Setting up employees for payroll with Intuit QuickBooks Pro allows you to set pay rates (regular, overtime, vacation, and more) for all employees, as well as additional deductions such as workers' compensation or dental. Employee tax information can also be specified; parameters that can be set include their filing status, allowances, and any extra withholding. This video explains how to set up all payroll items, tax information, and payroll schedules for new and existing employees.
Now that all the payroll items are setup,…we can edit our individual employees for those items.…Get in to the employee center by clicking Employees from the home screen.…To edit an existing employee, right click their name and…choose Edit Employee and then change to the payroll info tab.…Now I'm actually going to close one of this, because I'm want to…create a new employee, so I'll right click and choose New Employee.…I won't worry about all…the name fields.…Right now I'm going to go straight to the payroll info tab.…Here's where you would go after you fill in all the personal…and address info about your employee, and fill in their payroll information.…
For example, in the regular pay section, you'll either put in what…their annual rate is, or what their hourly rate is, such as $14.75.…You can then go in and add more items.…Now these are all the payroll that were…setup already.…So that's why they are already showing up in this list.…You can put in an overtime rate.…You can even put in vacation, and any sick time that they may have.…
Author
Jess Stratton
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Setting up employees for payroll