Version 1.1 by christie w on 2023/02/01 19:08
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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.
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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.
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7 ** At the **Company Selection** window, click on the **"New Company" **button on the right side.
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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"]]
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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".**
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15 **~ **
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17 [[image:https://www.aatrix.com/files/9214/2351/6834/Starting_a_New_Company_02.png||alt="Learn how to get started with the program by setting up a" height="530" width="682"]]
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19 **~ **
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22 ** The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you.
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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.
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28 ** When you have finished click** "Next".**
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30 **~ **
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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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34 **~ **
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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.
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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.
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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"]]
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47 **~ **
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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.
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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.
56 \\Click "**Next"** to continue with the setup.
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58
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"]]
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61 **~ **
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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.
66 \\Once you have the information entered click the** "Save"** button to have the employee added to the list on the left.
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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.
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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"]]
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75 **~ **
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78 ** If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop.
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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.
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85 ** From the dropdown menu above,** select the checking account** to be used for payroll checks.
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87 **~ **
88
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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91 **~ **
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94 ** Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen.