Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

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.

Sign In to Add to Karbon

Download Payroll Processing in Intuit QuickBooks Template

Added and downloaded 250 times

A preview of the template showing sections of tasks to be completed. Some are already checked offPayroll 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 approvalCompletedAPrep payroll3 AutomatorsPrep payroll based on updated client details — https://qbo.intuit.com/app/payrollCompletedDProcess new employees and/or rate changes — https://qbo.intuit.com/app/employeesCompletedWProcess authorized time-off requestsCompletedRReview (and/or process) timesheetsCompletedOCheck client bank balanceReady To StartDue TodayP

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
Sign In to Add to Karbon

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offPayroll 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 approvalCompletedGPrep payroll3 AutomatorsPrep payroll based on updated client details — https://qbo.intuit.com/app/payrollCompletedFProcess new employees and/or rate changes — https://qbo.intuit.com/app/employeesCompletedGProcess authorized time-off requestsCompletedPReview (and/or process) timesheetsCompletedWCheck client bank balanceReady To StartDue TodayK

Not currently a Karbon customer?

Discover Karbon

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.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.