2 i Contents Chapter 1 QuickBooks Payroll - Getting Started QuickBooks payroll services... 2 Basic payroll (Do-it-yourself)... 2 Standard payroll (Do-it-yourself)... 2 Enhanced payroll (Do-it-yourself)... 3 Assisted payroll... 3 Enhanced payroll for accountants... 3 Cost vs. benefit... 3 Signing up for QuickBooks payroll... 4 Verifying and updating your payroll subscription... 6 Updating QuickBooks tax tables and forms... 8 Setting up and running manual payroll tax calculations Chapter 2 QuickBooks Payroll Setup Turning on QuickBooks payroll Payroll chart of accounts Creating and editing payroll items (paycheck components) Payroll items overview Payroll item types Creating a payroll wage item Creating an addition item Creating a deduction item Creating a company contribution item Editing a federal tax item Creating a state tax item Creating other tax items Editing payroll items Setting up or editing payroll liability due dates and payment methods Creating a payroll schedule Editing existing payroll schedules Setting payroll preferences and updating employee default settings Setting general payroll preferences Setting employee defaults Creating and editing employee payroll records Running the payroll setup wizard Entering payroll history Skipping data review
3 ii ii Contents Chapter 3 Items With Special Tax Treatment Health insurance (pre-tax) Retirement contributions Taxable fringe benefits Chapter 4 Timekeeping Timekeeping preferences and defaults Recording time directly into a paycheck Using QuickBooks time tracking features Maintaining time data in a third-party timekeeping application for import into QuickBooks Printing time sheets Chapter 5 Tracking Payroll Costs by Classes and/or Customer:Job Setting class tracking and customer:job preferences Class tracking Customer:Job tracking Chapter 6 Running Payroll Running scheduled payroll Running unscheduled payroll Printing payroll checks Chapter 7 Direct Deposit Setting up direct deposit Setting up employees for direct deposit Creating direct deposit paychecks Sending direct deposits to the bank Viewing direct deposits in the register Using your own bank's direct deposit service Chapter 8 Payroll Taxes and Other Liabilities Liability payment and reporting due dates Liability types Federal tax liabilities State and local tax liabilities Other payroll liabilities Paying payroll liabilities Scheduled payments Unscheduled payroll liability payments
4 Contents iii iii Chapter 9 Payroll Reporting Payroll management reports Payroll summary report Tying Payroll Summary numbers to financial reports Paid time off list Generating an employee contact list Federal reporting Federal 941 reporting Federal 940 reporting W-2 / W State reporting Processing state tax withholding forms Generating the information to fill out state unemployment tax forms Summarize payroll data in Excel State tax reporting using QuickBooks reports Modifying reports Display tab Filters tab Header/Footer tab Fonts & Numbers tab Memorizing modified reports Chapter 10 Workers Compensation Workers compensation settings Workers compensation setup wizard Editing the workers compensation item for your payment method and mapping preferences Setting up and editing workers compensation codes Assigning workers compensation codes to paychecks Workers compensation reporting Chapter 11 Solutions, Tips, Tricks, & Troubleshooting Garnishments and child support Employee advances Issuing an employee advance within your regular payroll process Issuing out-of-pocket employee advances Issuing employee advances within a regular business check Receiving repayment via recurring payroll deductions Receiving payment with a one-time paycheck deductions Receiving repayment via bank deposits Reconciling employee advances Charitable contributions Ongoing charitable contributions One-time charitable contribution via regular payroll process Incorrect payroll liability date for a given payroll run Correcting tax payment checks Correcting a payroll tax accrual or withholding after failing to set it up on first paycheck
5 iv Voiding paychecks Voiding a check that will not be reissued Replacing a paycheck in QuickBooks Payroll liability adjustments Payroll penalties and other changes to payroll liability check totals Correcting payroll schedule date problems Recording refunds from tax or other payroll associated vendors Helpful hints for payroll liability clean up Entering net pay and allowing QuickBooks to calculate gross pay Appendices Appendix A: Example Chart of Accounts Appendix B: Example Payroll Item List Appendix C: 2010 and 2011 Payroll Calendars Keyword Index 437
