QuickBooks Online: How to Run Payroll & Process Payroll Taxes

Поділитися
Вставка
  • Опубліковано 20 січ 2025
  • To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: www.quickbookso...
    E-mail Hector your questions hector@garciacpa.com
    My Friend Alicia's Full Payroll, 1099, and Time Tracking Course:
    hectorgarcia.c...
    You can take my full QBO (does not include Payroll) 4-hour course in LinkedIn Learning with a 30-day free trial:
    / quickbooks-online-esse...
    Other Videos:
    -Getting Started Tutorial: • How to use QuickBooks ...
    -Setup & Run Payroll: • QuickBooks Online: How...
    -Navigation & Customization: • QuickBooks Online: Nav...
    -Customize your Invoice/Estimate Templates: • QuickBooks Online: Cus...
    -Connect your Banks / Download Transactions: • QuickBooks Online 2024...
    -How to Categorize Expenses: • QuickBooks Online: How...
    -Reporting Basics: • QuickBooks Online: Pro...
    -Desktop to Online Conversion: • QuickBooks Desktop to ...
    -Setup 1099 Contractors: • QuickBooks Online: Set...
    -Standard Chart of Accounts: • QuickBooks Online 2023...
    -Categorizing Dowloaded Transactions: • QuickBooks Online Tuto...
    Bank Feeds & Bank Rules (Full Tutorial): • QuickBooks Online: Ban...
    -Bank Reconciliations: • QuickBooks Online: How...
    -Entering Transactions paid in CASH: • QuickBooks Online: Ent...
    -Doing 1099 Forms: • QuickBooks Online 2024...
    -Setting Up Payroll: • QuickBooks Online PAYR...
    -Setup, Forms, and Pay Sales tax: • QuickBooks Online: Sal...
    Official QuickBooks Online 2024 Tutorials Playlist:
    hectorgarcia.c...
    My favorite FREE (and Low-cost) Courses for Accountants & Accounting fans: courses.cpaaca...

КОМЕНТАРІ • 172

  • @Pancake3399
    @Pancake3399 10 місяців тому +7

    This types vedio helpfull for us. Who has not enough money to take training. Thank you a lot hector

  • @hew64
    @hew64 2 місяці тому +2

    My accountant says to be careful when picking a plan as most will not file the monthly, quarterly, annual tax reports and you end up doing them yourself. Could you please expand on that?? I’m trying to decide which is better to try and do myself or just pay accountant to handle payroll (s corp, 1 employee). Thank you!

  • @01adutton
    @01adutton 3 місяці тому +1

    How do I enter payroll history for employees prior to starting up QuickBooks Online? The company I work for manually entered and paid paychecks and paid taxes by paper check/mail. The transactions are in QBO because they were uploaded from bank feeds, they just weren't run through the actual QBO payroll process. (she just entered them as checks) I need employees' W-2s to reflect the entire year and not just 10 months. I have all of the data but need from their paper payroll reports but need it reflected in QuickBooks. I hope that makes sense. Can you help??

  • @ReigningUp
    @ReigningUp 7 місяців тому +4

    Thank you for posting this, gives me a really good idea of how to set it up and what I need.

  • @lyssacox7941
    @lyssacox7941 18 днів тому

    Thank You hector!
    This was helpful and it does seem simple not complicated at all for Payroll. like the Self Entry Payroll Info. for employees.😊❤

  • @AlanArnold-tk8dx
    @AlanArnold-tk8dx 3 місяці тому

    I have QB online payroll and it stopped automatically entering the payroll taxes that QB automatically pays on my check register. Any thoughts why this has stopped working?

  • @samanthazarantonello5436
    @samanthazarantonello5436 10 місяців тому

    Can you explain how to add a employer contribution for child care expense so that it reflects on box 10 of their W2? I'm not able to find how to do this anywhere. Thank you!

  • @motiverseminds
    @motiverseminds Рік тому +1

    Please make a video on how to use QuickBooks online free 30 Day trail. I try but there is a issue of signing

  • @stephaniegutz1247
    @stephaniegutz1247 7 місяців тому +1

    Hi Hector. I've been doing manual payroll for my s-corp, employee of one (have been paying online at IRS/EFTPS monthly to deposit taxes for 941 requirements, also paying state withholding monthly). I'm trying to convert to QB payroll, but when I try to add the payroll history it's not letting me continue -- it says I'm paying the wrong percentages (per 941 0.124 for social security wages, 0.029 for Medicare wages). Could you please tell me what the percentage of the monthly 941 deposits should be taken out of employee wage so I can move forward with QB automated payroll? Many thanks for your tutorials!

