Here is another new surprise for you. Intuit has been busy. New features and new client experiences are constantly being rolled out. Over the past few weeks, it has released the new QuickBooks Online Payroll Employee Details screen.

When clicking on an employee in QuickBooks Online Payroll, there are new sections for employee information.

Additionally, the Add an employee screen also has a new look.

If the employee self-setup toggle is turned on, your employee can set up things on her own, such as her personal information, tax information and bank account information for direct deposit.

New sections on the Employee Details screen

Personal Information section

In the Personal information section, an employee’s contact information and personal details are captured. If the employee self-setup is turned on, the employee is able to fill this information out via Workforce.

Tax withholding section

Detailed information about federal and state withholdings as well as tax exemptions can be found in the section on Tax Withholding. This is another section the employee can fill out herself via Workforce.

Payment method section

The Payment method section shows whether the employee is paid by paper check or direct deposit.

Pay types section

Clients can choose whether the employee is hourly or salaried, and enter the salary amount per pay period or the hourly rate in the Pay types section.

Along with salary and hourly pay, clients can set up overtime, commissions, bonuses, sick pay, vacation and holiday pay.

Choose Edit and scroll down to the + Add additional pay types section to see the full list of possible pay types.

Deductions & contributions

Clients or their employees also need details of any voluntary deductions for retirement plans, health insurance, etc. Payroll deductions are amounts subtracted from an employee’s gross wage and could be before or after tax.

Overall, the new client experience in QuickBooks Online is very user-friendly and makes it easy to manage your employee information.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.

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Insightful Accountant