Payroll Settings

To manage your payroll settings and access your payroll documents as an employer, open the Settings app and select Business Setup > Payroll.

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Account Details

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To view or update your payroll account details, open the Settings app and select Business Setup > Payroll > Account settings. If you have multiple payroll accounts, select Manage account > Account settings.

When updating your payroll account settings, you can:

• Manage your pay groups and bank accounts

• Set up benefit calculations

• Create time off policies

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Staff Members

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To view a list of all the workers on your payroll, open the Settings app and select Business Setup > Payroll > View staff members. If you have multiple payroll accounts, select Manage account > View staff members.

When viewing the list of all your workers, you can:

• See which staff members have been invited to sign up for payroll, which staff members are active or inactive, etc.

• See whether each staff member is an employee or contractor, or if that selection is still missing.

• Select the "..." menu for each staff member to view the staff member's profile and see their payment history.

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Advanced Configuration

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To manage advanced payroll settings, open the Settings app and select Business Setup > Payroll > Advanced configuration. If you have multiple payroll accounts, select Manage account > Advanced configuration.

When managing advanced payroll settings, you can:

• Update check printing preferences when paying workers via paper check.

• Set up the QuickBooks Payroll Sync.

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Documents

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To upload or download payroll-related documents (e.g. year-end tax documents), open the Settings app and select Business Setup > Payroll > Manage documents. If you have multiple payroll accounts, select Manage account > Manage documents.

Learn more about viewing your tax documents as an employer.