6 191 C H A P T E R 5 Tracking Payroll Costs by Classes and/or Customer:Job QuickBooks class tracking gives you a way to separate transactions by profit center or other desired groupings. You can set up classes for location, business unit, department, product line, or any other meaningful business segment, allowing you to see both revenue and costs by class. You may also track income and expense by customer:job. Either or both of these choices can be useful under different circumstances. You might use class tracking to track the production of crews and simultaneously track customer: job income and expense to monitor your profitability on a job level. A sole proprietor that does all the work might only use customer:job tracking, but not class tracking. A mail order company with several product lines might use only class tracking but not customer:job tracking. The assignment by customer:job function also allows you to optionally invoice your customers for payroll costs, either with or without a markup. We will touch on how to make the assignments, but the actual invoicing process is beyond the scope of this payroll manual. After deciding on whether to use class and/or customer:job tracking you will need to decide what level of detail you wish to use for your company. Tracking payroll by classes and/or customer:job allows you to break down not only your wage expenses, but also every related payroll expense connected to a payroll check if you desire. For example, if a payroll check has four different classes or customers attached to it, the social security taxes and workers compensation expense for that check will be prorated across the four classes or customers. This allows you to see the true costs associated with servicing a particular business segment or customer:job. If you do not need that level of detail breakdown, you can choose not to turn on this option. In This Chapter Setting class tracking and customer:job preferences 192 Class tracking 197 Customer:Job tracking 207
7 192 Quickbooks Payroll Manual Setting class tracking and customer:job preferences Customer:Job tracking is built into QuickBooks and requires no setup. Class tracking requires that you turn it on in QuickBooks preferences. To turn on class tracking: 1. From QuickBooks Home, click Edit Preferences to display the Preferences dialog box.
8 Chapter 5 Tracking Payroll Costs by Classes and/or Customer: Job Click Accounting Company Preferences. 3. Select Use Class Tracking. 4. Click OK to return to QuickBooks Home.
9 194 Quickbooks Payroll Manual To set the reporting detail level: Wage items will break down by class and customer:job if you have class tracking turned on and include the customer:job name on the earnings item line. Additionally, when paying employees you will have the option to track additional payroll costs such as taxes and worker s compensation in total or in detail (on a pro-rata basis). Your choice will depend on the amount of detail you would like to have in your class and customer:job reporting. As you set up your payroll items you will have an opportunity to select whether to track costs by job for addition and company contribution items. 1. From QuickBooks Home, click Edit Preferences to display the Preferences dialog box.
10 Chapter 5 Tracking Payroll Costs by Classes and/or Customer: Job Click Payroll & Employees to display that view. 3. Click the Company Preferences tab to display that view. You must have class tracking turned on to view the highlighted options shown below.
11 196 Quickbooks Payroll Manual 4. Choose one of the following options: Option 1: To see detailed paycheck expense breakdown by class and/or customer:job with class tracking: a) Check the Job Costing, Class and Item Tracking for paycheck expenses box. b) Click Entire paycheck to assign a class to the entire paycheck (including paycheck expenses for taxes, etc.) OR Click Earnings item to assign a class to each earnings item. If you select Entire paycheck, expenses such as taxes and workers compensation will be assigned in total to the class assigned to the employee or paycheck, but will be broken out to the individual customer:jobs that are selected on the paycheck. If you choose to assign one class per earnings item, but have not selected Job costing, class and item tracking (Accounting Company Preferences) there will be no class assigned to the paycheck expenses. Option 2: To see detailed paycheck expense breakdown by class and/or customer:job without class tracking: a. Check the Job Costing, Class and Item Tracking for paycheck expenses box. If you do not select this option, paycheck expenses such as taxes and workers compensation will simply be reported in total, not broken out by customer:job. The Preferences dialog box will look like the image below: 5. Click OK to return to QuickBooks Home.
