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QuickBooks Online Payroll: Part 1

QUICKBOOKS ONLINE PAYROLL: PART 1

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course LevelIntermediate
Instructional MethodQAS Self-Study
PrerequisitesBasic understanding of general accounting & payroll, Basic understanding of QuickBooks Online
Advance PreparationNone
Recorded DateDec 21, 2020
Date OfferedDec 21, 2020
Course Description

This is part one of a two-part series, which will help accounting professionals to understand the similarities and differences between the QuickBooks Online Payroll Core, Premium, and Elite subscriptions. This training will address how to set-up, utilize, and understand the basic features as well as the advanced settings of TSheets, project costing and offering benefits within QuickBooks Online Payroll Core, Premium, and Elite subscriptions. This series will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online Payroll Core, Premium, and Elite subscriptions.

In part one, attendees will learn the necessary steps to choose the right subscription level, turn on, and use the set-up wizard. You will also learn how to add employees, including turning on direct deposits and understanding the essential features necessary for running payroll. Additional set-up features, including TSheets, auto-fill, paying contractors, and voiding and deleting payroll checks, will be covered in this section.  

Learning Objectives:


  • Recognize which QuickBooks Online subscription level is right for your clients

  • Recognize the Payroll Center’s new features

  • Identify how to add employees

  • Describe how to set up direct deposit and run payroll

  • Recognize the benefits of Auto Payroll and how QuickBooks Online Payroll and TSheets work together

Section # Section Name/Topic Timestamp
(begins   at)
1. Introduction 0:00
2. Agenda/Learning Objectives 5:15
3. Comparing   Online Payroll Subscription Options 8:30
4. Payroll Center 21:00
5. Choosing   Subscription Levels 26:00
6. Adding Employees 32:00
7. Setting   Up Direct Deposits 35:50
8. Processing Payments for   Contractors 44:00
9. Recap 48:30
10. Running Payroll 54:00
11. Auto-Payroll   and Overtime 1:02:00
12. QuickBooks   Online and TSheets 1:12:00
13. Voiding   and Deleting Paychecks 1:19:00
14. Next   Steps 1:26:00
Learning Objectives

  • Identify key features of the QuickBooks Online Payroll interface including how it handles onboarding, payroll setup, running payroll, contractor payments, automation, and more.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:18:00 minutes
QUESTION 2: 0:26:10 minutes
QUESTION 3: 0:38:00 minutes
QUESTION 4: 1:00:00 minutes
QUESTION 5: 1:10:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Accountinglifeline

My goal is to make small business owners’ lives easier by utilizing technology that enriches our clients’ business and personal lives. I want to contribute to helping businesses understand how to harness this technology and make it meaningful to understand their books and make informed management decisions.

My favorite clients are service providers, retail, E-Commerce, construction trades, and homebuilders in QuickBooks Desktop and QuickBooks Online.

I write QuickBooks knowledge articles for my accounting peers, which are published weekly in Insightful Accountant. I am also a Member of the Intuit Trainer / Writer Network and have authored/taught Master level courses for QuickBooks ProAdvisors.

  • Accounting Lifeline CEO
  • Co-Host QB ‘Appy Hour
  • Member Intuit Trainer/Writer Network
  • Advanced Certified QuickBooks Advisor
  • International Speaker and Trainer

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.