Uthena

Course description

QuickBooks Desktop Pro 2019 payroll will describe the payroll process for a small business in detail, so bookkeepers, accountants, and business owners can better understand how to set up payroll, process payroll, and troubleshoot problems related to payroll.

This course will introduce the payroll set-up in the QuickBooks Desktop Pro 2019 system, walking through payroll screens for both the paid version and the free manual version of payroll within QuickBooks Desktop.

We will discuss payroll legislation that will affect payroll calculations within QuickBooks Pro Desktop 2019 and list the payroll forms we will need to generate from Quickbooks.

The course will walk through the process of entering a new employee into the QuickBooks Desktop Pro 2019 system and describe where the data would be received from in practice including Form W-4.

We will discuss Federal Income Tax (FIT) calculations within QuickBooks Pro Desktop 2019. The course will describe how FIT is calculated, what is needed for QuickBooks Pro to calculate FIT, and how to enter the data into the accounting system.

The course will describe the Federal Income Contributions Act (FICA) and its components.

We will calculate social security and describe how QuickBooks Pro Desktop 2019 will help with the calculations as we process payroll.

The course will calculate Medicare and describe how QuickBooks Desktop Pro 2019 will help with the calculations of Medicare when we process payroll.

We will calculate Federal Unemployment (FUTA) and discuss how FUTA is related to state unemployment (SUTA).

The course will describe and calculate employer taxes and discuss which taxes are employee taxes and which taxes are employer taxes.

We will describe payroll journal entries and discuss how payroll data is populated in the QuickBooks reports and financial statements including the profit and loss and balance sheet.

The course will describe and fill out a payroll register and analyze the many payroll reports that can be generated from QuickBooks Pro Desktop 2019.

We will discuss and enter both mandatory and voluntary deductions into the QuickBooks Pro Desktop 2019 system.

The course will discuss retirement plan options, how to enter them into the QuickBooks Pro Desktop 2019 system, and how they are used to calculate net income and payroll taxes.

We will cover two comprehensive problems, processing payroll within QuickBooks Desktop Pro 2019. One comprehensive problem will use the paid QuickBooks version. The second comprehensive problem will use the free manual version and compare the computations to ones we will do in Excel.

Our first comprehensive problem will start off very basic with one employee and will increase in complexity as we enter more benefits and payroll details each year.

Our second comprehensive problem will focus on manual calculations to get a better understanding of what the paid version is really doing for us. A better understanding of the calculations being made by the QuickBooks Desktop Pro 2019 system allows us to spot and troubleshoot problems when they happen.

In addition to the instructional videos, this course will include downloadable  

  • QuickBooks Pro Desktop 2019 Backup files
  • Excel practice files
  • Downloadable PDF Files  


The QuickBooks Desktop 2019 backup files are a great tool that allows us to jump ahead in the material or to rework material if we choose.

Excel practice files will be preformatted and will generally have at least two tabs, one tab with the completed work and a second tab with a preformatted worksheet we can fill in as we watch the instructional videos.   

Who is the target audience?
  • Bookkeeper who want to learn how to use QuickBooks payroll
  • Business owners who want to learn QuickBooks payroll
  • Accounting students who want a better understanding of payroll concepts and how they are used in accounting software
  • Business professionals who want a better understanding of how payroll works

Course curriculum

  • 4

    Federal Income Tax FIT

  • 5

    Federal Income Contributions Act (FICA)

    • 5 Federal Income Contributions Act (FICA)

    • 30 Federal Income Contributions Act (FICA)

