QuickBooks Q&A

We understand that doing the sales part of business can be extremely draining and time consuming, and the last thing you want to do is sift through hundreds of emails and keep track of conversations. With your new Customer Agent, QuickBooks users can organize, track, view, and follow up with their customers and leads all in one place.So what exactly is the Customer agent? Your Customer Agent is a built-in tool that makes streamlining sales easier by automatically finding, qualifying, and nurturing leads. It helps you discover new leads, focus on the most promising ones, automate your outreach, and manage proposals more efficiently.     What can the agent do for me? When QuickBooks users connect a G-Mail account, your Customer Agent helps to source leads from your inboxes, draft personalized email responses, and track every customer opportunity in the sales cycle so they can grow their business efficiently. It also provides valuable insights to maximize revenue and efficient

  Accounting is a huge part of running a business, and maybe the most tedious. With making sure all of your bank transactions are categorized correctly, and reconciling your accounts accurately, it can be a source of anxiety and stress for any business owner or accountant. This is exactly why QuickBooks Online is proud to present the Accounting Agent, a new AI tool embedded into your QuickBooks account that acts as your digital bookkeeper and was created to ease the burden of bookkeeping. Let’s jump in and learn all about this new agent while answering some questions you may have. So what exactly is the Accounting agent?: The QuickBooks Online AI Accounting Agent is an intelligent virtual assistant that uses advanced machine learning to streamline accounting tasks. It automates repetitive work, analyzes financial data, and provides real-time insights to help users make informed decisions and reduce their workload.You'll see a banner when you have transactions that are ready to p

Unlock a more powerful QuickBooks with the new Intuit platform. We've enhanced accessibility and navigation for a smoother, more customizable experience, while keeping all your essential features. Check out the video below for a detailed tour.   

Custom roles in QuickBooks Online Advanced empower your team, improve security, and drive productivity. Get the right information to the right people, at the right time. See how you can boost your team’s productivity below!   Enhanced User Management is a key differentiator for QuickBooks Online Advanced. It provides a significant boost in productivity by automating tasks, providing deeper insights, and improving control over your financial data.   Interested in using enhanced user management and access controls? You can upgrade to QuickBooks Online Advanced.  For full steps and more resources on this topic, check out this article here.  

Setting up automatic payments for your recurring invoices has never been easier! With QuickBooks Online's Autopay feature, you can let your customers settle their payments effortlessly, provided you have QuickBooks Payments enabled.    If you'd like to let your customers set up autopay for recurring invoices, check out QuickBooks Payments rates and apply.    Let's take a closer look at how you can take advantage of this feature and get started today!     For more details and resources, make sure to check out this article.  

  How to Void or refund customer payments in QuickBooks Online

Did you know that you can enhance your business processes with the automated workflow feature in QuickBooks Online Advanced?  You can say goodbye to repetitive tasks and unlock a new level of efficiency and productivity. This feature allows you to effortlessly set up reminders for invoice reviews, payment collection, and transaction approvals.    You can look forward to no more missed deadlines or forgotten follow-ups. All you have to do is define the conditions, and our system will handle the rest, promptly notifying your team or customers as needed.    The best part? You can choose from our library of pre-designed workflows or craft your own custom ones. Here’s how you can create a workflow:      Interested in using automated workflows? You can upgrade to QuickBooks Online Advanced.

  Set Up Auto Payroll Auto Payroll streamlines the payroll process by automating tasks and saving you valuable time. To utilize this feature, you must complete your initial payroll setup and run your first payroll through the platform.    However, it's important to note that Auto Payroll is not suitable for commission-only employees, inactive employees, or 1099 contractors. It's also not recommended for hourly employees whose hours vary from pay period to pay period.   Once your employees are enrolled, you’ll receive an email with the details of your upcoming payday, 2 business days before Auto Payroll processes. Then we’ll email you again after your Auto Payroll has been processed. You can sign in to QuickBooks Online to view or print paychecks.   Make changes for the upcoming Auto Payroll Before your auto payroll kicks in and processes your payroll checks, you've got the chance to make some tweaks if needed. You can change things like your employee's pay de

Scheduled Reports Have you ever found yourself sending the same reports on a daily, weekly, monthly, or even quarterly basis? If so, then I’m here to guide you on how you can go about setting up Scheduled Reports for any Custom Reports you may have to automate this task! This is such a neat feature that lets you choose the time and frequency for sending out your scheduled reports. How awesome is that?!    Note: If you have QuickBooks Advanced, you’re able to run all reports, as well as create your reports using the Custom Report Builder. You can also set up QuickBooks Online Advanced to send you the report via email or attach it as an Excel or Google spreadsheet.   Now, let’s take a look at how you can go about doing this quickly and efficiently:     Knowing how easy these steps are, let's get you started with using the scheduling feature today. Automate your tasks and get back to running your business!

  Did you know that you can navigate QuickBooks Online faster using keyboard shortcuts? It's a great way to save time and streamline your workflow. Plus, it's easy to use!   These keyboard shortcuts are compatible with popular browsers like Internet Explorer, Firefox, and Chrome. If you are a Mac user, simply use the CMD ⌘ key instead of Alt or CTRL for some shortcuts.   Today, we’ll be sharing 3 powerful shortcuts that you can start using right away to help save you time! Let’s take a look:     You can download and print the QuickBooks Online Keyboard Shortcuts reference guide. This handy guide provides a comprehensive list of shortcuts for both PC and Mac users.   If you prefer a more interactive experience, you can access the guide within QuickBooks Online. Just hold Control + Option (Alt) + ? (for Mac), and the screen will pop up.   We’ll be going over more keyboard shortcuts and tips on automating your experience within QuickBooks so make sure

Welcome to the QuickBooks Workforce Payroll blog, your source for payroll tax and compliance news. Did your state just announce a late rate change? Is a new tax on the horizon? We track the developments that affect your payroll, so you don't have to. Check back often, or subscribe, for timely alerts and guidance. Recent QuickBooks Workforce Payroll Compliance Updates:July 26: Support for After-Tax Roth SIMPLE IRAs & Trump Accounts! May 26 - Changes to Birmingham, Alabama Local Tax Processing March 26: Retroactive Rhode Island 1099 Rules for Tax Year 2025 Payroll Adjustment & Overpayment Recoupment Template South Dakota Administrative Fund Rate Change for 2026 Wyoming Support Fund Factor Rate Change 2026 West Virginia Withholding Third Party Agent Requirement  Idaho Administrative Reserve Fund Rate 2026 How to ensure mailed tax forms receive a timely postmark How to set up and track qualified overtime in QuickBooks Complete the year-end checklist  Set up your Minnesota Paid Leav