Intuit Payroll Processing Template

Follow the steps provided below to complete the weekly payroll processing
Template By Parkway Business Solutions
https://parkway.business
(805) 419-9197

Select Payroll Client Schedule

Enter Payroll Data

Pay Taxes

Export the File to Accounting Software

Print Paychecks

Select Reporting and Print

Combine Digital Packet in Adobe Acrobat XI and Save

Deliver Payroll

Payroll Billing

Select Payroll Client Schedule

Select Your Payroll Period to Select a client

Monthly Client List

Bi-Weekly Clients Schedule A

Bi-Weekly Clients Schedule B

Enter Payroll Data

1

Review all items listed on the To Do tab
2

Select the Payday Tab and enter all of the relevant information See Sub List

Enter Regular, OT, Sick, Bonus, Commissions, and all other provided information

1

Enter Regular, OT, Sick, Bonus, Commissions, and all other provided information
2

Review all data entered for errors then select Create Paychecks

1

On the Next screen Click View /Edit next to each check and review for accuracy
2

Select Approve Paychecks

1

Review each check stub to confirm any scheduled deductions are being removed and any special contributions are being added.
2

Once everything is accurate, click approve. If adjustment is required select edit to modify or delete to remove completely.

1

Save Check Numbers for all non direct deposit checks
2

Select View and Print checks to open the the check images as a PDF. Save a copy to the Payroll Temp File to Print later

Pay Taxes

1

Click on the Pay Taxes Now link at the bottom. We will come back to print the reporting later.

1

Select the Tax Payment to be made on the Left

1

Choose Other to select the date

1

The payment date should be set to be the same as the check date.
2

Click Confirm to set the date

1

Select Pay taxes to restart the cycle and choose a new tax payment to complete

1

Once all tax payments have been made you can export the transactions

Export the File to Accounting Software

You can Export your data to Quicken, QuickBooks, QuickBooks Online, and More.

1

Select all Paychecks and Taxes to be exported. If Using QuickBooks Online, this will import them directly into the file.

Print Paychecks

1

Once you are ready to Print your Paychecks, count out enough blank check stock to load into the printer.
2

Open up the file you previously downloaded with the checks and open them with Adobe Acrobat XI. If you did not download them, you can do so by selecting View and Print.

1

With the Checks opened iwthin Adobe Acrobat XI, select Print.

1

After Printing Check Stubs to be delivered, Select your Tools (this may be named different depending on your setup)
2

Go to The Page Section
3

Under Watermark Select Add Watermark

1

Select the Watermark to be added through the drop down selection
2

Click on the Page Range Options to adjust which pages should be watermarked
3

Click OK to set the watermark and close the window.

1

With the watermark on the page, Print to PDF another set of Checks and save the file for later.

Select Reporting and Print

From the Reports Tab, Find your group of Reports at the bottom of the page

Select the Reports Tab, Find your group of Reports at the bottom of the page

Select View a group of reports for your last pay period

Verify that the following Reports have been selected and click View. This will generate and download an excel file.

After Opening the Excel File, you will receive the following popup message,
Click Yes to Proceed Forward.
Once the file opens, Select Enable at the top if required, to be able to edit the document

The Reports will start off out of order, for consistency they should always be rearranged to the following order:

Payroll Summary
Payroll Detail
Tax Payments
Total Cost
Deductions and Contributions

With all the reports in the correct order,
Select all Tabs by holding down Shift while clicking the first tab and the last tab
Choose to Print the whole group to open the Print Menu

While in the Print Menu:

Scroll forward in pages until you come to your first page that is in the Portrait formatting
Under Settings: Change the orientation to Landscape, this process will change all reports to landscape mode.
Select Print
- Print a paper copy if you are mailing the payroll to the client
- Print to PDF a copy and save to the same location as the paychecks you printed earlier.

Combine Digital Packet in Adobe Acrobat XI and Save

By this point you should have a printed and saved a copy of they paychecks and the payroll Reporting. Go to the folder where they are both located:

Select both files
Select the Payroll Cover Page (Provided below)
Right Click and choose to combine files in Adobe Acrobat.

Arrange the documents in the following order:

Payroll Cover Sheet
Check stubs (with watermarks)
Payroll Reporting

Select Combine Files and your completed payroll packet wiill be opened in Adobe.

Save the file in the following format: "mm.dd.yyyy Client Name Payroll Processing" where the date is the check date.

For Example : 09.01.2016 Parkway Payroll Processing

Deliver Payroll

Mailed Payroll:

Combine the following printed documents and send them in a sealed envelope to the clients approved mailing address.

Payroll Cover Page
Paychecks and Check Stubs
Payroll Reporting

Paperless Payroll:

Take your Payroll Packet and save a copy to Smartvault in the clients personal vault.
After the download completes, send an email to the client notifying them the following
- Payroll Processing has been completed
- Total Cost of Payroll was $ ___________
- Additional Notes: