QuickBooks Workforce PPT

1. QuickBooks Workforce uberaudit.com

2. What Is QuickBooks Workforce? QuickBooks Workforce simplifies the way employees can access and review their paychecks securely online via a self-service portal. Our employees can then view their payments online at any time, since workforce integrates with your company’s existing payroll service.

3. How To Work QuickBooks Workforce The QuickBooks Workforce tool lets employees access and print their W-2 forms and pay stubs online. Once employers set their staff up in QuickBooks Workforce, employees can get notified of their latest paychecks after payroll is run. Workforce is a web-based solution that is compatible with any version of Intuit’s QuickBooks 2009, which means there’s no extra cost.

4. Workforce integrates with Intuit desktop version of QuickBooks, which means employers can easily toggle on the Workforce service through QuickBooks Desktop Payroll Cloud Services window. Once you’ve approved your update in QuickBooks, you can begin inviting your employees to use the Workforce service or notify them that they can now sign in with their existing Intuit QuickBooks credentials themselves

5. How To Set Up QuickBooks Workforce QuickBooks Workforce is simple for employees and requires following just a few steps. Once your employees have access to the Workforce service, they can start reviewing their pay stubs and W-2s with ease themselves, whenever they need. Let’s cover the steps you need to follow to get QuickBooks Workforce activated and working for your version of QuickBooks Desktop Payroll.

6. Step 1: Activate QuickBooks Workforce As Administrator QuickBooks Desktop users can immediately activate the Workforce solution from their account as soon as they’re logged in. You need to check that your desktop version is updated or not. If desktop version is not updated then you or your employees may run into issues when trying to sign in. Now you access your Manage Payroll Cloud Services window through your Employees tab. You should see the prompt to activate QuickBooks Workforce with an on/off toggle. Toggle Workforce as ‘On’, make sure you save and apply your changes, and return to the main screen of QuickBooks Desktop.

7. Step 2: Upload Paycheck Data In order for your employees to actually review their payment documentation, you need to upload their paychecks to QuickBooks Workforce. Uploading paycheck data is a simple process that can be done following a few simple steps outlined by Intuit on their website. Simply send a void payroll directly to Intuit, make sure you select the appropriate date range for your historical paycheck data and begin uploading and sending the current calendar year paycheck with the PIN you use for Intuit QuickBooks.

8. Step 3: Invite Your Employees to QuickBooks Workforce Now that you’ve activated Workforce through your QuickBooks Desktop account, you can start inviting your employees to use Workforce from their own accounts. Navigate to the same Manage Payroll Cloud Services window that you previously used to activate Workforce to invite your employees from a preloaded list. You can add as many or as few employees as you’d like to invite, provided that they’ve set up their accounts beforehand.

9. How to employee can see their own Paychecks? The employee can view instantly their paychecks after setting up their workforce account.Once this account has activated then you need to Sign In to workforce account. After Signin you must follow the below instructions: • Discover Paychecks option. • We can easily view the Paychecks based on the date range.

10. How to download and print Paychecks? • Setup the Workforce account • Click on to Sign In. • Choose Paychecks option. • Then select the suitable date range. • Click on download option. • Choose a pay stub to open, view, print and download it.

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