QuickBooks is one of the most popular accounting and payroll platforms for small- and medium-sized businesses. From tracking income and expenses to managing payroll, its comprehensive features help streamline business operations. In this full guide, we’ll walk you through how to use QuickBooks effectively and show you how to contact QuickBooks Payroll support when you need assistance. Let's dive in!
QuickBooks offers various versions to fit different business needs:
QuickBooks Online (QBO): Cloud-based, accessible from any device.
QuickBooks Desktop (Pro, Premier, Enterprise): Installed on your computer, with local storage.
QuickBooks Self-Employed: Ideal for freelancers and independent contractors.
Choose the version that best matches your business size, payroll needs, and accessibility preferences.
Once you’ve signed up or installed QuickBooks:
Open QuickBooks and click “Create a new company” or “Add company”.
Fill in essential details: business name, address, industry, and tax ID.
Customize your financial preferences: fiscal year start, invoice settings, etc.
To automatically import transactions:
Go to Banking in QBO (or Bank Feeds in Desktop).
Connect your bank and credit card accounts.
Review and classify transactions regularly to keep your books accurate.
Invoices/Sales Receipts: Track revenue from customers.
Bills & Expenses: Upload receipts and log purchases.
Bank Reconciliation: Match bank transactions with your books using the Reconcile feature to ensure accuracy.
Set a routine—weekly or monthly—for reviewing and cleaning your records.
Payroll is where QuickBooks shines. Follow these steps to manage it smoothly:
2.2.1 Choose a Payroll Plan
QuickBooks offers different payroll plans:
Core: Basic payroll, direct deposit, tax filings.
Premium: Adds HR tools, training.
Elite: Advanced features plus personal HR advisors.
Select based on your business size, needs, and budget.
2.2.2 Enter Employee & Contractor Details
Navigate to Payroll → Employees (QBO) or Payroll Center (Desktop).
Add employee data: pay rates, withholding info, and banking details.
Add contractors only if you need to file 1099s.
2.2.3 Run Payroll
Click Run Payroll, select a pay schedule, and choose the right pay period.
Review hours, deductions, and taxes.
Click Submit to finalize and process direct deposits.
Check and categorize imported transactions weekly to maintain up-to-date books without manual entry.
Automate invoices, payments, or journal entries for fixed charges like rent. Go to + New → Recurring Transactions.
Track business health using:
Profit & Loss
Balance Sheet
Cash Flow
Payroll Summary
Generate these under Reports and schedule monthly reviews.
Update tax rates annually.
Use QuickBooks payroll tax filing features.
Generate W-2s and 1099s at year-end.
Back up data (Desktop) and store access credentials securely.
Despite QuickBooks’ intuitive design, you may need expert help—especially with payroll. Here's your step-by-step support guide.
Call support if you face:
Missed direct deposits
Tax calculation or filing issues
Pay run errors or software glitches
Login problems or inability to access payroll data
For 24/7 access to certified payroll experts:
Save in your phone.
Call for immediate assistance—available any time, including nights and weekends.
You’ll be connected to a live agent who can help troubleshoot and resolve issues on the spot.
Speak with trained QuickBooks Payroll specialists.
Provide details like your QuickBooks version, payroll schedule, and any error messages.
Agents may guide you through settings or even access your system remotely (with permission) to fix issues.
Be near your QuickBooks account or logged in.
Have your company’s EIN or subscription details ready.
Ask for a case or reference number.
Note agent name and the solution steps for future reference.
Both Online and Desktop versions include a built-in Help menu. You can search topics, initiate chats, or easily find the support number
Visit the QuickBooks Community Forums for shared solutions, tips, and user advice. If necessary, community members often link to official support resources.
Stay updated with the latest QuickBooks features and payroll regulations. Webinars help you avoid common mistakes and leverage new tools effectively.
Confirm correct bank and routing numbers.
Ensure you’ve submitted payroll ahead of the processing time.
Review your payroll schedule for accuracy.
If needed, call to check if the issue is system-related.
Double-check employee withholding settings.
Review updated federal and state tax tables.
For discrepancies, contact support via to review filings.
Check for error messages like missing info or update failures.
Update your QuickBooks software and payroll tables.
Run payroll again. If it still fails, support can look into potential file corruptions or errors.
Automate Direct Deposits for reliable, timely payments.
Schedule Monthly Reconciliations to catch errors early.
Review Payroll Reports to manage labor costs and compliance.
Set reminders for W-2 and 1099 filings in January.
Use User Permissions to control access to payroll info.
Update your payroll settings and software at least annually.
QuickBooks combines powerful accounting and payroll capabilities with support that’s ready when you need it. By understanding how to effectively use the software and keeping the official QuickBooks Payroll Support number on hand, you protect your business from payroll disruptions and ensure compliance.
Whether you're automating invoices, running payroll, or handling tax deadlines, QuickBooks makes it easier—and with expert support just a call away, you'll always have a solution in reach.