &nbsp; If, however, you have selected the warning "Pending leave requests" in the automated pay...
</description>
<pubDate>Wed, 02 Oct 2019 21:54:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/automated-pay-runs-interaction-with-leave-requests-and-expense/01/297543#M3328
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T21:54:36Z</dc:date>
</item>
<item>
<title>
Pay employees with day rates in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-employees-with-day-rates-in-quickbooks-online-advanced/01/289397#M3327
</link>
<description>
Setting up day rates for your employees can be done by following these simple steps: &nbsp; Go to Payroll Settings&nbsp;and select Pay Categories. In the top right hand corner, click Add, and enter in a name for the new pay category. Under the Units drop down , select Daily. Set the other values for the pay category and click Save. &nbsp; Your new pay category is now ready to use for day rates. &nbsp; Now that you have a pay category set up for day rates, you can setup employees to use day rates by following these steps: &nbsp; Go to Employees, and select the employee&nbsp;that you want to assign a daily rate to. Under Pay Run Settings,&nbsp;click Pay Run Defaults. When specifying the Pay Rate, select the per Day&nbsp;value from the drop down, and specify the standard number of days per week this employee. Click Save and this employee will now be setup to use a daily rate. &nbsp; As with all the other pay rate types, employees on day rates can be configured to accrue leave, super and any other type of pay setting that annual and hourly employees are entitled to.
</description>
<pubDate>Wed, 02 Oct 2019 16:43:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/pay-employees-with-day-rates-in-quickbooks-online-advanced/01/289397#M3327
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T16:43:02Z</dc:date>
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<item>
<title>Workplace Pension reports</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workplace-pension-reports/01/242883#M3326
</link>
<description>
The workplace pension reports show all the employees in your pension plan, their personal details, the date they enrolled, their assessment information, the employer and employee contributions, and their pensionable earnings. To view the workplace pension reports Go to view your reports in QuickBooks. Under Workplace Pension, select Run. Select whether you want to view the report for the tax year, which will show all reports by pay date for the tax year, or the current month. If you’re using a pension provider (other than NEST), you will see only the Pension summary report. If you've selected NEST as the pension provider, you will see all 3 of the following reports: NEST contribution NEST membership Pension summary report Select the report you want to view and it will open as a CSV file. IMPORTANT: If you want to upload the NEST reports onto the NEST portal, you must not open them in Excel. Instead, save them as CSV files. If you open them in Excel by accident, these files will not be submitted successfully to NEST. If you mistakenly do so, go back and download the file again. See also Employees and payroll
</description>
<pubDate>Fri, 11 Oct 2019 19:31:33 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/workplace-pension-reports/01/242883#M3326
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:33Z</dc:date>
</item>
<item>
<title>HMRC settings for PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-for-paysuite/01/239415#M3287
</link>
<description>
You are required to inform HMRC of your payroll liabilities on or before you pay an employee. PAYE (Pay As You Earn) tax reporting is submitted to HMRC as PAYE RTI&nbsp;(Real Time Information). To make it easier and ensure that an FPS filing is submitted each time you run payroll, it's recommended that you get set up for RTI before running payroll. Even if you don't pay an employee for a tax month (from the 6th of the month to the 5th of the following month), you're required to submit an EPS filing. You need to setup your HMRC Settings to make sure your payroll tax information is submitted to HMRC. HMRC Credentials Before you run your payroll, add your Government Gateway credentials&nbsp;for the PAYE online service on the gateway. PaySuite collects the necessary information and sends it to HMRC via the Government Gateway. By entering your credentials here, you won't have to do it each time you finish running payroll and need to submit a filing to HMRC. After you register your business, you should have received your user ID and password to the Government Gateway. Within 28 days of receiving your credentials, you can test it by visiting <A href="http://www.gateway.co.uk" target="_blank">www.gateway.co.uk</A>. If you do not activate within 28 days, your credentials won't be valid and you will need to get new credentials. To enter your HMRC det...
</description>
<pubDate>Fri, 11 Oct 2019 19:32:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/hmrc-settings-for-paysuite/01/239415#M3287
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:32:16Z</dc:date>
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<item>
<title>Track mileage in QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/track-mileage-in-quickbooks-online/01/387635#M3271
</link>
<description>
Learn how to track mileage in QuickBooks Online. Your business-related mileage can add up fast. With QuickBooks Online, you can automatically track your mileage with our mobile app and categorise your trip as business or personal with a quick swipe. Then, when it’s tax time, you’ll have a detailed log of all the business miles you can deduct. Here's how to get going. How to turn mileage auto-tracking on or off To start tracking your mileage, you’ll need to turn it on in the QuickBooks Mobile app. Tap Mileage. Tap Auto-tracking. Toggle Auto-tracking on. You’ll also want to make sure your phone has correct location permissions enabled. iOS Make sure your phone’s location permissions are set to “Always”. For the most accurate trip tracking, make sure to enable Motion &amp; Fitness permission. Android (Coming soon) Make sure your phone’s location permissions are set to “Allow all the time” and physical activity permission to “Allow”. If you’d like to turn off auto-tracking, you’ll follow the same steps and toggle auto-tracking off. How to categorise your mileage after a trip QuickBooks Mobile will automatically detect your starting and stopping locations while you’re driving. When you’re finished with your trip you’ll need to categorise it as business or personal. Tap Mileage. Swipe r...