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 місяців тому +1

      I dont answer payroll questions like that, its too sensitive, to get it wrong. Ask your accountant to help you with the calculation

  • @sujitsharma9865
    @sujitsharma9865 3 місяці тому

    Hello Sir
    I am unable to set the payroll in direct deposit neither qbo is allowing me to set up tax payments autopay
    The entity is new as well as bank account
    We reached out the support several time more than 2 months but they're still looking into why the direct deposit is not working
    Can please advise

  • @jamiemiller1311
    @jamiemiller1311 10 місяців тому

    Thank you for the great info. I'm new to online QB. I merged my info from the desktop version. I'm struggling to figure out how to make changes to ss and med. My employee and employer amounts to not match. I'm pulling my hair out trying to figure this out. They have NOT been any help. Praying you can help me. TIA

    • @HectorGarciaCPA
      @HectorGarciaCPA  10 місяців тому +1

      Payroll is very delicate, i would contact support again or pay an accountant that knows QB payroll well

    • @jamiemiller1311
      @jamiemiller1311 10 місяців тому

      @@HectorGarciaCPA thank you

  • @abdirashidahmed2329
    @abdirashidahmed2329 8 місяців тому +2

    Thank you Hector. You are great trainer. More of this will be very helpful for beginners

  • @judyglidden675
    @judyglidden675 11 місяців тому

    Hello Mr. Garcia, Can you please show us how to categorize QB Payroll in a journal entry? I have to split payroll based on locations but not sure how to make it work. I have search tirelessly and just cannot find any tutorials on how to make this work. Thank you!

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      This? ua-cam.com/video/ISgLARqf0J8/v-deo.htmlsi=lPURzYQo3k3xVGiN

    • @judyglidden675
      @judyglidden675 11 місяців тому

      Thank you!@@HectorGarciaCPA Does it matter if it's a 3rd party payroll or QB payroll? My guess is its basically all the same setup?

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      @@judyglidden675 it matters 100%
      QB Payroll does not require any journal entries. It doesn everything on its own.
      If you need to "spread" the costs accross locations, then just do a journal entry

    • @judyglidden675
      @judyglidden675 11 місяців тому

      @@HectorGarciaCPA Thank you! That is EXACTLY what I was looking for, thank you, thank you, THANK YOU!!!

  • @Parkwayinc
    @Parkwayinc Рік тому +1

    Thank you for sharing a link to my Complete Payroll tutorial in your video description! I truly appreciate your support and the opportunity to collaborate with you!

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      Your video is a great resource, one of a kind.

  • @UIdrobinson1
    @UIdrobinson1 10 місяців тому

    Is there some magical thing that needs to be done to fix Payroll Journal Sync Errors? We migrated from Desktop to Online and have done 2 payrolls which have not been synced. We have been on the phone with QB Experts at least once a day almost every day since the 20th of February with no resolution. Can you help with this?

  • @chaneleren7633
    @chaneleren7633 3 місяці тому

    what a wonderful explanation of the payroll and taxes. thank you so much

  • @g5162
    @g5162 Місяць тому

    When the FICA taxes are paid. Are the employee and employer portions combined and paid or are they paid with separate payments? Also, does the balance sheet show the balances of all the income tax payable accounts?

  • @lisabell4008
    @lisabell4008 7 місяців тому

    After their direct deposits go through, they show up in my bank transactions needing to be categorized. Its automatically labeled "quickbooks payments - uncategorized expense", do i need to go through and update each individual direct deposit to each employee in the "employee/vendor section" and how do i categorize it properly since it is not an uncategorized expense. Also, am I able to skip adding which employee the direct deposit was for?

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 місяців тому

      Well, if you are using QuickBooks Payroll, all those payments should be automatically categorized, are you using an outside payroll company?

  • @faisalraj6654
    @faisalraj6654 3 місяці тому

    Hi Hector, If possible, can you please make a Quickbooks video about S-Corp employer working as 1099 and drawing a salary as an employee of the same S-Corp via running a Bi-weekly / Monthly Payroll. And, Quickbooks gives gives the Snapshot for both, employee and employer activities. Thanks.

  • @sabaokbagergish2065
    @sabaokbagergish2065 9 місяців тому

    Hi Mr. Hector
    Can you tell me the name of the software useful for payrolls?
    Thank you so much

  • @BettyPaez-o8s
    @BettyPaez-o8s 5 місяців тому

    How can I apply a different hourly rate within the same pay period? For example, an employee earns $25 per hour this week, but after their trial period, they will earn $30 per hour in QBO. Thank you!

  • @CCAFO
    @CCAFO 11 місяців тому

    Hello, please help to instruct me how to import employee list in QuickBooks Online! Thank you in advance for your help!