    • Accounting Comic Break

  • 6

    Social Security Tax

    • 6 Social Security Tax

    • 515 Social Security

    • 515 Social Security

    • PDF - 30 OASDI Calculation

    • 30 Social Security Tax Calculation

    • 30.2 Social Security Tax QuickBooks

    • Accounting Comic Break

  • 7

    Medicare Tax

    • 7 Medicare Tax

    • PDF - 520 Medicare Tax

    • 520 Medicare Tax

    • PDF - 40 HI Calculation

    • 40 Medicare Tax Calculation

    • 40.2 Medicare QuickBooks

    • Accounting Comic Break

  • 8

    Federal Unemployment & State Unemployment

    • 8 Federal Unemployment & State Unemployment

    • PDF - 615 Federal & State Unemployment Tax

    • 615 Federal & State Unemployment Tax

    • PDF - 50 FUTA

    • 50 Federal Unemployment Tax Act Calculation

    • 50.2 FUTA & SUTA Taxes QuickBooks

    • Accounting Comic Break

  • 9

    Employer Payroll Taxes

    • 9 Employer Payroll Taxes

    • PDF - 55 Employer Taxes

    • 55 Employer Taxes Calculation

    • 55.2 Employer payroll Taxes QuickBooks

    • PDF - 605 Taxes Employer - Employee

    • 605 Taxes Employer Employee

    • Accounting Comic Break

  • 10

    Payroll Expense Journal Entry

    • 10 Payroll Expense Journal Entry

    • PDF - 70 Payroll Expense Journal Entry

    • 70 Payroll Expense Journal Entry

    • 70.2 Payroll Expense Journal Entry QuickBooks

    • Accounting Comic Break

  • 11

    Payroll Tax Journal Entry

    • 11 Payroll Tax Journal Entry

    • PDF - 80 Payroll Tax Expenses Journal Entry

    • 80 Payroll Tax Expense Journal Entry

    • 80.2 Payroll Tax Journal Entry QuickBooks

    • Accounting Comic Break

  • 12

    Form 941 Employer's Quarterly Federal Tax Return

    • 12 Form 941 Employer's Quarterly Federal Tax Return

    • PDF - 620 Form 941

    • 620 Form 941

    • PDF - 100 Form 941

    • 100 Form 941

    • 100.2 Form 941 QuickBooks

    • Accounting Comic Break

  • 13

    Form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return

    • 13 Form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return

    • PDF - 625 Form 940

    • 625 Form 940

    • PDF - 110 Form 940

    • 110 Form 940

    • 110.2 Form 940 QuickBooks

    • Accounting Comic Break

  • 14

    Form W-2 & W-3

    • 14 Form W-2 & W-3

    • PDF - 630 W-2 & W-3

    • 920 Form W-3

    • PDF - 120 W-2 & W-3

    • 120 Form W-3 & W-2

    • 120.2 Forms W-2 & W-3 QuickBooks

    • Accounting Comic Break

  • 15

    Reconciling Year End Payroll Forms

    • 15 Reconciling Year End Payroll Forms

    • 130 Reconciling Year End Payroll Forms

    • Accounting Comic Break

  • 16

    Payroll Register and Payroll Reports

    • 16 Payroll Register and Payroll Reports

    • PDF - 330 Payroll Register

    • 330 Payroll Register

    • 330.5 Payroll Register & Reports QuickBooks

    • Accounting Comic Break

  • 17

    Mandatory and Voluntary Deductions

    • 17 Mandatory and Voluntary Deductions

    • PDF - 415 Deductions From Gross Pay

    • 415 Deductions From Gross Pay

    • 415.5 Mandatory and Voluntary Deductions QuickBooks

    • Accounting Comic Break

  • 18

    Retirement Plans

    • 18 Post Tax Deductions

    • PDF - 420 Retirement Plans

    • 420 Retirement Plans

    • 420.5 Retirement Plans QuickBooks

    • Accounting Comic Break

  • 19

    Post Tax Deductions

    • 18 Post Tax Deductions

    • PDF - 425 Post Tax Deductions

    • 425 Post Tax Deductions

    • 425.2 Post Tax Deductions QuickBooks

    • Accounting Comic Break

  • 20

    Net Pay Formula & Calculations

    • 20 Net Pay Formula & Calculations

    • PDF - 505 Net Pay Calculation

    • 505 Net Pay Calculation

    • 505.2 Net Pay Calculation QuickBooks

    • Accounting Comic Break

  • 21

    Comprehensive Problem One - Paid Payroll Using QuickBooks Pro Desktop 2019

    • 21 Comprehensive Problem One – Paid Payroll

    • Download QuickBooks Backup Files

