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QuickBooks How-To Tag

QuickBooks Payroll Items: What Are They?

QuickBooks Payroll Items: What Are They?

If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work.

Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll service or getting ready to pay your first employee, you’re taking on a complex set of tasks that requires a great deal of setup and absolute precision. But the reward is complete control over your compensation records and transactions, and constant access to your payroll data.

If you have no experience dealing with paychecks, deductions, and payroll taxes, we strongly recommend that you let us help you get started. QuickBooks simplifies the actual mechanics of setting up and running payroll, but there’s still a lot you need to know.

It goes without saying that accuracy is critical here. You’re responsible for your employees’ livelihoods and for maintaining any benefits they’ll receive. Federal, state, and local taxing agencies will count on you to submit the proper payroll taxes and filings on time; failure to do so can result in stiff penalties and worse.

How to Setup User Access in QuickBooks

How to Setup User Access in QuickBooks

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

So, you want to know how to setup user access in QuickBooks? If your bookkeeping was ever done manually, then one thing is for sure… You probably did not allow every employee to see every sales form, account register, and payroll stub. Most likely, you have established a system that allowed staff to work only with information that related to their jobs. For instance, there may be times when someone pulls the wrong file folder and sends a report containing confidential information. So now that you understand why this is so important, let’s get on with how to setup user access in QuickBooks.

QuickBooks helps prevent this by setting virtual boundaries. You can specify which features of the software is accessible by employees who work with your accounting data. Each employee receives a unique user name and password that unlocks only the areas he or she should be visiting.

To help minimize errors, maintain data integrity, and preserve confidentiality, QuickBooks lets you restrict users to designated areas in the software.

How to Add Documents in QuickBooks

How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself.

You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments.

Most small businesses are a long way from being “paperless offices,” despite the predictions so many people made when PCs became commonplace. Even though you’re making an effort to be as digital as possible with your accounting files, not everyone else is yet. So you still have to deal with paper.

And you’re probably still consulting paper documents, stored computer files, or scanned images that relate to your accounting data. QuickBooks makes it possible to keep this information close at hand, easily accessible from the software itself. With this article, “How to Add Documents in QuickBooks,” you’ll be keeping this information close at hand in no time!

3 of the Most Common Issues with QuickBooks (And How to Fix them)

Here are 3 of the most common issues with QuickBooks, and how to fix them! But, why would you need this resource? Well, as you already know, QuickBooks is a vital business tool. It helps businesses manage their money, pay bills, and employees.

The accounting software has become a standard for those who seek a simple means of tracking their business.

You can run it on your business or home computers. Alternatively, you could use the online option, QuickBooks Online.

Small and mid-sized businesses value the tool because it handles several bookkeeping tasks automatically, making it easier to run businesses.

Furthermore, you can customize it to fit your business needs. It’s specifically designed to be adaptable and flexible to a wide array of small businesses.

Nevertheless, the application is somewhat complex. Occasionally, these complexities can result in a few minor issues. So, without further ado, here are 3 of the most common issues with QuickBooks, and how to fix them!

These days, some of us find ourselves updating multiple calendars. There's the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a "to-do" on the road with a paper calendar as backup. But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Consider adding one more tracking tool: the QuickBooks Calendar.

QuickBooks Calendar – How It Helps Your Business

These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a “to-do” on the road with a paper calendar as backup. But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Consider adding one more tracking tool: the QuickBooks Calendar.

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