Quickbooks Premier Contractor Manual

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Manual payroll There is an alternative to QuickBooks Payroll Subscriptions, it's called 'Manual Payroll'. Recently announced that their most popular payroll subscriptions are going up in cost. This increase in cost will not only impact QuickBooks users, but also who either provide payroll services directly to clients, or assist clients with QuickBooks Payroll.

If you've been keeping manual books or using a check-writing program such as Quicken. To QuickBooks Premier and Enterprise Solutions editions, as well as the new. NOTE: The Billing Rates Level List is only available in the Contractor. QuickBooks construction accounting software connects the office to the field, making it easy for contractors to manage invoicing, job costing, and more. Create and send estimates and invoices, attach photos, get signatures, and get paid - all from the job site.

As QuickBooks payroll subscription prices rise, fewer small businesses may decide to move ahead with automating their payroll, they will simply hang-on to those paper tax tables they have been using for the last few years and continue with their manual ways of doing payroll. While ’ spend a lot of time teaching our clients how to use QuickBooks Payroll services, of one type or another, not many of us even bother to let our clients know that there is an ‘old fashioned’ alternative to Intuit payroll offerings. While many small businesses want to automate payroll within their accounting, many cannot afford a payroll subscription, especially in light of other payroll related costs. This article is intended to insure that readers are aware that you can still prepare payroll manually inside of QuickBooks.

A large number of mom-n-pop businesses who are starting to grow have been preparing payroll for their few employees using the old fashioned method of looking up tax tables to process payroll deductions and then hand-write or type paychecks. While this may not be the best approach it is still an alternative; however, QuickBooks stopped featuring this ‘built-in’ functionality years ago in favor of promoting payroll subscriptions.

But while ‘manual payroll’ is not simply a select it option in the payroll preferences it is still and option both you and your clients should be aware of. If a client doesn’t want to subscribe to a QuickBooks Payroll subscription, their QuickBooks can still be set-up to allow them to process manual payroll. To turn on ‘manual payroll’: Step 1 - Click Help on the QuickBooks bar, the select QuickBooks Help. Step 2 - Search for the manual setup article by typing calculate payroll manually, Step 3 - Help will display a series of payroll topics:. Click on the topic Calculating payroll taxes manually (without a subscription to QuickBooks Payroll). Step 4 - Help opens the topic window, read the information thoroughly, including the disclosure where Intuit is telling you that if you use manual payroll processing they assume no liability for any improper calculations. Note: if you have been preparing payroll from tax tables since your first employee you were already assuming all the liability for doing so.

Step 5 - Near the end of the displayed information, you will find a one sentence paragraph that reads “Set your company file to use the manual payroll calculations setting.”. Click on the words manual payroll calculations (this links you to yet another Help window).

Step 6 - This new help-window displays an additional message asking “are you sure you want to set your company file to use manual calculations?” There is some more verbiage on the screen that is intended to make you think twice about not subscribing to an Intuit Payroll Service. At the very bottom of this window you will see, click here: Set my company file to use manual calculations. If you wish to continue you must click on those words to proceed. Step 7 - QuickBooks then displays the message shown in the title of this article.

“You must now calculate and enter your paycheck amounts manually. If you currently have an active QuickBooks Payroll Service Subscription, you must call the Intuit Payroll Service to cancel your subscription and avoid future charges.” (Once again it seems to be all about payroll subscription revenues.). Step 8 - Manual payroll processing is now active.

You will find that ‘Payroll items’ have been added to the List Menu, and you have access to the same type of payroll item functionality that payroll subscription users make use of, with the exception that all ‘figures’ such as tax rates must be entered by you. Step 9 - Payroll checks and other payroll functionality that had been turned off in your QuickBooks file are now available. Step 10 - You can set-up your payroll items, employees and process payroll and payroll taxes in exactly the same way you would if you had a payroll subscription with one exception, you must calculate all taxes manually (using either manual tax tables or tax formulas). In some cases payroll tax items will generally remain constant, such as the rate for Medicare and Social Security. (Check you tax tables for current rates.). In other cases you will need to ‘compute’ (with paper tax tables or formulas) the tax to be applied when processing the paycheck, such as Federal Withholding. Step 11 - Just remember you are on your own, exactly like you were when you hand wrote paychecks with the only difference being that QuickBooks is posting and tracking the data you enter.

