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Penny888
Level 1

I need a live person

I got an email saying my credit card was charged for Quick Books Payroll  -  for my business Wood & Associates Insurance Agency.  But I don't use the QB Payroll service.  When I was signing up for QB Online I clicked on a link for QB Payroll information and it ended up signing me up.  But I don't use it!  I only wanted more info.  Can someone please contact me about getting that charge refunded and un-enroll me from QB Payroll.  I am interested in it in the future if I can get things squared away with QB Online but not until then.    Thank you,  Rick Wood

JoesemM
Moderator

I need a live person

Let me direct you to our dedicated team who are specially trained in handling this kind of situation, @Penny888.

 

You'll have to contact our Customer Support Team to check the charge and process the refund for you. They have the proper tools to securely check your account and provide additional information about those charges. To reach them in your QuickBooks Online (QBO) account, kindly refer to the steps below.

 

  1. Go to the (?) Help icon.
  2. Select Talk to a human (type again if prompted).
  3. Enter a brief discussion of your concern.
  4. Select I still need a human.
  5. Click Contact Us.
  6. Select Let’s talk.
  7. Choose either Get a call or Start messaging (if you preferred chat).

 

Also, if you want to unsubscribe your QuickBooks Online Payroll, our support team can cancel your account or follow the steps below:

 

For QuickBooks Online standalone:

 

  1. Go to the Gear icon, and then select Account and Settings.
  2. Click the Billing & Subscription tab.
  3. Select Cancel subscription in the QuickBooks section.
  4. Click Continue to cancel twice.
  5. Fill out the required fields.
  6. Click Submit and cancel your subscription.
  7. Select Got it.

 

 For QuickBooks Online Payroll:

 

  1. Go to the Billing Subscription tab.
  2. Select Cancel in the Payroll section.
  3. Click Continue to cancel.
  4. Complete the survey, and then click Cancel Payroll Service.

 

Once canceled, you'll receive a confirmation email about the cancellation.

 

Also, please take note that after canceling the service, you'll no longer be able to pay any outstanding tax deposits, print payroll reports, and file forms. You can check out this article to know more about this: Cancel Your QuickBooks Payroll Subscription.

 

If you wish to reactivate it in the future, you may visit this article for further guidance: See Reactivate or renew your QuickBooks Payroll subscription.

 

Additionally, once settled, you might want to check these articles for reference in using your QBO account. These links can guide you to learn your ways around your account:

 

 

Know that you’re always welcome to post a reply in this thread if you have any follow-up questions or concerns. It’s always my pleasure to help and keep you in working order. Have a great day ahead and take care, @Penny888.

Charlotte110
Level 1

I need a live person

RI was talking to Christine from QB for an hour & was almost done then lost her

SashaMC
Moderator

I need a live person

Hello Charlotte110,

 

Thank you for reaching out to the QuickBooks Community. You can set up a callback with the Product. Here's how:

 

  1. Go to the Help menu.
  2. Hit the Contact Us button
  3. Enter "callback" in the "What can we help you with?" section.
  4. Select "Let's Talk"
  5. Pick the "Get a call" option to connect with us.

 

There is no guarantee that you will get Christine back, but our agents will be able to pick up where she left off. Please let me know how the engagement goes. If you have any concerns, let me know. I will be here to assist! I hope you have a nice day! 

intecfuj
Level 1

I need a live person

Hi,

I am nalaka, we need to add 02 new users.

please let me know, you will charge any additional charges ?

Maybelle_S
QuickBooks Team

I need a live person

Thanks for joining the thread, @intecfuj.

 

Adding a user in QuickBooks Online (QBO) doesn't have any charges. However, there are different billable user limits per subscription. The users of your account depending on which subscription you have. I've made a list below of the count for each subscription:

 

  • Simple Start: One Billable User and Two Accounting Firms
  • Essentials: Three Billable Users and Two Accounting Firms
  • Plus: Five Billable Users and Two Accounting Firms
  • Advanced: Twenty-Five Billable Users and Three Accounting Firms

 

Check out this link for more information: Learn about usage limits in QuickBooks Online.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Manage users.
  3. Click Add user.
  4. Select a user type, and hit Next.
  5. Click the access rights of the user, then select Next.
  6. Enter the user's name and email address.
  7. Hit Save.

