The Payroll page guides you to three different tasks. The first task is setting up defaults for your company employees, including how each employee name is displayed on forms and reports, the state and locality to which the employee pays wage taxes, and employee pay levels, along with the appropriate General Ledger accounts for each level. Second, you establish data records for your employees, with information such as address and phone number and how payroll and income tax withholding are handled for each employee. Third, you enter any outstanding payroll amounts as employee beginning balances.

While each page in the Setup Guide has a suggested order of operations, you are free to complete items on the checklist in any order you wish. Click the image of the task you want to complete. When you are finished, you'll be asked if you want to mark the task as complete, if it is not already marked. Select the Yes button, and a check mark appears in the Completed box below the task. You can still access options that are checked. The check mark just tracks your progress towards completing setup.