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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Replying to:
JeraldR
QuickBooks Team

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Hi, Schen1.

 

Based on your questions, here’s some information about the Employee Self Setup (ESS) feature in QuickBooks Online

 

When you invite an employee to use ESS, you can pre-fill their First Name, Last Name, Email Address, Mobile Number, and Employee Self Setup notification reminder. After that, an email will be sent to the employee containing instructions on how they can complete onboarding.

 

For your second question, for now, yes, you can still collect the employees' onboarding information and manually enter it yourself. Ensure you have all employee details ready, such as personal information, tax details, and bank account information, before proceeding.

 

However, keep in mind that manual entry in QuickBooks is transitioning to Employee Self Setup to help you maintain compliance with ease, as employees securely manage their own details, creating a clear and traceable record.

 

Let us know in the comments below if you have any other questions about QuickBooks.