    • QuickBooks Backup File Link

    • Accounting Comic Break

  • 22

    Comp Prob 1 - Set Up Paid Payroll In QuickBooks Pro Desktop 2019

    • 250 Paid Payroll Set Up

    • 255 Run Payroll Setup Process

    • Accounting Comic Break

  • 23

    Comp Prob 1 - Set Up Paid Payroll In QuickBooks Pro Desktop 2019

    • 260 Process Payroll Plain Payroll

    • 262 Payroll Forms After Plain Payroll W-2, 941

    • Accounting Comic Break

  • 24

    Comp Prob 1 - Add 401(k) Plan & Process Payroll Using QuickBooks Pro Desktop

    • 264 Add 401(K) Payroll Item

    • 266 Process Payroll With 401(K) Plan

    • 268 Payroll Forms After Payroll With 401(K) Plan

    • 270 Process Payroll 401 K Employer Match

    • 272 Payroll Forms After 401(K) With Employer Matching

    • Accounting Comic Break

  • 25

    Comp Prob - Add Dental Insurance Employee Paid After Tax & Process Payroll - Pro

    • 274 Payroll Item Setup Dental Insurance Employee Paid After Tax

    • 276 Process Payroll After Adding Dental Insurance Employee Paid After Tax

    • 278 Reports After Payroll Item Setup Dental Insurance Employee Paid After Tax

    • Accounting Comic Break

  • 26

    Comp Prob 1 - Add Vision Insurance Employee Paid Before Taxes & Process Payroll

    • 280 Payroll Item Setup Vision Insurance Employee Paid Before Taxes

    • 282 Process Payroll with Vision Insurance Employee Paid Before Taxes

    • 284 Payroll Reports After Vision Insurance Employee Paid Before Taxes

    • Accounting Comic Break

  • 27

    Comp Prob 1 - Add Health Insurance Employer Paid & Run Payroll

    • 286 Payroll Item Setup Health Insurance Employer paid

    • 288 Process Payroll With Health Insurance Employer paid

    • 290 Payroll Reports With Health Insurance Employer paid

    • Accounting Comic Break

  • 28

    Comp Prob 1 - Add Group Life Insurance & Process Payroll-QuickBooks Pro Desktop

    • 292 Payroll Item Setup Group Life Insurance

    • 294 Process Payroll With Group Life Insurance

    • 296 Payroll Reports With Group Life Insurance

    • Accounting Comic Break

  • 29

    Comp Prob 1 - Add Health Savings Account & Process Payroll-QuickBooks Pro 2019

    • 298 Payroll Item Setup Health Savings Account

    • 300 Process Payroll With Health Savings Account Employer Contributed

    • 302 Payroll Forms Health Savings Account Employer Contributed

    • Accounting Comic Break

  • 30

    Comp Prob 1 - Add Garnishment & Union Dues & Process Payroll-QuickBooks Pro 2019

    • 304 Payroll Items Setup Garnishments & Union Dues

    • 306 Process Payroll With Garnishments & Union Dues

    • 308 Payroll Forms With Garnishments & Union Dues

    • Accounting Comic Break

  • 31

    Comp Prob 1 - Add Sick Time Off & Process Payroll-QuickBooks Pro Desktop 2019

    • 310 Payroll Item Setup Paid Sick Time Off

    • 312 Process Payroll With Paid Sick Time Off

    • Accounting Comic Break

  • 32

    Comp Prob 1-Add Salaried Employee, Setup S Corp Medical Insurance, & Run Payroll

    • 314 S-Corp Owner Payroll & S Corp Medical Insurance Item Setup

    • 316 Run Payroll WIth S Corp Medical Item

    • 318 Payroll Forms With S Corp Medical Insurance Item Setup

    • Accounting Comic Break

  • 33

    Comp Prob 1 - Add Bonus & Process Payroll-QuickBooks Pro Desktop 2019

    • 320 Process Payroll With Year End Bonus

    • 322 Process Payroll Forms With Year End Bonus

    • Accounting Comic Break

  • 34

    Comp Prob 1 - Adjust Payroll Items, Add Payroll Accounts, & Analyze Reports

    • 324 Add Payroll Benefits Expense Account

    • 326 Add Payroll Taxes Expense Account

    • 328 Payroll Summary Report Compared To Income Statement

    • 330 Setup Owner Payroll Expense Account

    • Accounting Comic Break

  • 35

    Comprehensive Problem Two - Manual Payroll In QuickBooks & Computation In Excel

    • 100 Comprehensive Problem Two - Manual Payroll In QuickBooks & Computation In Excel

