QuickBooks FAQs


Have a question regarding our QuickBooks products?

Please select from the list below:


 

 

QuickBooks Accounting

 

QuickBooks Online

How do I get started?


We're glad you asked! Once you choose your solution you will begin a short startup interview which will customize QuickBooks Online for your business. With QuickBooks Online Plus or Online Essentials you can import your data from another version of QuickBooks (most current versions will convert and upload) or start from scratch. Either way, you are ready to go in no time at all.

How much accounting do I need to know?


We designed QuickBooks Online to be as easy to use as possible. You don't need to know accounting. If you know how to write checks, create and send invoices, and file your bills, you'll know how to use QuickBooks Online. To help, we offer easy instructions and simple, recognizable forms so you can quickly and confidently be up and running.

Can I add optional features later?


Yes, you can add any features to your QuickBooks Online service at any time such as QuickBooks Payroll and QuickBooks Payments (additional fees apply).

Can I import data from Peachtree or another non-Intuit application?


If you would like to convert data from another accounting system like Peachtree, then Contact Us.

How much does QuickBooks Online cost?


Please visit our products page for current pricing.


QuickBooks Online includes: Full use of the features of the particular version of QuickBooks Online, automatic upgrades to your selected version at no extra cost, secure storage of your data, and product support1 at no extra cost. You can add optional features at any time for an additional monthly fee.

What reports does QuickBooks Online offer?


QuickBooks Online has a wide variety of built-in reports to show you where your business stands. Easily share them with your accountant at tax time, or with business partners anytime. See a full list of the reports QuickBooks Online has to offer.

Is there a QuickBooks Online demo that I can see?


Yes! You can test drive QuickBooks Online here.

What are the system requirements for QuickBooks Online?


QuickBooks Online System Requirements

  • Internet connection required (high-speed connection recommended)
  • Supported browsers: Chrome, Firefox, Internet Explorer 10, Safari 6.1
  • Also accessible via Chrome on Android and Safari on iOS 7
  • QuickBooks Online mobile app works with the iPhone, iPad, and Android phones and tablets
  • Not all features are available on mobile devices

 

 

Can I install QuickBooks on a Linux or Macintosh?


A Linux computer can only be used as a database server to store shared company data files. For more information, refer to Run QuickBooks on Linux and Preparing to install Linux Database Server Manager.

To install QuickBooks on a Macintosh, refer to Installing or reinstalling QuickBooks on a Macintosh.

What happens if my Internet access is down?


If your Internet connection at your current location is down you won't be able to access QuickBooks Online. But, you can still access your books from any computer with an Internet connection. It may be a hassle, but you can go to the local coffee or copy shop that has Internet access available.

Do you back up my data?


Yes. In addition to always maintaining two copies of your data, we automatically back up your updated data every day. It's stored on firewall protected, redundant servers so your data is safe from hardware and software failures, hackers and viruses. Because we update your records with every change, we cannot restore your file to a previous point in time.

How safe is it to send my data over the Internet?


QuickBooks Online uses the same technology used by online banks and brokerages to transmit your private data over the Internet. Our parent company, Intuit, Inc., trusts the same system to submit millions of TurboTax returns every year.

Can I get a copy of my data on my hard drive?


Yes. You have the option to download a copy of your data and keep it on your own computer (known as a local copy). This gives you the added comfort and control of storing the data yourself as well as having us back it up.

I signed up for QuickBooks Online. How do I sign into my account?


Once you've signed up for QuickBooks Online, you can sign in here.

 

Return to the top

QuickBooks Online Trial

How does the trial work?


It's really easy. Click "Try It Free" on the website and fill out a short startup interview. In about 10 minutes you'll have access to the full QuickBooks Online service. You can cancel anytime-it's risk-free!

What happens to my trial data if I decide to subscribe?


If you subscribe to QuickBooks Online during the trial, you will continue using the same company file you created. If you do not subscribe, you can access your data in a read-only format for 90 days after the expiration of the trial period. After 90 days it is deleted.
Note: Once you begin a Free Trial with Plus, you cannot convert your data from the Plus Trial to Essentials or Simple Start. If you switch to a lower tier you will have to input your data manually.