</description>
<pubDate>Sat, 05 Oct 2019 03:55:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/track-mileage-in-quickbooks-online/01/387635#M3271
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-05T03:55:45Z</dc:date>
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<item>
<title>How to make an employee a leaver in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-make-an-employee-a-leaver-in-paysuite/01/239585#M3214
</link>
<description>
When an employee leaves Mark them as a leaver Run their final payroll and send an FPS Give the employee a P45 Mark an employee as a leaver Go to&nbsp;Employees &gt; Employee Profile &gt;Leaver Enter the leaving date of the employee. For&nbsp;Details of leaving, Select the employee's leaving date. Select the employee's reason for leaving. Select Save. Once you save the leaving date, the P45 becomes available at the bottom section of the Employee Profile. You will see the new option View P45. Run final payroll and send FPS We'll let you know when you get to the employee's final payroll. When you send an FPS for that payroll, we'll tell HMRC you've finished paying the employee. If you already finished paying your employee we'll tell HMRC when you send your next FPS. Give the leaver a P45 Creating a P45 closes the employment record. If the employee returns, you'll need to open a new employment record with a new payroll ID. Have questions? See&nbsp;What to do when an employee leaves on GOV.UK Paying after leaving? If your employee has already left and you have issued them with a P45 and you need to give them extra pay, please follow the next steps: Select the drop down arrow on the P45 option Select Payment After Leaving Process the pay as normal Please note the tax code and tax basis automatically cha...
</description>
<pubDate>Fri, 11 Oct 2019 17:25:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-make-an-employee-a-leaver-in-paysuite/01/239585#M3214
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:25:47Z</dc:date>
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<item>
<title>
Changing payroll frequency for PaySuite for QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/changing-payroll-frequency-for-paysuite-for-quickbooks-online/01/239586#M3212
</link>
<description>
Once your payroll has been created, it is not possible to change the pay frequency from weekly to monthly, or vice versa. The Pay Frequency field in Payroll Settings will be inactive and not available for change. Before saving you will be prompted to verify if the details entered are correct. If you need to change frequency mid year, you can create another payroll and manually migrate the data from one payroll to the other. Please see Add Year to Date (YTD) information &nbsp;if you need help in entering the correct data. When the new payroll is created and you are finished with the old payroll, please ensure you mark the employees as inactive.This will ensure the payroll information is not duplicated.
</description>
<pubDate>Tue, 01 Oct 2019 04:53:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/changing-payroll-frequency-for-paysuite-for-quickbooks-online/01/239586#M3212
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T04:53:20Z</dc:date>
</item>
<item>
<title>
Paying outside the pay period in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/paying-outside-the-pay-period-in-quickbooks-online-standard/01/238836#M3211
</link>
<description>
Before your pay your employees in QuickBooks Online you must specify your pay schedule. You can create your pay schedule in two places: First Time Use Payroll Settings First Time Use You will be asked: How often do you pay your employees? &nbsp;What's their first pay date in QuickBooks? What are the days they're being paid for? If you are selecting Something Else, you are telling QuickBooks Online Standard Payroll that your employees are paid outside their pay date. Once you have entered all the relevant information, the pay schedule card will appear from the left hand side of the menu and show you your first pay period including the pay date, the current pay period and pay date and what your last pay period will be. Payroll Settings If you need to make any changes once you have saved these details, you can edit within the Gear icon&nbsp;&gt; Account &amp; Settings&nbsp;&gt; Payroll. Please note: When your payroll is submitted you cannot make any changes to the pay schedule, you will need to delete the pay run and start again.
</description>
<pubDate>Tue, 01 Oct 2019 02:47:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/paying-outside-the-pay-period-in-quickbooks-online-standard/01/238836#M3211
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T02:47:41Z</dc:date>
</item>
<item>
<title>
Learning about QuickBooks Online Standard Payroll for UK
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/learning-about-quickbooks-online-standard-payroll-for-uk/01/242888#M3210
</link>
<description>
This article details how to set up UK payroll in QuickBooks Online Standard Payroll. Preparing payroll for your company helps ensure everything is set up correctly and flows smoothly. To begin: Turn on QuickBooks Online Standard Payroll. Do you need help adding an employee? This article&nbsp;add employees in QuickBooks Online Standard Payroll (UK)&nbsp;provides step by step instructions. If you’re starting to use Quickbooks Payroll mid-year, refer to Pay History. HMRC requires employers to notify them of the liabilities they owe. Before you run your payroll, make sure you turn on RTI reporting to HMRC in QuickBooks, allowing you to send your liabilities to HMRC via the Government Gateway. Running payroll / Paying your employee: If you need to make changes to your employee's record or pay, do so before running your payroll. When you’re ready, add employees in QuickBooks Online Standard Payroll. Check your employment payment record report&nbsp;to find out the liabilities you owe. When you are ready,&nbsp;submit FPS to HMRC in QuickBooks Online Standard Payroll&nbsp;(note: QuickBooks does not pay employees, employers are expected to pay employees.) Email or print payslips&nbsp;for your employees. Once all these steps have been completed, you’re ready for the next pay period.
