QuickBooks - Payroll and Taxes
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QuickBooks - Payroll and Taxes
This course is part of Complete QuickBooks Training: Setup, Features, and Payroll Specialization
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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.
Skills you'll gain
Tools you'll learn
Details to know
April 2026
5 assignments
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There are 4 modules in this course
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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 videos•Total 133 minutes
- Introduction•0 minutes
- Getting to Know QBO Payroll•2 minutes
- Choosing the Right Version•4 minutes
- The Payroll Center•7 minutes
- Setting Up Payroll•8 minutes
- Setting Up Employees•8 minutes
- Pay Schedules•6 minutes
- Pay Types•8 minutes
- Running Payroll•15 minutes
- Setting Up Company Policies & Benefits•7 minutes
- Deductions and Contributions•12 minutes
- Entering Year-to-Date Payroll•1 minute
- Setting Up Payroll Taxes•7 minutes
- Payroll Settings•9 minutes
- Paying Employees and Contractors•2 minutes
- Paying Subcontractors with Direct Deposit•2 minutes
- Bonus Payouts•2 minutes
- Tips and Gratuities•1 minute
- Voiding and Deleting Paychecks•2 minutes
- Sending W-2s•1 minute
- Payroll Taxes•3 minutes
- Payroll Reports•2 minutes
- Understanding Payroll•16 minutes
- S-Corp Owners Health Insurance•4 minutes
- Bells and Whistles•1 minute
- Getting Support and Conclusion•4 minutes
1 reading•Total 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 videos•Total 82 minutes
- Introduction•4 minutes
- What Are 1099s?•6 minutes
- Who Gets a 1099?•17 minutes
- Managing Your Contractors•6 minutes
- Sending 1099s•6 minutes
- Gather Tax Recipient Info•5 minutes
- How Much Does It Cost?•2 minutes
- How to Prep Your Own 1099?•14 minutes
- Using QBO's Automated Prep for Me•6 minutes
- Considerations•3 minutes
- Additional Q&A•8 minutes
- How to Learn More•5 minutes
1 assignment•Total 15 minutes
- 1099s in QuickBooks Online - Assessment•15 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 videos•Total 81 minutes
- Introduction•5 minutes
- Choosing the Correct QB Time Subscription•4 minutes
- Adding Employees and Contractors•8 minutes
- Setting Up Time Tracking for Employees•6 minutes
- Scheduling Your Team•9 minutes
- Assignments: Customer Defaults•12 minutes
- Tracking Time•12 minutes
- Reviewing and Editing Your Time Entries•2 minutes
- Approving Time for Payroll•3 minutes
- Managing PTO and Time Off Entries•3 minutes
- View Time Reports•5 minutes
- Importing Time into QBO Payroll•3 minutes
- QB Time's Classic Website•11 minutes
1 assignment•Total 15 minutes
- QuickBooks Time - Assessment•15 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 videos•Total 114 minutes
- Introduction•3 minutes
- What Is QBO's Sales Tax Center?•3 minutes
- How Is Sales Tax Calculated?•9 minutes
- Setting Up the Sales Tax Center•12 minutes
- Set Default Taxes for Products & Services•12 minutes
- Set Default Taxes for Customers•6 minutes
- Using Sales Forms•5 minutes
- View and Override the Math•4 minutes
- The Sales Tax Center•9 minutes
- Making Sales Tax Payments•12 minutes
- Sales Tax Reports•4 minutes
- Fixing Tax Collection Errors•7 minutes
- 3rd-Party Options•3 minutes
- Additional Q&A•25 minutes
1 reading•Total 10 minutes
- Conclusion to the Course 'QuickBooks Payroll & Taxes'•10 minutes
3 assignments•Total 45 minutes
- Sales Tax in QuickBooks Online - Assessment•15 minutes
- Full Course Assessment•15 minutes
- Full Course Practice Assessment•15 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.
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