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Summarize payroll amounts for this year to date

If you need to set up all of your payroll (compensation, benefits, employees, taxes, and payroll history), run the Payroll Setup interview. Shortcut

Skip this procedure if your company has just hired its first employee(s) and has not done payroll before or has not done payroll this year. You are ready to start preparing and issuing paychecks.

When you're setting up payroll in QuickBooks, you need to enter summarized payroll amounts if you're just beginning to use QuickBooks payroll but you've already written paychecks earlier in the calendar year. The summarized amounts ensure correct year-to-date totals on the paychecks you write for the rest of this year.

Important: The Payroll History interview is for initial payroll setup only. To see current year-to-date information, use the payroll reports.

To enter year-to-date payroll amounts

  1. Go to the Employees menu and click Payroll Setup. Shortcut

    Important: Before setting up year-to-date amounts for employees, you must complete Steps 1 through 4 of the payroll setup interview, which include setting up your company information, setting up payroll information for your employees, and setting up company taxes.

  2. Click Payroll History (Step 5).

  3. Follow the onscreen instructions, which will guide you step-by-step through the process of entering payroll history.

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