</description>
<pubDate>Tue, 01 Oct 2019 00:41:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/learning-about-quickbooks-online-standard-payroll-for-uk/01/242888#M3210
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T00:41:14Z</dc:date>
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<item>
<title>
Accountant tools: Reclassify your client’s transactions
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387282#M3205
</link>
<description>
Learn how to use the Reclassify Transactions tool in QuickBooks Desktop Accountant, Enterprise, or Accountant Enterprise. Make it easy to get your client’s books ready for tax purposes. Use the Reclassify Transactions tool to find and correct transactions assigned to wrong accounts or classes in your client’s books. You can reclassify transactions one by one or all at once. Here’s how. Step 1: Select the financial year you want to review If you haven’t yet, set the financial year or date range of transactions you want to check. From the Accountant menu, select Client Data Review. Select Client Data Review. In the Review Date Range section, select the date range of transactions you want to review. In the Review Basis section, choose Accrual or Cash. Select Modify Review. In the Account Balances section, find Reclassify Transactions. Select the Status ▼ drop-down and then set it to In Progress. Select Close. Step 2: Review the transactions You can now start reviewing your client’s transactions. From the Accountant menu, select Client Data Review. Select Reclassify Transactions. In the Accounts section, select the View ▼ drop-down. Then, select the account type. Select an account to view the transactions in the right pane. In the Transactions section, select a name from the Name ...
</description>
<pubDate>Tue, 01 Oct 2019 01:43:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387282#M3205
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T01:43:20Z</dc:date>
</item>
<item>
<title>
Creating and managing employer liability categories in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-and-managing-employer-liability-categories-in/01/289375#M3204
</link>
<description>
The Employer Liability Categories is used to define the various employer liability categories used by your business. &nbsp; To add a new employer liability category: &nbsp; Go to Payroll settings, Employer Liability Categories. Click Add. Give the category a name. [Optional] Assign an external ID to the category. Hide from payslips - Select this option if you do not wish to allow employees to see the value of this employee liability within a pay run on their payslip. Show total payments in payslips - Select this option if you wish to allow employees to see their total cumulative payments for this liability category on their payslip. Include in shift cost calculations - Using pay condition rule sets, employer liabilities can optionally be included in shift costing calculations. Select this option if this liability should form part of the cost of a shift. &nbsp; To edit an existing liability category, click on its name in the list of liability categories. &nbsp; To delete an existing liability category, click the red X on the right. Please note that you cannot delete a liability category that is currently in use.
</description>
<pubDate>Fri, 11 Oct 2019 19:31:35 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/creating-and-managing-employer-liability-categories-in/01/289375#M3204
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:35Z</dc:date>
</item>
<item>
<title>
Unlock a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/unlock-a-pay-run-in-quickbooks-online-advanced-payroll/01/295506#M3203
</link>
<description>
Unlocking a Pay Run will enable you to edit, update and recalculate the values associated with a chosen pay run. Unlocking can only be done when a pay run has been finalised. &nbsp; To unlock a Pay Run: &nbsp; Click on the required pay run in the Pay Runs&nbsp;screen. Click on Pay Run Actions, then choose Unlock. In the dialogue that drops down, enter the reason for unlocking the data and click OK. &nbsp; Once you unlock the pay run in order to edit, update and recalculate, you are able to finalise it once again.
</description>
<pubDate>Mon, 30 Sep 2019 23:35:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/unlock-a-pay-run-in-quickbooks-online-advanced-payroll/01/295506#M3203
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-30T23:35:13Z</dc:date>
</item>
<item>
<title>
Delete a Pay Run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/delete-a-pay-run-in-quickbooks-online-advanced-payroll/01/253271#M3202
</link>
<description>
To delete a pay run you must first unlock it. You can also delete unfinalised pay runs. To delete a pay run you need to: Click on the required unlocked or unfinalised pay period. Click on the red Delete Pay Run&nbsp;button on the far right hand side. In the dialogue that drops down, confirm by clicking the blue delete&nbsp;button. Once the pay run is deleted, it cannot be undone and the related data will not be able to be retrieved. If you run multiple periods and need to make changes in a previous period you can unlock the period you need to make the necessary changes and go back to the current period. You don't need to run the payrolls in sequence you can go back to the current period and your figures will be updated and most importantly your FPS to HMRC will be updated.
</description>
<pubDate>Tue, 01 Oct 2019 00:41:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/delete-a-pay-run-in-quickbooks-online-advanced-payroll/01/253271#M3202
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T00:41:53Z</dc:date>
</item>
<item>
<title>P32 values for PaySuite for QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-values-for-paysuite-for-quickbooks-online/01/239439#M3201
</link>
<description>
If you have already made payments to HMRC for the current tax year, you must enter the amount of these payments into QuickBooks to ensure the figures are up to date. Likewise, if you have been claiming the Employment Allowance in the current tax year, you must enter the amount you have already claimed.&nbsp;&nbsp;This will prevent you from claiming more than the £3000 allowance. Enter these figures on the P32 Values screen which is accessed from the Gear icon and Employer Settings. The system will not automatically update the values, it must be a manual entry by the customer each time a payment is made to HMRC. Employment Allowance (amount left to claim) In the Opening Balances section, enter the amount of Employment Allowance you have left to claim in the current tax year.&nbsp;&nbsp;You should be able to find this information on the P32 Report from your previous software.&nbsp;&nbsp;For example, if you have already claimed £500 of the Employment Allowance, enter £2500 as your amount left to claim. Paid to HMRC &amp; Payments to HMRC Enter the cumulative amount you have already paid to HMRC for this tax year into the Paid to HMRC field. Under the Payments to HMRC section, enter the monthly breakdown of these payments.&nbsp;&nbsp;The total of the figures entered into these fields should equal the amount entered into the...
