Activate View My Paycheck And QuickBooks Workforce In 2024?​

QuickBooks is a popular accounting software many small businesses use to manage their finances. One helpful feature in QuickBooks is the ‘View My Paycheck’ option, which allows employees to view their pay stub details directly within QuickBooks.

What Is View My Paycheck?

View My Paycheck allows employees to log into QuickBooks and view their pay stub information for each pay period instead of waiting for printed pay stubs. The feature displays paystub details like hours worked, wage rates, deductions, taxes withheld, reimbursements, overtime pay, paid time off, net pay, etc.

Benefits

• Employees can access paystub data anytime without contacting the payroll or HR department. This improves transparency.
• It eliminates the need for manual paystub distribution. Employees can print whenever needed.
• Employees can review payroll accuracy by cross-verifying paystub details against time sheets.
• It enables remote employees to view pay information digitally from any location.
• The self-service access reduces HR/payroll workload related to paystub inquiries and corrections.

How It Works

View My Paycheck syncs with the payroll data within QuickBooks. Admins need to enable access for each employee and set up login credentials. Once logged in, employees can find their paystubs organized by pay period for quick reference.

Implementation

To start using View My Paycheck, QuickBooks admins must activate the feature, create employee user accounts, and customize access. Employees can then log into QuickBooks online or desktop to view digital versions of their pay stubs and tax documents.

How To Activate View My Paycheck In The QuickBooks Accounting Software

Prerequisites For Using View My Paycheck

• You are using a version of QuickBooks that supports this feature, such as QuickBooks Desktop Pro, Premier, or Enterprise.
• You have administrator access to your QuickBooks account.
• Your company uses QuickBooks to generate paychecks for employees. The paycheck data must be recorded in QuickBooks.
• You have a user account for each employee who needs to access their paycheck details.

Activating View My Paycheck In QuickBooks

1. Login to QuickBooks as an administrator. Go to the Employees menu and select ‘Manage Employees’.
2. Select the employee you want to activate in the Employees list for paycheck viewing.
3. In the left vertical pane, click on ‘Payroll and Compensation.’
4. Check the box next to ‘Allow this employee to view their paycheck stub online.’
5. Click OK to save the changes.

Setting Up Employee User Accounts

Employees need a QuickBooks user account with login credentials to access their paycheck details. Here are the steps to set up user accounts:

1. Go to Company > Set Up Users and Passwords > Set Up Users.
2. Click New and create a user account by entering details like Username, Password, Access Level, etc.
3. Select ‘Selected Sections of QuickBooks’ access and check the ‘Employees’ section.
4. Click OK. Repeat to create accounts for other employees.

Accessing Paycheck Details In QuickBooks

Once View My Paycheck is activated and user accounts are set up, employees can view their paystubs by:

1. Log in to QuickBooks using their employee user account credentials.
2. Going to Employees > View/Manage Paycheck Stubs.
3. Selecting the relevant pay period to view paystub details like earnings, deductions, taxes, net pay, etc.

Employees can conveniently access their pay information anytime within QuickBooks. As the admin, you can customize stub information, generate reports, and automate paycheck printing from one place.

How To Set Up QuickBooks Workforce For QuickBooks Desktop 2024 Version

QuickBooks Workforce is an add-on service that provides time tracking, scheduling, and mobile access for QuickBooks Desktop users. With Workforce, businesses can manage payroll workflows more efficiently within QuickBooks.

Sign Up For QuickBooks Workforce

1. Open QuickBooks Desktop 2024 and go to Employees > QuickBooks Workforce > Sign Up.
2. Alternatively, you can sign up directly at workforce.intuit.com.
3. Select Start 30-Day Free Trial or Buy Now. The subscription options are Pay As You Go at $1 per employee monthly or Annual Subscription at $9 per employee monthly billed annually.
4. Follow the prompts to set up your Workforce account and billing information.

Connect QuickBooks Desktop To Workforce

1. In QuickBooks, go to Integrations and select Set up QuickBooks Workforce Integration.
2. Enter your QuickBooks Workforce login credentials on the next screen and click Validate.
3. Review the confirmation message and click Yes to allow data sync between Workforce and QuickBooks.
4. Click OK when you see the ‘Success!’ message. The two products are now connected.

Install Workforce Mobile App

• Download and install the QuickBooks Workforce app from the App Store or Google Play Store on your mobile device.
• Open the app and log in with the same Workforce credentials. The mobile app allows on-the-go access to Workforce features.

Set Up Employees In The Workforce

1. In QuickBooks Desktop, go to Employees > Employee Center and ensure all required employees are set up.
2. Open workforce.intuit.com in your browser and log in.
3. Go to the Employees tab. Clicking Sync With QuickBooks will import the employee list from QuickBooks.
4. You can also manually add new employees to the Workforce. Enter details like name, email, phone number, role, etc.

Enable Time Tracking

1. In the Workforce web portal, go to the Time Tracking section.
2. Click Get Started and customize time tracking settings as needed.
3. Select Allow Employees to Track Time to let employees log hours worked via web or mobile app.
4. Choose when and how often employees should submit timesheets for approval.
5. Click Save Settings. Time tracking is now activated in Workforce.

Set Up Scheduling

1. Go to the Schedules module and click Get Started.
2. Build schedules for each employee by selecting their name, assignment, worksite location, time slots, breaks, etc.
3. Click Assign to assign schedules to employees. They will be notified via email and mobile app.
4. Optionally set up leave types under Leave Management, such as PTO, sick days, etc.

Sync With QuickBooks Payroll

• In QuickBooks Payroll Center, set up Workforce as the time tracking source.
• Approved timesheets from Workforce will auto-sync with QuickBooks Desktop for faster payroll processing.
• You can also manually import batches or individual time entries from Workforce.

That completes the setup process! With QuickBooks Workforce, you can track time, schedule staff, process payroll quicker, and enable mobile access. The integration provides a streamlined workflow between Workforce and QuickBooks Desktop.