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⇱ QuickBooks - Payroll and Taxes | Coursera


QuickBooks - Payroll and Taxes

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Gain proficiency in setting up payroll and taxes in QuickBooks Online, ensuring accurate employee payments.

  • Learn to manage employee profiles, pay schedules, pay types, and other payroll essentials.

  • Master handling taxes for federal, state, and local jurisdictions and how to send required tax forms.

  • Understand the integration of QuickBooks Time for accurate employee time tracking and payroll syncing.

Details to know

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Recently updated!

April 2026

Assessments

5 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Complete QuickBooks Training: Setup, Features, and Payroll Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

This course features Coursera Coach!

A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will dive deep into QuickBooks Online payroll and taxes, learning how to streamline employee payment management, set up payroll, and handle deductions, contributions, and taxes efficiently. You'll benefit from mastering payroll tasks with ease using QuickBooks Online, improving your payroll accuracy and reducing administrative burdens. The journey begins with an introduction to QuickBooks Online Payroll, where you'll familiarize yourself with the interface and key functionalities. You'll learn to choose the right payroll version for your business, navigate the Payroll Center, and set up pay schedules. As you move forward, the course dives into handling employee data, managing payroll taxes, running payroll, and paying employees and contractors. Along the way, you'll understand how to manage 1099 forms, track time with QuickBooks Time, and efficiently handle sales tax in QuickBooks Online. The course walks you through every detail of payroll processing, tax setup, and reporting, ensuring you can manage your finances effortlessly. This course is designed for business owners, HR managers, or anyone responsible for payroll tasks. It’s perfect for individuals with no prior experience in payroll processing or QuickBooks. While some familiarity with business and accounting concepts is beneficial, no advanced knowledge is required. By the end of the course, you will be able to manage payroll from setup to processing, ensure accurate tax compliance, generate essential payroll and tax reports, and confidently navigate QuickBooks Online to handle payroll tasks with ease.

In this module, we will explore how to efficiently manage payroll in QuickBooks Online, from setting up your company’s payroll to processing employee payments. You’ll learn how to configure employee profiles, select pay schedules, run payroll, and handle deductions and benefits. By the end of this section, you’ll be well-equipped to streamline your payroll operations.

What's included

26 videos1 reading

26 videosTotal 133 minutes
  • Introduction0 minutes
  • Getting to Know QBO Payroll2 minutes
  • Choosing the Right Version4 minutes
  • The Payroll Center7 minutes
  • Setting Up Payroll8 minutes
  • Setting Up Employees8 minutes
  • Pay Schedules6 minutes
  • Pay Types8 minutes
  • Running Payroll15 minutes
  • Setting Up Company Policies & Benefits7 minutes
  • Deductions and Contributions12 minutes
  • Entering Year-to-Date Payroll1 minute
  • Setting Up Payroll Taxes7 minutes
  • Payroll Settings9 minutes
  • Paying Employees and Contractors2 minutes
  • Paying Subcontractors with Direct Deposit2 minutes
  • Bonus Payouts2 minutes
  • Tips and Gratuities1 minute
  • Voiding and Deleting Paychecks2 minutes
  • Sending W-2s1 minute
  • Payroll Taxes3 minutes
  • Payroll Reports2 minutes
  • Understanding Payroll16 minutes
  • S-Corp Owners Health Insurance4 minutes
  • Bells and Whistles1 minute
  • Getting Support and Conclusion4 minutes
1 readingTotal 10 minutes
  • Introduction to the Course 'QuickBooks Payroll & Taxes'10 minutes

In this module, we will guide you through the process of managing and sending 1099 forms within QuickBooks Online. You will learn how to identify which contractors need a 1099, gather the necessary tax info, and automate the preparation of 1099s. This section will also cover common issues and considerations to ensure you're compliant with tax reporting requirements.

What's included

12 videos1 assignment

12 videosTotal 82 minutes
  • Introduction4 minutes
  • What Are 1099s?6 minutes
  • Who Gets a 1099?17 minutes
  • Managing Your Contractors6 minutes
  • Sending 1099s6 minutes
  • Gather Tax Recipient Info5 minutes
  • How Much Does It Cost?2 minutes
  • How to Prep Your Own 1099?14 minutes
  • Using QBO's Automated Prep for Me6 minutes
  • Considerations3 minutes
  • Additional Q&A8 minutes
  • How to Learn More5 minutes
1 assignmentTotal 15 minutes
  • 1099s in QuickBooks Online - Assessment15 minutes

In this module, we will show you how QuickBooks Time helps businesses track employee hours and manage payroll seamlessly. You’ll learn how to set up time tracking, schedule your team, and approve time entries for payroll. We will also explore reporting features and show you how to import time data directly into QuickBooks Online for easy payroll processing.

