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QuickBooks Payroll Setup Checklist in Intuit Desktop Payroll & Online Payroll

QuickBooks is an accounting software package and its range of products are widely used by small and medium-sized businesses. The […]

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QuickBooks is an accounting software package and its range of products are widely used by small and medium-sized businesses. The QuickBooks applications are available both on-premises and cloud-based versions, Which records the financial transactions of the business and accepts the payments; manages payroll functions and pays the bills of the business. It helps the business owners to make their business activities hassle-free. Know how QuickBooks Payroll Setup Checklist in Intuit Desktop Payroll & Online Payroll.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Learn How can We Setup the checklist in QuickBooks Payroll

Basic information is required while setting up the QuickBooks Payroll Desktop. Once you get the information which is required for your business from your sources like, previous service provider, old/previous record or from your staff or from federal and state agencies.

The QuickBooks accounting software offers an array of power-packed features, which many users are fond of. You want to do payroll on your desktop or in the cloud, QuickBooks has a host of options for you and your clients. Among all the choices, you have to find a good fit for your business as per your business need. Well, if you are looking forth for the QuickBooks Desktop Payroll, QuickBooks Online Payroll, and/or Intuit online payroll new customer checklist, your search ends here! We have covered it here in this article. You need to read the complete article and if required you can also connect with our team of professionals for fastest on-call and on-chat resolution. The details to connect with them, we will cover in the end of this module. So keep reading!

QuickBooks Payroll Setup Checklist: Overview

It’s simple to find the complete information from the payroll provider which we have used in the past or from the entry books, accounts or any other agencies which contains the information about the business after the completion of the setup process in the QuickBooks Desktop and even in QuickBooks online payroll account. There are multiple options available for QuickBooks users – you just need to ensure to search for the best possible solution.

What are the Options for the Desktop Versions:

  • No QuickBooks payroll tax form filing.
  • QuickBooks payroll tax filing & good job costing.
  • QuickBooks Desktop functions of Enhanced.
  • QuickBooks Desktop can record the payroll timings and the calculated amount.

How to Payroll Setup in Payroll?

Setting up payroll is a very easy process if you have the access to below information:

Company: The duration of the payment like daily, weekly, fortnightly, monthly etc., starting date and the first pay period that you will run within QuickBooks Payroll

Compensations, benefits and deductions: What kind of compensations are there like wages, salaries, commissions and leave policies, insurance benefits, retirement benefits or any other deduction or addition like deduction for child support, repayments of employee advances or loans, life insurance or additions like bonuses, travel reimbursements, loans or advances.

Tax Information: Federal tax business number (BN), CRA Payroll number, T4 transmitter number and RQ payroll information.

Employees: Employee name, address, wages/salaries, additions, deductions, & company contributions With holding from the employee’s TD1 form, Social Insurance Numbers from the employee’s T4 forms, leave plans or any accrues money.

Year-to-Date History (YTD): Year to date information is available for every employee on employee’s most recent pay stub from the previous system. Payroll liability checks copies from the beginning of this calendar year to the date since you have started implementing QuickBooks Payroll. Here you need to know that only if

If you have started using QuickBooks Payroll after Jan 1 of the calendar year & if you have already run payroll using other system at least once since Jan 1 then only you are required to enter the Year-to-date payroll information. It is important to know for all the QuickBooks Payroll users that once you run a payroll in QuickBooks Online, you cannot add or edit year-to-date information. So, kindly ensure to enter and verify all employee’s and payroll data before running payroll.

For quick and immediate solution to your query, you also have an option to connect with Dancing Numbers experts offer you best possible solution for all the errors, updates, and upgrades related to QuickBooks.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


How can we Make the Payment of the Workers?

All you need to do is to enter the details of working hours of the workers and payment amount will be calculated in QuickBooks automatically. The calculated amount will not include the tax amount. You can use that calculation to print the checks or transfer the amount into accounts of the workers. You can also select the days according to the group of employees.

Can we make the Payment and get the Print of form 1099 in QuickBooks Payroll?

Yes, make the payment and get the print of form 1099 in QuickBooks.

Is it possible that I can use QuickBooks Payroll Service from the Payroll Service anytime in between of the Financial Year?

Yes, you can start using the QuickBooks payroll service from the payroll service.

What are the Requirements to use QuickBooks Desktop Payroll?

To use the QuickBooks Desktop Payroll you are required to have QuickBooks updated version. Every employer who pay the wages to their employee must have the EIN (Employer Identification Number) and this needs to be included in all the returns. This can be applied at the IRS website.

Does QuickBooks Desktop Payroll help the users to manage both types of Employees Hourly and Salaried?

Yes. QuickBooks Desktop payroll allows you to manage both hourly and salaried employees.

What is the Cost of Direct Deposit?

There is no cost applicable for W-2 employees with your Payroll subscription, but the cost is there for 1099 contractors.

Is it Possible to Pay the Workers through Direct Deposit?

Yes, you can make the payment into the domestic banks. Also, you can modify the banking data according to the requirement. Additionally, it’s not mandatory to adapt the same payment method for all the employees. You can choose that according to the requirement. Payment can be deposited into up to two different accounts per employee.

What is the role of QuickBooks Desktop Payroll in the Payroll Taxes?

QuickBooks Desktop Payroll compute the state and federal payroll taxes. Payroll files federal and state tax forms and debit the amount automatically to make the payment for federal payroll taxes. Once you are done with payroll just submit the payroll data to our service with some simple steps.

Does QuickBooks Payroll help us to make a Record of the Payroll Compensation?

Yes, QuickBooks Payroll helps us to make a record of the payroll compensation. You can also make the use of pay-as-you-go workers’ compensation service to automatically pay exactly what you owe each pay day.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

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On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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