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William Lavasque
Level 3

Direct Deposit setup when moving from online to desktop

So I had a client who wanted to move from online to desktop. The issue I have now is that when setting up direct deposit for desktop it just doesn't. Like when I go in to see the pending status in payroll info under accounts and billing, it just says inactive. Activating it does nothing, no charge for verification is being sent to the bank from what I can tell.  When I reached out to support directly I kept getting passed around and around and around. Saying this wasn't the person who could help me. I'm thinking the issue is because I still have outstanding payroll tax deposits scheduled in online that has something to do with why I can't set up the direct deposit. Not sure, if I need to be completely disconnected from online for desktop to work. Any higher level insight would be helpful. 

 

Solved
Best answer January 04, 2021

Best Answers
MirriamM
Moderator

Direct Deposit setup when moving from online to desktop

Hi there, @William Lavasque.

 

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are two different versions with different features. Thus, when you move to another subscription, direct deposit from QBO won't carry over to QBDT since it has its own payroll subscription.

 

To set up direct deposit, let's start on setting up your payroll bank account first. This requires a US bank account that is set up for ACH transactions. 

 

Here's how:

  1. Get your business, bank, and principal officer info.
  2. Connect your bank account.
  3. Verify your bank account (if your bank was not automatically connected).
  4. Set up your employees’ bank account info.

 

For a complete guide on how to set up direct deposit, take a look below articles:

If you encounter errors when processing payroll, here are some resources for future help:

Please don't hesitate to reach out to me here if you have any other questions. I'm always here to lend a hand. Have a great day.

View solution in original post

5 Comments
MirriamM
Moderator

Direct Deposit setup when moving from online to desktop

Hi there, @William Lavasque.

 

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are two different versions with different features. Thus, when you move to another subscription, direct deposit from QBO won't carry over to QBDT since it has its own payroll subscription.

 

To set up direct deposit, let's start on setting up your payroll bank account first. This requires a US bank account that is set up for ACH transactions. 

 

Here's how:

  1. Get your business, bank, and principal officer info.
  2. Connect your bank account.
  3. Verify your bank account (if your bank was not automatically connected).
  4. Set up your employees’ bank account info.

 

For a complete guide on how to set up direct deposit, take a look below articles:

If you encounter errors when processing payroll, here are some resources for future help:

Please don't hesitate to reach out to me here if you have any other questions. I'm always here to lend a hand. Have a great day.

View solution in original post

William Lavasque
Level 3

Direct Deposit setup when moving from online to desktop

Right, I have the licenses  for both. 

 

Called the bank they do ACH transactions, also was able to do direct deposit with online. 

 

When I follow those steps, step 2 is the issue I'm having. It doesn't connect, I enter the info manually, and normally I can see "pending" under the direct deposit info, but now it acts like I didn't enter anything at all. Says "inactive" waited a full week now and nothing. 

Jen_D
Moderator

Direct Deposit setup when moving from online to desktop

Thanks for posting an update here, @William Lavasque,

 

I can share some updates about this issue you're having.

 

At the moment, there is an ongoing issue with Direct Deposit activation in QuickBooks Desktop. The fix is still in the works and our engineers are working internally so we can't provide the exact turnaround time on when a resolution is released.

 

Instead, they send live updates about the status of the investigation through email. If your account  is not yet added to the notification list, please contact our Support Team using these steps:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

Provide the investigation number INV-48422 to our representatives for easier tracking.

 

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support

 

For now, here are some workarounds suggested by our engineers. First, try toggling Internet Explorer as a default browser and add these trusted sites, *.intuit.com and *.intuit.net.

 

Next, open QuickBooks as Admin. Do this by right-clicking the QuickBooks icon in the desktop and selecting Run as Administrator.

 

 

 

We ask for your patience while the resolution is being worked on. This thread will remain open for any updates and inquiries. You can also tag me for other concerns in QuickBooks. Have a good one!

William Lavasque
Level 3

Direct Deposit setup when moving from online to desktop

Tried the work around that, does not seem to have worked, but I'll give it a day or two. Thank you for alerting me to the ongoing issue. After several hours with chat support yesterday I wish they could have told me that, instead of just keep passing me around to different departments. 

daniep
Level 2

Direct Deposit setup when moving from online to desktop

This issue is not resolved. It is not solved. Investigation number Inv-48422 has not been fixed.

 

QB Desktop users, do you understand that QB is doing this to us on purpose? Intuit is going to force you online by exhausting you with desktop issues.

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