Intuit QuickBooks Assisted Payroll Support

Step 1: Options

The first step in signing up for QuickBooks Assisted Payroll is to choose a payroll option. To start the process, select the Employees menu, click Set Up Payroll, and then choose the Assisted Payroll option.

For a complete list of all the documents and information you will need to complete the process, view our Sign-Up Checklist. After you choose a payroll option, you are ready for Step Two, Signup.

Please review our Step One Frequently Asked Questions for assistance.

Step 2: Signup

In this step, you will verify some existing QuickBooks information and fill out some simple payroll-specific forms in the Welcome Packet. This interview-based process helps you complete the necessary federal and state enrollment forms. When your enrollment forms are complete, print them, have a Principal of your company sign them, and then send them to our Setup Department.

Important: Before you begin, call (800) 332-4844, Monday through Friday between 8 A.M. and 5 P.M. Pacific time, for your Payroll Service Key.

After processing your enrollment forms, you will receive your Personal Identification Numbers (PINs) and you can continue with Steps Three through Six of the QuickBooks Assisted Payroll Signup process.

Please consult our Sign-Up Checklist for a list of the information you will need to complete the Welcome Packet. The Welcome Packet asks for detailed information about your business.

Please review our Step Two Frequently Asked Questions for assistance.

Step 3: Company

In this step, you will review and confirm the information you have already entered into QuickBooks for your company. Having correct information is essential to completing the rest of the sign-up process. Please review your data carefully.

Please consult our Sign-Up Checklist for a list of the information you will need to complete the verification of your payroll data.

Please review our Step Three Frequently Asked Questions for assistance.

Step 4: Employees

In this step, you set up employee information and payroll items. Be sure to include all employees that you have paid during this calendar year, whether they still work for you or not.

Please refer to our Sign-Up Checklist for other information needed to complete this step.

Please review our Step Four Frequently Asked Questions for assistance.

Step 5: Year-to-Date

In order to meet the QuickBooks Assisted Payroll filing requirements, you must reconcile your filed payroll tax forms with your QuickBooks company data. You will need information from your Federal Form 941 and quarterly state tax forms to complete this step.

Please consult our Sign-Up Checklist for a list of the information you will need to complete this step.

Please review our Step Five Frequently Asked Questions for assistance.

Step 6: Verify

This step completes the sign-up process. You will step through all the information to check your data against your documentation and then use your PIN and access to the Internet to send your payroll data. The following business day, you may process your payroll with QuickBooks Assisted Payroll

Please consult our Sign-Up Checklist for a list of the information you will need to complete this step.

Please review our Step Six Frequently Asked Questions for assistance.