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How to Setup QuickBooks Workforce in QuickBooks Desktop

How to Setup QuickBooks Workforce in QuickBooks Desktop

How to Setup QuickBooks Workforce in QuickBooks Desktop

These are the numerous Questions that most QB users have about QuickBooks Workforce. If you are one of them, then you need not worry. For your help, we wrote this helpful article. Here you will learn everything you need to know How to Setup QuickBooks Workforce in QuickBooks Desktop.

If you encounter any trouble during the set-up process, or if you need technical assistance, please feel free to call our QB techie experts at 1-800-986-6821. We have a dedicated team of professionals ready to assist you around the clock throughout the entire process in the best way possible. However, before we move forward, let’s take a look at QuickBooks Workforce in more detail.

What is Basic Idea of QuickBooks Workforce?

By allowing your employees to access and check out (24/7), QuickBooks Workforce creates a good understanding between you and them.

Workforce is a payroll service offered by QuickBooks where employees must provide credentials to access them so that they can view and print their pay stubs and W-2s. Furthermore, employees are notified via email when their pay stubs are ready for viewing and printing with the help of this payroll service. With QuickBooks Workforce, you can, however, also pay employees salaries, bonuses, and overtime payments using the payroll feature.

It is very important that you set up QuickBooks Workforce in your QuickBooks software by installing a revised version. QuickBooks Workforce is compatible with Intuit’s QuickBooks 2009 version or newer.

What is the function of QuickBooks Workforce?

As we already know, QuickBooks is a web-based self-service portal that allows employees to access and review their payment information by simply inviting them. QuickBooks Workforce allows employees who use Intuit’s payroll and accounting services to log in easily with their QuickBooks credentials.

In the other hand, employers who wish to use QuickBooks Workforce can simply activate QuickBooks Desktop’s Payroll Cloud services window because QuickBooks Workforce is integrated with QuickBooks Desktop. Moreover, employers can invite employees to sign up for QuickBooks Payroll service and have access to QB Workforce by adding and updating their personal information.

Is there a cost associated with installing or signing up for QuickBooks Workforce?

QuickBooks Workforce does not charge for installation or registration, but you must have an active QuickBooks subscription in order to use it. This feature is preinstalled in QuickBooks Desktop and Online Payroll, but you have to activate it in order to start it. In order to activate it, you need a basic or enhanced version of QuickBooks Desktop and any version of QuickBooks Online accountant.

How to setup QuickBooks Workforce in QuickBooks Desktop!

You just need to use the link sent by your employee to set up your workforce account. Though setting up QB Workforce takes only a few steps. You will be able to generate paychecks automatically in QuickBooks once it is done, and employees will also receive notifications about it and be able to check their own payroll information.

To set up QuickBooks Workforce, Follow Steps Below Mentioned:

Activate Workforce QuickBooks

It is possible for QuickBooks users to access QB Workforce immediately after logging into their account, but it must activated first. Ensure you have the latest version of QuickBooks desktop running and an updated payroll feature on your system before you begin. You or your employee may experience difficulties logging in if you are using an old version, or they may receive an error message if they accept your invites.

  • Go to the Employees tab after update QuickBooks Desktop and select Manage Payroll Cloud Services.
  • Now click on QuickBooks Workforce in order to activate it, and save and apply all the changes.
  • Go back to QuickBooks Desktop’s home screen.

Data Upload for Historical Pay

If you are a first time user and you really want your employee to review their payment information in QuickBooks Workforce, you need to upload their historical paychecks. This step is optional if QB Workforce already configured. However, you can easily upload historical payroll data by following the instructions provided by Intuit on their website. They are as follows:

  • Send payroll data to intuit and select the appropriate data range.
  • For future pay stubs, select current calendar year pay data by using QuickBooks PIN so that it gets attached to your employee.

Invite your Employees to QuickBooks Workforce

Once the QB Workforce activated from your QuickBooks Desktop account next, you can do is to invite your employees to use it from their accounts. For this, go to Manage Payroll services cloud page where the names of your employees have already preloaded in the list. Here, you can send invites to as many employees as you can choose provided that they have already signed up their account or created their profiles. Once they accept your invites fresh pay stubs and W 2’s are now available on QuickBooks Workforce. But make sure to remind them to allow notifications and submit all their relevant and required personal and financial information for W 2’s and Bank account numbers.

How to Setup QuickBooks Workforce in QuickBooks Online Payroll

You can use QuickBooks Workforce with any version of QuickBooks Online Payroll. It’s very easy and can be done in a few steps. Here are the steps:

Add Employees to QuickBooks Workforce

Employers can add employees automatically by selecting employees and their e-mail addresses in the Employees section of the Payroll tab.

E-mail Accounts for Employees can Setup

Inform your employees about the invitation through QuickBooks Online Payroll center. Encourage them to complete the form. Now they will be able to view their paystubs and W-2s.

Use T sheets Time Tracking

The T sheets Time tracking feature is optional for premium and elite users of QuickBooks Online. They can also invite their employees to use it.

How secure is QuickBooks Workforce?

Since you and your employees share private information, the most important question most people ask about QuickBooks Workforce is whether it is secure. Therefore, you must trust the security of QuickBooks Workforce.

As with all QuickBooks software, QuickBooks Workforce offers a secure user experience. Employees and employers have to sign in and verify their identities where each employee accesses the system. Additionally, employees must undergo two-factor authentication in order to ensure their information is secure.

Final Thought

To Sum Up, QuickBooks Workforce is a fantastic option in future for both the employer and the employees. It also provides immediate access to their pay related information, whenever they require. QuickBooks Workforce generates payouts that are more user-friendly, accurate, and timely and documented on paper. If you still have any questions or problems related to this, you can contact QuickBooks Support Number 1-800-986-6821 and get in touch with our QuickBooks professionals soon to resolve the problem.

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