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Here we mentioned below in details How to work on 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. – PowerPoint PPT presentation

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Title: arundidm (2)


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
    companys 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 Intuits
    QuickBooks 2009, which means theres 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 youve 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.
  • Lets 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 theyre 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 youve 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 youd
    like to invite, provided that theyve 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.

11

  • Thank You
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