</description>
<pubDate>Mon, 30 Sep 2019 22:36:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/p32-values-for-paysuite-for-quickbooks-online/01/239439#M3201
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-30T22:36:01Z</dc:date>
</item>
<item>
<title>
Adding earnings lines to a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-earnings-lines-to-a-pay-run-in-quickbooks-online-advanced/01/253276#M3200
</link>
<description>
If you want to adjust the amount an employee is paid, you can do this by adding (or removing) earnings lines from within the pay run. You can add an earnings line to a pay run with the following steps: Open the employee that you wish to add the earnings line to and click on their name in list of employees in the pay run to expand their pay run details From the blue Actions&nbsp;button in the bottom right corner click Add Earnings This will add an earnings line which is pre-filled with the employee's primary pay category For this earnings line you can enter the Pay Category (required) Location Notes Units (hours / days / units) Rate Once you have entered the details for the earnings line, click Save&nbsp;and the earnings line will be applied to the pay run
</description>
<pubDate>Mon, 30 Sep 2019 22:35:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-earnings-lines-to-a-pay-run-in-quickbooks-online-advanced/01/253276#M3200
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-30T22:35:57Z</dc:date>
</item>
<item>
<title>
Customise payslips in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/customise-payslips-in-quickbooks-online-advanced-payroll/01/253281#M3199
</link>
<description>
This feature allows you to customise payslips generated for your employees. &nbsp; The settings for payslips can be accessed and updated by clicking on the Payroll Settings&nbsp;tab located on the dashboard. The Payslips&nbsp;page is under the 'Business Settings' heading to the left of screen. &nbsp; &nbsp; Business Logo You are able to upload an image to use as a logo on your payslips. To do this you: &nbsp; Click the blue Choose a Logo&nbsp;button under the Business Logo"heading. A second window will pop up, click the green button that says Select File. You are then able to browse your computer files for an appropriate image. &nbsp; Note: Images must be .gif, .jgp or .png, and we recommend dimensions of no larger than 150px by 350px. &nbsp; You are also able to configure payslips using the following options: &nbsp; &nbsp; Section Visibility These options allow you to control which information is displayed on employee payslips: &nbsp; Show leave accruals - show or hide leave accruals on employee payslips. Show employee external id - show or hide the id number that's been manually assigned to this employee by the payroll administrator. Show line notes - show or hide line notes on employee payslips. (Disabling this will not hide payslip notes). &nbsp; &nbsp; Format You can have the payslips in the web format or the z-fold&nbsp;format - which is the al...
</description>
<pubDate>Mon, 30 Sep 2019 22:35:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/customise-payslips-in-quickbooks-online-advanced-payroll/01/253281#M3199
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-30T22:35:53Z</dc:date>
</item>
<item>
<title>
Examples of how leave is applied based on setup scenarios in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/examples-of-how-leave-is-applied-based-on-setup-scenarios-in/01/289456#M2989
</link>
<description>
To get a better understanding of how the leave settings work based on their setup, we have provided several examples below. &nbsp; Example 1 Setup: &nbsp; Leave accrual type: Automatically accrues on an ongoing basis Cap: Accruals for leave category are not limited Result: &nbsp; Employee will commence accruing leave as per the accrual rate. Leave will continue to accrue on an ongoing basis until the termination of the employee's employment. &nbsp; Example 2 Setup: &nbsp; Leave accrual type: Automatically accrues on an ongoing basis Cap: Accruals for leave category limited to a maximum 20 hours Result: &nbsp; When an employee’s total leave balance reaches 20 hours, then leave will no longer continue to accrue. A message will appear in the pay run advising as such. &nbsp; When an employee takes leave and their balance drops below 20 hours, leave will start accruing again until the balance reaches 20 hours. &nbsp; Note:&nbsp;Opening leave balances are taken into account for capping purposes. &nbsp; Example 3 Setup: &nbsp; Leave accrual type: Automatically accrues based on the employee's leave year Cap: Accruals for leave category limited to a maximum 20 hours Carry Over: Entire balance Result: &nbsp; When an employee’s total leave balance reaches 20 hours for the leave year, then leave will no longer continue to accrue. A message will ap...
</description>
<pubDate>Sat, 28 Sep 2019 01:17:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/examples-of-how-leave-is-applied-based-on-setup-scenarios-in/01/289456#M2989
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-28T01:17:52Z</dc:date>
</item>
<item>
<title>View reports in QuickBooks Online Standard Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-reports-in-quickbooks-online-standard-payroll/01/242876#M2965
</link>
<description>
&nbsp; Sign in to QuickBooks Online. Select Reports. Select All reports. Select Payroll Reports. Select any of the available reports to view: Employment Payment Record report Workplace Pension reports Annual Payroll Summary (P11) Employee Contact List Employee Details Payroll Details (Gross to net) IMPORTANT: The pension reports are available in CSV format. It is important that you do not open the CSV files before sending them to your pension provider. If you open the report, the information might be corrupted and might not upload successfully. If you have mistakenly opened the CSV file, go back and download it again. See also Employees and payroll
</description>
<pubDate>Fri, 27 Sep 2019 08:29:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/view-reports-in-quickbooks-online-standard-payroll/01/242876#M2965
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-27T08:29:23Z</dc:date>
</item>
<item>
<title>Submitting an EPS to HMRC in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submitting-an-eps-to-hmrc-in-paysuite/01/239590#M2961
</link>
<description>
Unlike FPS filings, an EPS (Employer Payment Submission) filing is created for specific reasons and might not be required every month or at all. When is an EPS filing needed? An EPS filing might be required in the following situations: If no payments to employees have been made within the current or past pay period (no payment period is indicated). In other words, no FPS filings have been submitted. To claim reimbursement for statutory payments (not including sick pay) To claim the Employment Allowance, if entitled. To show CIS Suffered for a period of time If you need to send an EPS, you can send it after you have completed all the payroll for the tax month, or by the 19th&nbsp;of the following month if HMRC has to give you credit for what you owe from the EPS. You should only submit one EPS for a tax period. To submit EPS to HMRC Select Company Cog, then select Employer Settings. In the Real Time Information section, you'll notice an option to send an EPS. Select the EPS and view the details. Select&nbsp;Submit. Enter your HMRC credentials if this is the first time you’re making a submission to HMRC, then select Submit. When can't I file the EPS? You might not be able to file the EPS if: If you have paid employees within the current pay period (no payment period is indicated), FPS fil...
