Product Tips

Supporting Clients Starting with QuickBooks Assisted Payroll By: Dawn Pfiel, Assisted Client Service Technical Support Agent Product: QuickBooks Assisted Payroll Tip Category: Best Practices

I help a many of our customers who use QuickBooks® Assisted Payroll and I can see two important ways that you can help your clients getting started and continuing service with QuickBooks Assisted Payroll:

• The best way to start a new data file.
• Dealing with system parameters.

Best Way to Start a New Data File

Situation

Your client has signed up for QuickBooks Assisted Payroll, and turns to you to put their payroll service into a new QuickBooks data file. In other words, they want you to locate any problems and make them go away. But the payroll service resists the creation of a new data file.

Background

What happens behind the scenes is that the payroll service is hard coded into a file when the original file is balanced.

Response

As an option for a customer who has a need to start a new data file with the QuickBooks Assisted Payroll service, we can offer a data recovery. So in this situation, you will want to set up contact between your client and QuickBooks Assisted Payroll as set out below.

For a successful data recovery we need to have the primary principle or payroll administrator call the Assisted Payroll customer service center. What the Assisted Payroll customer service representative will then do is walk the customer through the steps to recover current payroll data into this file. When complete the file will only contain the employee list, payroll item list, current year paychecks, current year liability checks and all associated accounts. Once this is complete you will be able to create your new set of information on top of this data.

Contact Tips for Customer Service with QuickBooks Assisted Payroll

Call toll-free at 888-712-9702.

Optimal Systems Parameters

Situation

Some clients may rush into QuickBooks Assisted Payroll without making sure that it is a good fit.

Response

You can counsel clients as to potential best fits with QuickBooks Assisted Payroll. The best parameters for this payroll service are as follows:

• Fewer than 150 employees. (This number allows for some growth of the company without affecting both their setup and future payroll support experiences.)
• Internet. Require high-speed internet (essentially no dial-up.)

We thank Dawn for sharing her expertise with our readers.

Last Updated: 06/21/2007

Search Other Product Tips