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Payroll Setup

These are the steps to take in order to setup payroll from scratch and within QuickBooks Online.

These steps assume you've already applied for a federal employer ID number (FEIN).  If not, you can do so here.

My fee to assist with setup is usually $350. I will walk through the setup with you, first payroll run and a subsequent follow up to make sure things are running smoothly. 

Apply for a state ID

  1. Enroll in EDD's E-services for Business (click here)

  2. They'll give you a number within a day (usually within a few minutes). Log back in to check.

  3. Upload to my portal

2

Employee New Hire Forms: Fill out & keep on file

  1. Payroll Checklist (will help you during setup)

  2. Direct Deposit form 

  3. W-4 Form

  4. DE-4 Form California

  5. I-9 Form

    1. Employee fills out top half

    2. Keep a copy of their ID(s) on file with this form per the schedule in the instructions

    3. Employer fills out middle

    4. Both must sign

3

Add Payroll to QBO and follow their steps for setup

  1. In QBO, go to the gear icon (top right)

  2. Go to Subscriptions & Billing

  3. Add Payroll (click button & follow steps)

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