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PhyllisTJ
Level 2

Direct Deposit screen won't load

We host QuickBooks on a terminal server for our clients. One of our clients (using Enterprise 2022 Desktop) is trying to set up direct deposit. However, when she clicks on the option to set up direct deposit in the Employees menu, it will not connect. It just spins and spins the pretty blue dots. The server uses Chrome as its default browser. Is there something we need to do with Chrome, or perhaps with the firewall in general, to get this to work? Alternately, do we need to install Microsoft Edge? I know Microsoft discontinued support for Internet Explorer and I would hope that we don't need to do anything regarding IE, but if that's what we should be looking at, what should be be looking for?

 

Solved
Best answer November 28, 2022

Best Answers
Nicole_N
QuickBooks Team

Direct Deposit screen won't load

Hi @PhyllisTJ, I'd be glad to help you sort this out.

 

If your Windows firewall blocks internet access for specific QuickBooks programs or files, you may see an error message. Make sure that there are no restrictions on your server so you can access QuickBooks successfully.

 

If you configured your firewall but still have issues, check your antivirus settings. Make sure QuickBooks has general permissions so it's not blocked.


In the meantime, let's perform some troubleshooting steps to successfully set up your direct deposit in QuickBooks Desktop (QBDT).

 

Let's begin with updating your QBDT program to bring in the new updates from the Intuit server. 


Here's how:

 

   1. Open QuickBooks Desktop and go to the Help menu.

   2. Select Update QuickBooks Desktop.

   3. Go to the Update Now tab. Tip: You can select the Reset Update checkbox to clear all previous update downloads.

   4. Click Get Updates to start the download.

 

Once done, accept the option to install the new update. Then, restart the program and try to set up Direct Deposit again. If the issue persists, another workaround is to run the Verify and Rebuild Data process within your company file to fix the error and other issues you're experiencing in QBDT.

 

   1. Go to the File menu.

   2. Select Utilities.

   3. Click Verify Data. Then, select OK to close all windows.

 

You can now restart the program after the process and check if you're now able to set up Direct Deposit.

 

If the same thing happens, I recommend reaching out to our support team. They have the necessary tools to check your account securely and perform a screen-sharing session to determine its root cause. 

 

You can also read this article about managing direct deposit: Set up and manage direct deposit for your contractors. 

 

Should you need assistance with setting up direct deposit or any other QuickBooks concerns, feel free to leave a comment below. I'm always here to help. Take care and have a nice day! 

View solution in original post

2 Comments 2
Nicole_N
QuickBooks Team

Direct Deposit screen won't load

Hi @PhyllisTJ, I'd be glad to help you sort this out.

 

If your Windows firewall blocks internet access for specific QuickBooks programs or files, you may see an error message. Make sure that there are no restrictions on your server so you can access QuickBooks successfully.

 

If you configured your firewall but still have issues, check your antivirus settings. Make sure QuickBooks has general permissions so it's not blocked.


In the meantime, let's perform some troubleshooting steps to successfully set up your direct deposit in QuickBooks Desktop (QBDT).

 

Let's begin with updating your QBDT program to bring in the new updates from the Intuit server. 


Here's how:

 

   1. Open QuickBooks Desktop and go to the Help menu.

   2. Select Update QuickBooks Desktop.

   3. Go to the Update Now tab. Tip: You can select the Reset Update checkbox to clear all previous update downloads.

   4. Click Get Updates to start the download.

 

Once done, accept the option to install the new update. Then, restart the program and try to set up Direct Deposit again. If the issue persists, another workaround is to run the Verify and Rebuild Data process within your company file to fix the error and other issues you're experiencing in QBDT.

 

   1. Go to the File menu.

   2. Select Utilities.

   3. Click Verify Data. Then, select OK to close all windows.

 

You can now restart the program after the process and check if you're now able to set up Direct Deposit.

 

If the same thing happens, I recommend reaching out to our support team. They have the necessary tools to check your account securely and perform a screen-sharing session to determine its root cause. 

 

You can also read this article about managing direct deposit: Set up and manage direct deposit for your contractors. 

 

Should you need assistance with setting up direct deposit or any other QuickBooks concerns, feel free to leave a comment below. I'm always here to help. Take care and have a nice day! 

PhyllisTJ
Level 2

Direct Deposit screen won't load

We followed all the steps in that document, but were still unable to load the screen. The client reached out to Intuit's support (third try) and after trying several other things the agent she spoke to discerned an error in one of the codes that had been entered in her payroll (She didn't quite recall which one when she told me about it, but thought it might be region code.) Once that was corrected she was able to continue to set up direct deposit.

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