Step 12 - Unfortunately you cannot prepare or print payroll tax forms using ‘manual payroll’; however, you can easily find the information, within QuickBooks Payroll reports, you need to prepare those filings manually or enter in an on-line reporting system such as EFTPS (Electronic Federal Tax Payment System). It is hard to truly judge the value of the manual payroll option over a subscription; for larger businesses one can expect that a payroll subscription will almost certainly be more cost effective than the task of having to use tax table look-up for each payroll as required by this process. On the other hand, for a small one or two man shop, this option may just be the alternative that their small business needs, especially if their paychecks tend to remain constant from one pay period to the next. In these cases you as a QuickBooks ProAdvisor can provide a meaningful service to your client by insuring that they are aware of this 'manual payroll' alternative which remains as 'hush hush' as QuickBooks can keep it. Tags by August 10, 2013 2:03 PM Comments (29). Manual Payroll Was working remotely in client's QB (TeamViewer) and could not even get the Help menu to work.

Created portable copy, emailed it to my computer and was able to get the Manual payroll turned on. Created portable backup, emailed it back and tried to restore. Had to give it a new name to open on her computer, but the manual payroll stuff was gone. Could not get to it again as the Help function did not work. Anyone know what is going on with her computer? (Mine is Windows 7, hers is Windows 10 and the QB is Pro 2016 Rene Jordan 132 days ago.

Quickbooks Premier Contractor Manual

I think they've changed. We're just moving to QB 2016 and will be turning on the full payroll service in January. The amount for the enhanced service is $22.75 + 2 per employee if billed annually, which is about 1100 a year. I know that seems like a lot, but we're currently paying ADP more than twice that.

They bill us every pay period about $130-140! And that doesn't even include processing W2's at the end of the year. We're using the manual portion of payroll in QB right now, and so far so good. Bridgett more than 1 year ago. Thank you so much! I was at the end of my rope!

I am the bookkeeper for my church, and manual payroll calculations have served us well for years. We recently made the decision to change our fiscal year, so I set up a new company to use going forward. I exported/imported the chart of accounts and vendors, but the whole payroll section had me stumped! I could not see the Payroll Item List, and the entire Employee section on my new home page was blank. I checked everything I could think of between the old and new companies, and everything matched.

I didn't know where else to look, so you can imagine how relieved I was to find this article! The directions matched word for word, and it worked! I have what I need to continue. Thank you for your time in making these steps known and available to the user community! Elaine more than 2 years ago.

Manually Calculate in Excel, suggestions Hi, thanks for this article. I have been using Excel for years to manually calculate my taxes, which I then enter into QB. Do you have any suggestions for existing free Excel payroll calculator templates or something similar? My spreadsheet isn't the most efficient, but it does calculate everything I need as well as create reports for monthly liability taxes, 941 quarterly taxes and w-2's (I use these reports to compare to QB to make sure that I haven't missed anything).

Thanks again! Julia more than 3 years ago. Quickbooks Payroll I am very disappointed with the purchase of Quickbooks. I previously made my own spreadsheets for payroll. I do not want the service just a way to generate more concise reports. Impossible with Quickbooks. This program is out to punish the one who does not purchase the service.

It doesn't work with manually entering payroll. I have spent an entire day wasting my time trying to get it to work - I am reverting back to my homemade spread sheets - easier, accurate, and I can generate what I want for a report. Sorry Quickbooks but you are not the program you think you are cracked up to be - again money is the game.

Jane more than 4 years ago. Manual Payroll Unfortunately I have the same problem as the previous person. When I go to Help and type Manual Payroll then select 'Calculating payroll taxes manually (without a subscription to QuickBooks Payroll),' there is no option on the end of the displayed information, where I can find a one sentence paragraph that reads “Set your company file to use the manual payroll calculations setting.” I use to have Payroll for 2012 but did it manually in Excel for 2013, then transfer the info to QuickBooks Premier. I did go to Preferences and turned on No Payroll feature. By the way this is Canadian Payroll. I set up 2 Categories: 1. Payroll Liability with sub categories: CPP & EI for company and employee and federal tax.

Payroll Expenses with sub categories: CPP & EI for company, Hourly Wage and VacPay Accrued Expense Any comment will help. Thanks Pola more than 4 years ago.

You are correct- You must have payroll turned on under preferences to make use of any payroll functionality in QuickBooks. Because one consideration in writing this article at this time had to deal with recent price increases in QB Payroll products, we felt advising our readers of the fact that 'manual payroll' is still an alternative and most of them would already have payroll preferences activated. Thanks for reading Intuitive Accountant, and thanks for your comment!

Murph insightfulaccountant.com more than 4 years ago. One other alternative is to buy Enhanced Payroll free after rebate at Staples through 8/17 Another solution for businesses with 1-3 employees (which is a majority of my clients in Seattle that I set up, review, and train one-on-one including both Intuit and manual payroll) would be to buy Intuit's QuickBooks Enhanced Payroll (1 year subscription) at Staples, free after rebate through 08/17/13. You are responsible for any use or sales taxes. You can even order it online. Staples also has a rewards program that gives you 5% back. Keith Gormezano more than 4 years ago.