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      There is no easy way to do it. You can only import a limited set of data via the Payroll menu

  • @sumansharma9585
    @sumansharma9585 Місяць тому

    Great Job Mr. Garcia, well explained, always appreciate 🙏

  • @ranjithayadati2330
    @ranjithayadati2330 6 місяців тому

    Hi Hector, Can we change the answer the first question to No. because the previous employer paid for the employees before we took over, for which i said yes, while setting up.. but i do not have that info with me to give in the payroll history. Pls suggest!! Thank You!

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 місяців тому

      I dont remember. I would contact support

  • @NadiaSilva-iu7dt
    @NadiaSilva-iu7dt Місяць тому

    Hi Hector, thank you very much for your videos. I paid a 3-month Quickbooks subscription to learn how to use it, my question is: I am inventing all the information that I am providing (I put my children's names, not their SS numbers as employees) and I invented a false company, will it have consequences for me later? That is, is there a problem with the IRS for filling out this non-existent payroll and tax information?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Місяць тому +1

      @@NadiaSilva-iu7dt if you filed forms then is an issue

  • @gonzalex2002
    @gonzalex2002 8 місяців тому

    porque no deja poner el tin number cuando el empleado no tiene un seguro socia?

  • @JimCasler
    @JimCasler 4 місяці тому

    Do you know if payroll data will transfer over during a "migration" (auto transfer of file) from QBDT to QBO?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 місяці тому

      It comes, but there is a post conversion setup you still have to do

  • @ConnectionChurchOcala
    @ConnectionChurchOcala 11 місяців тому

    Your videos are awesome - you're such a great teacher! Do you have a video about running "Auto Payroll"? I'm anxious about trying it without knowing the exact process - I don't like taking chances with people's pay.

  • @emmylousanpedro8529
    @emmylousanpedro8529 Рік тому

    Hi Hector, I was transitioning from QB desktop to QB online. Is there a way that I can pay employee commission only and track it to customer, class or project like on the QB desktop? I don't see it unless I create a timesheet for them, but the problem is they are paid by commission (piece of work) to different customer/project not an hourly rate.

    • @HectorGarciaCPA
      @HectorGarciaCPA  Рік тому

      Unfortunately, only works in timesheets; so the comission cannot be tracked by project

    • @emmylousanpedro8529
      @emmylousanpedro8529 Рік тому

      ​@@HectorGarciaCPA Thank you for answering. I am a big fan. Would you recommend if we are a construction company and a contractor to integrate in QB online?

  • @Selmjl
    @Selmjl 3 місяці тому

    Hector, what account should I post penalties and interest from the payroll liabilities ?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 місяці тому

      “Tax Penalties Expense”

    • @Selmjl
      @Selmjl 3 місяці тому

      @HectorGarciaCPA create a separate account on chart list and to other liabilities

  • @rosar.9618
    @rosar.9618 11 місяців тому

    Hello when i run payroll it doesn’t deduct anything for federal is that supposed to be entered manually or is it an error

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      If the employee makes little, and the W-4 has certain specifications, it could end up like that

  • @gonzalex2002
    @gonzalex2002 6 місяців тому

    Hector yo tengo mi contador y el hace los pagos de Payroll liabilities mi pregunta es: se puede pagar los payroll liabilities Inside the Quickbooks online ?
    solo quiero tener todo update sin mandar nada de mi lado porque mi contador los manda por mi
    quiero hacer esto mientras veo si quickbook online trabaja para mi y en un futuro mi contador usa online version

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 місяців тому

      Si, pero tienes que tener el servicio de Payroll separado

  • @PangVang-b6c
    @PangVang-b6c 3 місяці тому

    Hi Hector. I currently have QB Gold Enterprise with cloud support. Is that different than QB online?

  • @javiduss
    @javiduss 3 місяці тому

    What if a worker don’t work 40 hours what if every week the worked hours fluctuates?

  • @LeeMcMaster
    @LeeMcMaster 6 місяців тому

    Not sure if someone said this or not, but ...Social Security numbers cannot start with a 9. Only ITINs begin with 9.

  • @jenniferferebee5638
    @jenniferferebee5638 3 місяці тому

    If you are converting from QB Desktop where you had assisted payroll to QB Online, will employee information transfer or will the employee set up have to be done manually?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 місяці тому

      Most will, but there is a setup process that needs to happen prior to you running payroll on QBO

  • @barbiemorrisey9937
    @barbiemorrisey9937 11 місяців тому

    Hi! Is there a way to set up payroll to run seasonal. I have 12 seasonal employees who are paid from October thru March. Also ALL my employees are 1099 is there a way to set that up for them automatically?

