![]() ![]() Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. ![]() Explore QuickBooks – there is a lot of customization available! Post navigation You’re going to want to learn to utilize this to make your business run exactly the way you want it. Overall, Payroll & Employee preferences are customizable. Under “Employee Defaults” – you must check mark “Use time data to create paychecks” if you are using timecards.If you have employees who work across departments, you want to select “Earnings item” under “Assign one class per”.In here, you can customize whether you want to copy earnings details from previous paychecks, recall quantity field on paychecks, recall hour field on paychecks, and more. There are also defaults on the Company Preferences tab itself. ![]() An option to NOT accrue employee sick and vacation hours for:.Vacation Accrual Period and preferences.Remember also if you use PTO instead of Sick or Vacation, you may replace the “Print As” slot with “PTO” Do you want Vacation/Sick to be shown on the voucher? Even if the person is not eligible for sick time, it’ll still print a zero on the stub.You can set your QuickBooks payroll preferences in the following areas: In our example, we will be using “Full Payroll”. If you don’t already have payroll set up, this page will prompt you to choose either “Full Payroll”, “No payroll”, or “Complete Payroll Customers” selected. O start out once you enter your payroll service key, you’re going to want to go to Edit > Preferences > Payroll & Employees. Many of these preferences are preset with a default, but if you want to change, follow these instructions to view your options. This video talks about many of the preferences the QuickBooks program allows. ![]() When you set up QuickBooks payroll you must first set up your payroll preferences. ![]()
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