</description>
<pubDate>Fri, 11 Oct 2019 19:31:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/submitting-an-eps-to-hmrc-in-paysuite/01/239590#M2961
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:31:53Z</dc:date>
</item>
<item>
<title>Enabling RTI</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enabling-rti/01/239457#M2958
</link>
<description>
HMRC requires employers to notify them of their liability to PAYE (Pay As You Earn) at the time or before employers make a payment to their employees. This is referred to as Real Time Information (RTI). Before you run your payroll please follow the steps below to add your Goverment Gateway credentials. QuickBooks Online collects the necessary information and sends it to HMRC via the Government Gateway. As an employer running payroll, you should report your employee’s pay and deductions in a FPS on or before their payday. You should also send an EPS by the 19th of the following tax month for HM Revenue and Customs to apply any reduction (for example, statutory pay) on what you’ll owe from your FPS. If you’ve not paid any employees in a tax month, send an EPS instead of FPS. What Payroll Information do I need? provides employer information that you may find useful. To ensure that RTI is turned on: Select Company Cog then Employer Settings. Select Employer Details and ensure RTI Enabled is chosen then Save. Select HMRC Settings.If you are having difficulty submitting filings to HMRC, please read Common HMRC RTI Error Messages for QuickBooks Online.
</description>
<pubDate>Fri, 11 Oct 2019 17:26:17 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/enabling-rti/01/239457#M2958
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T17:26:17Z</dc:date>
</item>
<item>
<title>Running payroll in PaySuite</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-payroll-in-paysuite/01/239605#M2957
</link>
<description>
How to run payroll in PaySuite 1. On the left, select Employees. 2. Select Run Payroll at the top right hand side 3. Follow the onscreen instructions on the Payroll Processing Wizard. The information that you need to complete are in pages below: New employees Employee Maintenance Variable Input If you need to add additional payments or deductions for this payroll run, add them here 4. Once you are happy with employee's pay please approve the payroll 5. Payroll is now approved Please ensure you print or email your employee payslips Submit your FPS to HMRC Print off your reports Check the payroll journal that has been automatically created for you If you need to make any additional changes, please do not advance the payroll as you cannot make changes once the payroll has been advanced into the next period.
</description>
<pubDate>Fri, 27 Sep 2019 04:20:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/running-payroll-in-paysuite/01/239605#M2957
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-27T04:20:53Z</dc:date>
</item>
<item>
<title>
Managing an employee status in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-an-employee-status-in-quickbooks-online-standard/01/242882#M2956
</link>
<description>
We have a variety of ways to manage your employee's status in QuickBooks Online. We'll go over the status basics and how to manage them in this article. Different status Active: This employee is a current employee and is visible when you creating payslips. Employees with this status are found in your employees list. Leaver: This employee is no longer with your business and is not visible when you are creating payslips. Employees with this status are found in your employees list. For more information on this, click here: Process a leaver in QuickBooks Online Standard Payroll&nbsp; Deleting employees In cases where you have not created a payslip for an employee, you have the ability to delete that employee in their profile. How to delete an employee you have not created a payslip for Go to the Employee's profile page that you want to delete. Scroll to the bottom of the page and click Delete this employee. How to delete an employee you have created a payslip for If you have created a payslip for an employee and also submitted data to HMRC via an FPS (Full Payment Submission) then HMRC will have recorded this as you paying an this employee. If you subsequently delete this payslip HMRC will not receive any notification and will still assume you have paid this employee. If you are deleti...
</description>
<pubDate>Fri, 27 Sep 2019 03:21:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/managing-an-employee-status-in-quickbooks-online-standard/01/242882#M2956
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-27T03:21:59Z</dc:date>
</item>
<item>
<title>
Add employees in QuickBooks Online Standard Payroll (UK)
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-employees-in-quickbooks-online-standard-payroll-uk/01/270475#M2955
</link>
<description>
Ready to add your employees to payroll? Let’s get started. What you need to get started Before you start, you need to gather some basic information about the employee, such as their proper name, date of birth and contact information. If this is a new employee, you can find their info on their most recent P45. If your employee doesn't have a P45, ask them to fill out the&nbsp;HMRC's starter checklist. If you’re switching from another payroll, get their last payslip. If you have their P11 Working Deductions sheet or details of their last FPS submission, you’ll need that as well. You will need to include the Tax and NI information for payments already made to your employee for this tax year. To add an employee Click on Employees on the left hand side of the screen, then go to&nbsp;Employees at the top of the screen. If you are setting up your first employee, click Add your first employee. Fill in the employee’s legal first name and last name, then select Add my Employee. Fill in the employee's gender, date of birth, email address, and address. Click Save and next. Enter the employee's start date, their pay type, and how much you pay them. Select whether the employee has been paid since 6 April. Depending on your answer, you will be required to fill in different fields: Yes, by another busi...
