september2021 - 14
SPONSORED CONTENT
New Features and Improvements in
QuickBooks Online Payroll
OVER THE LAST few months, there have been a number
of new features and improvements in QuickBooks Online
Payroll, all designed to make it easier for you to help your
clients manage the payroll process in QuickBooks Online.
Here's a summary of what you need to know.
CHECK YOUR CLIENTS' PAYROLL
STATUS ON THE NEW QUICKBOOKS
ONLINE DASHBOARD
A new payroll dashboard in QuickBooks
Online Accountant shows all
of your clients' payroll statuses on
one screen. The payroll dashboard
is a new tab in the Client list when
you log into QuickBooks Online
Accountant.
" While the addition of the
payroll dashboard may seem like
a simple thing,
I believe it will
have a pretty noticeable impact on
how it will help you and your team
manage payroll setup, processing
and reporting, " said Stacy Kildal,
founder of Kildal Services LLC, and
a member of Intuit's Trainer/Writer
Network. " Seeing everything in one
place can save you time, give you
more control over payroll tasks, and
allow you to access more information
in one place. "
According to Kildal, the new
dashboard offers a view of the
most important payroll activities,
including when payroll needs to be
processed, what taxes and filings
are coming up, and where the client
is in the setup process - her favorite
feature she uses in her own firm.
" With these views, you can stay
on top of the payroll services you
provide or be proactive on important
matters impacting your clients
if they are processing their own
payroll, " she said. " For example, my
firm recently had some changes in
team members as well as added new
clients. Having one place to check
the status of all-things payroll is a
great way to make sure we stay on
top of getting our clients set up in a
timely manner, while also making
sure payroll is processed on time. "
Additionally, Kildal shared that
the dashboard has also been especially
helpful with her conversions
when she has moved clients from
Intuit Online Payroll to QuickBooks
Online Payroll. Check out
this
video
(https://www.youtube.com/
watch?v=l1KvFrrVwSg) Kildal put
together for the Firm of the Future blog:
https://www.firmofthefuture.com.
QUICKBOOKS ONLINE
PAYROLL EMPLOYEE
ONBOARDING AND FLEXIBLE
SETUP
Acclimating clients to QuickBooks
Online Payroll is now much easier.
As most accountants know, simple
employee onboarding and flexible
payroll setup are key requirements
when considering a payroll service,
either in your firm or when you
manage the process for your clients.
QuickBooks Online Payroll now
gives you increased flexibility with:
■ Employee self-onboarding: You can
invite your clients or employees
to enter their personal and tax
information, saving you time and
making it easier to get started.
■ Flexible self-paced setup: You can
set up payroll in the order that
makes the most sense to you, and
still get your clients and employees
paid on time. You no longer need
to enter employee information
before connecting a bank account
to payroll or completing other
payroll tasks.
IMPROVEMENTS TO THE
PAYROLL TAX CENTER
Another improvement is the ability
to track and complete upcoming
tax payments and filings from a
dedicated payroll tax section.
If you need to view the status
of filings, or act on a tax item, you
can get an early heads-up with
the improved Payroll Tax Center,
available in the U.S. to all Core, Premium,
and Elite users. This unified
experience will make key pieces of
payroll tax information more readily
available, so that you'll be able
to see all information necessary to
complete outstanding payroll tax
tasks in time.
EXPANDED AUTO PAYROLL
IN QUICKBOOKS ONLINE
PAYROLL
The Auto Payroll workflow has also
been improved and expanded to
allow you and your clients to choose
which eligible employees can enroll
in Auto Payroll. The enhanced
flexibility is designed to meet the
needs of clients who prefer to have
only a subset of their employees on
auto pay, rather than all of them.
This enhancement is available for
anyone with QuickBooks Online
Payroll Core, Premium, or Elite.
Another key enhancement is
that Auto Payroll now comes with
an employee selection table, where
you can see and manage Auto Payroll
details, such as eligibility and
enrollment at an employee level, so
you no longer have to worry about
a single employee profile change
affecting Auto Payroll for all other
employees.
Visit this page (https://tinyurl.
com/nuu7ee9e) for more information
on QuickBooks Online Payroll. ■
The ProAdvisor
Spotlight is sponsored by
14 SEPTEMBER 2021 ■ www.CPAPracticeAdvisor.com
https://www.youtube.com/watch?v=l1KvFrrVwSg
https://www.youtube.com/watch?v=l1KvFrrVwSg
https://www.firmofthefuture.com
https://tinyurl.com/nuu7ee9e
https://tinyurl.com/nuu7ee9e
http://www.CPAPracticeAdvisor.com
september2021
Table of Contents for the Digital Edition of september2021
From the Editor: My Daily Checklist
The Leadership Advisor: Tech & Policies for Collaborating in the Hybrid Age
Accounting Firms Need to Act on Sales Tax Compliance
Top Trends in State Sales Taxes & Policies
Transaction Tax Will Take Bigger Piece of State and Local Revenues
The Labor Law Advisor: Paid Family and Medical Leave Legislation Gains Popularity
From the Trenches: Client Experience for Today: A Taxing Solution
Does Working From Home Negatively Impact Employee Benefits?
The ProAdvisor Spotlight: New Features & Improvements in QuickBooks Online Payroll
The Millenial Advisor: Do I Really Work Too Much?
The Staffing & HR Advisor: Workforce 2025: 3 Trends Shaping the Future of Accounting
Marketing Your Firm: The Ins and Outs of Webinar Success
Apps We Love: Personalization Apps
Ask Your Small Business Clients This Question
AICPA News: A round up of recent association news and events.
How to Help You Clients or Business Through a Sales Tax Audit
How to Build Your Firm Around Niches
Bridging the Gap: Compliance or Advisory? You Can Do Both
september2021 - 1
september2021 - 2
september2021 - 3
september2021 - From the Editor: My Daily Checklist
september2021 - The Leadership Advisor: Tech & Policies for Collaborating in the Hybrid Age
september2021 - Top Trends in State Sales Taxes & Policies
september2021 - 7
september2021 - Transaction Tax Will Take Bigger Piece of State and Local Revenues
september2021 - The Labor Law Advisor: Paid Family and Medical Leave Legislation Gains Popularity
september2021 - From the Trenches: Client Experience for Today: A Taxing Solution
september2021 - 11
september2021 - Does Working From Home Negatively Impact Employee Benefits?
september2021 - 13
september2021 - The ProAdvisor Spotlight: New Features & Improvements in QuickBooks Online Payroll
september2021 - The Millenial Advisor: Do I Really Work Too Much?
september2021 - The Staffing & HR Advisor: Workforce 2025: 3 Trends Shaping the Future of Accounting
september2021 - Marketing Your Firm: The Ins and Outs of Webinar Success
september2021 - Apps We Love: Personalization Apps
september2021 - Ask Your Small Business Clients This Question
september2021 - AICPA News: A round up of recent association news and events.
september2021 - How to Help You Clients or Business Through a Sales Tax Audit
september2021 - How to Build Your Firm Around Niches
september2021 - Bridging the Gap: Compliance or Advisory? You Can Do Both
september2021 - 24
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