Summary
Registration Fee: $100
Date: August 13 & 14, 2025
Time: 12:00pm – 2:00pm
Location: On-line via Microsoft Teams
Description
Mastering payroll in QuickBooks Online Payroll is essential for businesses to ensure accuracy, compliance, and efficiency in managing employee wages and taxes.
Whether you’re new to payroll or looking to enhance your skills, this hands-on learning experience will help streamline payroll operations and ensure accuracy to keep your business on track.
Wednesday, August 13, 2025
Module 1 – Introduction to QuickBooks Online Payroll
- • Overview of QuickBooks Payroll: What it is and who needs it
• Different Payroll Subscription Plans: Core, Premium, and Elite
• QuickBooks Payroll vs. 3rd Party Payroll Services
Module 2 – Setting Up Payroll in QuickBooks Online
- • Navigating the Payroll Dashboard
• Entering company payroll information
• Setting up payroll taxes (Federal and State)
• Adding bank account for payroll processing
Module 3 – Employee and Contractor Setup
- • Difference between Employee and Contactor Setup
• Adding employees (W2 workers) – Employee details, pay types, and tax setup – Direct deposit setup
• Adding contractors (1099 workers) – Payment methods and tax compliance
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Thursday, August 14, 2025
Module 4 – Running Payroll
- • Understanding payroll schedules
• Calculating paychecks: hourly vs. salary
• Setting up and applying deductions & benefits
• Reviewing and submitting payroll
Module 5 – Payroll Taxes and Compliance
- • Understanding payroll liabilities
• How QBO handles tax filings (Federal and State)
• Setting up E-Pay & E-File
• Generating & filing payroll tax forms (941, 940, W2, W3)
Module 6 – Troubleshooting and Reports
- • Understanding payroll reports
• Handling payroll adjustments & corrections
• Voiding and re-issuing paychecks
Module 7 – Year-End Payroll Tasks
- • Reviewing employee data for accuracy
• Generating and sending W2s and 1099s
• Closing out the payroll year in QBO
Instructor: Rita McDaniel – Operations Manager at the David Plemons CPA firm in San Antonio and Victoria, TX; and is a Certified QuickBooks Online and Certified QuickBooks Online Payroll Pro Advisor.
Registration Fee
Registration fee is $100 – includes QuickBooks Online workbooks; 1-hour 1 on 1 session during series; and 1) 1-hour consultation any time after the series
Pre-registration is required. Class is limited to 20 participants.