What's included

13 videos1 assignment

13 videosTotal 81 minutes
  • Introduction5 minutes
  • Choosing the Correct QB Time Subscription4 minutes
  • Adding Employees and Contractors8 minutes
  • Setting Up Time Tracking for Employees6 minutes
  • Scheduling Your Team9 minutes
  • Assignments: Customer Defaults12 minutes
  • Tracking Time12 minutes
  • Reviewing and Editing Your Time Entries2 minutes
  • Approving Time for Payroll3 minutes
  • Managing PTO and Time Off Entries3 minutes
  • View Time Reports5 minutes
  • Importing Time into QBO Payroll3 minutes
  • QB Time's Classic Website11 minutes
1 assignmentTotal 15 minutes
  • QuickBooks Time - Assessment15 minutes

In this module, we will walk you through managing sales tax using QuickBooks Online's Sales Tax Center. You'll learn how to set up tax rates, apply taxes to transactions, and make tax payments. Additionally, we’ll cover how to troubleshoot errors and use third-party tools for a more streamlined tax experience. By the end, you’ll have the tools to ensure your sales tax processes are compliant and efficient.

What's included

14 videos1 reading3 assignments

14 videosTotal 114 minutes
  • Introduction3 minutes
  • What Is QBO's Sales Tax Center?3 minutes
  • How Is Sales Tax Calculated?9 minutes
  • Setting Up the Sales Tax Center12 minutes
  • Set Default Taxes for Products & Services12 minutes
  • Set Default Taxes for Customers6 minutes
  • Using Sales Forms5 minutes
  • View and Override the Math4 minutes
  • The Sales Tax Center9 minutes
  • Making Sales Tax Payments12 minutes
  • Sales Tax Reports4 minutes
  • Fixing Tax Collection Errors7 minutes
  • 3rd-Party Options3 minutes
  • Additional Q&A25 minutes
1 readingTotal 10 minutes
  • Conclusion to the Course 'QuickBooks Payroll & Taxes'10 minutes
3 assignmentsTotal 45 minutes
  • Sales Tax in QuickBooks Online - Assessment15 minutes
  • Full Course Assessment15 minutes
  • Full Course Practice Assessment15 minutes

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Frequently asked questions

QuickBooks Payroll and Taxes is a comprehensive tool designed to help businesses manage their payroll functions, from calculating employee payments to handling taxes and deductions. This tool simplifies complex payroll tasks, such as setting up employees, choosing pay schedules, running payroll, managing tax filings, and generating important forms like W-2s and 1099s. It's relevant for businesses of all sizes, as it ensures payroll is processed accurately and complies with various federal, state, and local tax regulations, ultimately saving time and reducing errors.

This course covers the essentials of using QuickBooks Online for payroll and tax management. It walks you through setting up payroll, paying employees and contractors, configuring payroll taxes, and handling different payroll situations such as bonuses, deductions, and tips. The course also covers how to manage 1099s, set up QuickBooks Time for time tracking, and deal with sales tax management in QuickBooks Online. Whether you are a small business owner or someone responsible for handling payroll, this course equips you with the knowledge to streamline these tasks using QuickBooks Online.

Upon completing this course, you'll be able to confidently set up and run payroll for your company, ensuring employees are paid accurately and on time. You'll also understand how to manage deductions, taxes, and contributions, generate necessary tax forms like W-2s and 1099s, and handle payroll issues such as bonus payouts or voiding paychecks. Additionally, you'll be proficient in using QuickBooks Time to track employee hours, and you will have a clear understanding of how to manage sales tax within QuickBooks Online.

No prior knowledge of QuickBooks is necessary, although a basic understanding of payroll and tax concepts will be helpful. The course is designed to guide beginners through the QuickBooks payroll and tax setup, making it ideal for business owners or administrators who are new to the software or need a refresher on these specific functionalities.

This course is for small business owners, accountants, payroll specialists, or anyone responsible for managing employee payments and taxes within QuickBooks Online. If you're looking to streamline your payroll process, ensure tax compliance, and learn how to manage your business's tax responsibilities effectively, this course is for you.

The course consists of 7 hours of video content, which can be completed at your own pace. Depending on your schedule, it may take anywhere from a few days to a week to finish, as the videos are structured to be concise and digestible.

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,