Last modified by Peytience S on 2023/10/30 17:58

From version 1.1
edited by christie w
on 2023/02/01 19:08
Change comment: There is no comment for this version
To version 2.1
edited by Peytience S
on 2023/05/02 21:15
Change comment: There is no comment for this version

Summary

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1 -XWiki.christiew
1 +XWiki.peytiences
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1 1  If you're posting your payroll to **Quickbooks**, you will need to export your **Chart of Accounts** from Quickbooks program first and saved on the desktop so they can be imported into the payroll program and the proper links for payroll set up.
2 2  
3 -*
4 -** With the program already installed on the computer, open your **Hard Drive**, go into your **Applications **folder and into your **Aatrix Top Pay/Ultimate/Paycheck **program folder and double click on the program icon to open.
3 +* With the program already installed on the computer, open your **Hard Drive**, go into your **Applications **folder and into your **Aatrix Top Pay/Ultimate/Paycheck **program folder and double click on the program icon to open.
4 +* At the **Company Selection** window, click on the **"New Company" **button on the right side.
5 5  
6 -*
7 -** At the **Company Selection** window, click on the **"New Company" **button on the right side.
8 -
9 9  [[image:https://www.aatrix.com/files/5114/2351/6833/Starting_a_New_Company_01.png||alt="Learn how to get started with the program by setting up a" height="307" width="479"]]
10 10  
11 11  
12 -*
13 -** Click** "Next"** in the window that opens to go to the **Company Information** setup. Items marked in red are required. Once you have the information entered click **"Next".**
9 +* Click** "Next"** in the window that opens to go to the **Company Information** setup. Items marked in red are required. Once you have the information entered click **"Next".**
14 14  
15 15  **~ **
16 16  
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18 18  
19 19  **~ **
20 20  
21 -*
22 -** The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you.
17 +* The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you.
18 +* In the **Income Items **setup, choose the additional income items you use to pay employees with, for example **Vacation Pay** and **Holiday Pay**, and they will be created for you.
19 +* When you have finished click** "Next".**
23 23  
24 -*
25 -** In the **Income Items **setup, choose the additional income items you use to pay employees with, for example **Vacation Pay** and **Holiday Pay**, and they will be created for you.
26 -
27 -*
28 -** When you have finished click** "Next".**
29 -
30 30  **~ **
31 31  
32 32  [[image:https://www.aatrix.com/files/4214/2351/6835/Starting_a_New_Company_03.png||alt="Learn how to get started with the program by setting up a" height="543" width="692"]]
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33 33  
34 34  **~ **
35 35  
36 -*
37 -** In the **Deduction Items **setup, the** Federal Withholding**, **Social Security**, **Medicare **and your **State Withholding** have already been created and selected for you.
38 -\\If your state does not have a Withholding tax you can uncheck it.
27 +* In the **Deduction Items **setup, the** Federal Withholding**, **Social Security**, **Medicare **and your **State Withholding** have already been created and selected for you.
28 +** If your state does not have a Withholding tax you can uncheck it.
39 39  
40 -*
41 -** If you offer a **Pension **such as a 401K, or **Health Insurance **you can choose them here and then select whether it is a **Flat Amount **or **Percentage ** and in the box to the left enter the amount/rate to be deducted each payday.
42 -\\Click** "Next" **to continue with the setup.
30 +* If you offer a **Pension **such as a 401K, or **Health Insurance **you can choose them here and then select whether it is a **Flat Amount **or **Percentage ** and in the box to the left enter the amount/rate to be deducted each payday.
31 +** Click** "Next" **to continue with the setup.
43 43  
44 -
45 45  [[image:https://www.aatrix.com/files/4114/2351/6836/Starting_a_New_Company_04.png||alt="Learn how to get started with the program by setting up a" height="534" width="696"]]
46 46  
47 47  **~ **
48 48  
49 -*
50 -** In the **Employer Paid **setup are the items that are paid by the company.
51 -\\Notice that the **FUTA (Federal Unemployment)**,** Social Security**,** Medicare **and your **State SUI (State Unemployment Insurance)** are already created and selected for you.
37 +* In the **Employer Paid **setup are the items that are paid by the company.
38 +** Notice that the **FUTA (Federal Unemployment)**,** Social Security**,** Medicare **and your **State SUI (State Unemployment Insurance)** are already created and selected for you.
52 52  
53 -*
54 -** Enter your **State Unemployment Rate **in the box if you know it.
55 -\\If you offer the other items listed and the company pays for a portion you can select them and enter the amount/rate.
40 +* Enter your **State Unemployment Rate **in the box if you know it.
41 +** If you offer the other items listed and the company pays for a portion you can select them and enter the amount/rate.
56 56  \\Click "**Next"** to continue with the setup.
57 57  
58 -
59 59  [[image:https://www.aatrix.com/files/7314/2351/6839/Starting_a_New_Company_05.png||alt="Learn how to get started with the program by setting up a" height="593" width="692"]]
60 60  
61 61  **~ **
62 62  
63 -*
64 -** The next step of the setup process is to enter your employees.
65 -\\In the **Employees **setup, click the **"New"** button and enter the information for an employee.
48 +* The next step of the setup process is to enter your employees.
49 +** In the **Employees **setup, click the **"New"** button and enter the information for an employee.
66 66  \\Once you have the information entered click the** "Save"** button to have the employee added to the list on the left.
67 67  
68 -*
69 -** Click the "**New"** button and enter the remaining employees in the same fashion.
70 -\\When all employees have been entered click the "**Next" **button.
52 +* Click the "**New"** button and enter the remaining employees in the same fashion.
53 +** When all employees have been entered click the "**Next" **button.
71 71  
72 -
73 73  [[image:https://www.aatrix.com/files/9514/2351/6841/Starting_a_New_Company_06.png||alt="Learn how to get started with the program by setting up a"]]
74 74  
75 75  **~ **
76 76  
77 -*
78 -** If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop.
59 +* If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop.
60 +* In the **Link **setup click the **"Import" **button**. **
61 +** In the window that opens navigate to your **Chart of Accounts **list you exported from Quickbooks and select it then click **"Open" **to bring the account list into the program.
62 +* From the dropdown menu above,** select the checking account** to be used for payroll checks.
79 79  
80 -*
81 -** In the **Link **setup click the **"Import" **button**. **
82 -\\In the window that opens navigate to your **Chart of Accounts **list you exported from Quickbooks and select it then click **"Open" **to bring the account list into the program.
83 -
84 -*
85 -** From the dropdown menu above,** select the checking account** to be used for payroll checks.
86 -
87 87  **~ **
88 88  
89 89  [[image:https://www.aatrix.com/files/3914/2351/6844/Starting_a_New_Company_07.png||alt="Learn how to get started with the program by setting up a" height="537" width="688"]]
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90 90  
91 91  **~ **
92 92  
93 -*
94 -** Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen.
70 +* Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen.