Intuit Online Payroll Account Changes in March

Intuit Online Payroll Account Changes in March*
The Intuit Payroll Team

In our world of ever-changing and increasingly advanced cyber attacks, Intuit must continually work to enhance our systems and adapt to new security threats. More than 30 million people trust Intuit with their personal and financial information, and we take the job of protecting their data very seriously.

For this reason, we are moving every single customer who is using an Intuit product to our central login credential system. Moving to one login system allows us to focus our efforts on building world-class security mechanisms such as multi-factor authentication and monitoring suspicious login activity.

Starting on March 5th, 2018 we will be moving all Intuit Online Payroll for Accountants firms’ and clients’ payroll logins to be under Intuit’s central login credential system. Once they are using the Intuit credential system, there will be times when your client will see the Intuit brand. This includes the browser security certificate and while resetting the password.

Our central authentication system has a single method for resetting passwords. We will use this same Intuit-branded flow for resetting Intuit Online Payroll for Accountant passwords. This help guide includes a screenshot of the page that you and your clients will now see during this reset process. It also includes a script that you can use to explain why the Manage Payroll credential reset flow shows Intuit branding.

To help you get your clients through this change and ensure a smooth migration to the central Intuit credentials, we have created a new phone number to handle questions about the process: (844) 391-9894. This toll-free phone number will be activated when migrations start on March 5th and will be monitored during our usual support hours, from 6 am to 6 pm PT, Monday through Friday. If you wish, you may direct your clients to contact us at that phone number for login migration help. We will answer the phones as “Online Payroll” but there may be instances where we must inform your clients during the call that they are moving to Intuit credentials, such as when they are trying to use a login that is already in the Intuit system. This phone number will be disabled on Friday, May 4th. All customers who haven’t switched to the new credentials by this date will be forced through the credential change flow.

If you would like to learn more about the process of moving to central logins and the Intuit branded password reset flow, you can view the recorded QuickBooks In The Know webinar from February 6th.

As always, as an accountant customer you can dial into our dedicated support team for accounting professionals by chat or by phone at (866) 729-2925, option 2, Monday-Friday, 6 am to 6 pm PT or Saturday, 6 am to 3 pm PT. It’s our pleasure to serve you.
Sincerely,

The Intuit Payroll Team

* (Source: email received on 2/13/2018)

Resolve payroll tax overpayments or underpayments

Resolve tax overpayments or underpayments
QuickBooks Help
From the article:

Why do I have an overpayment?
The most common causes of tax overpayments and underpayments are:

Incorrectly entered tax rate; in particular, the state unemployment insurance (SUI) rate.
Paychecks added or deleted after the tax payment was approved for the payroll period.
Incorrect reconciliation of historical taxes
If an overpayment appears because of historical taxes
When you entered your prior tax payments, we noticed that you have overpaid your taxes so far this year.
If you still have at least one payroll to run in the same quarter, you don’t need to do anything.
If the quarter with the overpayment is over, you need to resolve the overpayment.
You have entered your prior tax payments, but you have not yet entered tax information from your prior paychecks. (That is, you have told us about the taxes you have paid, but you have not yet told us about the tax liabilities you have incurred. Our system thinks you have overpaid your taxes.)

Once you have entered your pay history, your tax liability will no longer be negative (unless you have in fact overpaid your taxes). …


 







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How to access box 16 on form 1099 in QuickBooks Online QBO

Box 16-18 is state information. QuickBooks does not do state information at all.
The way around this box 16 issue in QuickBooks as I heard is one of two things:
1) Print the 1099 and hand write in the state information.
OR
2) Use the internet based 1099 prep software that will allow for state entries.

Related article from IRS website:

 


 





 




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Does QuickBooks automatically adjust employer payroll tax rates at the beginning of a new year

QuickBooks Online automatically updates the federal tax rates. However, for state taxes, you’ll need to manually edit your State Unemployment Insurance (SUI) and State Disability Insurance (SDI) tax rates for this year (if necessary) through the Payroll Settings.

Here’s how to do it:

  1. Click on the Gear icon.
  2. Choose Payroll Settings.
  3. Click on the Tax Setup tab.
  4. Click on the name of the state.
  5. Scroll down to the section labeled State Unemployment
  6. Insurance (SUI) Setup. Click Change or add new rate.
  7. Enter your new rate as a percentage from the notice you received from your state.
  8. Enter the Effective Date.
  9. Click OK.

 


 

 


 





 





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How to enter or change state unemployment insurance (SUI) tax rates

How to enter or change state unemployment insurance (SUI) tax rates
QuickBooks Help
From the article: This article provides steps to enter or change your State Unemployment Insurance (SUI) rate as well as setting the effective date …

 









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How do I change an employee’s last name due to marriage

How do I change an employee’s last name due to marriage in QuickBooks Online Payroll?

The employee name will need to be changed on the employee edit page.

