QuickBooks Payroll

QuickBooks payroll training: Payroll setup & small business solutions

no. QP
5 out of 5 Customer Rating

1-Day Seminar

Credits - CEU: 0.6

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QuickBooks Payroll: Your Complete Payroll Solution 

QuickBooks Payroll acts like having your own personal payroll service. This user-friendly payroll processing software helps you manage your payroll from start to finish. You can choose how hands-on you want to be with your payroll. Whether you select desktop, online or full-service subscriptions, QuickBooks Payroll ensures accurate employee compensation, tax withholdings, garnishments and benefits management. Direct deposit employee checks, file your own taxes or let full-service payroll handle everything for you.
With QuickBooks Payroll, it’s like having a trusted business accountant guiding you through every step of payroll management. 

Master QuickBooks Payroll in One Day 

Discover the full power of QuickBooks Payroll in just one day of focused, information-packed QuickBooks Payroll training. Instead of navigating manuals or piecing together tutorials, this comprehensive seminar gives you the knowledge you need to set up QuickBooks Payroll with confidence. By the end of the day, you’ll be able to handle your payroll processing data efficiently and accurately, giving your business a clear advantage. 

Learn Efficient Payroll Management 

In this QuickBooks Payroll training, you’ll explore key features, tools and menus, learn the easiest ways to put QuickBooks Payroll to work for you and dive into advanced functions. This seminar equips you with the skills to complete a full QuickBooks Payroll setup and take control of your payroll with confidence. 

Whether you are comparing full-service payroll vs. online payroll, seeking small business payroll solutions or simply aiming to streamline your payroll processes, this training helps you get results quickly and efficiently. By the end of the seminar, you’ll gain the knowledge, efficiency and confidence to manage payroll like a professional. 

THE BASICS: GET UP AND RUNNING WITH CONFIDENCE 

  • Learn to decide between full-service payroll vs. online payroll and understand the pros and cons of each option.
  • Use the Easy-Step Interview to set up your company information including Federal EIN and State EIN.
  • Discover payroll solutions designed for 150 employees or less and explore strategies for batching larger payrolls.
  • Gain a clear understanding of QuickBooks Payroll workflows to ensure all related transactions are entered correctly from the start. 

EMPLOYEE SETUP: COMPENSATION AND WITHHOLDING CODES 

  • Avoid common mistakes by setting up employees correctly to ensure proper compensation and withholding.
  • Learn how to configure tax codes for federal and state taxes to ensure accurate withholdings.
  • Maintain precise records using compensation codes for salaried employees, hourly staff, bonuses and other types of pay.
  • Set up pre-tax items correctly, pay exempt employees accurately and track sick, vacation and PTO benefits.
  • Use the QuickBooks payroll service function for fast direct deposit setup and ensure employee records are correct the first time. 

SPECIAL SITUATIONS: UNIQUE SETUPS TO SAVE TIME 

  • Customize payroll for employees with multiple types of compensation and adapt setups for staff who work in multiple states.
  • Correctly set up taxes on prizes, awards, gifts and bonuses.
  • Create double checks to ensure garnishments are withheld properly and know when reciprocal information is required for multi-state tax filings.
  • Use the audit trail to fix discrepancies and distinguish between manual and online payroll processing. 

TRACKING: BUILT-IN FEATURES FOR DETAILED REPORTING AND COMPLIANCE 

  • Set up and pay 1099 contractors through QuickBooks Payroll.
  • File taxes accurately with the proper government agencies and ensure records balance at the end of the year with forms such as 941, 940, state filings and W-2s.
  • Process corrected tax forms, export data to Excel for charts and graphs and leverage job tracking for job costing.
  • Reconcile payroll with bank records and customize reports to verify multiple garnishment withholdings.
  • Manage federal and state forms yourself or use full-service payroll to save time. 

TIME SAVERS: CUSTOMIZED REPORT OPTIONS 

  • Navigate QuickBooks Payroll report categories to provide management with the information they need.
  • Create reports for worker’s comp auditors, external auditors and internal management personnel.
  • Access additional reports online and know when to use subscription resources to answer payroll processing questions efficiently. 

APPENDIX

  • Learn to use backup options and the Backup Wizard.
  • Design an effective disaster recovery plan and restore QuickBooks Payroll data after a computer malfunction or accident.
  • Understand how online service subscriptions work when changing software or payroll processing companies and how to maintain accurate backup records.