12 373 C H A P T E R 1 1 Solutions, Tips, Tricks, & Troubleshooting In This Chapter Garnishments and child support 374 Employee advances 382 Charitable contributions 398 Incorrect payroll liability date for a given payroll run 401 Correcting tax payment checks 403 Correcting a payroll tax accrual or withholding after failing to set it up on first paycheck 405 Voiding paychecks 407 Payroll liability adjustments 412 Payroll penalties and other changes to payroll liability check totals 416 Correcting payroll schedule date problems 418 Recording refunds from tax or other payroll associated vendors 420 Helpful hints for payroll liability clean up 426 Entering net pay and allowing QuickBooks to calculate gross pay 427
13 374 Quickbooks Payroll Manual Garnishments and and child child support When When creating creating garnishment garnishment deductions, deductions, including including child child support, support, for your for your employees, employees, you will you simplify will simplify your your reporting reporting and bookkeeping and bookkeeping if you if create you create a new a new payroll payroll item item for each for each garnishment garnishment since since each each check check will be will paid be paid to a different to a different agency agency and/or and/or have have a different a different case case number. number. To create To create a garnishment a garnishment payroll payroll item: item: 1. From 1. From QuickBooks QuickBooks Home, Home, click click Lists Lists Payroll Payroll Item Item List. List.
15 376 Quickbooks Payroll Manual 5. Select Deduction. 6. Click Next. 7. Enter the garnishment in Enter name for deduction. 8. Click Next.
16 Chapter 11 Solutions, Tips, Tricks & Troubleshooting Select a vendor from the Enter name of agency to which liability is paid. The agency will always be a vendor. If the agency is not on the list, you can create a new vendor on the fly by simply typing in the agency name and pressing TAB then Enter on your keyboard to Quick Add the vendor. You will need to go to the vendor center at a later time to complete the address information. 10. Enter the number in Enter the number that identifies you to agency (usually a case number) if applicable. 11. Select the Liability account for the garnishment payroll item. For ease of tracking individual balances, you should have a separate general ledger account for each garnishment item. Each garnishment account in the Chart of Accounts should be a sub-account of Payroll Liabilities. If the general ledger account is not on the list, you can create a new general ledger account on the fly by simply typing in the account name and clicking TAB. If the new account is a sub account, as is this one, choose the parent account, i.e. Payroll Liabilities, add a colon, and type in the new account name. Click TAB or Enter and QuickBooks will ask you if want to create the new account. 12. Click Next. 13. Garnishments typically have no Tax tracking type. In this case you should select None. If you need to report a garnishment item in box 14 of the W-2, you could classify it as Other in Tax tracking type. Consult your CPA if you believe this to be the case. 14. Click Next.
17 378 Quickbooks Payroll Manual 15. Garnishments typically do not affect payroll taxes. Verify that no taxes are selected. 16. Click Next. 17. Because garnishments are not based on quantity, select Neither. 18. Click Next. 19. Select net pay. 20. Click Next.
18 Chapter 11 Solutions, Tips, Tricks & Troubleshooting Enter the default rate, that is the amount to withhold each pay period, and limit, if applicable, for the garnishment. When entering a garnishment levied for a debt collection, you would enter the total debt amount in the second text box and clear the annual limit. 22. Click Finish. 23. Click OK.
19 380 Quickbooks Payroll Manual To set up a payment schedule for this deduction: 1. From QuickBooks Home, click Payroll Center. 2. Click the Related Payment Activities drop-down arrow and choose Edit Payment Due Dates/Methods to display the Payroll Setup - Schedule Payments dialog box.
20 Chapter 11 Solutions, Tips, Tricks & Troubleshooting Click a line item to select it. 4. Click Edit... to display the Edit Payment Schedule dialog box. 5. Select a Payee (Vendor). 6. Select the appropriate Payment Frequency. 7. Click Finish to save the changes and close the Edit Payment Schedule dialog box. 8. Repeat Steps 3-7 as needed to schedule additional payments.
