Wiki source code of Steps for Starting a "New Company"
Last modified by Peytience S on 2023/10/30 17:58
Hide last authors
author | version | line-number | content |
---|---|---|---|
![]() |
1.1 | 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 | |||
![]() |
2.1 | 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. | ||
![]() |
1.1 | 5 | |
6 | [[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"]] | ||
7 | |||
8 | |||
![]() |
2.1 | 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".** |
![]() |
1.1 | 10 | |
11 | **~ ** | ||
12 | |||
13 | [[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"]] | ||
14 | |||
15 | **~ ** | ||
16 | |||
![]() |
2.1 | 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".** | ||
![]() |
1.1 | 20 | |
21 | **~ ** | ||
22 | |||
23 | [[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"]] | ||
24 | |||
25 | **~ ** | ||
26 | |||
![]() |
2.1 | 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. | ||
![]() |
1.1 | 29 | |
![]() |
2.1 | 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. | ||
![]() |
1.1 | 32 | |
33 | [[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"]] | ||
34 | |||
35 | **~ ** | ||
36 | |||
![]() |
2.1 | 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. | ||
![]() |
1.1 | 39 | |
![]() |
2.1 | 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. | ||
![]() |
1.1 | 42 | \\Click "**Next"** to continue with the setup. |
43 | |||
44 | [[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"]] | ||
45 | |||
46 | **~ ** | ||
47 | |||
![]() |
2.1 | 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. | ||
![]() |
1.1 | 50 | \\Once you have the information entered click the** "Save"** button to have the employee added to the list on the left. |
51 | |||
![]() |
2.1 | 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. | ||
![]() |
1.1 | 54 | |
55 | [[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"]] | ||
56 | |||
57 | **~ ** | ||
58 | |||
![]() |
2.1 | 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. | ||
![]() |
1.1 | 63 | |
64 | **~ ** | ||
65 | |||
66 | [[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"]] | ||
67 | |||
68 | **~ ** | ||
69 | |||
![]() |
2.1 | 70 | * Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen. |
![]() |
3.1 | 71 | |
72 | ---- | ||
73 | |||
74 | == Related Pages: == | ||
75 | |||
76 | === [[Moving Payroll to a New Computer>>doc:Mac.Installing Updating .Installing.Moving Payroll to a New Computer.WebHome]] === | ||
77 | |||
78 | Read on what to do when moving your payroll program and database backup to a new computer. | ||
79 | |||
80 | |||
81 | === [[Initial Installation and Opening the Payroll Program>>doc:Mac.Installing Updating .Installing.Initial Installation and Opening the Payroll Program.WebHome]] === | ||
82 | |||
83 | Learn how to install and run Aatrix Top Pay / Ultimate / Paycheck on your Mac. | ||
84 | |||
85 | |||
86 | === [[Installing Upgrades; Reinstalling the Program>>doc:Mac.Installing Updating .Installing.Installing Upgrades; Reinstalling the Program.WebHome]] === | ||
87 | |||
88 | Read on how to upgrade to newer versions / re-install our software. | ||
89 | |||
90 | |||
91 | === [[Multiple User / Server Installation>>doc:Mac.Installing Updating .Installing.Multiple User Server Installation.WebHome]] === | ||
92 | |||
93 | FAQ: Can the program be installed on a server or have multiple users that access the same database? |