Payroll
Onboarding people, running payroll, taxes, contractors, and the GL bridge.
Setting up payroll
The setup wizard end to end: workspace, industry, worksites, people, federal and state tax, bank verification, pay calendar, prior wages, and signing.
QuickstartBusiness owners, Bookkeepers, Firm staff
Adding and managing people
Onboarding employees and contractors, the records that must be right before the first payment, and handling changes, leave, and departures.
How-toBusiness owners, Bookkeepers, Firm staff
Running payroll
The run cycle from preview to funding, what to check before approving, off-cycle runs, and what to do when something is wrong after approval.
How-toBusiness owners, Bookkeepers, Firm staff
Payroll taxes and filings
Which taxes exist, how deposit schedules work, what is filed and when, and how to read the tax screen before a deadline rather than after one.
ReferenceBusiness owners, Bookkeepers, Firm staff
The payroll GL bridge
How payroll reaches your ledger, mapping runs to accounts, why payroll liability accounts should clear to zero, and reconciling payroll to the books.
How-toBookkeepers, Firm staff
Paying contractors
Onboarding contractors, paying them through payroll, and how their 1099s relate to the ones generated from bills.
How-toBusiness owners, Bookkeepers, Firm staff