21 Keywords 437 Keyword Index 940 liability types 257 reporting 296 tax liability 258 verifying interview 286 reporting 281 review 289 tax liability 257 verifying reporting 281 tax liabilities reporting 281 tax liabilities 258 A Accrual period 82, 94 activate 24 adjustment 263, 345, 403, 410 form negative 406 workers compensation 354 administrator preferences 71 advances 380 out-of-pocket 381 reconciling 393 regular business check 385 B benefits 39, 144, 163 review 99 billing rate level field 88 bonus 219, 416, 425 C charitable contributions 396 chart of accounts 18, 429 child support 372 class 190, 191, 196, 354, 366 assigning 198, 200, 203 columns 211, 270, 341 Company Summary 255 contact list 280 custom fields 89 customer:job 190, 191, 354, 366 reporting detail 193 tracking 206 D data review 133 default accounts 18 employee 71, 75 dental 33 disability 257 E E-File 3 EFTPS 258 EIN 2, 3 E-pay 59 F federal unemployment 257, 258, 296 FUTA 257, 258, 296 G garnishment 257, 259, 372 garnishments 110 general ledger account 15, 138, 149, 163, 354, 424 creating 19 gross pay 425
22 438 Quickbooks Payroll Manual H health 33, 138, 144, 163 history 97, 110 setting up payroll 111, 128 I inactive 96 insurance 22 dental 33 health 33, 138 life 163 pre-tax 144 state unemployment 257 workers compensation 345, 369 items 91, 316, 380 addition 23 company contribution 23, 42 company contributions 144 compensation 32 deduction 23 federal tax 22, 23, 44, 257, 281 general ledger 424 other tax 23 other taxes 51 payroll item list 22 pre-tax 138 retirement contribution 149 setting up 15 state tax 23, 47 tax 93, 115, 213 tax preferences 97 wage 23, 193 J job costing 110, 171 L liabilities incorrect payroll date 399 liability 57, 256, 257, 258, 259, 263, 401, 403, 404, 405, 410, 414 M account 22, 144 cleaning up 424 federal tax 44, 117 payroll history 110 state reporting 327 workers compensation 345 manual payroll 10 mileage 23, 31 N net pay 110, 250, 425 non-tax payments 117 O overtime 184, 185 P Paid Time Off 277 payroll clearing account 252 Payroll Clearing Account 250 penalties 399, 414 pension 91 preferences 71, 73, 77, 80, 81, 172, 191 pre-tax 138, 144 R record edit employee 85 employee 83, 171, 280, 403 employee time 185 refund 354, 418 vendor records 420 reimbursed 173 reimbursement 23, 31 Release Date 96 retirement 149, 153, 158 S salary 211, 221 sales reps 74 schedule 256, B 286 creating payroll 64 payment 256, 260 payroll 210 reporting 256 tax 257
23 preferences 81 void 219 Appendix A paychecks 405 transactions voucher 290 sick 94 editing 94 setting 81 setting up 94 sick Sick single editing user mode state setting unemployment , 257, 259, 331, 334 stub setting 228 up 94 Sick printing , 227 single subscription user mode 2, 331, state assisted unemployment 3 256, 257, 259, 331, 334 stub basic printing enhanced 218, subscription enhanced for 2, 331, accountants assisted ordering 34 basic standard 2 2 enhanced verifying 6331 support enhanced 3 for accountants 3 ordering Intuit 8 4 standard 2 T verifying 6 support tax payments 3 3, 110, 401 tax Intuit tables 88 Ttaxable fringe benefits 163 termination 96, 219, 416 tax time payments data 185 3, 110, 401 tax time tables sheets 8 171, 185 taxable missing fringe 219 benefits 163 termination printing , 219, 416 time timekeeping data , 185 time preferences sheets 171, missing 219 printing 186 U timekeeping unscheduled 171, 185 preferences liability payments U payroll 219 update 8 unscheduled employment info 96 liability tax tables payments payroll 219 update V 8 vacation employment 79, 94 info 96 tax preferences tables 8 81 Vvoid 219 paychecks 405 vacation transactions 79, voucher preferences void 219 W paychecks 405 W-2 transactions 163, 258, 259, voucher W-3 258, , 307 W-4 92 W-2 wizard 163, 15, 258, 97, 259, W-3 workers 258, 259, compensation workers comp 190, 345, 348, 354, 364, 366, W wizard workers compensation 15, 97, , 346, 366 workers editing compensation 354, workers reporting comp , 345, 348, 354, 364, 366, 369 wizard 348 workers compensation 345, 346, 366 editing 354, 364 reporting 369 wizard 348
