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For the past decade QuickBooks have changed the way accounting activities are performed. Now it is no longer a time taking and complicated task, and all thanks to this new age accounting software. All across the globe small and medium businesses are now making use of QuickBooks for accounting as well as payroll. It has made business operations much smoother by streamlining financial management system. In this article we have discussed about the complete procedure of QuickBooks Payroll Setup Checklist in Intuit Desktop Payroll & Online Payroll.

Even though QuickBooks Payroll comes with many benefits it is a bit complicated. Today, this path breaking software is being used on desktops, laptops, and even cloud and it also offers various amazing features suitable for various devices, as well as operating systems. If you are planning to setup desktop or online payroll account, QuickBooks Payroll might require certain information. Here is the checklist for the information that you would require during the set-up of the software. Apart from this, if you have any other query regarding the software or face any error you can directly call to Intuit QuickBooks help community. Or you can give us a call in our 24/7 QuickBooks payroll support number i.e. +1-844-499-6700 and our Intuit certified ProAdvisors who have years of experience will be ever ready to help you in this.

Read Also: How to Fix Payroll Service Server Connection Error?

How to Setting up payroll?

Setting up payroll will be a smoother process if you can collect the following information first:

CategoryType of information needed
CompanyThe frequency that employees are paid (weekly, every other week, twice a month, or monthly)

The date you plan to start using Payroll

The first pay period that you’ll run within QP
Compensation, Benefits, Contributions and DeductionsTypes of compensation (hourly wages, salaries, commissions, vacations)

Sick and vacation time policies

Insurance benefits (health, dental, vision)

Retirement benefits offered (RSP)

Additional deductions that the employee wants withheld (for example, child support, repayments of employee advances or loans, life insurance)

Additions (bonuses, travel reimbursements, employee advances or loans and tips)
Tax InformationFederal tax business number (BN)

CRA Payroll number

T4 transmitter number

RQ payroll information
EmployeesEmployee names, addresses, and Social Insurance Numbers from your employees’ T4 forms

Employee withholdings from the employee’s TD1 form

Employee wages/salaries, additions, deductions, and company contributions

Sick and vacation time hours and monies accrued
Year-to-Date History (YTD)You’ll need to enter year-to-date payroll information ONLY if you’ve started using QP after January 1 of the calendar year AND if you’ve already run payroll using another system at least once since January 1. (If you start using QuickBooks Payroll after January 1 but have not yet run a payroll this calendar year, you will have no year-to-date information to enter.)

Year-to-date information for each employee is available on the employee’s most recent pay stub from the previous system.

Copies of payroll liability cheques from the beginning of this calendar year to the date you started using QP

Note: once you run a payroll in QuickBooks Online, you’ll no longer be able to add or edit year-to-date information. Be sure to add all employees and payroll data prior to running payroll

Read Also: How to Fix QuickBooks Error Code 15218?

What is QuickBooks Payroll Setup Checklist?

QuickBooks payroll requires certain information for setting up in the QuickBooks desktop or even in QuickBooks online payroll account. Once the user completes the set up process, after that it is very easy to spot all the information form the previous payroll provider, or from the records, accountant, federal and state agencies, etc.

QuickBooks users have a plenty of options for payroll on QuickBooks desktop or even in cloud, and the user needs to make a wise decision of selecting the most appropriate out of many.

No doubt, QuickBooks desktop payroll, as well as QuickBooks online payroll has a large customer base, and thus it is ensured by the developers to offer a wide range of options to suit the needs of every user. The varied options are very much confusing for the user, and that is why our team ensures to help the users in opting for the best option that suits their requirements.

See Also: How to Fix QuickBooks Error Code 15227?

Intuit Desktop Payroll

The Desktop Payroll version is one of the best and is being used by many entrepreneurs all across the globe. Though it is used by many users, there are a few who like their data on the desktop as they don’t like changes. Many users resist change, but it can bring many perks.

Some option for Desktop that runs on the desktop versions:-

  • No QuickBooks payroll tax form filing.
  • QB payroll tax filing and good job costing and the ability for yourself.
  • QuickBooks Desktop Enter the Payroll hours and amount.
  • QB Desktop features of Enhanced.

QuickBooks desktop Payroll service is pretty easy to use and that’s why bookkeepers, accountants, business owners and even individuals can make use it. However, for the desktop version it charges per cheque, but for the online versions the direct deposit is free of cost. For any further information regarding the setup of the desktop version reach us out via our 24/7 toll-free .I.E. +1-844-499-6700.

See also: How to setup QuickBooks desktop software?

QuickBooks Online

QuickBooks Online is another version that is widely used and it is within the QuickBooks Online Payroll along with Intuit Online Payroll. You have to integrate into QuickBooks so that it runs from there. This is a very important step to do, so as to make sure that the tax rates as well as the previous payrolls are recorded properly. This is because it isn’t easy to change in the online version without an adjustment as it can be done in the Desktop version.

This one is a very good option for the QB Online Payroll users who have QuickBooks Online or who have not used QuickBooks ever in their life. 

QuickBooks Online Payroll

Just like the Intuit Online Payroll, QuickBooks Accountant version is a new age product that is packed with many amazing features and have brought significant changes in the organizations operations. The Intuit QuickBooks Online Payroll doesn’t charge direct deposit fees but it charges $2.00 per person every month if there is one client.

But what is great about it is that the monthly fee and per person charge drops when you get more than one clients. You make a great profit as the charge drops to $0.50 per employee and with more than one client.

A great thing is that clients have their own logins and passwords so that they can handle their own payroll. And once they set up the QuickBooks, Intuit Online Payroll, the need to worry about it doesn’t arise, except for the taxes. If you want to know more about Intuit Online Payroll you can consult with our Intuit Certified ProAdvisors.

You might also like: Steps to change SUI rates for basic, enhanced or standard payroll


We have been in the industry for a long time now, and this has helped us in learning a lot about the software. And that’s how we render quality, as well as quick support service to our customers. We are available 24/7 through our toll-free customer care number to listen and help out our clients. So, why wait, dial our QuickBooks support number +1-844-499-6700 and get an instant solution to any QB related problem.


Other Resources:

PayPal Integration with QuickBooks Online

How to Fix QuickBooks Payroll Update Error 15243?

Guide to Use GoPayment with QuickBooks Point of Sale

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