QuickBooks Workforce is an ingeniously designed product developed by Intuit and available as a standalone product. It is also available as an integral part of a larger QuickBooks Online subscription. This robust product is appropriate for all sizes of businesses and can be used by any device equipped with high-speed internet. Moreover, by using this product, companies can easily track employee time and attendance, manage benefits and payroll, and produce accurate and updated pay stubs and tax forms. QuickBooks Workforce is a dependable and competent tool designed for managing payroll and HR tasks. It helps businesses in saving their valuable time and money.
Why do we need QuickBooks Workforce?
QuickBooks Workforce is a very significant feature of QuickBooks Online. It is resourcefully designed cloud-based accounting software developed by Intuit, the parent company of QuickBooks. Furthermore, this tool enables businesses in tracking employee time and pay. It also manages benefits and payroll and generates pay stubs and tax forms. The design of this tool helps companies in streamlining their payroll and HR process. It offers a centralized location for storing as well as accessing employee information.
Effective Usage of QuickBooks Workforce
For effective usage of QuickBooks Workforce in QuickBooks, you should first set up an account and then subscribe to the service. After setting up the account, you can access this tool through the QuickBooks Online dashboard.
To commence with QuickBooks Workforce, you are supposed to add employee information that includes employee names, job titles, pay rates, and relevant benefits information. In addition, this information is accurately entered or imported from a spreadsheet by the employee.
After entering employee information, you can use QuickBooks Workforce for recording employee time and attendance. It can be done either through a time clock or a mobile QuickBooks Workforce app. This program helps in calculating salary based on the hours worked, and the pay rates entered for each employee. It also allows for the creation of payslips and tax forms as per the requirement.
QuickBooks Workforce offers tools for managing employee benefits like health insurance and retirement, and generating reports on employee information and pay. It is user-friendly and offers several tools and features that help businesses in managing various HR tasks and payroll.
Effective Steps for Setting up a QuickBooks Workforce Account in QuickBooks
In the below-mentioned points, we are listing out effective steps for setting up a QuickBooks Workforce Account in QuickBooks. You are advised to read them properly and then follow them sequentially.
- Creating an Intuit Account
To begin with, you are supposed to go to the QuickBooks website and then click on the “Sign Up” button. You should provide all the required details to create a new Intuit account.
- Selecting the QuickBooks Workforce Product
After successfully creating Intuit account, you will be prompted to select the QuickBooks product that you desire to use. You are advised to select QuickBooks Workforce.
- Setting up your Company
Thereafter, you are supposed to set up your company by entering your business name, address, and other information.
- Adding your Employees
After setting up your company, you can start adding your employees to the system. For doing it, you are required to enter each employee’s name, Social Security number, and other applicable information.
- Setting up your Payroll
After successfully adding your employees, you are supposed to set up your payroll. Now, you should precisely enter your pay frequency, pay rate, and other payroll-related information.
- Running your First Payroll
After setting up your payroll, you can easily run your first payroll. For doing it, you should enter the hours worked by each employee and then calculate their pay.
- Filing your Taxes
After successfully running your first payroll, you are advised to file your taxes. Next, you should accurately enter the appropriate tax information and then submit your tax forms to the relevant agencies.
Effective Steps to set the QuickBooks Workforce in QuickBooks
In the below-mentioned points, we will be discussing the effective steps to set the QuickBooks Workforce in QuickBooks.
Step 1: Accepting the Invitation
The setting up of the QuickBooks Workforce in QuickBooks is very simple. You are supposed to first do the sign-up procedure in QuickBooks Workforce and then create an account. Prior to this, you are supposed to accept the QuickBooks Workforce invite sent by your employer. It will help you in easily view your paychecks and W-2s. Moreover, this invite is valid for only 30 days from the sent date. Therefore, if you are not accepting the invitation then the employer will be sending you a new request.
Next, you should follow the below-mentioned steps: –
- To begin with, you should check the email sent by your employer with the subject “[Business Name] has invited you to view your paystubs online.” If you fail to find the email in your inbox, then you should go to the Spam folder, or your employer might have used the incorrect email.
- Now, you should open the mail and then choose Crete an account or Sign in to accept the invitation.
- Thereafter, you should create an Intuit account. Users are advised to use the QuickBooks, Turbo Tax, or Min account email address and password for QuickBooks Workforce Sign-in.
In case, if there are any issues while signing in to the QuickBooks Workforce, then you should follow the below-mentioned points.
Steps for Resolving Sign-in Issues
- In case, if you have a QuickBooks Workforce account then you can still accept another invitation from your new employer. You are supposed to provide the same email address that you are using for your previous QuickBooks Workforce account.
- If you are having access to your QuickBooks Online account then you will be requiring a different email address for the Intuit QuickBooks Workforce login. You are advised to use the QuickBooks Online work email address and your QuickBooks Workforce personal email.
- The employer will be resending the invitation mail to you. You should make sure to accept the latest invitation email.
After flawlessly resolving the sign-in problems, you are supposed to move to the next step:
Step 2: By Enabling Notification for New Pay Stubs
In the second step, we will be enabling notifications that will help users in getting email reminders. It will happen whenever your new pay stub is available.
- To begin with, you should go to intuit.com
- Now, you should go to Settings
- Next, you should choose Email Notification
- Finally, you should choose “Send me an email when new pas stubs are available”.
After successfully enabling the notifications, you can use the QuickBooks Workspace for viewing your year-to-date pay, pay stubs, and time off. In addition, you can also view and print your W-2s and add your personal information (if available).
Conclusion
In this blog, we have provided you with adequate information about QuickBooks Workforce. If you are facing any issues related to it then you can contact our technical support team.