Yes, try it ALL! The trial is a full working version.

 

Return to the top

QuickBooks Desktop

I'm looking for QuickBooks Desktop.  Where can I find your desktop products?


You can find all of our QuickBooks Desktop products here.

What are the system requirements for QuickBooks Desktop?


QuickBooks Mac System Requirements
  • Mac OS® X v10.7 (Lion), v10.8 (Mountain Lion) and v10.9 (Mavericks). Contact Sync feature is disabled and does not function with Mavericks.
  • At least an Intel® processor, Core 2 Duo required
  • Minimum 2 GB of RAM, 4 GB of RAM recommended
  • Minimum 250 MB available disk space (additional space required for data files)
  • CD/DVD drive (or Internet connection) for installation
  • Product registration required



QuickBooks Pro System Requirements
  • Windows® Vista (SP1 inc 64-bit), 7 (inc 64-bit), 8 (inc 64-bit)
  • At least 2.0 GHz processor, 2.4 GHz recommended
  • Minimum 1 GB of RAM for single user, 2 GB of RAM recommended for multiple users
  • Minimum 2.5 GB of available disk space (additional space required for data files)
  • 60 MB for Microsoft® .NET 4.0 Runtime (provided on the QuickBooks CD)
  • Minimum 1024x768 screen resolution, 16-bit or higher color, default DPI settings
  • Minimum 4x CD-ROM drive
  • All online features/services require Internet access
  • Product registration required



QuickBooks Premier System Requirements
  • Windows Vista (SP1 inc 64-bit), 7 (inc 64-bit) , 8 (inc 64-bit)
  • At least 2.0 GHz processor, 2.4 GHz recommended
  • Minimum 1 GB of RAM for single user, 2 GB of RAM recommended for multiple users
  • Minimum 2.5 GB of available disk space (additional space required for data files)
  • 60 MB for Microsoft® .NET 4.0 Runtime (provided on the QuickBooks CD)
  • Minimum 1024x768 screen resolution, 16-bit or higher color, default DPI settings
  • Minimum 4x CD-ROM drive
  • All online features/services require Internet access
  • Product registration required

 

Return to the top

Switching from QuickBooks Desktop to QuickBooks Online

How do I upgrade to QuickBooks Online if I currently use Pro, Premier, or Mac?


We've created a step by step process so that you can upgrade to QuickBooks Online from either Pro, Premier, or Mac. View instructions here.

Is there a QuickBooks Online demo that I can see?


Yes! You can test drive QuickBooks Online here.

Can I try QuickBooks Online before I switch?


Yes. We recommend you first test drive QuickBooks Online using sample data. If you are ready to manage your own data you can start a trial to make sure it's right for you.

Does QuickBooks Online have the same features as other QuickBooks software?


QuickBooks Online does not have an identical set of features to other QuickBooks Desktop products. We designed it specifically for businesses that need to access their books remotely and/or allow multiple people to work simultaneously. Some of its features are unique while many are the same or similar to other QuickBooks products.

 

Return to the top


QuickBooks Payroll

QuickBooks Basic Payroll

What do I need to be able to use Basic Payroll?

 

You'll need Internet access so Basic Payroll Basic can download the latest payroll tax rates for your automatic paycheck calculations.


Also, the federal government requires every person or company paying wages to have an Employer Identification Number (EIN). Employers must include it on all federal forms and returns. You can apply for an EIN and get it immediately at the IRS Web site at http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-(EIN)-Online


If you choose to buy Basic Payroll in QuickBooks, you will also need to have QuickBooks Pro or Premier 2011 or newer. If you choose to buy Online Basic Payroll, QuickBooks is not required.

Can I switch to Basic Payroll mid-year?


Yes. But, if you've already paid employees this year, you'll need to enter your year-to-date payroll history, so our calculations are correct. Our step-by step guide can help you.


