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    How to set up a payroll schedule

    Article ID: 1000696

    Overview

    This article describes how to create a payroll schedule.

    Each employee may be assigned to only one payroll schedule. You may have up to 200 payroll schedules in QuickBooks.

    Details

    Do I have to set up payroll schedules to begin using QuickBooks?

    No. Payroll schedules are optional. You can choose to preview the list of all your employees, select the ones you wish to pay, and then create their paychecks.

    Pay Schedules make it easier to organize multiple pay frequencies. The Pay Employees window displays the next pay date and pay period for each pay schedule. Pay schedules make it easier to see who needs to be paid, and when.

    If you are a Direct Deposit or Assisted Payroll customer, the Process Payroll On date and Check date are adjusted to include transmit lead times and bank holidays.

    What information do I have to gather?

    Gather the information you need to enter scheduled payroll, including your employee names, and pay frequency (How often you pay your employees). You may also group your employees by pay frequency, weekly, biweekly, or monthly to determine what type of pay schedules you need to set up for your company.

    To set up your payroll schedule:

    From the QuickBooks menus at the top, click Employees > Payroll Center.

    QuickBooks 2014 only: Click the Pay Employees tab.

    Open the New Payroll Schedule window:

    QuickBooks 2013 or earlier:
    1. In the Payroll Center, under Pay Employees section , select Set up your payroll schedule.
    2. If you do not see the link in QuickBooks 2013 or earlier:
      1. Click Related Payroll Activities button > Add or Edit Payroll Schedules.
      2. At the bottom of the Payroll Schedule List, click the Payroll Schedule button> New.


    QuickBooks 2014 or later:
    1. Under Create Paychecks, click the Payroll Schedules drop-down menu.
    2. Click New.

    In the New Payroll Schedule window, enter a name for your payroll schedule.

    Enter how often you will pay your employees on this schedule.

    Enter your pay period end date.

    Enter the date that should appear on paychecks for this pay period.

    If you pay your employees either monthly or semimonthly, complete the additional fields. E.g., for Semimonthly:

    1. Edit the day that should appear on paychecks for the first pay period of the month.
    2. Edit the day that should appear on paychecks for the second pay period of the month.

    When finished, click OK.

    Choose whether this schedule should be applied to all employees with the same pay frequency. Select Yes to globally assign this payroll schedule, or Select No.

    1. By selecting No, you will have to assign the correct payroll schedule to each employee individually.
    2. Upon selecting Yes, QuickBooks will inform you how many employees were added to this new payroll schedule.
    3. Click OK.

    1 comment

    David5/28/2013

    14

    Very Helpful, THANKS!

    Reply

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