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jtram58
Level 1

issue submitting direct deposit authorization

I am trying to set up Direct Deposit on Quickbooks desktop 2019 for a client but when I fill out all the info and hit submit nothing happens.  It doesn't take me to the next page nor does it say if there are errors. We've tried to set up on different computers, but every time I hit the button and nothing happens...any suggestions?

Solved
Best answer January 02, 2019

Best Answers
Rose-A
Moderator

issue submitting direct deposit authorization

Greetings, jtram58.

I can help you with setting up your client's direct deposit in QuickBooks Desktop 2019.

 

When setting up a direct deposit in QuickBooks Desktop, you'll need to make sure that all the information is filled out especially the Industry type. As an initial step, let's review the form before hitting the submit button.

 

Here's how:

  1. From Employees menu, select My Payroll Services, and choose Activate Direct Deposit.
  2. Complete and review the form. When asked for zip code in the legal company information, enter the 5 digits only without the extension.
  3. In the Verify Your Company Information section:
    • Edit the Legal Company Name and Address to add the Industry
    • Select the Industry that most closely reflects your company's main business.
    • Edit the Payroll Administrator Information and confirm the email address.
  4. In the Enter Your Bank Information section, enter the bank account information that Intuit QuickBooks Payroll debits for direct deposit transactions and fees. This is your bank account that you use to pay your employees.
  5. Select the View Agreement link and read it.
  6. Select the I have read and agree to the terms of service agreement checkbox.
  7. In the Check Security Limits section, answer the questions provided.

You can check this article for figures and for detailed information: Direct deposit requirements, signup, and activation for QuickBooks Desktop payroll.

 

As always, you can reach out to our QuickBooks Desktop Support for additional help:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Let me know how things go with setting up your client's direct deposit. I'm here anytime you need assistance.

View solution in original post

23 Comments 23
Rose-A
Moderator

issue submitting direct deposit authorization

Greetings, jtram58.

I can help you with setting up your client's direct deposit in QuickBooks Desktop 2019.

 

When setting up a direct deposit in QuickBooks Desktop, you'll need to make sure that all the information is filled out especially the Industry type. As an initial step, let's review the form before hitting the submit button.

 

Here's how:

  1. From Employees menu, select My Payroll Services, and choose Activate Direct Deposit.
  2. Complete and review the form. When asked for zip code in the legal company information, enter the 5 digits only without the extension.
  3. In the Verify Your Company Information section:
    • Edit the Legal Company Name and Address to add the Industry
    • Select the Industry that most closely reflects your company's main business.
    • Edit the Payroll Administrator Information and confirm the email address.
  4. In the Enter Your Bank Information section, enter the bank account information that Intuit QuickBooks Payroll debits for direct deposit transactions and fees. This is your bank account that you use to pay your employees.
  5. Select the View Agreement link and read it.
  6. Select the I have read and agree to the terms of service agreement checkbox.
  7. In the Check Security Limits section, answer the questions provided.

You can check this article for figures and for detailed information: Direct deposit requirements, signup, and activation for QuickBooks Desktop payroll.

 

As always, you can reach out to our QuickBooks Desktop Support for additional help:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Let me know how things go with setting up your client's direct deposit. I'm here anytime you need assistance.

View solution in original post

jtram58
Level 1

issue submitting direct deposit authorization

Thank you!  We did all of the above but still no luck so we are on the phone now trying to get help.  Thanks again!

lmuetzel
Level 1

issue submitting direct deposit authorization

The bank account I set up to pull funds FROM (the employer), is missing a digit.  Therefore, can't be verified.  How can I revise the account number and begin verification process again?  Desktop payroll.

JenoP
QuickBooks Team

issue submitting direct deposit authorization

Thanks for joining us here, lmuetzel.

 

You can only change the company's bank account if it's already verified in QuickBooks. Since there's no option to do that due to incorrect account number, our Payroll Admin Team will be the one to update it for you.

 

You just need to submit a Direct Deposit Bank Account Change Form so they can get the complete bank account information. Here's how:

 

  1. Download the form here: Direct Deposit Bank Account Change Form.
  2. Once completed, you can email it to SBPFCSOPERATIONS@INTUIT.COM or fax the form to (877.699.8996). 

We will then notify you via email of the status of your request. You can also visit us again in the Community if you have other questions. 

threejsacct
Level 1

issue submitting direct deposit authorization

I'm having the same issue, did you get a resolution?

JessT
QuickBooks Team

issue submitting direct deposit authorization

Thanks for joining in the thread, threejsacct.

 

You can follow JenoP's instruction to update your bank account number. If it's successful, you will receive an email confirming the change. Then, you can wait for 2-3 banking days to post the test debits to your account.

