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Join nowWe use QuickbooksDesktop with Payroll Enhanced, and have recently setup 401K with Guideline with a 360 sync between QB and Guideline. However, on sync we saw that guideline incorrectly filled out some Payroll Items. We have contacted Guideline team and waiting for them fix things on their side; however, a question has come up - how do we vet things that get updated due to the Guideline sync. The problem is that we don't know where to find a list of QB changes that were made as a result of that sync. It appears that both the Audit Trail and the Payroll Detail Review report, but report on logs of actual transaction changes. Instead, what we need is a log of what a given sync w/Guideline changed in our QB: these are non-transaction changes, primarily Payroll Item changes, but maybe other changes as well (we don't know, since we can't find such a log). Given that now we now know that Guideilne sync can have bugs, we need to have an internal process of efficiently vetting their sync changes before we do each payroll / file taxes. Such a log of changes would let us do that.
Thanks for laying out the details of your concern, @zhenoko.
I'll route you in the right support available to help you determine those sync changes.
Since QuickBooks Desktop rely on the data that Guideline 401k integrates, contacting their support team again is our potential resolution.
I understand that you've already contacted them and waited for them to fix things on their end, but you can reach out to them again to ask for updates. Thus, they have tools to see the changes that sync has made. You can check out this reference to see their contact details: Get a Guideline 401(k) plan through QuickBooks Desktop Payroll.
To ensure your payroll reports are accurate and liabilities are reconciled in the future, check out this guide: Pay your non-tax liabilities in QuickBooks.
Let me know how else I can help you with the Guideline plan by commenting below. I'm here to lend a helping hand. Keep safe.
Thank you. The reason, I'm asking this question here is because it sounds like there should be a generic QB feature to see a log of all changes being made. Is there no such log on QB end?
Another problem that we are having, is that the items that synced from Guideline, we can't manually edit. So the bug is creating wrong values, we want to correct them to process payroll correctly, and CAN NOT because they are uneditable.
We need Quickbooks Desktop to:
a) give us a list of changes that Guideline makes with each sync (mentioned above) so that we can check whether there are bugs w/integration
b) give us a way to manually correct these issue
Otherwise, this integration is creating a screwed up state of QB Desktop, that it is impossible to undo. A huge problem.
On the particular bug - this is what Guideline says, by the way:
"
Our team has identified the issue. Intuit's coding does not allow for decimals in the employer match, so all the matches that should be 3.5% are being reverted to 3%. We have escalated this issue to Intuit for a resolution and they are working on updating their coding. At this time, we cannot change the match ourselves and are waiting on Intuit for a fix.
"
Thanks for following up with the Community, zhenoko.
I can certainly understand how something more than the Audit Trail report could be useful and have submitted a suggestion as of today.
You can also submit your own feature requests while using QuickBooks.
Here's how:
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.
Please don't hesitate to send a reply if there's any additional questions. Have a lovely Wednesday!
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