If you're paying employees for the first time this year, there's no payroll history to enter. So, it’s easy to get started.

Does Basic Payroll handle both hourly and salaried employees?


Yes.

Does Basic Payroll handle bonuses, commissions, and overtime?


Basic Payroll handles all of these, plus other many other wage types.

How do I pay my employees with Basic Payroll?


Just enter employees' hours, and Basic Payroll will calculate paychecks, subtracting payroll taxes and deductions.
 

Then print paychecks instantly or use our convenient Direct Deposit.
 

You can also pay groups of employees on different days. For example, you may pay salaried employees monthly, while paying hourly employees every two weeks.

With Basic Payroll, can I pay employees using direct deposit?



You can deposit pay into U.S. bank accounts with Intuit's Direct Deposit. You can also deposit pay to Intuit Pay Cards (ATM/debit cards that don't require bank accounts).

With our flexible Direct Deposit, you can add or remove an employee, or edit their banking information, anytime. You can also choose to pay some employees by direct deposit and others by check.
 

You must send Direct Deposit transactions to us by 5pm (Pacific Time) two business banking days before the paycheck date. You can deposit paychecks into up to two different accounts per employee.
 

By using Direct Deposit, you no longer need to print pay stubs, since employees can view their paystubs online.

How much does Direct Deposit cost?

 

Direct Deposit is free with your subscription to Basic Payroll. By using Direct Deposit, you no longer need to print pay stubs, since employees can view their paystubs online.

How does Basic Payroll help me with payroll taxes?

 

Basic Payroll tracks federal and state payroll taxes for paycheck calculations only. However, Basic Payroll does not include any tax forms (choose Enhanced Payroll for this feature). With Basic Payroll, you can generate reports and work with your accountant on taxes.

Which benefits and deductions does Basic Payroll handle?


Basic Payroll tracks vacation time, sick time, paid time off, medical and dental insurance, 401(k) and other retirement plans, cash advances, and more. You can choose different deductions for different employees

How is my data protected?

 

On paydays, all online transactions are protected using the same kind of encryption used by leading banks.

How do I share data with my accountant?


You can e-mail reports and your company files to your accountant.

 

Return to the top

QuickBooks Enhanced Payroll

What do I need to be able to use Enhanced Payroll?

 

You'll need Internet access so Payroll Enhanced can automatically download the latest payroll tax rates.
 

Also, the federal government requires every person or company paying wages to have an Employer Identification Number (EIN). Employers must include it on all federal forms and returns. You can apply for an EIN and get it immediately at the IRS Web site at http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-(EIN)-Online
 

If you choose to buy Enhanced Payroll in QuickBooks, you will also need to have QuickBooks Pro or Premier 2011 or newer. If you choose to buy Online Enhanced Payroll, QuickBooks is not required.

Can I switch to Enhanced Payroll mid-year?


Yes. But, if you've already paid employees this year, you'll need to enter your year-to-date payroll history, so our calculations are correct. Our step-by step guide can help you.
 

If you're paying employees for the first time this year, there's no payroll history to enter. So, it's easy to get started.

Does Enhanced Payroll handle both hourly and salaried employees?


Yes.

Does Enhanced Payroll handle bonuses, commissions, and overtime?


Enhanced Payroll handles all of these, plus other many other wage types.

Can I pay contractors and produce 1099s with Enhanced Payroll?


Yes. You can pay both employees and independent contractors with Enhanced Payroll.

How do I pay my employees with Enhanced Payroll?


Just enter employees' hours, and Enhanced Payroll will calculate paychecks, subtracting payroll taxes and deductions.
 

Then print paychecks instantly or use our convenient Direct Deposit.
 

You can also pay groups of employees on different days. For example, you may pay salaried employees monthly, while paying hourly employees every two weeks.

With Enhanced Payroll, can I pay employees using direct deposit?

 

You can deposit pay into U.S. bank accounts with Intuit's Direct Deposit. You can also deposit pay to Intuit Pay Cards (ATM/debit cards that don't require bank accounts).
 

