Save Time With Payroll Templates

For those of you with seasonal businesses, such as landscapers, painters, remodelers and other contractors, you may find this time of year you are doing lots of hiring (or will be soon), depending on the size of your business. And anyone who’s been involved with that process knows that it can be very time consuming! For those of you who are responsible for setting up the employee in QuickBooks, the payroll template could help you save some time.

payroll templateThe simplest way is to go into the Employee Center and click on Manage Employee information >Change New Employee Default Settings (shown on the right). But you can also access the Employee payroll template from the Company Payroll Preferences (below).

payroll template

Once in the the template,

  • payroll templateYou can choose the most common payroll items, such as hourly wage, overtime, holiday pay, health insurance, etc.; it’s up to you whether or not you enter any default rates.
  • You can select the Payroll Schedule or Pay Frequency
  • You can opt to have time data to create paychecks (I recommend that for job costing)
  • You can even set up some of the tax defaults. Some may leave Federal alone but most of you could set up some state defaults (shown below)

payroll template

The payroll template is good for new employees only, not existing or returning, but still very helpful for many of you.

For those of you who have been in QuickBooks for several years, do take a look at these additional fields in case  you haven’t; I think you’ll find them useful. 

payroll template

payroll template

So, check out the payroll templates and knock some time off the employee setup process! Let us know if we can be of any assistance.

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