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Setting Up Employees

For each employee in your organization, certain pieces of information must be entered. To process paychecks and prepare tax documents for your employees, you need to record the correct name, address, and Social Security number of each employee. In addition, QuickBooks gives you an opportunity to keep track of personal employee information such as telephone and fax numbers, an email address, and the date of hire.

Enter Employee Personal Information

Select Employee List from the Lists menu.

Press Ctrl+N to open the New Employee window.

Make sure the Personal tab is selected.

Enter the employee's title.

Enter the employee's first name.

Enter the employee's middle initial.

Enter the employee's last name.

Enter the way in which the employee's name should appear on paychecks.

Enter the employee's Social Security number.

Enter the employee's gender.

Enter the employee's date of birth.


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