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July 5, 2022
Question

How to implement CalSavers with QB

  • July 5, 2022
  • 2 replies
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Original commenter did not share additional details

2 replies

July 6, 2022

Thank you for posting your concern here in the Community, @Jbambury. I'll be happy to help you with your query about implementing CalSavers with QuickBooks Online.

To accomplish this, we can follow the steps to add a retirement plan mandated by your states in QuickBooks Online. I'd be glad to walk you through how:

Here's how:
 

  1. Go Payroll menu and select Employee.
  2. From the Employees tab, enter the employee name.
  3. In the Pay section, select the pencil icon. Then, scroll down on the deductions section.
  4. Click +Add deductions.
  5. Select Retirement Plans under Deduction/Contribution type.
  6. Add a Description and use the exact name of the item that appears on the state-mandated report.
  7. Choose the type of Retirement plan.
  8. Enter the name of the provider and the amounts per pay period.
  9. Then select Save and Done when ready.

If you have clarification about the process, you can always refer to this article for more detailed steps: Set up state-mandated retirement plans in QuickBooks Payroll.

Additionally, if you'll want to run payroll reports and set up payment schedules for employees in QuickBooks Online, you can check these articles for additional guides:
 

I'll be here if you have any other concerns or additional information about retirement plan deductions or contributions. Stay safe and have a good one!

January 24, 2024

We are not QB online we are desktop

January 24, 2024

Hello Rae201,

 

Thanks for chiming in! I recommend connecting with Support to know the following steps to the procedure since they are backed up. Here's how to connect with us:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Enter the necessary information and click Continue.
  4. Choose a way to connect.

 

If you should have any questions, I'm just a click away. Take care.


 

January 24, 2024

We have QB Desktop and I just found out that it doesn't work with Calsavers. I need to get a payroll correction but was told that QB can't do it they are to backed up with corrections from 2023. Calsavers is a law in California and now we can't comply unless you know a way that we can still move forward. Thanks for any help