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      1099 means they are contractors; not employees.
      So there is no special setup

  • @kimhongnordstrom9139
    @kimhongnordstrom9139 4 місяці тому

    Can we process payroll with QB Online while waiting for the state tax ID? One Quickbooks agent told me that I can just enter a random number to tax ID box and update it later once I receive the tax ID from the state. Is it correct? Thank you for all of your wonderful videos

  • @whosurmama325
    @whosurmama325 9 місяців тому

    Hi Hector, If we are using a desktop payroll, is there a means to import the current records into the online version?

    • @HectorGarciaCPA
      @HectorGarciaCPA  9 місяців тому

      You CANNOT just import payroll transactions

  • @HamidurRahman
    @HamidurRahman 8 місяців тому +2

    Thanks Hector to share such a helpful tutorial.

  • @ashaarun6819
    @ashaarun6819 7 місяців тому

    Please help me to add severance pay?

  • @valerierosales1419
    @valerierosales1419 9 місяців тому

    If your self employed do you still add in employee information

  • @NoelLackey
    @NoelLackey Рік тому

    How do you record payroll if you don't have the payroll module?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Рік тому

      Not possible.. you can only do “payroll with the module. Otherwise you just enter a check/expense/journal to account for payroll transactions outside of QB

    • @noellackey104
      @noellackey104 Рік тому

      @@HectorGarciaCPA yes that is what I am doing but it is not very satisfactory

    • @HectorGarciaCPA
      @HectorGarciaCPA  Рік тому

      @@noellackey104 all manual things are :)

    • @noellackey104
      @noellackey104 Рік тому

      @@HectorGarciaCPA yes true I asked for that ;-))

    • @noellackey104
      @noellackey104 Рік тому

      We use a different companies payroll package the bank pulls in the net pay for all employees but what else needs to be recorded in quick books online

  • @sarathkumarnowpada1122
    @sarathkumarnowpada1122 9 місяців тому +1

    Thank you very much Sir and I will do practice

  • @SandraGallegos-u6k
    @SandraGallegos-u6k 2 місяці тому

    Héctor, I hope you are doing well
    I am taking the Pro advisor QbO certification to start my bookkeeping side hustle job.
    In your experience what would it be the first and most important step to take before I start
    Thank you

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 місяці тому

      ProAdvisor and also know all the Accounting fundamentals

  • @stepht3825
    @stepht3825 2 місяці тому

    What if you don’t have the benefit of starting fresh?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 місяці тому

      You might need an expert to help you clean it up

  • @JonahLuague
    @JonahLuague 3 місяці тому

    Thank you very much. Your content is very helpful. Keep sharing!

  • @innerbeauty6877
    @innerbeauty6877 9 місяців тому

    Can we set this up for contract employees

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 місяців тому +1

      For contractors you can set them up, but not as “payroll/employees”

    • @innerbeauty6877
      @innerbeauty6877 8 місяців тому

      @@HectorGarciaCPA Thank you!

  • @adrianacuevaszamora7098
    @adrianacuevaszamora7098 11 місяців тому

    CAN YOU LINK THE TIME CLOCK???

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      Yes. “QuickBooks Time” its fully integrated. I dont know what time clock you have

  • @KristyThePooh78
    @KristyThePooh78 10 місяців тому

    What's your thoughts on ADP as a payroll service? My daughters use that from the accountants recommendation. We now have the same accountant who recommended them as well. I'm new to Quickbooks. Stumbled upon your video series which is greatly helping me understand how to use it. I normally do it myself, hours of looking through all our accounts to categorize it all for taxes. This looks much easier to use in general. I have 2 avenues of online sales channels. If they both pay me through our bank account, is it necessary to connect the sales channels at all? What would be the benefit if all I need is the net profit, which would be based on deposits in our bank account.

    • @HectorGarciaCPA
      @HectorGarciaCPA  10 місяців тому

      I like ADP. But with QB feels like you have a little more control.

    • @DontActBePrompt
      @DontActBePrompt 10 місяців тому

      ADP is Dump

  • @JTCJTC-vj3ke
    @JTCJTC-vj3ke 10 місяців тому

    Hi Hector
    Does this apply to QB Canada too?
    Thanks.

  • @GeleyRoseEscuadra
    @GeleyRoseEscuadra Місяць тому

    Thank you sir new subscriber..your videos are helpful especially us newbie here. Do you video how smartmoving transactions synced to QuickBooks

  • @jaialai6629
    @jaialai6629 8 місяців тому +3

    Wish that Quick Books would just include all the different software when you first set up Quick Books. Don't like all the nickel and dimming. One Set up cost to open quick Books, then there is another cost for Payroll, then another cost 10 other things. Just put it all in one Startup cost and stop all the Nickeling and Dimming. By the time it's all said and done you have paid $1000 to get all the software that you need. Great work Hector.