24 Everything You Need To Know To Manage Your Own Payroll In QuickBooks Managing your own payroll used to be a daunting task. But not any longer! This book is the first comprehensive guide on using QuickBooks to perform all aspects of your company s payroll from setup to tax reporting. Whether you have five employees or five thousand, this book contains everything you need to know in order to handle your payroll functions quickly and efficiently. The writing is clear, concise and intuitive making it ideal for new and veteran QuickBooks users alike. Contents at a Glance... SETUP Getting Started Setup Instructions Managing Tax Preference Items Timekeeping Tracking Classes & Customers PROCESSING Running Payroll Direct Deposits REPORTING & PAYING LIABILITIES Payroll Taxes & Other Liabilities Payroll Reporting EXTRAS Workers Compensation Solutions, Tips Tricks & Troubleshooting Sample Payroll Chart of Accounts Sample Payroll Item List Tax Payment & Filing Calendars This book is an excellent instruction and reference guide for setting up and running payroll in QuickBooks. It is so easy to understand that even a novice like me can feel confident my payroll is set up properly right from the start. Carrie Williams, Office Manager About the authors... Sharon McCauley, Advanced Certified QuickBooks Pro Advisor, CPA (inactive) and founder of Barons, Inc., a nationwide provider of QuickBooks training and support. Sharon s experience includes 25 years of accounting in both public practice and private industry, the last eight of which have been focused exclusively on QuickBooks training for business professionals. Brandon Morris, Advanced Certified QuickBooks Pro Advisor and Certified Sleeter Group QuickBooks Consultant. Brandon has 15 years experience in technical support, software installation and web design and is a co-founder of Barons, Inc. Melody Jones, Advanced Certified QuickBooks Pro Advisor. Melody has over twenty years of accounting and auditing experience in public practice, state government and the private sector and is a recognized expert in QuickBooks and payroll management. $69.95
INTUIT PROFESSIONAL EDUCATION Payroll Done Right: An Advanced End-to-End Perspective Copyright Copyright 2008 Intuit Inc. All rights reserved Intuit Inc. 5601 Headquarters Drive Plano, TX 75024 Trademarks
Quick Guide: Payroll tips QuickBooks Payroll lets you pay employees with just a few clicks and minimal data entry, usually just the hours employees worked. To make the most of the payroll features: When
Running Payroll with an Intuit Payroll Service APPENDIX D If you re reading this appendix, you ve probably decided to use Intuit s Basic or Enhanced Payroll service. (Page 419 of QuickBooks 2016: The Missing
Contents: County Accounting Manual Special Fees 1 st Time Setup Employee data Paycheck Screen Set up State Unemployment Tax Report Configuration Correct Unreported / Overstated Unemployment tax Explanation
Reports (Complete Payroll, Full Service Payroll, and Assisted Payroll) Our Intuit Payroll solutions include several reports that let you manage and track your payroll. The following table shows a summary
PAYROLL Getting Started Guide Quick Start Guide PAYROLL Getting Started Guide Welcome to Intuit QuickBooks Payroll Intuit QuickBooks Payroll gives you the tools you need to efficiently manage your payroll.
Doing Payroll With QuickBooks Lesson 12 1 Lesson objectives 2 To gain an overview of payroll in QuickBooks To learn more about payroll setup To set up employee payroll information To set up payroll schedules
Chapter 1 Job Costing Using WIP Accounts Objectives After completing this chapter, you should be able to: Set up the Chart of Accounts and Item List to track Job Cost codes (page 2). Track Insurance and
QuickBooks Reports List 2013 Enterprise Solutions 14.0 Table of Contents Complete List of Reports... 5 Company & Financial Reports... 6 Profit & Loss... 6 Income & Expenses... 7 Balance Sheet & Net Worth...
