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TCLmichele
March 26, 2024
Question

New Employee self set up in Workforce WITHOUT direct deposit?

  • March 26, 2024
  • 1 reply
  • 0 views

When adding a new employee to Quickbooks - I want them to be able to use the self set up in Workforce. Most of our employees do NOT want direct deposit. Is there a way around that portion in the set up of their workforce to complete the set up?

1 reply

E
Erika_K
March 26, 2024

Yes, we can invite your employee to QuickBooks Workforce without direct deposit, michele. 

 

QuickBooks Workforce relies on the information configured within QuickBooks Online (QBO). You can invite your employees without opting for a direct deposit. Since Workforce only asks for bank account info if the employer has selected to pay via direct deposit. 

 

Here's how you can change your employee's preferred payment method: 

 

  1. Go to Payroll and then Employees.
  2. Select the employee. 
  3. On the Payment method tab, hit Edit. 
  4. From the dropdown menu, choose Paper check. 
  5. Then, click Save.

 

Afterward, they can finish their Workforce self-setup. Once done, they can add their info, opt out of a mailed copy of their W-2, and then view their pay stubs and W-2s.

Furthermore, you can also provide this guide to your employees: View your pay stubs, time off, and year-to-date pay in QuickBooks Workforce. This article has information on how they can see and print your pay stubs online or in the Workforce mobile app and their time off balances and year-to-date pay.  

 

Keep me posted if you have additional questions about managing your workers. I'll be here to offer a helping hand. Have a good one! 

T
TCLmicheleAuthor
March 27, 2024

My question wasn't totally answered. Once the employee is setting up their workforce, it won't let them proceed past the direct deposit portion of the set up. How do we get past it if they would like to receive a printed paycheck?

 

DivinaMercy_N
DivinaMercy_N
March 27, 2024

I'll ensure you're employee can set up their Workforce account seamlessly, @TCLmichele.

 

The portion to add direct deposit details when an employee sets up a Workforce account is based on the payment method chosen in their profile. This might be the reason they are prompted to finish this section. You can check the video reference in this article: Invite your employees to QuickBooks Workforce to see pay stubs, W-2s, and more if you use QuickBooks Online Payroll.

 

That said, I recommend checking their profile first before sending an invite for QuickBooks Workforce. Here's how:

 

  1. Go to the Payroll menu.
  2. Next, select Employees.
  3. From there, look for the name of the employee and check the payment method in the Pay Method column.

 

Additionally, the Direct Deposit will be selected as a payment method for newly added employees if your company is set up for it. No worries, you can still switch back to a paper check at any time. Here's how:

 

  1. Navigate to the Payroll menu and select Employees.
  2. From there, locate and click the name of the employee.
  3. Scroll down to the Payment method section and click the Edit icon.
  4. In the Payment method field, select Edit.
  5. This will ask for a verification code that is sent to your phone number.
  6. Then, ensure to choose Paper check.
  7. When done, select Save.

 

If the issue persists, I recommend reaching out to our QuickBooks Workforce team to help them past the direct deposit portion.

 

I'm just around the corner to help if you have other concerns managing your account. Please don't hesitate to leave a reply below. Have a good one. 

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