Post
Marshall DarrDec 1, 20203 min read

How to set up your payroll deductions on QuickBooks

Updated: Dec 3, 2020

Good news! You’ve gotten your quote, gotten your team excited about and enrolled in Decent, and now all you have left is to onboard your new and improved health insurance plan onto your payroll platform. Odds are this article is exactly what you’re looking for.

One thing to note before we get going - odds are, we’re not much more familiar with your payroll provider than you are, if you’re working through this process and you hit a snag, please contact your payroll company’s support team for help.

Here’s a step by step guide for if you use QuickBooks (now QuickBooks does come in a few flavors so make sure you check if you’re on Quickbooks Online Payroll, Intuit Online Payroll Full Service, or Intuit Online Payroll Enhanced since the steps will be a little different - good thing we’ve broken down all of them below):

For QuickBooks Online Payroll - here’s how to set up your first employee deduction:

  1. Select Workers, then Employees.
  2. Select the employee's name.
  3. Select Edit ✎ next to Pay.
  4. In section 5, select + Add a new deduction or + Add deductions.
  5. From the Deductions/contributions ▼ dropdown menu, choose New deduction/contribution.
  6. Choose a Deduction type and Type from the small arrow ▼ icon.
  7. Enter Provider name(appears on paycheck).
  8. From the Amount per pay period ▼icon, choose $ amount or % of gross pay and enter the $ amount or percentage. Do the same for the Company-paid contribution as applicable.
  9. Select OK, then Done.

Now, if you have a composite rate quote, that’s going to seem like a lot of work to redo and enter basically the exact same deduction for every single employee. Good news is that QuickBooks has given you a shortcut:

  1. Move to your next employee and copy steps 1-4
  2. From the Deductions/contributions ▼ dropdown menu, select the existing deduction you want to assign for your employee.
  3. From the Amount per pay period ▼icon, choose $ amount or % of gross pay and enter the $ amount or percentage. Do the same for the Company-paid contribution as applicable.
  4. Select OK, then Done.

For Intuit Online Payroll Full Service:

  1. Intuit Online Payroll Full Service has some pretty incredible customer service so odds are they’ll even do this for you if you contact them. If you’re dead set on putting this together yourself, hop to step 2.
  2. Select Employees.
  3. Select an employee from the list.
  4. In the Deductions and Contribution section, select Edit.
  5. Select Add new deduction or contribution.
  6. In the new window, select the name of the deduction you'd like to add.
  7. As applicable, define the per-pay period deduction and annual maximum for the deduction you're adding. Do the same for your company's contribution.
  8. Select Done.

For Intuit Online Payroll Enhanced:

  1. Employees and select the employee's name.
  2. In the Deductions & Contributions section, select Edit.
  3. In the Deduction for Benefits section, select Add a Deduction.
  4. From the Deduction▼dropdown menu, select New deduction (when you move on to your next employee, you’ll be able to select an existing deduction here).
  5. Choose a Category and Type.
  6. Add a Description(appears on paycheck).
  7. Enter a $ amount or % of Gross Pay.
  8. Select Save, then OK.