  • @carmenlugo5511
    @carmenlugo5511 6 місяців тому

    hello, I'd love the code for 12 months for payroll. Thanks.

  • @sluggodadon
    @sluggodadon 3 дні тому

    Very informative and helpful. Thank you 💯💯🔋

  • @guiaobed4289
    @guiaobed4289 11 місяців тому

    how do fix payroll federal taxes past due?

  • @Louelectricllc
    @Louelectricllc 4 місяці тому

    if I'm self employed can I get on the payroll?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 місяці тому

      Yes if you have an Scorp.
      No if you dont have a business or have a single member LLC

  • @Ackdummies
    @Ackdummies 7 місяців тому

    Hector, if I am the owner of the corporation should I register as an employee?

  • @jorgeastudillo4342
    @jorgeastudillo4342 6 місяців тому

    excelente video , tienes este video en Español ????

  • @newmhelemish
    @newmhelemish Рік тому

    Good Job, when will you relase Time video?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Рік тому +1

      Maybe a month or two… for now look at Alicia’s class: hectorgarcia.com/payrollcourse

  • @JonahLuague
    @JonahLuague 2 місяці тому

    Thank you very much for this video. It is very helpful.

  • @Ale333.3
    @Ale333.3 Місяць тому

    Great video! Thanks for sharing

  • @ShahzaibKhan-rn8kg
    @ShahzaibKhan-rn8kg Рік тому

    Sir, I am an accountant having 9 years of experience, I want to start bookkeeping business remotely, what would you recommend? Should I go for QB certification? And should I focus on a niche like e-commerce?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Рік тому

      You should do both.. get certified AND focus on a niche

  • @vijayrajashree4694
    @vijayrajashree4694 11 місяців тому +2

    Thank You! Really Useful.

  • @michaelclark8478
    @michaelclark8478 8 місяців тому

    This video moved very fast through the different screens. It was a little hard to follow - but great information.

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 місяців тому

      UA-cam should allow you to slow down the video and pause it

  • @MoraHoffman
    @MoraHoffman 5 місяців тому

    Would you recommend QB Payroll to clients with only 1-4 employees?

  • @SabriHaimour
    @SabriHaimour 6 місяців тому

    How to re-hire an employee?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 місяців тому

      Never done it before, so not sure there is anything special other then just start givng them a paycheck

  • @roxywan9896
    @roxywan9896 8 днів тому

    this is very useful, thank you so much!

  • @AshleyThomas-e9z
    @AshleyThomas-e9z 23 дні тому

    Excellent Video!

  • @shawnwood9875
    @shawnwood9875 9 місяців тому +3

    This wasn’t as easy as everyone thinks. Took 1.5 hours with their assistance to start this process. Oh boy was that a pain.

    • @HectorGarciaCPA
      @HectorGarciaCPA  9 місяців тому +1

      Payroll is a multi step process, specially if there is any kind of direct deposit configuration

  • @nereidaenriquez5602
    @nereidaenriquez5602 10 місяців тому

    Do you have experience with zen business?

  • @michelesanders2032
    @michelesanders2032 11 місяців тому

    What is the link to receive the 50% off?

  • @listentome1263
    @listentome1263 5 місяців тому

    WORKS FOR PUERTO RICO?

  • @davidjones5319
    @davidjones5319 Рік тому +1

    Excellent. thank you

  • @sriyanipremasiri6760
    @sriyanipremasiri6760 Рік тому

    Hi Hector,I hope to join a bookkeeping/Accounting firm as an virtual employee. I like to work for US,UK,Australian or New Zealand bookkeeping firms. I live in Sri Lanka(My country-It is south Asian country).How can find a job?

  • @maricarmenarmijos1737
    @maricarmenarmijos1737 8 місяців тому

    Unas clases en español porfavor

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 місяців тому

      No tengo con este nivel de detalle en UA-cam en español

  • @merianisruiz5623
    @merianisruiz5623 9 місяців тому

    thank you

  • @trevorfarragut6528
    @trevorfarragut6528 8 місяців тому +1

    Quickbooks payroll is incredibly frustrating and annoying

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 місяців тому

      It has a LOT of room for improvement

    • @trevorfarragut6528
      @trevorfarragut6528 8 місяців тому

      @HectorGarciaCPA Your video helped me a lot. It also helped me truly understand just how much the people before me messed up. There is just so much to fix.