When grouping columns by customer jobs or class, expand or collapse each parent entry to show/hide its sub entries. Scan removable media files directly from the window.Įxpand/Collapse column in QuickBooks summary report
Scan your PC for all the QB files & put them on a list. See the PO number as the first thing in subject of invoice email.Ĭombine multiple emails into single emailĮach customer’s individual emails are merged into a single message with all transactions attached together.
QuickBooks will prompt notifications when it’s time to send a reminder.Īutomated Purchase Order (PO) number in the subject line
Also, the windows edition of QuickBooks handles payroll much differently, so you can check out how to setup employees in QuickBooks windows edition to see if that may be a better option for you.Schedule, review, and send payment reminders. It does integrate with QuickBooks for Mac, and payroll info will need to be downloaded to your QuickBooks each pay cycle. If you think it is too complicated for you, you have the option to use Intuit's Quickbooks Payroll for Mac which is "in the cloud". But once you get the accounts and employees set up and go through the process a couple of times, it will be much easier for you. Payroll isn’t the easiest thing when you do it like this, and it may seem pretty complex to you. You can use the Transaction Detail by Account report for individual accounts, such as Gross Wages, to see which employees may have met the annual maximum. These numbers are determined by the federal government, so be sure you check the latest numbers so you know what those limits are. It is highly important that you track each employee’s taxable wages throughout the course of a year, in order to stop deductions that have limits such as Social Security and Medicare. Use Banking then Write Checks to pay these amounts to the tax agencies. Click Ok and then Apply to apply the filter to the report. In the Account dropdown, choose Selected accounts, and select all applicable liability accounts you used on the paycheck. Select Filters and add the Account filter. Choose Reports, then Accountant & Taxes, and Transaction Detail by Account. It’s a good idea to work with your CPA on this. It is your responsibility to determine what you owe tax agencies. When it’s time to pay your payroll taxes, you can see what you owe your tax agencies using the Custom Transaction Detail report. To See What You Owe in Payroll Tax Liabilities: (You may not need all the expenses shown here. In the memo field, I’ve described what each line means. To show you how to do that, I’ve included a screenshot below. Enter the expenses that apply to the paycheck in the Expenses area. QuickBooks calculates the amount when you enter the gross wages and deductions in the Expenses area below the check. Enter the employee's name and paycheck date. Choose Banking at top menu bar, and select Write Checks. Now that you have set up your employees and associated liability and expense accounts, you can start writing checks to your employees. If you’re unsure of what you need, check with your accountant). Also, your accounts may be different depending on your state or the applicable deductions. You can use account numbers or not-do what makes sense for your company. (Don’t worry about the account numbers you see here, I used a sample file for these screenshots. Choose Lists, then Chart of Accounts and add accounts for Payroll Liabilities, Insurance, and Payroll Expenses as shown in the screenshots below.
Enter the employee's Name, Address, Hire date, and other pertinent information in the new screen, and click Ok
Click the plus + icon at bottom left, and select New Employee Go to Employee at top menu bar, and select Employee List How to Setup an Employee in QuickBooks for Mac STEP 1: Setup Your Employees and the Associated Accounts