</description>
<pubDate>Fri, 11 Oct 2019 19:32:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-employees-in-quickbooks-online-standard-payroll-uk/01/270475#M2955
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:32:10Z</dc:date>
</item>
<item>
<title>
Manually adding and removing employees from a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manually-adding-and-removing-employees-from-a-pay-run-in/01/289393#M2942
</link>
<description>
When you create a pay run, QBOAP will try and automatically determine which employees should be included in that pay run. However, there are times where, for one reason or another, you’ll want to manually include or exclude an employee from a pay run. &nbsp; Manually adding an employee to the pay run &nbsp; Adding an employee that wouldn’t normally be included in the pay run is simple. &nbsp; Create the pay run that you’d like the employee to be included in. Once the pay run is created, click Pay Run Actions then&nbsp;Add Employees. Type the name of the employee you’d like to add. You will then be presented with the reason why this employee wasn’t originally included in the pay run. If you’re happy to proceed with adding this employee to the pay run, click Add Employee. &nbsp; The employee is now added to the pay run. &nbsp; Manually excluding an employee from a pay run &nbsp; Excluding an employee from a pay run can be done using the following steps: Open the pay run that you wish to exclude the employee from. Click on the employee in the pay run to expand their pay run details. From the Actions&nbsp;menu, select Exclude from pay run. The employee will now be excluded from the pay run.
</description>
<pubDate>Thu, 10 Oct 2019 20:25:34 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/manually-adding-and-removing-employees-from-a-pay-run-in/01/289393#M2942
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:34Z</dc:date>
</item>
<item>
<title>
Adding employer liabilities to a pay run in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employer-liabilities-to-a-pay-run-in-quickbooks-online/01/289395#M2941
</link>
<description>
If you want to include an employer liability in a pay run, you can do so by adding employer liability lines within the pay run. &nbsp; First, Make sure you have at least one employer liability category defined. For more information, see Creating and Managing Employer Liability Categories. &nbsp; Open the employee in the pay run to which you wish to add the employer liability. In the Actions menu, choose Add Employer Liability. An empty employer liability line will be added to the pay run. Fill in the details: Liability category: One of the employer liability categories that has already been created. Notes [Optional]: Any additional notes for this liability. Amount: Enter the £ amount for the liability. When you're done, click Save to add the liability to the pay run. If you'd like to delete the liability, click the red X to the far right.
</description>
<pubDate>Thu, 26 Sep 2019 19:36:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/adding-employer-liabilities-to-a-pay-run-in-quickbooks-online/01/289395#M2941
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T19:36:10Z</dc:date>
</item>
<item>
<title>How to customise and manage payment reminders</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-customise-and-manage-payment-reminders/01/383354#M2905
</link>
<description>
Learn how to automatically send custom payment reminders to your customers. Automated payment reminders let your customers know when they have invoices they still need to pay you for. Here's how to set up and customise your company's automatic email reminders. Once you're set up, QuickBooks will let you know when you have reminders available to send, and you can approve them before they go out. How to set up payment reminders Go to the Edit menu, then select Preferences. Select Payments, then select Company Preferences. Set the time you’d like to be reminded to review and approve reminders. How to schedule payment reminders Go to Customers, then select Payment Reminders. Select Schedule Payment Reminders. You’ll be walked through the process of creating a schedule, mailing list, and how often reminders are sent. You can also add reminders to be sent before or after the due date. How to review and send payment reminders While you’re working in QuickBooks, you’ll see a prompt to review and send your payment reminders. You can choose to: Close: This closes the prompt and nothing is sent. Send now: This sends the day’s scheduled reminders. Review and send: This allows you to review and send reminders. How to track payment reminders There are two ways you can see the details of the...
</description>
<pubDate>Thu, 26 Sep 2019 15:34:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-customise-and-manage-payment-reminders/01/383354#M2905
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T15:34:39Z</dc:date>
</item>
<item>
<title>Payslips in QuickBooks Online Standard Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-quickbooks-online-standard-payroll/01/242879#M2901
</link>
<description>
A payslip is generated for each employee every time you run payroll. You must give your employees a payslip on or before their pay date. Payslips must show the employees’ earnings before and after deductions, taxes and other contributions. You can decide whether you want to print the payslip and mail or hand your employees a printed copy, or email their payslip to them. Payslip passwords You can safely send payslips to your employees via email. For security reasons, payslips are password-protected when emailed. Make sure you let your employees know that they will need to enter their unique password to open the document.&nbsp;The password is eight characters, and made up of the following. First 4 letters of the employee’s surname (lowercase) First 4 characters of the NI number (lowercase). If the NI number is not there, then the employee’s birth year is used instead. Example: If the employee’s last name is Smith and her NI number is AB234455C, then her password would be smitab23. View and print payslips You can view all the payslips after you run payroll, or you can view all the payslips for any employee at a later time. You can print the payslips to hand to your employees or email them after you run payroll, as long as you hand it to them on or before the date you pay them. To view...
</description>
<pubDate>Thu, 26 Sep 2019 13:49:17 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/payslips-in-quickbooks-online-standard-payroll/01/242879#M2901
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T13:49:17Z</dc:date>
</item>
<item>
<title>Desktop UK Payroll Discontinuation FAQ's</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/desktop-uk-payroll-discontinuation-faq-s/01/383255#M2900
</link>
<description>
Desktop Payroll will no longer be available through QuickBooks UK Desktop from 6 April 2020. Why is this happening? Our priority is supporting you in getting your employees paid so we've worked hard to build a payroll product that is simple, easy to use and best in class - QuickBooks Online Payroll Online Payroll includes automatic updates, access anywhere /anytime to your payroll and a suite of products tailored to your needs. QuickBooks Online Payroll requires QuickBooks Online. How do I export my data from QuickBooks Desktop? To access and print an employee's data, take the following, simple steps in QuickBooks Desktop: Click Employees -&gt; Employee Centre On the top click Print -&gt; Employee Information To access your payroll reports: Click Reports -&gt; Employees &amp; Payroll&nbsp; We recommend you export the following reports: Payroll Summary P32 report Payroll Liability Balances Payroll Qualified Pension (if applicable) If you need further assistance during these export steps, please contact our Customer Success team: If you are an accountant, call 0808 168 9537 If you are a small business, call 0808 168 9535 Why do you recommend I stay with Desktop Payroll until April, I want to move now? April is the end of the tax year, making it the easiest time to switch. We have our award winnin...
