Wiki source code of Steps for Starting a "New Company"
Last modified by Andrew K on 2025/12/31 20:50
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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 | |||
| 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 | |||
| 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"]] | ||
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| 8 | |||
| 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".** | ||
| 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 | |||
| 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".** | ||
| 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 | |||
| 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. | ||
| 29 | |||
| 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. | ||
| 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 | |||
| 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. | ||
| 39 | |||
| 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. | ||
| 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 | |||
| 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. | ||
| 50 | \\Once you have the information entered click the** "Save"** button to have the employee added to the list on the left. | ||
| 51 | |||
| 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. | ||
| 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 | |||
| 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. | ||
| 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 | |||
| 70 | * Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen. | ||
| 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? |