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#PAYROLL FOR MAC QUICKBOOKS HOW TO#
#PAYROLL FOR MAC QUICKBOOKS FOR MAC#

From Your Intuit Online Payroll Account, click the Pay Day tab, and select Export to QuickBooks. Use the exact same names of the QuickBooks accounts you will use for the payroll data.)Ĥ) Export Your Payroll Information From Intuit’s Server to Your Computer (You will use the Export Preferences page to enter your QuickBooks accounts. (If classes are selected, you will enter them on the next page after clicking OK at the bottom of this page). Specify whether you use QuickBooks classes.

If you use different accounts for different types of wages/taxes, select that option in the wage/tax category section to enter or select different QuickBooks accounts for each pay type and tax type.

If you use different accounts for different groups of employees, select that option in the wage/tax category section to enter or select different QuickBooks accounts for each employee.

If using a cash advance or employee loan deduction, enter or select an asset account to receive the payroll data.

For the Liability accounts, enter or select the corresponding QuickBooks Liability account. In general, enter or select an expense account for the Wage and Tax Categories.

When entering accounts, read the help topics next to each field to choose the right account type.

Click Customize to enter the account names exactly as they appear in QuickBooks or select from the drop-down list. In the Checking Account box, enter the name of the bank account or select from the drop-down list.

#PAYROLL FOR MAC QUICKBOOKS FOR MAC#

Select QuickBooks for Mac from the software drop down list. Under the Export heading, click Preferences. Check this box to turn class tracking on.ģ) Setup Accounts in Your Intuit Online Payroll Account You will see a screen with a check box titled Use Class Tracking. In the Workflow Section, click Transactions. Click on the QuickBooks menu and select Preferences. To turn on Class tracking in QuickBooks for Mac 2010 and later: In the Transactions sections of Company Settings…, click to checkmark Use class tracking. Click on the Show: arrows and choose Transactions.

Click on the Company menu and select Company Settings… To turn on Class tracking in QuickBooks for Mac 2009 and earlier:

#PAYROLL FOR MAC QUICKBOOKS HOW TO#

How to Turn On Class Tracking in QuickBooks for Mac Once the classes have been set up, write down their names or print the list of classes and highlight the ones you will use for the payroll data. If you have not yet set up classes that apply to your employees in QuickBooks, create them now. For example, Payroll:Gross Wages (no space before or after the colon). If you use sub-categories or sub-accounts, use a colon to separate the category name from the subcategory.

(For cash advance and loan repayment, use asset accounts.) Locate the name of the bank account you use to write payroll checks, the expense accounts for employee wages and employer payroll taxes, and the liability accounts you use for tax and deduction liabilities. At the menu bar select List, then Chart of Accounts If you need to add an account (perhaps for a new deduction), type the name you want for the account in the field and they will be set up in your QuickBooks company the first time you transfer data. If your QuickBooks company already contains appropriate accounts, you can choose the accounts directly from your QuickBooks Chart of Accounts.

Just enter the account names you prefer at the Export Preferences page following the instructions in Step 3 below. If you have not yet set up payroll accounts in QuickBooks, Intuit will set them up for you the first time you export data into QuickBooks.

Thus, setting up your Payroll in QuickBooks for Mac requires ( 4) steps:ġ) Setup your QuickBooks for Mac Accounts for Payroll Data QuickBooks for Mac Payroll is “in the cloud” meaning it is stored on Intuit’s server and not on your computer. QuickBooks for Mac Payroll Setup How to Setup Payroll in QuickBooks for Mac