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Getting Started | Payroll Software

Get started with QuickBooks Payroll

These easy guides will show you how to set up QuickBooks Core Payroll and Advanced and run your payroll. Our guides are all you need to start getting the most of off QuickBooks Payroll Core and Advanced

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Bureau Payroll

An integrated payroll solution specifically for accountants and bookkeepers.



Signing up for Bureau Payroll, importing data and integrating your accounting software

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Signing up for QuickBooks Bureau Payroll

Whether you're an existing QuickBooks Online Accountant user or brand new to the QuickBooks platform, follow this guidance to sign-up to Bureau Payroll

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Importing data from another payroll solution

Migrating to Bureau Payroll from an existing payroll tool (such as Sage, IRIS, BrightPay, Xero or similar), or have payroll data in Excel/CSV? Follow these easy steps.

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Integrating Bureau Payroll with your accounting software(s)

Learn how to easily integrate Bureau Payroll with popular accounting softwares (such as QuickBooks, Xero, Sage, FreshBooks and more) to automate the posting of journals. Or, manually export payrun data.

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Getting started from scratch

Providing payroll servies for the first time, or prefer to start from a clean slate? Follow these guides to get started.

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Add and manage users

Add new users, manage permissions and edit existing user permissions - so you can allocate payroll responsibilities across your team.

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Set up company details

Enter company details for each of your clients.

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Add employees by importing data from Excel

Import employee data for all your clients.

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Add employees through self set-up

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Add employees manually


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Setting up HMRC, Construction Industry Scheme (CIS), and pension settings


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HMRC Settings (incl. RTI & EPS)

Learn how to properly set up HMRC information to enable accurate, automated RTI and EPS submissions.

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Setting up CIS

If you support businesses in the construction industry, this step-by-step guide helps you use the Construction Industry Scheme (CIS) for effective payroll management.

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Set up automatic pension submissions with PensionSync

Learn which pension providers can be integrated with QuickBooks Bureau Payroll and how to automate submissions.

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Leveraging automation & bulk actions

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Leveraging workflows

Maximize your efficiency by setting up payrun workflows. Set due dates and plan ahead.

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Create bulk pay run activities

Create and finalize pay runs in bulk to expedite processes across many clients.

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Bulk actions / updates

Apply the same changes to multiple businesses in one go-such as settings or salary updates.

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Managing your client details

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Business templates

Save on the admin overhead by leveraging business templates to provide a customised set of default payroll settings for new businesses created.

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Businesses page

A quick overview of the business page, which shows all the businesses in your bureau account.

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Business details

How to access and update business details, such as business names, addresses, and contact information.

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Running Payroll

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How to access the bureau dashboard

To manage all pay run activities - for all clients - in one place

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Create a new pay run

Once you have set up your employees and payroll settings, you are ready to process a new pay run.

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Email, download, or issue payslips through the portal


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Expenses and timesheets

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Set up timesheets

Have employees who need to track their hours in timesheets? Enable timesheets and manage which work types are available to which employees

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Manage expenses

Whether you're an existing QuickBooks Online Accountant user or brand new to the QuickBooks platform, follow this guidance to sign-up to Bureau Payroll

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