SYSTEM REQUIREMENTS. Windows 7 SP1, 8.1 Update 1, or Windows 10 (all 32-bit & 64-bit). Windows Server 2008 R2 SP1, 2012 R2, or 2016. 2.4 GHz processor. 4 GB of RAM (8 GB recommended). 2.5 GB disk space recommended (additional space required for data files).

4x DVD-ROM drive (unless user is downloading from Intuit server). Payroll and online features require Internet access (1 Mbps recommended speed). Product registration required. Optimized for 1280x1024 screen resolution or higher.

Supports one Workstation Monitor, plus up to 2 extended monitors. Optimized for Default DPI settings. INTEGRATION WITH OTHER SOFTWARE.

Microsoft Word and Excel integration requires Office 2010, 2013, 2016, or Office 365 (32 and 64 bit). E-mail Estimates, Invoices and other forms with Microsoft Outlook 2010-2016, Microsoft Outlook with Office 365, Gmail™, Yahoo! Mail®, and Outlook.com®, other SMTP-supporting e-mail clients.

Transfer data from Quicken 2015-2017, QuickBooks 2004-2017, QuickBooks Mac 2016 and Microsoft Excel 2010, 2013, 2016, Office 365 (32 and 64 bit) BROWSER REQUIREMENT Internet Explorer 11 (32-bit).Receive the stated discounted price for this year’s version of the product selected, available for a limited time if purchased through Intuit. Free shipping applies to Standard Ground Shipping for the contiguous U.S. Offer may not be combined with any other QuickBooks offers. Limit 5 per customer.Starting from the date of enrollment, receive the stated discounted price for this year’s version of the product selected if purchased through Intuit. After year one, your debit or credit card account will automatically be charged on an annual basis at the then current annual subscription fee, until you cancel. Offer may not be combined with any other QuickBooks offers. Limit 5 per customer.

To cancel your subscription, call 1-800-450-8475. Subscription plans require Internet access, product registration, and an Intuit account. Terms, conditions, features, availability, pricing, fees, service, and support options subject to change without notice.

Up to 3 monitors supported. Not available in a hosted environment. Billing Rate Levels only available in Premier Professional Services, Contractor and Accountant Editions. Not available in Pro Edition, Premier Nonprofit, Manufacturing & Wholesale, and Retail. QuickBooks Plus Solutions Hosting Service (powered by Right Networks) uses top-tier data centers and multiple layers of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime and may change without notice. Right Networks encrypts all backup files and backup tapes.

Virtual desktop connections are protected via financial services industry-leading encryption and authentication. Each customer has a unique Right Networks virtual desktop. Access to each QuickBooks company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user.

Security features, functionality and access are subject to change without notice as deemed necessary by Right Networks. Additional fees apply for the QuickBooks Plus Solutions Hosting Service subscription. Hosting Service is available for QuickBooks Plus Solutions only and is valid for number of users equal to or less than the number of QuickBooks Plus Solutions users assigned to customer's Intuit account. QuickBooks Plus Solutions sold separately; a valid QuickBooks Plus Solutions license code must be provided to Right Networks. Contact Right Networks to contract third party software. Support for Plus Service provided by Right Networks. Terms, conditions, pricing, service and support options are subject to change without notice.

Quickbooks Premier Contractor Edition 2015 Manual

Right Networks uses top-tier data centers and multiple layers of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime and may change without notice. Right Networks encrypts all backup files and backup tapes. Virtual desktop connections are protected via financial services industry-leading encryption and authentication.

Each customer has a unique Right Networks virtual desktop. Access to each QuickBooks company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality and access are subject to change without notice as deemed necessary by Right Networks.

Hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. Holidays and events beyond our control. Without Plus subscription, standalone Annual Care Plan MSRP $299.95. Standalone Intuit Data Backup MSRP $99.95 per year or MSRP $9.95 per month for a-la-carte purchases. Entire PC is limited to 100GB total storage which includes all 45 days of backup you have stored. Data encrypted using AES 256-bit encryption.

Requires internet access for backup, restore and setup changes and comes bundled in with QuickBooks Pro Plus, Premier Plus, or Enterprise subscription. Not available to QuickBooks Online users. Not intended as a file transfer, remote access solution for your QuickBooks file. Intuit Data Protect is not intended as a HIPAA solution and its use will not assist with or ensure HIPAA compliance. Hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. Holidays and events beyond our control. Subject to change at any time without notice.

Data Recover Service: Coverage begins at the time of enrollment and ends upon cancellation of stated term length + 30 days from cancellation date to be able to recover your backup data. Each unique user requires a license. Each license sold separately. All copies of QuickBooks must be the same version-year. Terms, conditions, pricing, features, service and support are subject to change without notice.

2016 Quickbooks Premier Contractor Manual

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