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Payroll Processing in Intuit QuickBooks icon

Payroll Processing in Intuit QuickBooks

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Download your free Payroll Processing in Intuit QuickBooks template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Payroll Processing in Intuit QuickBooks' templatePayroll Processing in Intuit QuickBooksCLIENT TASKSPayroll update needed1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedPrep payroll4 AutomatorsPrep payroll based on updated client details — https://qbo.intuit.com/app/payrollCompletedProcess new employees and/or rate changes — https://qbo.intuit.com/app/employeesCompletedProcess authorized time-off requestsCompletedReview (and/or process) timesheetsCompletedCheck client bank balanceReady To StartDue Today

Intuit and Karbon have put together this best practice template for completing payroll processing in Intuit Quickbooks.

Set the start date as the date of request for updated payroll information (e.g. Monday) and the due date as four days later (e.g. Friday) with the payroll processing happening on the 3rd day (Wednesday).

The client initial inquiry for info is set to auto-send on the start date.

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  • .XLSX File

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
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