QuickBooks Workforce is an online payroll software, which provides all the necessary features for companies to pay employees and submit reports without any hassles. QuickBooks enables you to configure and activate your account, so that you can take advantage of the services provided by this tool. Here we have presented a step-wise workflow to set up a workforce plan in QuickBooks Desktop.
Step 1: Log on to the website of Intuit payroll service portal (intuitpayroll.com/register) and create an account for yourself.
Step 2: Once you have created your account, click on 'Add User' link (under Build Your Team section). Enter the required details like email ID, password and name of the user to whom you wish to add as a team member.
Step 3: Under next steps section, select 'I want this person to manage my workforce plan' option from drop-down menu and click on 'Continue'. Then provide basic information like Full Name, Social Security Number(SSN) and Date of Birth for this person.
Step 4: Under the next section, choose 'Workforce Plan' option from drop-down menu and click on Get Started.
Step 5: On clicking on the option, you will be presented with a subscription form in which you need to enter details like Name of Business, Address of Business, Employer Identification Number (EIN), Email ID, etc. to activate your account.
Step 6: Make the required changes in the format of payroll, if any, and click on Next. You can also select whether you want to save this data for future use or not by selecting the appropriate radio button present at the bottom of the page.
Step 7: If you wish to activate this account then click on "Activate Account" option and complete the procedure.
Step 8: Once your account is successfully activated, click on 'Run Setup' link (on right side of the screen). This will take you to Manage Users page from where you can add a user by entering their email ID and password.
