{"id":506,"date":"2019-06-04T17:04:10","date_gmt":"2019-06-04T17:04:10","guid":{"rendered":"https:\/\/quickbookexperts.com\/Blog\/?p=506"},"modified":"2019-06-04T17:04:10","modified_gmt":"2019-06-04T17:04:10","slug":"use-employee-self-setup-for-quickbooks-desktop-payroll","status":"publish","type":"post","link":"https:\/\/quickbookexperts.com\/Blog\/use-employee-self-setup-for-quickbooks-desktop-payroll\/","title":{"rendered":"Use employee self-setup for QuickBooks Desktop Payroll"},"content":{"rendered":"
\n
\n
\n
Learn how to invite your employees to enter their own bank and other info for payroll, How to Use employee self-setup for QuickBooks Desktop Payroll, How to use Quickbooks Self service Desktop Payroll<\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n
\n

QuickBooks makes it easy for you to set up employees in QuickBooks Desktop Payroll. Here\u2019s how to get started and then invite your employees to enter the rest of their info, like their bank account, etc.<\/p>\n

Here\u2019s how to invite your employees to enter their info and get set up in payroll.<\/span><\/h2>\n

Step 1: Invite your employee<\/h3>\n

Note:<\/strong>The new employee self-setup experience is available to new payroll accounts who choose\u00a0Express setup<\/b>\u00a0on the beginning screen. Feature is currently not available in\u00a0Detailed setup<\/b>.<\/p>\n

    \n
  1. Select\u00a0Express Setup<\/b>.
    \n\"Quickbooks<\/a><\/li>\n
  2. On the Basic Employee details screen, fill out the needed information.<\/li>\n
  3. Mark the\u00a0Invite this employee to enter their personal details<\/strong>\u00a0checkbox, then select\u00a0Continue<\/strong>.\"Quickbooks<\/a><\/li>\n
  4. Enter your employee\u2019s pay details (such as wage, pay frequency, vacation, and sick accruals, etc.).<\/li>\n
  5. Select\u00a0Continue<\/strong>.<\/li>\n
  6. Review the info you\u2019ve entered, then select\u00a0Finish<\/strong>.<\/li>\n<\/ol>\n

    An email invitation will be sent to your employee, requesting that they enter their personal info, bank account (when applicable), and tax details. Here’s how how your employees can\u00a0enter their payroll info.<\/p>\n

    Step 2: View your employee\u2019s status<\/h3>\n
      \n
    1. Go to\u00a0Employees<\/b>\u00a0menu, then select\u00a0Payroll Setup<\/b>.\"Employees<\/a><\/li>\n
    2. Under Payroll setup, select\u00a0Employees<\/b>.<\/li>\n<\/ol>\n

      Note:You can toggle employee status to Active or Inactive in the Emp. Status column. The status is green if the employee is active while how to use employees self setup for quickbooks Desktop Payroll<\/strong><\/p>\n

       <\/p>\n

      \"Employees<\/a><\/p>\n

        \n
      1. Go the Setup Status column (this shows where your employee is with the self-setup process). Select the\u00a0small arrow<\/strong>\u00a0icon in the action column if you need to remind, cancel invite, or edit the info yourself. Refer to below chart for more info on a certain status.<\/li>\n<\/ol>\n

        Here\u2019s a chart of the statuses and the actions you can take for each.<\/h3>\n
        \n\n\n\n\n\n\n\n\n
        Setup Status<\/strong><\/td>\nMeaning<\/strong><\/td>\nActions you can take<\/strong><\/td>\n<\/tr>\n
        Invited<\/strong><\/td>\nInvitation has been sent, but your employee has not yet accepted it.<\/td>\nAt this point, you can choose to either:<\/p>\n
          \n
        • Remind\u00a0<\/strong>( lets you send a reminder email to your employee),<\/li>\n
        • Cancel invite\u00a0<\/strong>(lets you fill in all employee details), or<\/li>\n
        • Edit\u00a0<\/strong>(lets you edit any of the employee information you have previously entered).<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
        In progress<\/strong><\/td>\nThe employee has started to fill out their information, but has not finished.<\/td>\n<\/tr>\n
        Waiting for Approval<\/strong><\/td>\nYour employee has completed all necessary information, but you have not yet reviewed the information entered by your employee.<\/td>\n\n

        If the info is accurate<\/strong><\/h3>\n
          \n
        1. Select\u00a0the small arrow\u00a0<\/strong>icon in the action column, then chooseReview<\/strong>.<\/li>\n
        2. Select\u00a0Approve<\/strong>, then\u00a0Yes<\/strong>\u00a0to complete the approval.<\/li>\n<\/ol>\n

          If the info is incorrect<\/strong><\/h3>\n
            \n
          1. Select\u00a0the small arrow\u00a0<\/strong>icon in the action column, then chooseReject<\/strong>.<\/li>\n
          2. Choose between requesting to have your employee fill out their details again, or complete the employee details yourself.<\/li>\n<\/ol>\n

             <\/td>\n<\/tr>\n

        Missing Info<\/strong><\/td>\nThe employee invite was canceled, but you have not yet finished entering the employee information.<\/td>\nAt any time during the process, you can cancel the invitation. Select the\u00a0small arrow<\/strong>\u00a0icon in the Action column, then\u00a0Cancel invite<\/strong>.If the employee has already started to fill out their details, you will be asked if you still want to cancel the invite.<\/p>\n

        Select\u00a0Yes<\/strong>\u00a0to cancel, which will allow you to enter your employee details yourself.<\/td>\n<\/tr>\n

        Completed<\/strong><\/td>\nThe employee has completed all necessary information and you have reviewed and approved the entries<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        .<\/p>\n<\/div>\n

        Still Having Issue? Reach Us<\/h3>\n

        Call: +1-(818) 900-9884<\/a><\/h3>\n

        Email: Info@QuickBookExperts.com<\/a><\/h3>\n

        Chat Live to the customer Care Executive\u00a0\u00a0<\/a><\/h3>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

        Learn how to invite your employees to enter their own bank and other info for payroll, How to Use employee self-setup for QuickBooks Desktop Payroll, How to use Quickbooks Self service Desktop Payroll QuickBooks makes it easy for you to set up employees in QuickBooks Desktop Payroll. Here\u2019s how to get started and then invite […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,1,6,8],"tags":[],"class_list":["post-506","post","type-post","status-publish","format-standard","hentry","category-other-questions","category-quickbooks","category-quickbooks-desktop","category-quickbooks-mac-desktop"],"_links":{"self":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/comments?post=506"}],"version-history":[{"count":0,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/506\/revisions"}],"wp:attachment":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/media?parent=506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/categories?post=506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/tags?post=506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}