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Welcome to the QuickBooks Online
Self 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

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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

Basic info: legal name, birthday, hire date, home address, email address, and tax withholding (you can find this on their I-9 and W-4 forms)

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 prior payrolls

If you've already paid employees this calendar year, we need to know the amounts to 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

Enter tax information

 

Federal Employer Identification Number (FEIN) and deposit schedule

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)

Optional: Bank account setup

Company bank account for direct deposit or electronic tax payments

Principal Officer legal name, social security number, birthday, and home address

Join our free webinars

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Master the basics, one hour at a time. Our experts can give you the confidence you need to breeze through payroll setup.

 

Videos

Introducing payroll

See how QuickBooks Payroll makes it easy to pay your whole team.

How to get set up

Review the basics of adding employees and preparing for your first payroll.

How to run payroll

Get a quick rundown on running payroll and making your first payday a success.

Start setup now

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Get live support

Call 800.267.5519 to speak with customer care.