How to Set up QuickBooks Workforce for QuickBooks Desktop?

QuickBooks introduces this tool to make this easy and clear. It gives you access that your company’s employees have choices to view and print their W-2s and Paystubs. Every time when your employees set up on the QuickBooks workforce, they will receive an email to check their paystubs online.

In this article we have discussed about setting up QuickBooks Workforce in QuickBooks Desktop. Thus, keep reading!

Before proceeding ahead, note the following:

Before you head towards the process of setting up QuickBooks Workforce for your QuickBooks Desktop, make sure that you:

• Make sure to update your QuickBooks software with the latest release.
• You have logged in as the QuickBooks admin.
• Ensure that Tax Tables are updated.

Methods to Set up QuickBooks Workforce for QuickBooks Desktop

Follow the steps given below to setup QuickBooks Workforce as an admin:

• Install the most recent version of QuickBooks first, then update it to include the most recent Payroll updates.
• Opt for the Employees option after opening your QuickBooks Desktop Company.
• Hen, hit on the Manage Payroll Cloud Services with the next click.

• If you are unable to locate the Manage Payroll Cloud Services, you likely don’t have the most recent versions of both QuickBooks and Payroll.
• You must first open the QuickBooks Payroll cloud Services window in order to find this option.
• Hit the ON button under QuickBooks Workforce.
• Proceeding with the on-screen instructions below to create or confirm a PIN to deliver the payroll data.
• When you’re finished sending it, hit on Save
• In the confirmation window that appears, choose the next button to Return to QuickBooks.
• When you run the Payroll again, it updates the paycheck information.

Procedure to Invite your Employee

You can use the steps shown here to add your employee to QuickBooks’ workforce.

Step 1: Sign in to your Intuit account in QuickBooks

• Choose My Company from the drop-down menu under the Company
• Then, you are supposed to hit on the Sign-in option
• At this point, you must sign in with your Intuit Identity and password.
• Tap on “I forgot my user ID or Password” option if experience any form of password-related error.

Step 2: After following the above Step, you need to send an Invite

• Start off by picking the Manage Payroll Cloud Services option from the Employees menu in the top menu bar.

• Then, you need to launch the QuickBooks workforce application and tap on the ON
• Opt for Invite Employees option from the list of available preferences.

• A list of employees will appear on your screen, then pick the users to whom you wish to grant access.
• You now need to add their email addresses.
• Subsequently, hit on Send Invitation.
• Following that, you would see Invited below the Status column.
• You can also let your workers access their W-2s and pay stubs.

Hopefully, this article should assist you to set up QuickBooks Workforce for your QuickBooks Desktop Have any queries or questions? Just reach out to our QuickBooks desktop technical support team for the timely redressal for all your QB-related queries.