With our flexible Direct Deposit, you can add or remove an employee, or edit their banking information, anytime. You can also choose to pay some employees by direct deposit and others by check.
 

You must send Direct Deposit transactions to us by 5pm (Pacific Time) two business banking days before the paycheck date. You can deposit paychecks into up to two different accounts per employee.

How much does Direct Deposit cost?

 

Direct Deposit is free with your subscription to Enhanced Payroll. By using Direct Deposit, you no longer need to print pay stubs, since employees can view their paystubs online.

Which federal and state payroll tax forms are included with Enhanced Payroll?


Enhanced Payroll completes these federal payroll tax forms for you: W-2, W-3, 940/Schedule A, 941/Schedule B, 944/945a, 943/943a, 1099-MISC and 1096.
 

Enhanced Payroll includes many state forms. For state forms not yet supported, we provide a State Tax Summary report with all the payroll data you need.

How does Enhanced Payroll help me with payroll taxes?

 

Enhanced Payroll calculates your federal and state payroll taxes, and keeps track of when tax payments are due. It completes the latest federal and most state tax forms for you - just print, sign, and mail. You can also file and pay your payroll taxes electronically with e-file and Pay


Want to spend even less time on payroll tax filings? Choose Full Service Payroll and our payroll experts will handle all your payroll tax requirements. It's guaranteed accurate and on time.

Which benefits and deductions does Enhanced Payroll handle?


Enhanced Payroll tracks vacation time, sick time, paid time off, medical and dental insurance, 401(k) and other retirement plans, cash advances, and more. You can choose different deductions for different employees.

Does Enhanced Payroll track workers' compensation?

 

On paydays, all online transactions are protected using the same kind of encryption used by leading banks.

How is my data protected?

 

Yes. Enhanced Payroll helps you apply the right workers' compensation codes, so you can generate detailed reports of exactly how much you owe. You can also use our pay-as-you-go workers' compensation service to automatically pay exactly what you owe each pay day. (Extra fees apply.)

How do I share data with my accountant?


You can e-mail reports and your company files to your accountant.

 

Return to the top


QuickBooks Payments

 

Do I have to sign up separately to accept credit cards AND bank transfers?


Nope. The great thing about QuickBooks Payments is that it includes all forms of payment acceptance in just one account. Use what you want, how you want to get yourself paid faster.

Can I control what type of payment my customer pays by?


Yes, you are in full control of how your customers can pay. When you add a Pay Now button to your emailed invoice, you'll have the ability to turn on or off credit card processing and bank transfers for that particular invoice. So say you have a $15,000 invoice you only want paid by Bank Transfer. You got it. Just uncheck credit cards when you are sending your invoice and your customer will only be able to pay by Bank Transfer. If you leave both credit card and bank transfer options on, you're likely to get paid even faster since more customers prefer to pay by credit card, but the choice is up to you. You can always resend an invoice at a later time and re-enable both payment types as well. It's that flexible…and it's that easy.

How much is it to make a bank transfer payment?


It's a flat $0.50 per bank transfer payment, no matter how much that transaction is.

Do payments I make with GoPayment download into QuickBooks?


Yes. All payments made on the GoPayment app can be easily downloaded back to QuickBooks and closed as a Sales Receipt, or matched up against an open Invoice. However, if you are a QuickBooks Online users, you can additionally use the QuickBooks Mobile app to process payments. This is the preferred method since any payments made through the QuickBooks Online mobile app will automatically sync back with QuickBooks Online, versus having to be manually downloaded back when processed through the GoPayment app.

How do I update my data to a new version of QuickBooks?

 

Your data from an earlier version of QuickBooks will update automatically the first time you open the Company file in a new version of QuickBooks. Updating your data includes backing up the Company file in its current version format so you can revert back to the previous version of QuickBooks if needed.

Disclosures

1.  Get free expert help [Support available  M-F 6am-6pm and Sat 6am-3pm PST]