It will also require you to enter the physical address where the majority of your employees work. You can get YTD information from the last payroll you processed for each employee and also request detailed pay reports from your previous payroll provider.Īside from payments to employees in the current calendar year, the system will ask you to indicate the date that you plan to run your first payroll in QuickBooks. Providing information about prior paychecks issued to employees before the beginning of your QuickBooks Payroll subscription is an essential step to ensure that your W-2 forms are accurate come year-end. Note that the system will require you to input year-to-date (YTD) payroll details and tax payments made for each employee later in the setup. Newly established businesses that have yet to run their first payroll can select “No” and then click “Next.” Step 1: Navigate to PayrollĪfter having logged in to your QuickBooks account, you’ll want to navigate to the “Payroll” tab to get started. The same goes for QuickBooks-its setup wizard guides you through the whole process. Most online payroll services offer an intuitive interface that makes payroll setup easy. If you are converting to QuickBooks Payroll in the middle of a calendar year, you should enter the total sick and vacation hours an employee had from your previous system.
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