</description>
<pubDate>Mon, 14 Oct 2019 12:37:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/desktop-uk-payroll-discontinuation-faq-s/01/383255#M2900
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-14T12:37:57Z</dc:date>
</item>
<item>
<title>
Turn on RTI reporting to HMRC in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/turn-on-rti-reporting-to-hmrc-in-quickbooks-online-standard/01/243026#M2884
</link>
<description>
You are required to inform HMRC of your payroll liabilities on or before you pay an employee. PAYE (or Pay As You Earn) tax reporting is submitted to HMRC as PAYE RTI (or as Real Time Information). To make it easier and ensure that an FPS filing is submitted each time you run payroll, it’s recommended that you get set up for RTI before running payroll. Even if you don’t pay an employee for a tax month (from the 6th of the month to the 5th of the following month), you’re required to submit an EPS filing. You need to set up the following to make sure that your payroll tax information is submitted to HMRC: HMRC credentials HMRC reference Once you’ve entered your HMRC credentials and reference, your RTI status is shown as Complete on the Payroll home page. HMRC credentials Before you run your payroll, add your Government Gateway credentials for the PAYE online service on the gateway. QuickBooks Online collects the necessary information and sends it to HMRC via the Government Gateway. By entering your credentials here, you won’t have to do it each time you finish running payroll and need to submit a filing to HMRC. After you register your business, you should have received your user ID and password to the Government Gateway. Within 28 days of receiving your credentials, you can tes...
</description>
<pubDate>Thu, 26 Sep 2019 09:01:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/turn-on-rti-reporting-to-hmrc-in-quickbooks-online-standard/01/243026#M2884
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T09:01:20Z</dc:date>
</item>
<item>
<title>QBO Advanced Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/qbo-advanced-payroll/01/272920#M2883
</link>
<description>
QuickBooks Online Advanced Payroll is Intuit's new, fully featured payroll application. It has been designed for accountants and bureaus who are payroll experts and run payroll on behalf of multiple clients. They key features of the product include: &nbsp; Payroll Automation Do you have a lot of payrolls that never change, for example, director only payrolls? With QuickBooks Online Advanced Payroll you can fully automate these payrolls to run automatically on their pay date. For some accountancy firm, this can save days of time each month. We automatically take care of: Calculating the net pay, taxes and national insurance Submitting the RTI filings to HMRC Submitting the contributions information to the correct pension provider Creating and sending the payslips to the employee If we detect any errors or warnings in the payroll run we can email you to manually check them before they are submitted. &nbsp; Automatically submits information to workplace pension providers We have partnered with pensionsync to allow our advanced payroll customers to digitally connected to their pension providers. This means that you can automatically submit pension contributions information, import Opt-Out information and enroll newly eligible members. If you have a NEST pension, we can also automatically tr...
</description>
<pubDate>Thu, 26 Sep 2019 09:01:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/qbo-advanced-payroll/01/272920#M2883
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T09:01:03Z</dc:date>
</item>
<item>
<title>
Lodging FPS to HMRC in QuickBooks Online Advanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/lodging-fps-to-hmrc-in-quickbooks-online-advanced-payroll/01/253278#M2882
</link>
<description>
When you process a pay run you need to lodge a Full Payment Summary (FPS)to HMRC. &nbsp; You need to lodge an FPS on or before the employee's pay day. &nbsp; Before you lodge your first FPS, you need to make sure you've correctly configured your RTI username and password under the HMRC settings section. &nbsp; Once you have entered your RTI details, create your pay run as normal, then when you finalise your pay run, you will be able to select your pay run lodging options. &nbsp; Lodge Pay Run now - will lodge your pay run to HMRC as soon as you click the finalise button. Lodge Pay Run manually at a later date - will not lodge your pay run to HMRC until you click the Lodge pay run&nbsp;button on the pay run screen (see below for more details). &nbsp; Once you've finalised your pay run, your FPS will be lodged with HMRC. &nbsp; If you've selected to manually lodge your FPS, you can do so by clicking the Lodge Pay Run button under the Actions&nbsp;tab within the pay run. &nbsp; And that's it! Your FPS has now been filed with HMRC. &nbsp; When you lodge an FPS to HMRC in RTI you can check the RTI lodgement messages by going to Reports and then RTI Lodgement Messages. When you go to the lodgement messages you will be able to see messages such as if your lodgement has been lodged , lodged successfully, failed etc.