County Accounting Manual Payroll Benefits Tax Tracking Contents: Pre-Tax Retirement Annuity Summary of Plans Sample Paycheck Stub and W2 Setup Payroll Benefit Items Some Medical Insurance and Retirement
BusinessWise Training, Inc. "Power up Your QuickBooks with QBClips 3580 Linden Ave St Paul MN 55110-5132 651-407-7040 651-779-6688, Fax email@example.com www.qbclips.com QBClips Payroll Setup Instructions
Part 2 Contractor s Edition Workshop By: Penny Lane Crull There are three options for processing payroll inside of QuickBooks: 1. QuickBooks Do it yourself payroll fixed yearly fee of $199 you are responsible
Intuit QuickBooks Enterprise Solutions 10.0 Complete List of Reports Intuit QuickBooks Enterprise Solutions, for growing businesses, is the most powerful QuickBooks product. It has the capabilities and
Navigating within QuickBooks The simplest way to navigate within QuickBooks is to work from the home page. Looking at the home page, you will notice the most common functions within QuickBooks are represented
for Sage 100 ERP Payroll Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks
New Client Start-up Checklist Thank you for choosing LowCostPayroll.com as your payroll service provider. In order to set your company up on our payroll system we need some information. Please review the
Payroll Data Integration with QuickBooks (Complete Payroll, Full Service Payroll, and Assisted Payroll) Our Intuit Payroll solutions work with QuickBooks so you can easily integrate your payroll data with
The Small Business Guide To Employment Taxes Roanoke Regional Small Business Development Center 210 S. Jefferson Street Roanoke, VA 24011 www.roanokesmallbusiness.org Roanoke Small Business Development
Getting started with Regions Online Payroll is easy. Our setup process is completely self guided we make it easy! No tutorials or training are required in order to complete setup and run payroll. We even
Creating QuickBooks Reports for Workers Compensation and General Liability Audits This document provides step by step instructions for customizing your QuickBooks software so you can easily generate the
Unlock the Knowledge Tips and Tricks Brought to you by: Solution Resources, Inc. Presented by: Stacy Y. Patrick, CPA Advanced Certified QuickBooks ProAdvisor Managing Partner Sandy Robertson Advanced Certified
Preparing Payroll Manually For Non-Payroll Subscribers County Accounting Manual Contents: Payroll Voucher Template Issues Create Paycheck Manually Taxes Payroll Liabilities Generate Data for Forms Manually
This is a reprint from the help menu of the QuickBooks Online Edition. Page 1 of 10 If you are planning on switching from the desktop edition, this is an important document to read in its entirety. Visit
Chapter 14 Employees, Payroll and Account Reconciliation McGraw-Hill/Irwin Copyright 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved. Employees, Payroll, and Account Reconciliation Employees
TheFinancialEdge Payroll Processing Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,
Sentric, Inc. Web Pay User Guide Thank you for choosing Sentric, Inc as your payroll service provider! This User Guide, in combination with Web Pay training by one of our Implementation Specialists, will
County Accounting Manual Prepare Employee Paychecks For Payroll Plan Subscribers Contents: Important Issues Employee Center Direct Deposit Print Paychecks Schedule Payments Important Issues - before creating
Paychex Online Payroll Common Tasks Reference Guide ABOUT THIS GUIDE Use these resources in conjunction with the Paychex Online Payroll Training site, which is available when you log in to www.paychexonline.com.
QuickBooks SMALL BUSINESS ACCOUNTING Payroll User Guide Copyright Copyright 2012 Intuit Inc. All rights reserved. STATEMENTS IN THIS DOCUMENT REGARDING THIRD-PARTY STANDARDS OR SOFTWARE ARE BASED ON INFORMATION
Unit 1: Accounting for a Service Business Organized as a Proprietorship (Chapters 2 10) I. Analyzing Business Transactions A. Effect of business transactions on the fundamental accounting equation B. Principles
Copyright 2002 by Bonnie J. Nagayama. Printed and bound in the United States of America. All rights reserved. No part of this book may be reproduced in any form or by any electronic or mechanical means
401K - This type of plan was named for section 401(k) of the Internal Revenue Code, which permits employees of qualifying companies to set aside tax-deferred funds to be used after retirement. 401K deductions
Microsoft Dynamics GP U.S. Payroll Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document, including
