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October 15, 2019
Question

How do I change an employee from paper cheque to direct deposit?

  • October 15, 2019
  • 1 reply
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1 reply

October 15, 2019

Hi info160,

 

It's good you're choosing to go paperless by paying your employee using direct deposit. I'd be happy to show you how to set that up. 

 

First, you'll need to initially set up the direct deposit and if you haven't already, check out the following steps which will show you how: 

 

  1.     Select the Gear icon on the Toolbar, then Payroll Settings.
  2.     Under Payroll, select Direct Deposit.
  3.     Review what you'll need to set up direct deposit and select Yes! Let't get started.
  4.     Fill in required fields for Employer Bank Account and Account's Principal Officer. 
  5.     Select Continue.
  6.     You'll receive a confirmation email from notify@quickbase.com prompting you to verify your information. Once the information is verified, you'll receive another email confirming your pre-authorized debits.      

After you do the initial set up you need to verify a direct deposit test transaction. In 2-3 business days, a small debit of less than $1.00 (CAD) will be taken from your account as a test. To verify this amount:

 

  1.     Select the Gear icon on the Toolbar, then Payroll Settings.
  2.     Under Payroll, select Direct Deposit.
  3.     Select Verfiy Test Transaction. (Note: This option will not be available until the test amount has been debited.)
  4.     Enter the test transaction amount in both boxes (less than $1.00). Enter the pennies only, without a dollar sign. (i.e. .47)
  5.     Select Ok.
  6.     After successful verification, you're ready to set up employees!                   

I encourage you to check out this helpful article for more info on how to set up your employee with direct deposit: How to set up payroll direct deposit.

 

In case you have questions, don't hesitate to reach back to me. I'l be happy to help. Otherwise, enjoy the rest of your week! :)