QuickBooks Payroll Is Now Workforce (2026 Tutorial)

About this video

David, who partnered with Intuit, explains that QuickBooks Payroll is now QuickBooks Workforce — the employee app name now also covers payroll and a new HR side. There are three plans: Workforce Payroll, Premium, and Elite. Payroll AI and all HR features (hiring and onboarding, recruiting, HR Resource Center, and HR workflows) are Premium and Elite only, performance reviews are Elite only, and Benefits Administration requires 20 or more employees. The Payroll AI agent, found via a card in the Feed, works in three steps: it texts your team for their hours, checks they are correct, then drafts your payroll, sending it to you a day before payroll is run. You set the cadence — which days it reaches out and whether it collects hours, overtime, or both — and you must track employee consent to texts yourself; the Workforce mobile app is an alternative, and you still approve the final numbers. For employees paid the same amount every period, he recommends Auto Payroll instead, set per employee. On the HR side, Recruiting (Teams app) lets you create a posting — his example is a donut designer for his donut shop — generate a job description, choose what applicants send (resume, cover letter, LinkedIn profile, website) plus custom screening questions, pick a hiring team, and publish either to ZipRecruiter or a public QuickBooks-hosted page; AI then pulls key details, work history, and education from each resume into an overview, and candidates move through stages with notes. Onboarding adds a document center (step four) with a customizable, signable offer letter template and HR workflows (step five) for assigning tasks like ordering a laptop or setting up a training meeting. Standalone HR Workflows are reusable checklists from library templates, using variables such as employee legal first name and fields such as laptop serial number. The Documents Center also lets you upload or create documents like an employee handbook, place signature and full-name fields, publish, and have employees sign inside the Workforce app. Performance, Elite only, offers review templates including simple, 360, monthly, annual, weekly progress check, and goal brainstorm.

Key takeaways

• QuickBooks Workforce has three plans — Payroll, Premium, and Elite; Payroll AI and HR features require Premium or Elite, performance reviews are Elite only, and Benefits Administration needs 20 or more employees
• The Payroll AI agent texts employees for hours and overtime on a cadence you set, verifies them, and drafts payroll a day before the run, but the employer must track texting consent and still approves final numbers
• Use Auto Payroll, configured per employee, for staff paid the same amount every pay period instead of running them through the Payroll agent
• Recruiting can generate a job description, publish to ZipRecruiter or a QuickBooks-hosted public page, and uses AI to extract work history, education, and screening answers from resumes into a candidate overview
• HR workflows are reusable checklists (onboarding, termination, and in between) whose steps combine variables like employee legal first name with fill-in fields like laptop serial number, assigned to the employee, their manager, or others

Episode details: published July 8, 2026 · 10:33 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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