 

If you have other questions, feel free to go back to this thread.

kstemma
Level 1

issue submitting direct deposit authorization

I'm also having this issue (the 'Submit' button does nothing).

 

Has anyone had success correcting this and setting up Direct Deposit authorization?

Anonymous
Not applicable

issue submitting direct deposit authorization

Good day, @kstemma,

 

Thanks for joining the conversation. I can add a bit more about setting up Direct Deposit in QuickBooks Desktop.

 

If nothing happens after selecting Submit, it's possible that there are required information that you might have missed on the form (Example: Zip codeIndustry and Confirm email address). Make sure you expand the arrows ▶️ for each interview and fill out all the Edit links before submitting the sign-up information. You may follow the steps provided by my peer @RoseMarjorieA.

 

If you're still unable to click the Submit button, try removing all the information on the form. This includes information from the Edit links. Once done, manually re-enter the information, then click on Submit again.

 

Please let me know how this goes, @kstemma. I want to make sure you're able to complete your set up. Have a great day!

krcmbooks
Level 1

issue submitting direct deposit authorization

This answer is technically correct - but

I suspect that for the majority of those who seek this answer:

It is the INDUSTRY field of the form that is causing this issue.

It is HIDDEN until the EDIT button (upper right of the form) is clicked.


All the other fields show up and we can see them and can fix when they are wrong or blank

The Industry field is _*HIDDEN*_ from us until we click on the EDIT button .  It is (at least on my screen) the _only_ field hidden from view.  And there is really no reason anyone would suspect it is there to be found.  One would suspect that the Edit button was only to change pre-filled fields, not to show up the one and only hidden field we didn't know was there to begin with.

Coolhousehvac
Level 1

issue submitting direct deposit authorization

I thought that this was not my issue as well but it was! Thank you! Even though the industry was filled out, it only let me submit when I selected edit, it then cleared my industry and asked me to enter it again, then it submitted. 

 

If you are having this submitting issue and think that because your industry is already listed you don't have to edit the field - You probably do!  

Anonymous
Not applicable

issue submitting direct deposit authorization

I run into this problem every single time I add a client to direct deposit.  It never works.  When is QB going to fix this issue?  It's been like this for the longest time and it's ridiculous.  Nothing you do fixes it and you're forced to call customer service (if you can find a phone number) and hopefully, you get someone who speaks clear English.

JaneD
Moderator

issue submitting direct deposit authorization

Hi there, dijean71.

 

Thanks for joining us in this thread. I'm here to address your concern with setting up a client for direct deposit. 

 

I've researched and looked into this further for related investigation, but there aren't any. However, toggling the Industry field should work and let you set up direct deposit successfully.

 

If you've followed the recommended steps above and still unable to set up a client for direct deposit, I highly recommend reaching out to our Payroll Support Team. They have extra tools to initiate a screen-sharing session for further isolation. 

 

Here's how to get in contact with them:

  1. Open QuickBooks.
  2. Go to Help.
  3. Choose Support and click on the Contact us link.
  4. Select a topic.
  5. Click on Get Phone Number or Start a message.

That should get you in touch with one of our payroll specialists. Let me know how it goes after contacting them. I'm here to help.

jason416
Level 1

issue submitting direct deposit authorization

I'm having same issue..... would be great for some guidance that resolves this.

ChristieAnn
QuickBooks Team

issue submitting direct deposit authorization

Hi there, jason416.

 

If the same issue persists after following the suggestions, I suggest contacting our Support Team. They have the necessary tools like screen sharing to check and pull up your account to see why the issue continues to occur.

 

Please follow the steps below on how to contact our Support Team:

 

1. Press F1 to open the Help window.

2. Click Contact us at the bottom part.

3. Give a brief description of your issue and click Continue.

4. Choose from Message an Agent or Talk to a Specialist.

 

Please check this article for additional information about setting up Direct Deposit and the important reminders about the payment processing timelines: Set up direct deposit.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.​

Cindy G
Level 1

issue submitting direct deposit authorization

I am having this issue with QB Desktop Pro Plus 2020. At first when I entered all the info in the 3 sections including industry I just got a spinning circle. Just spent 2.5 hours on chat/phone with support and now am receiving a 40001 error code. The chat support said he can't get through to his help desk so someone is supposed to call me back. Last time I had a call back the line disconnected. No happy QB. Any ideas how to fix this?