 

I've added these articles about different options for user roles and how to manage them in QuickBooks:

 

 

I'm willing to address this if you have more questions about billable users in QuickBooks. Take care.

RAFFY
Level 1

I need a live person

hELLO

Rubielyn_J
QuickBooks Team

I need a live person

Hello there, @RAFFY. Welcome to the Community space.

 

Do you have any concerns with QuickBooks? Additional information is greatly appreciated to ensure we get this sorted out.

 

In the meantime, I'll be sharing this link that has different resources that help you enter transactions, run reports, and manage payroll in QuickBooks: Help Articles.

 

Feel free to post your reply in the comment section below. I'll be around to keep an eye on your response. Take care and have a good one.

JoeJenkins1
Level 1

I need a live person

How to add a transaction type in Quickbooks

SarahannC
Moderator

I need a live person

It's nice to have you here, Joe. I'm here to provide details about adding a transaction type in QuickBooks.

 

If you are using QuickBooks Self-Employed, you won't have the option to add transaction types. This platform has a simplified interface. Still, you can categorize your transactions to track your income and expenses effectively. If you have specific transaction that you need to track, you can use the existing categories and tags in QBSE to organize your transactions accordingly.

 

You can use QuickBooks Online if you want a direct option for transaction types. To move your data to QuickBooks Online, go to the Gear icon and select Upgrade from the Profile column and choose the plan you prefer.

 

Note: Once you move to QuickBooks Online, you cannot go back to QuickBooks Self-Employed. For more details, check this article: Switch from QuickBooks Self-Employed to QuickBooks Online

 

Once you're using the online product or you're already using this product, you can click the +New button to record a transaction. Then, select the appropriate type of transaction you need to enter into the system. 

ttype.PNG

I've collected some articles that contain information about inputting data in QBO and categorizing transactions in QBSE.

 

 

Feel free to post another question if you have more concerns about recording data and information using the correct feature in QuickBooks. I'll be sure to help you right away.

Big Wave Dave
Level 1

I need a live person

I bought a new MacBook and need to transfer my 2021 Quickbooks Pro software to my new MAC.  I originally downloaded this software from you.  How do I get the software loaded so I can transfer my file?

ZackE
Moderator

I need a live person

Thanks for getting involved with this thread, Big Wave Dave.

 

You can download a copy of QuickBooks Desktop 2021 for Mac from our Downloads page. After doing so, confirm that your computer meets the program's minimum system requirements.

 

Here's the minimum system requirements:
 

  • A minimum of Mac OS X v10.15 (Catalina) is needed to install.
  • CD/DVD drive or internet connection to download the product.
  • Product registration required.
  • Intel processor, Core 2 Duo or higher.
  • Multi-user Server: Intel Core 2 Duo or higher processor to run a server.
  • 2 GB RAM (4 GB RAM recommended).
  • 250 MB of available storage.
  • Macintosh-compatible printer if you plan to print invoices, checks, deposit slips, lists, purchase orders, mailing labels, reports, or graphs.
  • Use Intuit Checks if you plan to print checks.

 

You can learn more by reviewing our System requirements article.

 

Next, you'll need to find your license and product numbers. If you downloaded a digital copy, the email confirmation should have your numbers. In the event you can't find the email, check out our How to locate your license number article.

 

If you bought a physical copy, look for the scratch-off label on your package. You can scratch it off to find the license and product numbers.

 

Now you'll be prepared to begin at Step 3: Download and install QuickBooks Desktop for Mac in our Install & set up QuickBooks article.

 

I'll be here to help if there's any additional questions. Have a great Thursday!

chcusic
New Member

I need a live person

I need to pull W2s from my quickbooks

SashaMC
Moderator

I need a live person

Hey chcusic,

 

Thank you for reaching out to the QuickBooks Community! Here is how to pull W2s from your program:

 

  1. Select Taxes, then Payroll tax.
  2. Click Filings.
  3. Select Resources, then W-2s.
  4. Select View or Manage on the copy you need
  5. Choose View and print.
  6. Select the Print icon on the Adobe Reader toolbar, then select Print.

 

For more information on how to print W2, you can use the helpful resource below. 

If you have any other questions or concerns, please let me know. We are here to help. 

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