Welcome to the QuickBooks Online
Full Service Payroll starter’s guide
Jumpstart your payroll with our setup checklist, interactive webinars, and quick how-to-videos.
Your roadmap to running your first payroll
Payroll setup checklist
Depending on your business, you’ll need most of the information listed below, and you should be able to find it using your own records, previous payroll providers (if applicable), or from federal and state agencies.
Start with your company
Business name, address, and phone number
Tax filing name and address (if you use a different name and address for filing with the IRS)
Add your employees
Earnings: Pay rate (hourly, salary, etc.) and pay schedule (weekly, biweekly, etc.)
Benefits & deductions: Any health insurance, retirement and bonuses
Direct deposit: Add bank account and routing number for free 24-hour Direct Deposit (optional)
Enter tax information
State tax account numbers and withholding deposit schedule, and state unemployment insurance rate
(Tip: This isn’t required for setup, but you’ll need it before you file taxes. If you don’t know this info, see how to contact your state here)
Connect your bank
Company bank account for direct deposit or electronic tax payments
Principal Officer legal name, social security number, birthday, and home address
Your Principal Officer (someone who can legally sign forms for your company) will e-sign forms transferring payroll liability to us. We’ll need their legal name, social security number, birthday, and home address for this step.
Send us prior payroll info
If you've already paid employees this calendar year, our onboarding specialists will need the amounts so we can accurately calculate new paychecks and complete your tax forms.
Total payment amounts for each employee you’ve paid this year (including quarterly and year-to-date totals)
Copies or summary of all payroll tax payments you’ve made this year