How To Set Up QuickBooks Workforce
Tired of printing paystubs and mailing W-2s? Learn how to set up QuickBooks Workforce so your employees can start easily checking their paychecks and payroll documents themselves.
Intuit QuickBooks’ Workforce service makes it much easier for employers to share paycheck information with their employees online. By activating QuickBooks Workforce, you can give your employees control over when and how they want to review their W-2 forms and pay stubs.
This article will cover the ins and outs of the Workforce online portal, how to quickly set up the service for you and your employees to start using it, and the most commonly asked questions about how to use QuickBooks Workforce.
Table of Contents
- What Is QuickBooks Workforce?
- How Does QuickBooks Workforce Work?
- How Much Does QuickBooks Workforce Cost?
- How To Set Up QuickBooks Workforce In QuickBooks Online Payroll
- How To Set Up QuickBooks Workforce In QuickBooks Desktop
- Are You An Employee? Here’s How To Use QuickBooks Workforce
- QuickBooks Workforce FAQs
What Is QuickBooks Workforce?
The QuickBooks Workforce tool lets employees access and print their W-2 forms and pay stubs online. Once employers set their staff up in QuickBooks Workforce, employees can get notified of their latest paychecks after payroll is run. Your employees can then view their payments online at any time, since Workforce integrates with your company’s existing payroll service.
QuickBooks Workforce will give your employees 24/7 access to their pay stubs and all their required tax information, which used to be under the purview of Intuit’s ViewMyPaycheck service. Intuit has since migrated ViewMyCheck’s features to their Workforce service, although it has maintained the same capabilities and remains functionally identical. Workforce, the same as ViewMyPaycheck, still allows employees to access their pay history and W-2s once they are signed into Workforce or have been invited to use the service by their employer.
How Does QuickBooks Workforce Work?
QuickBooks Workforce simplifies the way employees can access and review their paychecks securely online via a self-service portal. Workforce is a web-based solution that is compatible with any version of Intuit’s QuickBooks 2009 or newer, which means there’s no extra cost attached to it in order to activate it.
Employees who already use Intuit’s payroll and accounting services can simply use their QuickBooks credentials to login and begin using QuickBooks Workforce, once they’ve been invited by their employer. Alternatively, they can choose to make a brand new account once they’ve requested a Workforce signup from Intuit.
Workforce integrates with Intuit’s desktop version of QuickBooks, which means employers can easily toggle on the Workforce service through QuickBooks Desktop’s Payroll Cloud Services window. Once you’ve approved your update in QuickBooks, you can begin inviting your employees to use the Workforce service or notify them that they can now sign in with their existing Intuit QuickBooks credentials themselves.
QuickBooks Online Payroll also allows employers to invite their employees to start using Workforce. All versions of QuickBooks Online Payroll can provide employee access to Workforce as well as the ability for employers to invite employees to begin adding and updating their personal information within Workforce.
How Much Does QuickBooks Workforce Cost?
QuickBooks Workforce costs $0. Existing QuickBooks Desktop or QuickBooks Online users can switch on the QuickBooks Workforce feature at no additional cost to them or their current Intuit QuickBooks subscription plan. Since Workforce is a pre-loaded feature that comes as part of QuickBooks Desktop and QuickBooks Online Payroll, users don’t need to pay for any installation or signup fees if and when they want to activate it.
QuickBooks Desktop users should bear in mind that they either need the ‘Basic’ or ‘Enhanced’ version of QuickBooks Desktop Payroll in order to activate the Workforce service.
All versions of QuickBooks Online Payroll support Workforce, so the only costs users will have to pay are their regular subscription fees for QuickBooks Online Payroll or QuickBooks Desktop Payroll.
How To Set Up QuickBooks Workforce In QuickBooks Online Payroll
Getting yourself and your employees set up in QuickBooks Workforce is simple and requires following just a few steps. Once your employees have access to the Workforce service, they can start reviewing their pay stubs and W-2s with ease themselves, whenever they need.
QuickBooks Online Payroll users can use any version of their QuickBooks Online to start using Workforce.
Step 1: Add Your Employees To Workforce
Using the Employees section via the Payroll tab, employers can choose to add employees as well as their email address to automatically invite them to review their paychecks.
Step 2: Have Your Employees Set Up Their Account Via Email
Once you’ve invited your employees through the QuickBooks Online payroll center, let your employee’s know and encourage them to add their information. This way, they can begin reviewing their W-2s and pay stubs.
Step 3: Add TSheets Time Tracking (Optional)
QuickBooks Online also allows users with the ‘Premium’ and ‘Elite’ plans to use TSheets for time-tracking, for which you will also need to send invitations to employees for access.
How To Set Up QuickBooks Workforce In QuickBooks Desktop
Using QuickBooks Workforce on QuickBooks Desktop is a simple process. Follow these three steps to get Workforce set up and going so that your employees can start checking their payroll information themselves.
Step 1: Activate QuickBooks Workforce As An Administrator
QuickBooks Desktop users can immediately activate the Workforce solution from their account as soon as they’re logged in. Before you get started though, double-check that your desktop version is running the latest version release and updates to its payroll features. Otherwise, you or your employees may run into issues when trying to sign in or accept your invitations to start using Workforce.
Once you’re sure that your QuickBooks Desktop has been properly updated, simply access your Manage Payroll Cloud Services window through your Employees tab. You should see the prompt to activate QuickBooks Workforce with an on/off toggle. Toggle Workforce as ‘On’, make sure you save and apply your changes, and return to the main screen of QuickBooks Desktop.
Step 2: Upload Historical Paycheck Data
In order for your employees to actually review their payment documentation, you need to upload their paychecks to QuickBooks Workforce. This step is technically optional and can be skipped if you’ve previously set up QuickBooks Workforce, but for this article, we’ll assume you’re a first time user who still needs to upload your employees’ historical paychecks.
Uploading historical paycheck data is a simple process that can be done following a few simple steps outlined by Intuit on their website. Simply send a void payroll directly to Intuit, make sure you select the appropriate date range for your historical paycheck data and begin uploading and sending the current calendar year paycheck with the PIN you use for Intuit QuickBooks.
Step 3: Invite Your Employees to QuickBooks Workforce
Now that you’ve activated Workforce through your QuickBooks Desktop account, you can start inviting your employees to use Workforce from their own accounts. Navigate to the same Manage Payroll Cloud Services window that you previously used to activate Workforce to invite your employees from a preloaded list.
You can add as many or as few employees as you’d like to invite, provided that they’ve set up their accounts beforehand. Make sure to remind your employees to enable notifications for new pay stubs as they become available on Workforce, as well as to add any necessary personal and financial information such as their W-4s and bank account numbers, if applicable.
Are You An Employee? Here’s How To Use QuickBooks Workforce
Maybe your HR director just told you about a new tool called QuickBooks Workforce that you will be using, or maybe you received a random email about QuickBooks Workforce. QuickBooks Workforce is a tool that makes it easy to view your paychecks and payroll documentation. Here’s what you need to know about getting started with Workforce.
To start using QuickBooks Workforce, you’ll be sent an email by your employer. When you open the email, you’ll need to sign in and set up your account.
Once you’ve set up your Workforce account, you can immediately begin viewing your pay stubs. Go to the Paychecks section to view to view pay stubs based on the date range they define in Workforce.
You can also download and print paychecks through the same section, and can even download all paychecks at once within a defined date range. Workforce also lets your you view their W-2 forms B, C, and 2 from the W-2 section.