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Payroll Processing in Intuit QuickBooks Template

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

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Download Payroll Processing in Intuit QuickBooks Template

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A preview of the templatePayroll processing (for QuickBooks Online Payroll) (United States)CLIENT TASKSPayroll update needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedBPrep payroll3 AutomatorsPrep payroll based on updated client details — https://qbo.intuit.com/app/payrollCompletedIProcess new employees and/or rate changes — https://qbo.intuit.com/app/employeesCompletedVProcess authorized time-off requestsCompletedJReview (and/or process) timesheetsCompletedGCheck client bank balanceReady To StartDue TodayR

About this template

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.

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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A preview of the templatePayroll processing (for QuickBooks Online Payroll) (United States)CLIENT TASKSPayroll update needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedLPrep payroll3 AutomatorsPrep payroll based on updated client details — https://qbo.intuit.com/app/payrollCompletedJProcess new employees and/or rate changes — https://qbo.intuit.com/app/employeesCompletedAProcess authorized time-off requestsCompletedIReview (and/or process) timesheetsCompletedGCheck client bank balanceReady To StartDue TodayE

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Intuit

Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.

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