2015 YEAR-END REFERENCE GUIDE AND CHECK LIST IMPORTANT TAX INFORMATION This document contains important information that is needed to ensure the accuracy of your W-2 s and other year-end tax returns. Please
THE PERKS OF USING PAYROLL AND HUMAN RESOURCES Stephanie Olbrych GP Implementation & Support Specialist firstname.lastname@example.org AGENDA Setup Employee Maintenance Classes Setup Pay Codes Quick Assignment Deduction
A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2012 Advanced QuickBooks TeachUcomp, Inc. it s all about you Copyright: Copyright 2012 by TeachUcomp, Inc. All rights reserved. This
Course Handouts Course Handouts Using the course handouts In this section, you ll find copies of handouts for referenced course. The handouts are available for download in Portable Document Format (PDF)
PayData A Vermont Company Working for You! Introduction Welcome to the Evolution Employee Set Up and Payroll Processing Reference Manual! This manual is one part of an ongoing initiative to provide comprehensive
v.5 Payroll: Tips and Tricks Presented by Ken Emert, Shelby Consultant 2013 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders. Objective
BPA Restaurant Professional Payroll System TABLE OF CONTENTS Summary... 4 Uploading Federal Tax Tables... 5 Defining Employees with Payroll Parameters... 6 Adding Employees To BPA... 7 Page 1... 7 Page
National Association of Certified Public Bookkeepers Accounting Basics for QuickBooks Proficiency Test Accounting Basics for QuickBooks Proficiency Test Table of Contents Accounting Basics for QuickBooks
Accounting For Your Small Business Overview: Overview of accounting topics for small business, including accounting principles, p budgets and payroll. *1.0 CAS Basic Accounting For Small Businesses Renee
FGMK Payroll Services, LLC One Source Infinite Solutions Year End Guide Additional Resources IRS Forms and Publications 1-800-TAX-FORM (800) 829-3676 http://www.irs.gov/formspubs/index.html IRS Contact
Top Ten QuickBooks Tips, Tricks and Techniques Copyright Copyright 2007 Intuit, Inc. Intuit, Inc. All rights reserved. PO Box 7850, MS 2475 Mountain View, CA 94039-7850 Trademarks Intuit, the Intuit logo,
Lexis Back Office - Payroll Getting Started ADP's Trademarks The ADP Logo is a registered trademark of ADP of North America. Third-Party Trademarks LexisNexis, Lexis, and the Knowledge Burst logo are registered
Job Costing and Inventory QuickBooks Desktop Advanced Certification Prep Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you check in to the session
LESSON 14 Tracking time 14 Lesson objectives, 394 Supporting materials, 394 Instructor preparation, 394 To start this lesson, 394 Tracking time and mileage, 395 Turning on time tracking, 395 Entering time
INTUIT PROFESSIONAL EDUCATION QuickBooks Files: Sharing, Managing, and Maintaining Data Integrity Copyright Copyright 2008 Intuit Inc. All rights reserved. Intuit Inc. 5601 Headquarters Drive Plano, TX
SAGE ACCPAC Sage Accpac ERP U.S. Payroll 5.5A Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names are registered
LIABILITIES AND ACCOUNTS PAYABLES General As with receivables, payables should be entered in the system when received and paid using the payables system. The date on the vendor bill should be used as the
SAGE ACCPAC Sage Accpac ERP Sage Payroll Services Integration Guide 2006 Sage Accpac International, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service
QUICKBOOKS PRO 2006: A COMPLETE COURSE With updates for 2007 CHAPTER 4 LECTURE GENERAL ACCOUNTING AND END-OF- PERIOD PROCEDURES: SERVICE - BUSINESS CHAPTER OBJECTIVES The focus of Chapter 4 is on general
Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11
QuickBooks Overview for Small Business ENTREPRENURIAL SUMMIT March 3, 2011 Executive Director TFCE Presentation Objectives To discuss decisions that must be made before using QuickBooks To create a new
The M3 Payroll Cycle M3 Training Manual MPI Software Starting The Payroll Cycle You can start the payroll cycle by going to the payroll entry area off of the main menu. Setting the check date The first
How To Setup & Use Insight Salon & Spa Software Payroll - Australia Introduction The Insight Salon & Spa Software Payroll system is one of the most powerful sections of Insight. It can save you a lot of
2012 Year End Accountant Guide For your clients using RUN Powered by ADP This guide contains information and critical dates to assist you with year end payroll and tax filing tasks. HR. Payroll. Benefits.
