In this article you will learn how to set up and assign pay schedules in QuickBooks to pay your employees. To know more, contact QuickBooks Support.
To run payroll and pay your employees, do you use pay schedules or do you have more than one? You can group your employees according to their pay schedule with QuickBooks and Intuit payroll products. You will be able to manage your payroll with the help of this. This will make processing more efficient.
To learn about pay schedule types, contact us.
The different types of pay schedules you can assign your employees to are listed below:
Weekly: On a specific recurring day of the week, pay your employees every week. There are 52 payouts per year as many businesses schedule paydays every Friday.
Every other week or Bi-weekly: Every two weeks,pay your employees. You have 26 payouts per year if you schedule payday for every other Friday.
Twice a month or Semi-monthly: Twice a month,pay your employees. In the middle of the month you can make the first payment and then make the 2nd at the end. Every 15th and 30th of the month is the common payouts for this schedule. This means 24 payouts per year.
Monthly: On a specific recurring date,pay your employees once a month. Making 12 payouts a year.
How to create and manage pay schedules?
Follow the steps for the payroll product you use to set up, assign, or update pay schedules choose your product below:
Please Note: Contact us to find which payroll service you have if you are not sure which payroll service you have
For QuickBooks Online Payroll Enhanced users:
- Firstly, you need to create a new pay schedule
- In the Settings menu select Payroll Settings.
- Select Pay Schedules in Payroll and Services section.
- Click on Create.
- Now, you need to enter the pay period and pay date.
- Click on OK.
- Rename the Description as necessary and then click on OK to save.
- A pay schedule is to be assigned to employees.
- Click on Workers or Payroll menu, and then select Employees.
- Click on the name of the employee.
- Click on Edit Employee.
- Choose the How often do you pay (employee) drop down and then select a pay schedule .
- Click on Done.
To update or delete a pay schedule, follow the steps given below :
Please note: Ensure that you don’t have any employees assigned to it if you’re deleting a pay schedule. First of all, reassign the employees to another pay schedule.
- In the Settings menu select Payroll Settings.
- Select Pay Schedules in the Payroll and Services.
- Next to the pay schedule you want,select Edit to update or delete.
- Now, you need to update the pay schedule’s info. You may also select Delete to remove it.
- For QuickBooks Online Payroll (Full Service, Core, Premium, and Elite) users:
- Reach out to our team so we can help you if you want to delete an inactive or unused pay schedule.
How to set up, assign, and update a pay schedule?
- Select the Employees tab from the Workers or Payroll menu.
- Choose the employee’s name.
- Click on Edit employee.
- Click on the How often do you pay [employee]? Drop down. For the employee moving forward, select the pay schedule. Or, select Add new to create a new pay schedule. Now, you need to fill out the appropriate fields. Then click on OK.
- Select Done when you’re done.
- You must select or enter the correct pay period ending if you want to edit the pay period.
- For QuickBooks Desktop Payroll Products users:
- To create a payroll schedule, you can contact us.
- A pay schedule is to be assigned to an employee
- Select Employee Center from the Employees menu.
- On the name of the employee, click twice.
- In the Payroll Info tab, click on the Payroll Schedule drop down.
- The Payroll Schedule that you wish to assign to this employee, select that.
- To save, click on OK.
- Now, you need to update a pay schedule.
Please Note: The changes only affect the current pay period in case you change the dates from the Enter Payroll Information window. The next upcoming pay period dates won’t be affected. On the Payroll Center’s Pay Employees tab,you can see your pay schedule.
Edit or update your payroll schedule from the Edit Payroll Schedule window if you want to update it all:
- The Process Payroll On date and Check date are adjusted to include transmit lead times and federal holidays if you use Direct Deposit or QuickBooks Desktop Payroll Assisted.
- For Payroll schedules, you have an option. When running payroll for the first time,you have the choice to set up a payroll schedule.
- In QuickBooks Desktop,you may have up to 200 payroll schedules.
- In the Employees menu select Payroll Center.
- Select the payroll schedule that you want to update,under the Create Paychecks table.
- Select Edit Schedule from the Payroll Schedules drop down menu.
- In the Edit Payroll Schedule window,make the necessary updates. Please Note: If you want to update the payroll schedule for every employee assigned to it, click on Yes .
- Click on OK.
You’ll see the new Payroll Periods according to the new Pay Schedule next time you go to the Transactions tab in the Employee Center and click on Paychecks. To calculate for the new payroll period,QuickBooks will adjust your employees’ compensation and taxes.
- In QuickBooks Desktop, deactivate or delete a payroll schedule
- You can make a payroll inactive instead of deleting it. If you need to do so without setting up a new payroll schedule you can make it active again.
If you wish to deactivate a pay schedule, follow the steps given below:
- In the Employees menu select Employee Center.
- Select the payroll schedule you want to update under the Create Paychecks table.
- Select Edit Schedule from the Payroll Schedules drop-down.
- Now, mark Schedule as inactive and then click on OK.
If you want to completely delete a payroll and decide to do the same, you can do it in two ways:
Step 1: If there are employees who are on the payroll schedule you want to delete, remove them
- In the Employees menu select Payroll Center.
- Double-click on the name of the employee.
- Now, you need to go to the Payroll Info tab.
- You need to ensure the schedule in Payroll Schedule field is not the same as the one you need to delete. If it is, for the employee select another payroll schedule or clear the field.
To check the payroll schedule for all your employees, follow the steps given below.
Step 2: Deleting the payroll schedule
- In the Employees menu select Payroll Center.
- In the Pay Employees tab, under the Create Paychecks table, choose the payroll schedule that you don’t want.
- Select Delete Schedule from the Payroll Schedules dropdown. Please Note: You still have employees on it if you get a message statingyou can’t delete or make a payroll schedule inactive. To check all of your employees, follow step 1.
- Click on OK.
To know more on how to set up and assign pay schedules in QuickBooks to pay your employees, call on our QuickBooks Support Number. You can also write to us at support@quickbooksupport.net . For more information, visit www.quickbooksupport.net.