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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

9 Comments 9
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.

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.

franklinelite
Level 1

Direct Deposit setup when moving from online to desktop

However, it seems that when you migrate, you are unable to activate direct deposit at all.  We are still running QBO until QBDT is fully functional.  Been on help either via chat or phone for 2 days and no one seems to be able to help.  Does anyone have any insight?  We have 2 different payroll subscriptions and all.  PLEASE HELP

JenoP
QuickBooks Team

Direct Deposit setup when moving from online to desktop

Thanks for joining us here, franklinelite. 

 

Can you tell us what happens when you activated the Direct Deposit in QuickBooks Desktop? We just want to make sure that we're giving you the right steps and information that can resolve the issue. 

 

I can also see that you've previously reached out to our Payroll Support Team about this matter. However, I would still recommend reaching out to them again. You can also provide the case or reference number to the next agent so they can review the notes in the previous call. This way, it would be easier for them to check what happened to the previous conversation you had with our representative and look for other possible options.

 

Here's how to reach out to them:

 

  1. Go to the Help menu, then select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Type in a brief description of your concern, then select Continue.
  4. Select a way to connect with us and follow the succeeding prompts.

 

You can also get in touch with our Chat Support Teams outside of QuickBooks using these links:

 

 

Feel free to check out these articles as well for future reference when using Direct Deposit in QuickBooks Desktop:

 

 

Don't hesitate to reply to let me know if you have follow-up questions. I'd be glad to get back here and offer my help to you again. 

leslie k
Level 1

Direct Deposit setup when moving from online to desktop

Did you ever get this resolved? I am trying to get a new payroll account set up and have just had this happen to me.

AbegailS_
QuickBooks Team

Direct Deposit setup when moving from online to desktop

I understand the need to activate a direct deposit for your payroll account, Leslie.

 

The steps mentioned on this thread are used to help fix the issue activating your direct deposit. If you have done all the suggested steps above and the issue persists, I suggest contacting our our QuickBooks Care Team.

 

For more insights, you can check out this article for a thorough guide: Set up your company payroll for direct deposit.

 

For future reference, read through this article to know more about dealing with some direct deposit problems: Fix direct deposit issues. It also includes answers to some of the direct deposits frequently asked questions. 

 

Please leave a post below if you have other concerns with the activation process of direct deposit in QBDT. I'll be sure to get back to you. 

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