YEAR-END FRINGE BENEFIT & PAYROLL REPORTING December 2014 Business Resource Group David Piscorik Tammy Carter Janet McCaskill Julie Miller Trish Meade Elana Jones email@example.com firstname.lastname@example.org
Client Accounting Suite Conversion Guide User Guide C O N V E R S I O N G U I D E User Guide 2013 CCH Small Firm Services. All rights reserved. 225 Chastain Meadows Court NW Suite 200 Kennesaw, GA 30144
MSI Payroll Version 6.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property of Municipal
SALES AND RECEIVABLES: SERVICE BUSINESS LEARNING OBJECTIVES At the completion of this chapter, you will be able to: 1. Create invoices and record sales transactions on account. 2. Create sales receipts
Tax Payments Checklist (Year to Date Payroll) Important: Before you enter tax payments in the Enter Payroll Tax Payments window: Enter all your year to date paychecks in the Enter Paychecks window. Print
W-2 Helpful Hints Make sure all W-2s, Governmental Reports, 941s, and other reports have been printed with the proper past year Tax Table installed before performing Year-end Processing. From the Payroll
2013 Year End Payroll Processing With the end of another calendar year upon us, we would like to take this opportunity to THANK YOU for your continued business. The fourth quarter of the year is a busy
Lincoln Public Schools Paycheck On-Line Lookup Instructions 1. Open your web browser (for example: Internet Explorer, Mozilla Firefox, Netscape). 2. Access the LPS website by entering http://www.lps.org
QuickBooks 2012 What's New and Improved By Laura Madeira Register to win over $8K of QuickBooks Software* www.quick-training.com/free-quickbooks-2012 A brief review of the new and improved features and
Microsoft Great Plains Dynamics PAYROLL Copyright Manual copyright 2001 Great Plains Software, Inc. All rights reserved. Great Plains Software, Inc. is a wholly-owned subsidiary of Microsoft Corporation.
Intuit QuickBooks Direct Deposit Getting Started Guide Thank you for signing up for Direct Deposit! Now that you've signed up, read this guide to learn how to activate and use Direct Deposit to pay your
Continued Learning in Pursuit of World-class Service Excellence Ceridian HR/Payroll Web Contents Audit the Preview Results... 2 Trial Payroll Register Section... 2 Tax Checks & Other Payments Section...
QUICKBOOKS 2016 STUDENT GUIDE Lesson 14 Tracking Time Copyright Copyright 2016 Intuit, Inc. All rights reserved. Intuit, Inc. 5601 Headquarters Drive Plano, TX 75024 Trademarks 2016 Intuit Inc. All rights
Instructions: Complete the spreadsheet by indicating how your proposed solution meets the requirements listed below by placing an "X" in the appropriate column. Include comments or alternatives that may
Payroll Helpful Hints Important Facts to Remember The Payroll module is based on a calendar year. There is no future period in Payroll. You cannot post a payroll in process with a check date in a future
QuickBooks for the Start-up Contractor Agenda QuickBooks Overview Setting up QuickBooks General Ledger Payroll Customers/ s/ Jobs Using QuickBooks to Track Job Costs Break-Out Session Reporting QuickBooks
Controller The Club: For more information on Bayview Yacht Club and its history, please visit www.byc.com Reports to: General Manager Supervises: Accounting Manager Education and/or Experience Bachelor
Resources Used for This Handout The material in this handout is a compilation of publications distributed by Intuit, Joe Woodard of Creative Financial Solutions, Inc. and other talented QuickBooks experts.
PAYCHEX Mastering Payroll Compliance 10 Missteps to Avoid Executive Summary. Businesses pay government agencies millions of dollars each year in labor and tax compliance penalties. And, in this economy
May 18, 2015 revised Security Awareness link http://bblearn.missouri.edu Other resources: Signup for Swipe Reader Guidelines for Credit Card Swipe Reader What is the Merchant Service? The Merchant Service
South-Western Accounting for QuickBooks Pro 2009 Tutorial 1 South-Western Accounting for QuickBooks Pro 2009 South-Western Accounting for QuickBooks Pro 2009 Tutorial 2 Table of Contents Web Tutorial...
Introducing QuickBooks Objectives 1 Chapter 1 Introducing QuickBooks Objectives In this chapter, you will learn about the following: An overview of the QuickBooks product line (page 1). Some of the basic