    • QuickBooks File Download

    • Backup Files Link - Short

    • 500 New QuickBooks File

    • 505 Set Up Manual Payroll

    • 510 Set Up Payroll Items

    • 515 Add Payroll Accounts & Adjust Payroll Items

    • Excel Worksheet Download

    • Excel File To Downloan

    • 10 Payroll Comp Problem Introduction

    • 520 Add Employees

    • 20 Payroll Comp Problem August Payroll Register

    • 525 Process Payroll August

    • 30 Payroll Comp Problem August Earning Records

    • 530 Review Reports After August Payroll

    • 40 Payroll Comp Problem August Journal Entry Payroll Expense

    • 50 Payroll Comp Problem August Journal Entry Payroll Taxes

    • 535 Review Financial Statements After August Payroll

    • 60 Payroll Comp Problem August Journal Entry To Pay Payroll Taxes

    • 540 Pay Payroll Liabilities After August Payroll

    • 70 Payroll Comp Problem September Payroll Register

    • 545 Process Payroll September

    • 80 Payroll Comp Problem September Earning Records

    • 550 Review Payroll Reports After September Payroll

    • 90 Payroll Comp Problem September Journal Entry Payroll Expense

    • 100 Payroll Comp Problem September Journal Entry Payroll Tax Expense

    • 555 Review Financial Statements After September Payroll

    • 110 Payroll Comp Problem September Journal Entry To Pay Payroll Taxes

    • 560 Pay Payroll Liabilities After September Payroll

    • 120 Payroll Comp Problem Form 941 3rd Qt

    • 562 Quarterly Payroll Form 941

    • 125 Payroll Comp Problem October Payroll Register

    • 565 Process Payroll October

    • 130 Payroll Comp Problem October Earning Records

    • 567 Review Payroll Reports After October Payroll

    • 135 Payroll Comp Problem October Journal Entry - Payroll Expense

    • 137 Payroll Comp Problem October Journal Entry For Payroll Taxes

    • 570 Review Financial Statements After October Payroll

    • 140 Payroll Comp Problem October Journal Entry To Pay Payroll Taxes

    • 575 Pay Payroll Liabilities After October Payroll

    • 145 Payroll Comp Problem November Payroll Register

    • 580 Process Payroll November

    • 150 Payroll Comp Problem November Earning Records

    • 585 Review Payroll Reports After November Payroll

    • 155 Payroll Comp Problem November Journal Entry for Payroll Expense

    • 160 Payroll Comp Problem November Journal Entry for Payroll Tax Expense

    • 590 Review Financial Statements After November Payroll

    • 170 Payroll Comp Problem November Journal Entry to Pay Payroll Taxes

    • 595 Pay Payroll Liabilities After November Payroll

    • 175 Payroll Comp Problem Dec. Payroll Register & Earning Records

    • 600 Process Payroll December

    • 610 Review Payroll Reports After December Payroll

    • 180 Payroll Comp Problem Dec. Journal Entry For Payroll Expense

    • 185 Payroll Comp Problem Dec. Journal Entry For Payroll Taxes

    • 620 Review Financial Statements After December Payroll

    • 625 Pay Payroll Liabilities After December Payroll

    • 190 Payroll Comp Problem Form 941 4rd Qt

    • 195 Payroll Comp Problem Form 940

    • 200 W-2 & W-3 Comp Problem Form 940

    • 630 Year End Payroll Forms

    • 210 Comp Problem Reconcile Payroll Tax Forms 941s, 940 & W-3

    • Accounting Comic Break

Meet your instructor!

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI


Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.  

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).  

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.  

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.  

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.  

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.  

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.  

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.  

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.

Take this course today!

"QuickBooks Payroll - QuickBooks Pro 2019"