To edit the employee name:

  1. Click Employees on the left panel.
  2. Click the name of the employee to open the employee record.
  3. Click Edit employee at the top left under the employee name.
  4. Change the last name on that page and then click Done on the bottom to save the change.

OTHER HELPFUL TIPS:

1) Make sure your employee has changed their name first with the Social Security Administration before you change it in QuickBooks Payroll. Otherwise, there is a good chance to get a mismatch from the SSA. In addition, your employee may not get their wages credited towards their SS balance.

2) Yes, you can easily change an employee’s name this way in QuickBooks but QBO will make the change all the way back to the beginning of their employment which is not good. In QBO Payroll, there is no option to make the change with an effective date only. Send them your feedback here.
http://feedback.qbo.intuit.com/

3) Helpful article:
Social Security: How To Change Your Name After Marriage


 





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How do I add this one-time bonus properly to Quickbooks payroll

This is how to handle employee bonus in QuickBooks Payroll. You will first need to add a Bonus type under the employee profile and then you run either just a Bonus check alone or the regular check with the Bonus amount. You will need to take the following steps to process the bonus check:

To set up Bonus as “Additional pay” type to the name of the employee:

  • Go to Employees Center.
  • Select the name of the employee from the Employee list.
  • Under Employee details, click “Pay” the pencil icon.
  • Under question number three, click “Pay” the pencil icon again.
  • Check the “Bonus” box.
  • Click Done.
  • Click Done.

bonus1

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To run the Bonus check alone:

  • Go to Employees Center.
  • Next to the Run payroll button, click the drop-down arrow.
  • Click Bonus only (at the upper right corner).
  • Select As net pay or As gross pay.
  • Click Continue.
  • Enter the Pay date.
  • Enter the Bonus amount.
  • To pay by paper check but not direct deposit, click the lightning icon, then switch “pay by” to paper check from direct deposit.
  • Choose Bank account.
  • Click Preview payroll.
  • It should also calculate employee taxes for that bonus amount.
  • Click Submit payroll.
  • Enter check number to print.
  • Select Print paychecks button to print.
  • Click Finish payroll.

 
To run the regular check with the Bonus amount:

  • Under Employee, click the Run payroll button.
  • Select the Pay Date and the Pay period.
  • Enter the Bonus amount.
  • Click the Preview payroll button.
  • Click the Submit payroll button.
  • Click the Finish payroll button.





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There was a new employee missed paycheck. How to make a new payroll check after payroll has already been run and printed

It is very easy to run a new paycheck. To run a payroll for one of your Employees, you can follow these steps:

  • From the home page screen, go to Employees on the left navigation bar.
  • Click Run Payroll on the upper right-hand corner.
  • Change the Pay Period (see attached screenshot below) and Pay
  • Date indicated to the previous payroll date.
  • Check the box next to the Employee that you’ll be paying, and enter its payment for that period.
  • Click Preview Payroll on the lower left-hand corner to check the amounts calculated.
  • Click Print Paychecks at the top of the Employee List table to print it, and then click Finish Payroll.

Note: You can also add “New Employee” from “Run Payroll” screen. See attached screenshot below.

run missed paycheck

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How to create bonus on my employee’s paycheck in QBO Payroll

There are two ways to create bonus paycheck to your employee in QBO Payroll.

1) Regular Payroll Check
2) Separate Payroll Check

Here are the steps to create a bonus with a regular paycheck:

  • On the left panel, click the Employees tab.
  • Select an employee you wish to add this pay type.
  • Click on the Pencil icon next to pay.
  • In Section 3, click on Add additional pay types.
  • Select Bonus and click Done.
  • Once you run payroll, you’ll see a box where you can enter the bonus amount.

bonus1

Here are the steps to create the bonus separate from the paycheck:

  • On the left pane, click the Employees tab.
  • Click the Run Payroll drop-down arrow and select Bonus only.
  • Select As gross pay (this will deduct taxes accordingly).
  • Enter the pay date.
  • Select the name of the employee that will be receiving the bonus check with the checkbox to the left of their name.
  • Enter the amount in the Bonus field.
  • Click Preview Payroll
  • Click Submit Payroll

bonus2


Tutorial Bonus Paycheck Video:

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How do I delete old payroll taxes due that were paid outside of QuickBooks Online?

There is no way of deleting a tax due sitting on the account unless you delete all the paychecks created. You will need to record this tax payment in your QuickBooks Online Payroll.

Here are the simple steps:

From the home page screen > left navigation bar

  • Taxes> Payroll Taxes.
  • Under Taxes, click Enter prior tax history.
  • Click Add Payment.
  • Select the Tax Type.
  • Select the Liability Period.
  • Enter the Payment Date.
  • Enter the Check Number (or payment reference).
  • Enter the Notes (give appropriate information for record).
  • Under TAX AMOUNT ITEM, enter the breakdown amount.
  • Click OK.

This record will not show up in the registers and in bank account.

Click on the screenshots below to enlarge them
enter prior tax history

add prior tax payment

create prior tax payment


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