Chapter 707 Checkmark Payroll
Checkmark Payroll includes an export for BigBusiness to help update your accounting.
Checkmark Payroll can save you a bundle in service charges, comparing ADP or Intuit. Do your payroll, cut your checks, report and file, import and update with Checkmark.
This chapter will update connection information for the newest version of Checkmark. If you have questions setting up, check with support@bigbusiness.com for pointers.
CheckMark Payroll (Win): Set Up
This Solution provides set up information for using CheckMark Payroll (available for both Macintosh and Windows, directly from Big Business Sales) with Big Business. It supplements CheckMark's documentation and provides important tips so that you can easily update your Big Business Company file each payroll period. (3424)
• Creates exports tailored to Big Business for immediate and complete updating of your Checking and Employee records within Big Business
• Uses the same Deluxe preprinted checks Big Business does
• Available for both Macintosh and Windows, with cross-platform mobility
The keys to setting up CheckMark for use with Big Business are:
• Entering Employee Social Security Numbers in CheckMark's Employee Setup, exactly as they appear in on Employee Cards in Big Business
• Entering Big Business Account Codes into CheckMark's Ledger Setup
• Using the option in CheckMark Payroll to Report in Big Business format and Save As a text file.
• Setting the Payroll Liability Category (on the Employee Prefs card) and the Default Other Expense Category (on the Banking Prefs card) to the same Category in Big Business before importing your payroll.
CheckMark Payroll for MacOS
This Solution provides set up information for using CheckMark Payroll (available for both Macintosh and Windows, directly from Big Business Sales) with Big Business. It supplements CheckMark's documentation and provides important tips so that you can easily update your Big Business Company file each payroll period. (5552)
• Creates exports tailored to Big Business for immediate and complete updating of your Checking and Employee records within Big Business
• Uses the same Deluxe preprinted checks Big Business does
• Available for both Macintosh and Windows, with cross-platform mobility
The keys to setting up CheckMark for use with Big Business are:
• Entering Employee Social Security Numbers in CheckMark's Employee Setup, exactly as they appear in on Employee Cards in Big Business
• Entering Big Business Account Codes into CheckMark's Ledger Setup
• Using the option in CheckMark Payroll to Report in Big Business format and Save As a text file.
• Setting the Payroll Liability Category (on the Employee Prefs card) and the Default Other Expense Category (on the Banking Prefs card) to the same Category in Big Business before importing your payroll.
CheckMark Payroll (Win): Ledger and Employee Setup
Setting up CheckMark Payroll's Ledger and Employee information to work with Big Business requires some initial attention to detail, to assure accounts and employee information match in both programs.
Once set up correctly, you need only process your payroll in CheckMark and export the data for import to Big Business. Remember to get CheckMark's annual updates for payroll changes, and keep backups of you data from both programs. (3451)
During Ledger Setup:
• Enter Big Business Account Codes. For example, the cash account listed in the picture is Big Business Bank Account, "1020 Checking," so the account code entered is, "1020."
• If your payroll setup requires accounts not currently specified in Big Business, print a Chart of Accounts from Big Business Reports for reference. Create the necessary accounts in Big Business:
-Use the Account Card on the Bookkeeper toolbar for most accounts.
-Use the Bank Card tool on the Banking toolbar to create bank accounts.
Employee Setup:
• Enter Employee Social Security numbers identically into CheckMark and Big Business!
CheckMark Payroll (Mac): Setup
Setting up CheckMark Payroll's Ledger and Employee information to work with Big Business requires some initial attention to detail, to assure accounts and employee information match in both programs.
Once set up correctly, you need only process your payroll in CheckMark and export the data for import to Big Business. Remember to get CheckMark's annual updates for payroll changes, and keep backups of you data from both programs. (5553)
During Ledger Setup:
• Enter Big Business Account Codes. For example, the cash account listed in the picture is Big Business Bank Account, "1020 Checking," so the account code entered is, "1020".
• If your payroll setup requires accounts not currently specified in Big Business, print a Chart of Accounts from Big Business Reports for reference. Create the necessary accounts in Big Business:
-Use the Account Card on the Bookkeeper toolbar for most accounts.
-Use the Bank Card tool on the Banking toolbar to create bank accounts.
Employee Setup:
• Enter Employee Social Security numbers identically into CheckMark and Big Business!
CheckMark Payroll (Mac): Exporting
This Solution provides an overview of exporting information from CheckMark Payroll. (3632)
• Calculate Payroll and Create Checks
• Print the checks, using Deluxe form # 81013 (same as Big Business).
To Export your payroll information to Big Business:
1. From CheckMark's Reports menu, select Employee Checks.
2. Click the Format radio button and from the pulldown menu select Big Business.
3. Specify the report range, or employees to report, and click Save as Text.
4. Save the export file in a secure location.
The export file from CheckMark contains complete information for updating Big Business, including payees, check amounts, and a variety of payroll-related postings.
CheckMark Payroll: Importing
This Solution provides an overview of setting up Big Business to import information from CheckMark Payroll. (3453)
• Set the Payroll Liability Category (on the Employee Prefs card) and the Default Other Expense Category (on the Banking Prefs card) to the same Category. The selected Category should be your Payroll Liability Account.
To Import Payroll Information from CheckMark:
1. Select the Import tool on the Maintenance toolbar.
2. Open the text export file created from CheckMark.
3. Select CheckMark Payroll from the Import... list and click the OK button.
4. Review the list of Checks and the Balancing Entry.
5. Select an item and click the Posting Information button to see the posting detail.
6. When you are satisfied the import is correct, click the OK button.
The entries created can be found in:
• Employee Cards, on the History tab
• On the Account Cards for various payroll accounts
• On the Bank Card for the cash account
• Calculate Payroll and Create Checks
• Print the checks, using Deluxe form # 81013 (same as Big Business).
To Export your payroll information to Big Business:
1. From CheckMark's Reports menu, select Employee Checks.
2. Click the Format radio button and from the pulldown menu select Big Business.
3. Specify the report range, or employees to report, and click Save as Text.
4. Save the export file in a secure location.
The export file from CheckMark contains complete information for updating Big Business, including payees, check amounts, and a variety of payroll-related postings.