How to View Your Paycheck and W2 in QuickBooks Workforce?

QuickBooks workforce service is designed to transform everything smoothly and conveniently for the employees, like sharing the paycheck data with […]

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QuickBooks workforce service is designed to transform everything smoothly and conveniently for the employees, like sharing the paycheck data with the selected employees online. This helps them to view paycheck and W2 anytime they want. In order to reap the benefits of its services, it is important to activate them.

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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.

In case you are running your QuickBooks payroll service, you must know that workforce is an essential aspect of that service. Such a thing aids you to give your employees control regarding paying the stubs and reviewing their W2 forms.

To know more, read this article completely to know how to view your Paycheck and W2 in QuickBooks Workforce.

What is a QuickBooks Workforce?

In simple terms, the QuickBooks workforce is one of the best tools that you can use to allow your employees to check and then print the stubs and W2 forms. In the entire process, you receive an email regarding pay stubs and W2 online.

You also get the cancellation option to put an end to the payroll services. Even after cancellation, the work will have access options for about 18 months.

How to View Your W2 and Paycheck in QuickBooks Workforce?

In order to view your Paycheck and W2 in the QuickBooks workforce, you need to set up your QuickBooks workforce account.

To set up a QuickBooks Workforce account, you need to complete certain steps and guidelines as given below here:

Step 1: Agree to the Employer’s Invitation

Before initiating to check your Paycheck and W2 form, you need to acknowledge the invitation from the employer. The invitation received will be applicable for 30 days.

  1. In the first step, you need to check an email together with the subject like the Business name.
  2. This particular invitation is to check your pay stubs online or related data to get you paid.
  3. If you are not able to check the invite, then it is recommended to see the spam folder. You can also let the employees know about it.
  4. Now, in this step, you need to open an email. Now select the Create Account option to acknowledge the invitation.
  5. Post this, you will be ready to make your Intuit Account with your particular ID and the password.
  6. If you have already made your Intuit account, just like the previous QuickBooks Workforce, then you need to sign in with the registered ID and the registered password.

Important Points to consider

  • If you prepared your QuickBooks workforce account previously, then you will have the option to acknowledge the invites from a different employer
  • If you receive access to QuickBooks Online, then you need to use a different email ID for the particular QuickBooks workforce account.
  • You need to enter the same email address that you can use for the present QuickBooks workforce account
  • The most important advice is to use the work email ID for the particular QuickBooks Online along with the personal email ID for the workforce.

Step 2: Enter your Personal Details

In case you are newly hired by your particular employer, then you need to enter some personal details. To make it viewable, you may get an email where it is mentioned that your personal data is needed in order to set up the employee or get you paid. You need to apply these steps as fast as possible to get the payment right on time.

  1. At first, you need to open your email and then press the option Complete Setup or get set up now. The option can also read, Sign-in.
  2. Add all the related data in the said field, like a bank account, personal data, and W4.
  3. The bank account appears on the window when your particular employer selects to pay via direct deposit.
  4. Now you need to authenticate and check all the details and after that, you sign in the W4.
  5. Press the Submit or Save button.
  6. When the process is complete, the personal data is saved and the employer can see it.
  7. In case there is any change required, you can notify your worker.

Step 3: Switch on the Notifications For The New Pay Stubs

Once all the above steps are complete, you will receive an email message when the pay stub is accessible every time. In order to set up the features, please adhere to the steps given below:

  1. First, you need to navigate to the Intuit QuickBooks Workforce official website.
  2. Now, you need to open Settings.
  3. Now select the email notification.
  4. When the other pay stubs are easily accessible, press the option Send an email.

QuickBooks Workforce makes it convenient and safe for you to check and handle the W2s, paychecks, and other crucial employee details.

We hope that the information given above was adequate for you about QuickBooks workforce, Paycheck and W2, and you can create an account without any issue. Such things will give a clear idea to your employees and they get easy access to pay stubs.

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What are the W2 forms?

W2 or form W2 is a short statement for taxes and wages that you need to provide every year to your employees. W2 should be emailed or sent before Jan 31 every year. Furthermore, W2s are only created for employees, which means if your business hires independent contractors then it is imperative to create 1099 for them rather than W2s.

What is the cost of QuickBooks Workforce?

No additional charges are required for QuickBooks workforce service. As per your requirement, you can select the enhanced or the basic QuickBooks Desktop version. However, you should be sure that you have received the related Intuit services with the assistance of which you can sign in and use the workforce.

Is QuickBooks Workforce secure?

Yes. QuickBooks Workforce is secure. They follow the two-factor authentication process. They use it to authenticate all the data. This way, your employees receive easy and reliable access to their respective payroll data.

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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.


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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.

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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.

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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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