Troubleshooting QuickBooks Desktop Payroll (Currently Unavailable)

Author: Laura Madeira

CPE Credit:  2 hours for CPAs

Do you provide payroll services for your clients? Do you support your clients by helping them manage their own payroll tasks? In this webcast learn how to work confidently and accurately with payroll in the QuickBooks desktop software. In this webcast we will take a deep dive into the proper setup of payroll and learn how to troubleshoot payroll transactions in your client’s files.

Publication Date: July 2016

Designed For
Any practitioners using QuickBooks Payroll.

Topics Covered

  • Discuss the setup of unique payroll calculations for the proper payroll tax treatment
  • Consideration for starting payroll mid-year
  • Proper processing of payroll, including after-the-fact payroll
  • Troubleshooting payroll mistakes
  • Preparing and filing payroll returns

Learning Objectives

  • Identify how to setup payroll for proper tax tracking of payroll additions and deductions
  • Recognize how to properly setup mid-year payroll, when clients were using some other software to manage their payroll
  • Apply the proper method for processing payroll
  • Identify how to use after-the-fact payroll available with the Accountant edition of QuickBooks
  • Find and fix payroll transaction errors in your client's file
  • Discover just how easy it is to process or e-file payroll tax forms and payments
  • Recognize what types of employee defaults are helpful when setting up payroll preferences
  • Identify examples of when entering the historical data would be desired
  • Describe a way to ensure that all payroll liabilities show in the payroll center
  • Recognize payroll liability adjustments
  • Identify how the payroll checkup tool is useful
  • Recognize how creating a check that nets to zero is helpful
  • Describe the process if the word "adjusted" appears when viewing a paycheck in QuickBooks
  • Identify an advantage to the full-service payroll subscription

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Must be familiar with QuickBooks Payroll.

Advance Preparation
None

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