What Is Quickbooks Workforce and How to Use It?
QuickBooks Workforce helps employees access the W-2 forms and online pay stubs. This option enables your workforce to be fully updated about any tax changes or tax-related data. However, to leverage the tool and all that it has to offer, you must first register for it properly.
The tool is useful as you can securely view your paychecks and save all your data online. This article will tell you more about how to set up QB Workforce and log in.
The Process of Configuring Intuit QuickBooks Workforce
Before setting up the QB Workforce, check if the software is fully updated. The tax tables must be current, and you must log in to QuickBooks as an admin.
Go to the ‘Employees’ menu on QuickBooks Desktop. Here, choose ‘Manage payroll cloud services.’
The Manage payroll cloud services tab is also visible if you don’t have the latest version of the QuickBooks Desktop.
Go to the ‘Payroll cloud services’ box.
Toggle on its status.
Verify a PIN that will deliver payroll data.
After that, save the changes.
A confirmation window will arise.
Go back to QuickBooks using it.
Next, enter the paycheck data for payroll processing.
Upload the paystubs.
Make paychecks in the standard way in your QB company file.
Ensure to tap ‘Send to Intuit’ on the confirmation screen.
Now, click ‘Send’ in the window that appears.
If you are a first-time user of QuickBooks Workforce, upload historical paychecks.
Your employees can view their paychecks in this way.
Invite Your Employees to QuickBooks Workforce
As an employer, you can invite your employees with the Workforce setup. Here are the points involved in this process.
Head to the ‘Company’ menu and choose the ‘My company’ option.
Choose ‘Sign-in.’
It is present in the right part of My Company.
Use your Intuit credentials to sign in.
Invite your employees by choosing the ‘Manage Payroll Cloud Services’ option.
Choose ‘Invite Employees’ after turning on the status of the QB Workforce.
View the employees’ list and choose to grant access to your employees.
Add their email IDs to this list.
Choose the ‘Send invite’ option.
Using Intuit QuickBooks Workforce
You can begin QuickBooks Workforce login and start using the Workforce. QuickBooks Desktop users can quickly add QB Workforce. Both these products are switchable. The authorized worker can accept the QuickBooks Workforce invitation and begin using the system.
Ensure that you can access the QuickBooks Payroll Negative Paycheck.
Head to Intuit’s Accounting and Payroll services.
Now, for QuickBooks Workforce employee login, enter QB login credentials.
Now, it's easy to access QuickBooks Workforce.
How to View Paychecks in QuickBooks Workforce
View and print paychecks after making a workforce account with these steps.
Login to your workforce account.
Select ‘Paychecks’ and a time period.
To download a paystub, hit ‘Download.’
You can open, view, download, or print a pay stub.
Tap the ‘Download all’ button. Now, download all the paystubs simultaneously.
How to Enable Email Notifications for New Paycheck Statements?
After setting up a QuickBooks Workforce account, the employee will get an email with their paystub. It is possible to configure email alerts for new paychecks with a few instructions.
Head to the workforce.intuit.com web page.
Now, go to the ‘Preferences’ menu.
After that, hit the ‘Email’ option.
It will set up an alert.
If you can access more paystubs, choose the option to get them via email.
Summing up
QuickBooks Workforce is a great feature that helps you manage your employees better. Setting up the feature and inviting employees is pretty straightforward, as explained above. If you need more help with this functionality, contact a professional QuickBooks technical help service.