How to set up payroll direct deposit in QuickBooks?

 



Setting up Payroll Direct Deposit in QuickBooks requires a few steps, including verifying your company and bank information. Follow these steps based on your QuickBooks version:


For QuickBooks Desktop

Step 1: Sign Up for Direct Deposit

  1. Open QuickBooks Desktop and go to Employees > My Payroll Service > Activate Direct Deposit.
  2. Enter your Company Information (EIN, business name, and address).
  3. Provide your Principal Officer's details (name, date of birth, SSN, etc.).

Step 2: Enter Bank Account Information

  1. Choose Use Direct Deposit for Employees.
  2. Enter your bank account (checking account details).
  3. Select Instant Bank Verification (if supported) or enter micro-deposits (may take 2 business days).

Step 3: Set Up Direct Deposit for Employees

  1. Go to Employees > Employee Center.
  2. Select an employee and click Payroll Info.
  3. Click Direct Deposit, then choose:
    • Use Direct Deposit for this employee
    • Enter their bank details (account number, routing number, and account type).
  4. Save and repeat for other employees.

Step 4: Send Payroll via Direct Deposit

  1. When running payroll, select Direct Deposit as the payment method.
  2. Submit payroll at least 2 business days before payday.


For QuickBooks Online

Step 1: Sign Up for Direct Deposit

  1. Go to Settings ⚙️ > Payroll Settings.
  2. Click Direct Deposit and enter your business bank account details.
  3. Verify the account via instant verification or micro-deposits.

Step 2: Set Up Employee Direct Deposit

  1. Go to Payroll > Employees.
  2. Select an employee and click Edit.
  3. Under How do you want to pay this employee?, select Direct Deposit.
  4. Enter their bank details, then Save.

Step 3: Process Payroll with Direct Deposit

  1. Go to Run Payroll, enter employee hours/salary.
  2. Select Direct Deposit as the payment method.
  3. Submit payroll before the direct deposit deadline.


Additional Notes

Processing time: Submit payroll by 5 PM PT, 2 banking days before payday.
Cost: Direct deposit is included with most QuickBooks Payroll plans, but some versions may charge a fee.
Verification: Your bank account and employees must be verified before the first deposit is processed.

Let me know if you need help with any step! Call our QuickBooks support team at 1-877-593-7885for immediate assistance. you can reach QuickBooks support at 1-877-593-7885 for further assistance and troubleshooting tailored to your specific situation. For expert help, contact QuickBooks support at 1-877-593-7885.

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