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Setting Up Auto-enrolment in QuickBooks

Setup Auto-enrolment
in QuickBooks

To assist the 1.25 Million small-to-medium businesses that have employees, QuickBooks Online has updated its product to ensure that if you're one of these organisations, you can not only manage your payroll, but also your Auto-enrolment requirements of setting up and managing the distribution of workplace pensions.

We are offering a comprehensive ebook that covers everything you need to know about Auto-enrolment

Simply enter your email address to download the ebook:


Auto-enrolment, the change to workplace pension legislation which requires UK businesses to enlist their staff into a pension scheme, is here and has begun to affect the 5 million UK businesses, as they start to understand the impact this has on their workforce.

What can I do in QuickBooks?


We've developed our product so that you manage Auto-enrolment, all in QuickBooks Online.

Enter your staging date


Once you have your staging date from HMRC, (that is, the date that has been given to you to start auto-enrolling your employees), you can enter this into the product and see what you need to do and when

Workplace Assessment


Not all of your employees will be eligible for a workplace pension (find out more here). Therefore, QuickBooks have created an automated system that informs you who qualifies for Auto-enrolment. By doing this, not only do you save a significant amount of time, but you can instantly see what pension contributions you'll need to make

Employee Communications


As an employer, there are times (Auto-enrolment timeline) during your Auto-enrolment process when you are legally obliged to communicate essential workplace pension information to them. QuickBooks Online have placed the compliant Auto-enrolment letter you need (as approved by the Pensions Regulator), which can be easily personalised.

NEST Contributions File


If you are using NEST as your pension scheme QuickBooks will generate a file, which can be uploaded directly to NEST's pension portal. If you use another provider we'll also provide you with a pension file, which may need to be adjusted before sending to your provider. Please check with your pension provider regarding their reporting requirements. You can find your NEST contribution files after you approve your payroll, alongside your RTI submission.

Other features include


  • Pension scheme set up
  • Assigning which pay elements are included in pensionable and qualifying earnings
  • Automatic assessment of employees when running a pay run
  • Calculation of employee and employer pension contributions
  • Compliant employee communications available to download
  • NEST membership and payments file
  • Payment file available to send to other pension providers

Learn more about Auto-enrolment

What is Auto-enrolment?


With major changes taking place with workplace pensions, make sure you’re up to date on what Auto-enrolment is and what it means for your business.

Read Article

Who is eligible for Auto-enrolment?


Not all of your employees will need to be Auto-enrolled. Find out what you need to know about staff opt-in and opt-outs here.

Read Article

Your Auto-enrolment Timeline


You’ve got your staging date. Now what? Take a look at the 10 steps you need to take to stay compliant with workplace pensions.

Read Article

A Year in the Life...


Join us as we spend a year following a charity, The Counselling Foundation, as they make sense of Auto-enrolment.

Read Article

We are offering a comprehensive ebook that covers everything you need to know about Auto-enrolment

Simply enter your email address to download the ebook:

Important pricing terms, offer details and disclosures
  1. Intuit do not receive any commission from any pension provider.