Cindy G
Level 1

issue submitting direct deposit authorization

 I am still having this problem with QB Pro Plus desktop 2020. I just spent 2.5 hours on the chat/phone with support. The chat person said he can't reach support so I have a call back set up for tomorrow. I was getting a spinning circle after entering ALL the required info. After the chat person and I shared the computer I now get a 40001 error message when trying to open the activation. Not happy QB. Is there a solution for this?

Angelyn_T
QuickBooks Team

issue submitting direct deposit authorization

Thank you for sharing your concern here in the Community forum, @Cindy G.

 

We don't receive investigations about this error when trying to submit direct deposit authorization in QuickBooks. For now, you can perform some troubleshooting steps to resolve the error and activate direct deposit successfully.

 

You can start by verifying and rebuilding data in QuickBooks Desktop (QBDT). This process identifies the most commonly known data issues within a company file  and self-resolves them.

 

Here's how:

 

  1. Open your QBDT file, then select Utilities from the File menu.
  2. Select Verify Data.
  3. If you see:
    • "QuickBooks detected no problems with your data," no further action is needed.
    • A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions.
    • "Your data has lost integrity," indicates there is data damage in the file. That said, you need to select Rebuild Data from the Utilities tab to correct the problem.

For more detailed instructions, check out the instructions provided from this link.

 

Next, proceed with updating or resetting your QuickBooks updates

 

Once completed, try submitting the direct deposit authorization again, if you're getting the same error, I encourage following the next solutions provided from this article: Fix data damage on your QuickBooks Desktop company file.

 

Let me know if you have any other QuickBooks or direct deposit questions. I'm a few clicks away to help. Keep safe always!

Cindy G
Level 1

issue submitting direct deposit authorization

Hi,

I went through all this yesterday with the support desk including the fix data damage. Still getting the 40001 error. Someone is supposed to call me back next week. Thanks for your help.

Candice C
QuickBooks Team

issue submitting direct deposit authorization

Good Morning, @Cindy G

 

Thanks for reaching back out to the Community. I'm glad that you were able to get in touch with our Customer Support Team. We'll wait to see what they say when you receive a call back from them next week. 

 

If you need any further assistance before you have your callback, don't hesitate to ask. The Community is always here to have your back. Bye for now!

lccdMT
Level 1

issue submitting direct deposit authorization

I'm having the same problem.  A one person office, I've never done direct deposit for just myself.  Now we are adding staff and I'd like to start.  I got the 40001 error with 2019 Desktop Pro and so tried the 2020.  It initially looked like I'd be able to.  But then I realized that all of my payroll taxes were messed up, I had to go back through the payroll items list to fix them.  Most of them are fixed, but am having other issues now.  Then I tried to set up direct deposit since it had looked like it was going to work when I first bought 2020 Pro Plus Desktop and now I'm getting the 40001 error again.  I can't seem to get anyone to call me back from QuickBooks.

Angelyn_T
QuickBooks Team

issue submitting direct deposit authorization

Hello, @lccdMT.

 

I appreciate the steps that you've taken to get this issue sorted out and let's ensure you'll be able to submit or process direct deposit seamlessly.

 

I'd like to check this specific error for you and get it taken care of myself. However, we need to gather enough details and personal information for a thorough investigation. For the security of your company and information, this is not something we can do here in the Community forum. That said, I encourage reaching out to our Support Team.

 

To get a call from our QuickBooks Desktop Support Team, you need to set a scheduled call back or choose a way to connect with support from the Help menu.

 

Here's how:

 

  1. Select QuickBooks Desktop Help from the Help menu.
  2. Search for something or enter a keyword on the search field, then click on the Contact Us link.
  3. Tap on the Get a callback button.

Once done, you may also read the topics from our QuickBooks Desktop Payroll help articles as additional guides about payroll and direct deposit.

 

Keep in touch with me if you still need more help with this. I'll be here. Keep safe!

lccdMT
Level 1

issue submitting direct deposit authorization

Thank you!  Finally got in touch with Support yesterday when I had the hours to deal with it.

 

Turns out something had happened to our Company Realm ID number over the past 20+ years and the one I had was not the same as the one Intuit had.  It took about 3 hours on the chat and on the phone, but we finally seem to have gotten Direct Deposit activated.  Whew.

lancpay
Level 4

issue submitting direct deposit authorization

I am having the same issue!  I have tried everything suggested in this thread and nothing works!!!  If this ISSUE has been going on since 2019 - then why hasn't it been fixed????????????????????  I am trying to set up a new client to start Direct Deposit in the new year and this should be an easy thing to do as it was in the past.  What has changed?

FIX THIS NOW - no excuses - shouldn't have to call you or you call me - JUST FIX IT!!!!!!!!!!!!!!!!!!!!!  We pay a lot of money for this to work!

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