</description>
<pubDate>Thu, 26 Sep 2019 09:00:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/lodging-fps-to-hmrc-in-quickbooks-online-advanced-payroll/01/253278#M2882
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T09:00:59Z</dc:date>
</item>
<item>
<title>
Add or customise other pay types in QuickBooks Online Standard Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-other-pay-types-in-quickbooks-online-standard/01/242890#M2881
</link>
<description>
At times you might need to pay your employees something other than what is included in their regular pay. Examples of other pay types include bonuses, overtime pay, expense reimbursement, commissions, mileage, etc. Some of these pay types are taxable. Not to worry--QuickBooks helps you handle the taxable pay types and the rates you contribute. For information about income tax rates and personal allowances, check out GOV.UK site Income tax rates and personal allowances. At the end of the year, you might need to fill out a year-end expenses and benefits form for HMRC. Examples of expenses and benefits include company car, health insurance, travel expenses, entertainment expenses&nbsp;and childcare.&nbsp;See Expenses and benefits for employers. It’s also important to keep records of all expenses and benefits you pay to your employees. HMRC might request supporting evidence when you file your tax returns. &nbsp;For more details, see Record keeping on the GOV.UK website. To add or customise other pay types Go to Employees &gt; Employees. Select the applicable employee. Select Actions (at the top right of the page), then select Additional&nbsp;pay. Select or search for the pay type you want to add. If you can’t find the pay type you’re looking for, you can add it. Select Actions&nbsp;to add any of the followin...
</description>
<pubDate>Thu, 26 Sep 2019 08:25:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-other-pay-types-in-quickbooks-online-standard/01/242890#M2881
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T08:25:39Z</dc:date>
</item>
<item>
<title>
Add or customise deductions in QuickBooks Standard Online Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-deductions-in-quickbooks-standard-online/01/242873#M2880
</link>
<description>
We currently offer two types of deductions: for after-tax deductions and for loan repayments. After tax deductions are taken out after statutory deductions such as tax, NI and student loans have been taken from the employee’s pay. These types of deductions need to have the consent of the employee in writing or be a part of the employee’s contract. Some examples of after tax deductions are: Recovery of an accidental overpayment in wages Repayment of a liability, for example a shortfall in a till if you work in a shop Buying shares or share options in a business Union Fees Loan repayments, most commonly used for loans that you give to an employee as a repayment for rail tickets, for example, are not taxed. Note: &nbsp;Director-only loans and company-level deductions are not supported at this time. To add or customise deductions Go to&nbsp;Employees &gt; Employees. Select the applicable employee. Select&nbsp;Actions&nbsp;(at the top of the page), then select&nbsp;Deductions. Select or search for the deduction you want to add. If you can’t find the deduction you’re looking for, you can add it. Select Add next to the following to add the type of deduction: After-tax deduction Repayment Save your changes. After-tax deduction After tax deductions are taken from your employees’ pay after taxes. QuickBooks calcul...
</description>
<pubDate>Thu, 26 Sep 2019 08:25:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/add-or-customise-deductions-in-quickbooks-standard-online/01/242873#M2880
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T08:25:03Z</dc:date>
</item>
<item>
<title>Redesigned ProAdvisor's Program FAQs</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/redesigned-proadvisor-s-program-faqs/01/380587#M2852
</link>
<description>
The Program What is the ProAdvisor Program? The ProAdvisor Program enables accounting pros to grow their firm, skills, and QuickBooks expertise by providing benefits including training, customer care, strategic marketing tools, and accountant specific product discounts. To learn more about the ProAdvisor Program, click here. How do I join the ProAdvisor Program? The ProAdvisor Program is available for free to all accounting pros using QuickBooks Online Accountant (QBOA). When you create a QBOA login account, you will belong under a QuickBooks Accountant (QBA) firm and you will automatically be enrolled under the QBA firm’s ProAdvisor Program account. Each QBA firm has its own ProAdvisor Program account. To access the program, log into QBOA and and select ProAdvisor. Sign up for free today. Am I eligible for the ProAdvisor Program? If you have a QuickBooks Online Accountant (QBOA) account, you are eligible to participate in the ProAdvisor Program. Go to the ProAdvisor tab in QBOA to access your tier, benefits, training, certifications and more. What else changed in the program? We’ve updated several components of the program, with a focus on more benefits, ways to earn new points-based structure, and an improved in-product experience. See Firm of the Future to learn more on how...
</description>
<pubDate>Thu, 26 Sep 2019 18:28:41 GMT</pubDate>
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https://quickbooks.intuit.com/learn-support/en-uk/help-articles/redesigned-proadvisor-s-program-faqs/01/380587#M2852
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<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T18:28:41Z</dc:date>
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<item>
<title>What’s new in QuickBooks Desktop 2020</title>
<link>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/what-s-new-in-quickbooks-desktop-2020/01/380528#M2851
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<description>
Learn how the new features in QuickBooks Desktop Pro and Premier 2020 and Enterprise 20.0 can benefit you and your business. To run your growing business, the easiest and most productive QuickBooks is here. Check out the new features and improvements. QuickBooks Desktop Pro, Premier, and Accountant Automated Payment Reminders:&nbsp; If you spend a lot of time following up on accounts receivable, payment reminders automate the most painful part - identifying overdue invoices &amp; composing emails. You can schedule, review and send payment reminders to your customers for their due/overdue invoices. Automatically add customer PO# to Invoice emails: If you work with customers who need to connect purchase orders to their invoices, you can make life easier for them by adding their PO number as the first thing they see in the subject of invoice email. Combine multiple emails:&nbsp; You can improve customer service by combining all invoices meant for a single customer into one email just by checking a box. Company file search:&nbsp; Easily find and open your company files with the addition of a file search option on the No company open screen. Enhanced Accessibility:&nbsp; Accessibility enhancements to improve usability for vision-challenged users on the Bills, Invoice and Write Check screens.
</description>
<pubDate>Thu, 10 Oct 2019 20:25:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-uk/help-articles/what-s-new-in-quickbooks-desktop-2020/01/380528#M2851
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:25:36Z</dc:date>
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