10 Best QuickBooks Payroll Integrations for Small Business

You can set preferences for report filters, memorized reports, report fonts, and specific report behaviors. Throughout this article, we will dive into each specific category of settings, explaining their significance and how to access and customize them. By the end of this guide, you will have a solid understanding of the various settings available in QuickBooks Desktop and be able to maximize its potential for your business. QuickBooks will automatically add these default accruals to any new employees you add. Select the Pay stub & Voucher Printing button to customize what shows on your employees’ pay stubs. Overall, client feedback on QuickBooks Desktop payroll solutions is mixed.

Method 4: Undertake the Restoration of your Product and License File

You can define preferences for time entry, such as hourly or decimal time format and time rounding rules. You can also customize options for tracking billable time and expenses, including the ability to designate billable expenses as reimbursable. Within the Sales & Customers settings, you can define preferences related to sales forms like invoices, estimates, and sales receipts. You can customize options such as default payment terms, custom fields, and sales form automation.

Basic Payroll

You can specify options such as custom numbering formats, default accounts for debits and credits, and preferences related to journal entry references and descriptions. Additionally, you can customize the behavior of the journal entry form and configure settings for automatic reversing journal entries. The Chart of Accounts preferences allow you to set up and manage the accounts used to track your business’s financial transactions. You can customize your Chart of Accounts by adding, modifying, or deleting accounts as needed.

In addition to it, these settings help you stay compliant with pay stubs and paychecks. Compared to other full-service payroll options, these add-on fees are pretty standard. Within each category, there are numerous preferences and options that you can adjust to align with your specific business requirements.

Set your payroll and employee preferences

This detailed guide will explain everything about QB payroll subscription and other crucial details. Ensure that all tax configurations are accurately established to avoid legal and financial complications. QuickBooks Desktop provides valuable tutorial support to help users navigate payroll tax setup complexities. However, QuickBooks Desktop Payroll is optimized for mid-sized businesses with basic payroll needs looking for a full-service payroll solution. You won’t get many advanced HR features, benefits administration, or strong onboarding tools with QuickBooks Desktop Payroll. Patriot is a top pick for payroll with benefits like affordable pricing, unlimited payrolls, US-based support, and free direct deposit.

My Preferences

It is important to note that this carry-over does not apply to all employees. We will help you transfer any existing payroll information to QuickBooks. Attract skilled applicants, retain your best employees, and help them grow with you. The vendors that appear on this list were chosen by subject matter experts on the basis of product quality, wide usage and availability, and positive reputation. By quickbooks desktop payroll options providing feedback on how we can improve, you can earn gift cards and get early access to new features.

Here, you can configure settings such as check style, alignment, and default check printing options. You can also customize options for printing check stubs, signature lines, and voucher stubs. QuickBooks allows you to set up reminders for important tasks and events. In the Reminders preferences, you can configure options for reminders related to customers and sales, such as past due reminders, open invoices, and sales receipts to deposit.

• This assistance enables users to comply with tax regulations and avoid penalties.
• After activating the service, the QB experts will email the principal officer with the attached payroll authorization forms.
• Since its changes in 2024, however, smaller businesses may not be able to justify the annual cost of an Enterprise subscription.
• By customizing the My Preferences settings, users can create their own personalized experience within QuickBooks Desktop.
• Issues with your billing information, such as an incorrect billing address or an expired credit card, may lead to this error message.
• QuickBooks Desktop Basic Payroll comes with self-explanatory on-screen features that walk users through customizing payroll settings, adding new workers, and paying employees.

The activation steps will vary depending on where you bought the subscription- online, retail store, or by phone. Now that changing payroll settings in QuickBooks Desktop is seamless, let us learn about the common mistakes to avoid. Avoiding common mistakes while setting up payroll preferences in QuickBooks is imperative for optimum results.

Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice. QuickBooks Desktop Enhanced Payroll is an included service for QuickBooks Enterprise Gold and Platinum users. While users on these plans do not have to pay the base subscription fee or a per-person fee, additional fees for each contractor are paid by direct deposit. By configuring the Online Services & Preferences settings, you can streamline your accounting processes, leverage automation, and gain real-time access to crucial financial information. These settings enable seamless integration with online services and allow you to maximize the efficiency and accuracy of your financial management in QuickBooks Desktop.

These settings help you save time when adding new employees, and stay compliant with paychecks and pay stubs. Customers that use QuickBooks Desktop Assisted enjoy how this plan enables them to outsource payroll processing so they may concentrate on other aspects of their company. Intuit takes care of payroll and submits payroll taxes and documents on schedule without interrupting users, according to positive evaluations. According to negative customer reviews, this service is a little costly, but worth it. Additional terms, conditions and fees may apply with certain features and functionality.

Here, you can set up options for accepting credit card payments in QuickBooks. You can customize settings such as credit card processing fees, default payment methods, and handling credit card refunds. Additionally, you can manage preferences for recurring payments, e-commerce integration, and transaction synchronization with payment processors. If you use QuickBooks Payments or another online billing service, the Online Billing & Receivables preferences are essential. Here, you can set up options for online invoicing, online payments, and customer payment portals. You can customize settings for invoice templates, payment methods, and notifications for online payments received.

• Choose the button for Sick and Vacation to default sick and vacation accruals.
• You can also define how QuickBooks handles foreign currency transactions and customize options related to the Accountant’s Copy feature.
• QuickBooks will add the default accruals to new employees added automatically.
• You can specify settings related to paycheck printing, payroll schedule, direct deposit, and paycheck delivery methods.

Depending on your user role and access permissions, certain settings may be restricted or only accessible to designated administrators. Find everything you need from employee benefits to hiring and management tools. Select the Sick and Vacation button to set default sick and vacation accruals if most of your employees accrue at the same rate. Select from the list below to learn about the different preferences and default settings and how to use them. When TMetric is integrated with QuickBooks, both clients and employees have their hours accurately turned into their billing and salary records. Now, match up the time record data so it is sent to QuickBooks proper categories, projects, and customers.

In general, QuickBooks Desktop Payroll is best for businesses paying more than 150 workers and who are already using QuickBooks Desktop. This payroll system works well with QuickBooks Desktop Pro, Premier, and Enterprise, but may be overkill if you’re not already a die-hard QuickBooks user. Launch QuickBooks Desktop on your computer and log in to your company file. These settings are on the main Payroll & Employees / Company Preferences tab. If you switch between preference menus, you’ll see a prompt to save your changes. Because TMetric is built into the system, you won’t face connection problems and can do your taxes with ease.