How can we help you today?

1. Log into Quickbooks
2. Navigate to the employee's profile
3. At the bottom of the page click edit in the Deductions and Contributions section
4. Select Add deduction/contribution
5. Select Retirement Plans
6. Select either 401k or Roth from the drop down
7. Label it accordingly (either 401k or Roth)
8. Select either percent of gross pay or dollar amount and input the amount in the box to the right

Adding Match Codes

1. Log into Quickbooks
2. Navigate to the employee's profile
3. At the bottom of the page click edit in the Deductions and Contributions section
4. Select Add deduction/contribution
5. Select Retirement Plans
6. Select "Company Only Plan" from the drop down
7. Label it accordingly (Safe Harbor Match, 401k Match, etc)
8. Select either percent of gross pay or dollar amount and input the amount in the box to the right

For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.