QuickBooks Workforce

QuickBooks Workforce is a great feature of QuickBooks that allows users to share paycheck information with your employees. You just have to send an invitation link to your employee to access their paycheck and W2s online in QuickBooks Workforce. The employee will set up their account and then they will be able to view, download, and print their paychecks. You can send the invite notifications to your employees once a new paycheck is available for them to access.

How to Setup QuickBooks Workforce

For the latest payroll updates and maintenance, it is important to update your QuickBooks Desktop software. This is the first thing you need to keep in mind. Then follow the given below steps to install or setup your QuickBooks Workforce :

  1. Go to the Company menu and choose the option of My Company
  2. Sect the option for Sign In on the top right corner of your window
  3. Sign In using your Intuit Account  details
  4. From the QuickBooks Desktop Company file  select ‘Employees’
  5. Then click on the ‘Manage Payroll Cloud Services’.
  6. In the section of  Payroll Cloud Services, you will get the option  QuickBooks Workforce 
  7. Toggle the status of QuickBooks Workforce On
  8. Here you will get a pop up to enter a PIN which will further use for send payroll information 
  9. Create the PIN and select the option ‘Save Changes’
  10. Now click on ‘Return to QuickBooks

How you can invite your Employee in QuickBooks Workforce

You can invite your employee to view, download, or print the file using an invitation link. The two bac steps you have to follow, from the login to your Workforce account to sending the invitation. Let’s begin the steps:

Sign in to your QuickBooks Intuit account 

To begin the invitation process you need to log in firstly. Here are the simplest steps to log in if you are a beginner in this field:

  1. Go to the Company menu and choose the option of My Company
  2. From the top right corner click on the Sign in
  3. Now sign in your account with your ID and password

Send an invitation 

After login into the account, you just have to invite the employee to provide access. See the steps for how you can send an invitation:

  1. Go to the Employees menu, click on Manage Payroll Cloud Services
  2. You will see the menu of QuickBooks Workforce, enable the status ON 
  3. Now select the option to Invite Employees
  4. Here you will get the list of Your employee 
  5. Select the employees to whom you want to give access
  6. Then add their valid email addresses
  7. At last, click on Send Invite. After sending you will see “Invited” under the STATUS bar

How to access own paychecks & W-2s online with QuickBooks Workforce

QuickBooks workforce allows you to view, download, and print your paychecks. Either your paycheck is new or old you are able to access all of it. Before you can view your paycheck, it is necessary to accept the QuickBooks workforce from your employer.

There are only two steps involved in which firstly you have to accept the invitation and then sign in the official website of QuickBooks workforce and you are done. After then you will have access to view my paycheck.

Accept QuickBooks Workforce invitation from your employer

As we have clear it above you can only access your paychecks and W-2s online after you accept your Workforce invitation from your employer. Check your inbox for an invitation  email from Intuit Services having the subject “Finish setting up with [ name of the business].” Do check your spam folder if you are not able to see it in your inbox.

You have to make sure that your employer used the correct email address that you have been used for your QuickBooks workforce account. So contact your employer before they send with an invalid email Id. Now look at the step you have to do:

  1. Open your inbox of the email 
  2. Click on the invitation link that says Get access to paychecks to accept the invitation. 

Note: The invitation link is valid for only up to 30 days from the date it has been sent by your employer. And only one time you can use this link.

  1. In case you already have your Workforce account, then just sign in with your existing account information. Create a new account using your email and a password if you do not have any.

Access your paychecks

After accepting the QuickBooks Workforce invitation from your employer, you can now have access to view, download, or print your paychecks. To do so look up these steps:

  1. Open the official website of the Workforce from workforce.intuit.com 
  2. Then sign in to your account
  3. Choose the option for Paychecks
  4. Here you will get the option to View, download, or print your new as well as old paychecks

Access your W-2s

You can access your W-2s after your employer makes it accessible to you. In case you are not able to see your W-2s, inform your employer to provide access. Sometimes it might be possible that you have to verify your contact number or your personal information to access W-2 from the W-2 screen. Here are the steps to view or download or print your W-2s:

  1. Open the W-2 menu
  2. Choose the W-2 file that you want to view or download or print

How to get a notification for your new paychecks

Turn on your notification to get a reminder through your email. You will receive a reminder every time your new paycheck is available. To get this notification you need to activate this setting:

  1. Open the Settings menu
  2. Click on the Email Notification
  3. Then choose the option for Send me an email when new pay stubs are available

Need help !!!

You can get help from a QuickBooks representative for support on QuickBooks Workforce. QuickBooks support is available on +1-818-850-7805. Alternatively, you can even contact through the chat and talk to an expert online for help with Workforce. If you have more queries related to this topic, contact us so we can help. Comment down below if you want further detail related to this blog. 

Leave a comment

Your email address will not be published. Required fields are marked *

Call Now