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SECTION 9 - Processing/Posting Payroll
In this section
- Processing Payroll
- Send/Post Payroll to QuickBooks
Processing Payroll
Open the Process Payroll tab window.
Select an employee's name from the Employee List
(normally this would be the Master List).
Enter the total hours worked for the pay period,
if applicable, for hourly employees.
Verify all Deductions and Employer Paid withholding
amounts, making any adjustments to the pay sheet as necessary.
When you have finished setting up the employee's
paycheck, select either the Print Check, Record Check or Queue
Check icon.
- Select Print Check if you only have to print
a check for one employee. Fill in all necessary information
on the Print Check Options screen.
- Select Record Check if you only have to
record a check for one employee. Fill in all necessary information
on the Record Check Options screen.
- Select Queue Check if you are processing
checks for more than one employee.
If you chose the Queue Check option, continue
with the following instructions and repeat the first 4 steps for
each employee.
Click the Queue Check button.
Click the Print Queue button once
the final check has been queued.
To verify the information before printing or recording
the payroll checks, click the Reports button
to print one of the Queue reports.
To see how the checks are going to be printed, select
a check and then click the Preview button.
If you find a mistake on one of the checks:
- Select the check and click the Edit button.
- Change the information and then click the Save
button.
- Click the Done button.
In the Check Queue screen, select the Print
All or Record All button – enter
all necessary information on either the Print Check or Record
Check Options screen.
Send/Post Payroll to QuickBooks
Process/record at least one payroll.
Select QuickBooks > Send/Post Payroll.
In the Send/Post portion of the window, enter information
as needed.
Payroll data type: Click the Paychecks
radio button.
Employee list: From the Employee
List pop-up menu, select the employee list whose payroll you want
to post.
Date recorded: Enter the payroll
date you wish to post. The date must exist in your Pay History
records and be entered in this format: 8/4/02 (month/day/year).
Note that the program sends by date and not by employee.
Override date: (Optional) If you
want to post payroll using a different payroll date, mark the
Override date with checkbox and enter the date
you wish the checks to appear within the accounting program.
Click the Send button.
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