How to Set Up QuickBooks Workforce: A Step-by-Step Guide

rohig75521
New Contributor

Hi all,

I’m trying to set up QuickBooks Workforce for my team but keep running into issues. I’ve followed the instructions, but it doesn’t seem to be working correctly. Can anyone provide detailed steps or tips for setting up QuickBooks Workforce successfully? Any help would be much appreciated. Thanks!

1 REPLY 1

toyox60238
New Contributor

To set up QuickBooks Workforce, follow these steps:

  1. Log In: Sign in to your QuickBooks Online account.
  2. Access Workforce: Go to the “Workers” tab and select “Workforce.”
  3. Invite Employees: Click on “Invite” and enter your employees’ email addresses. They will receive an invitation to set up their accounts.
  4. Set Up Payroll: Ensure your payroll settings are configured correctly in QuickBooks.
  5. Verify Information: Check that employee details and pay schedules are accurate.
  6. Enable Direct Deposit: Set up direct deposit if you haven’t already, for seamless payments.

Once employees accept the invitation, they can access their pay stubs and tax forms through the QuickBooks Workforce portal.

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