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don38
Level 2

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

 
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Best answer April 06, 2020

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don38
Level 2

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

Found the answer - cannot e-File if any errors

Have been filing form 941 with Quick books for 12 years and never checked the box "Print Schedule B for your records only" because I don't need to, including my e-Filing for 4th Qtr 2019 - All the past filings have shown the error "Form 941/Schedule B Interview" but allowed me to print or e-File

But now Quick books will not allow you to e-File unless you check that box - you cannot have any errors in the form to e-File

View solution in original post

7 Comments
IamjuViel
QuickBooks Team

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

Hello, @don38.

 

I appreciate you for sharing the troubleshooting steps you've performed. Let's view your audit trail to see the status of your payroll tax form.

 

Here's how:

  1. Click Employees located at the top, and select Payroll Center.
  2. From the Payroll Center, click the Pay Liabilities tab.
  3. Under the Payment History section, select the E-Payments tab.
  4. Select the View link in the Audit Trail column for more details.
  5. In the Filing History section, click the E-Filings tab.
  6. Select the View link in the Audit Trail column for more details.

Just a heads-up, once you override the data in the tax form that you're about to e-File, you'll no longer to submit it via QuickBooks. Though, you can print and submit the W-2 form manually to the agency. You can read through this article for more details: E-File forms or E-Pay button is grayed out.

 

Feel free to notify us if you have other questions.  

don38
Level 2

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

In Payment History - Have nothing in E-payments 

The payments I made for 4th Quarter 2019 where with the old Enhanced Payroll subscription which was cancelled when I upgraded to Quick Books Desk Top 2020 with Enhanced Payroll.

Do I have to go through the whole e-File setup again and get a new IRS 10 digit PIN?  Is there anyway to transfer my old e-File setup with Quick books and use the IRS 10 digit PIN I have?

I have the service key - looking at the confirmation order it reads 

This doesn't mean only ONE employee?

Order information - Order # : [removed]8

Qty

Item

Change

1

Intuit Quick Books Payroll Annual Subscription One Employee Included Enhanced

No change

1

Intuit QB Payroll Monthly Per Employee Fee

Added

Catherine_B
QuickBooks Team

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

Hello there, don38. 

 

To bring over our payroll data, we can restore the back cup of the previous company file to he updated one. Then, we'll re-enter the new payroll service key of our new subscribed payroll. 

 

Let's take note that when we open a backup in the same folder as the existing one, we may overwrite your data. To avoid this form happening, we can rename the existing company file or the back up with unique names, or save one company file on a separate folder. 

 

I'll show you how:

  1. Let's open our QuickBooks Desktop 2020 company file. 
  2. From the File menu select, Open or Restore Company.
  3. Select Restore a backup copy and then Next.
  4. Click Local Backup and then Next.
  5. Browse your computer for your backup company file. 
  6. Select a folder to decide where to save your restored company file. Then, select Open.
  7. Click Save.

For more details on how to restore a backup, check out this article: Restore a backup of your company file. Then, to edit the payroll service key, we can use this reference: Activate QuickBooks Desktop Payroll

 

Feel free to get back to me if you need more help. Take care!

don38
Level 2

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

Got some problems at the store - will do the backup and rename of company file when I get back - give a couple of hours

don38
Level 2

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

I want to be sure I understand the steps so I will list them 

- also when I switched from 2017 to 2020 support had me use the backup file from 2017 to import into 2020.

 

I have made a backup of current company file - have copied the company file to a new folder

Step 1 -Open or Restore Company - Restore Backup - local backup - browse to last backup of the 2017 company file - restore

Here I'm not sure of next step will I get the option of where to save the restored file?

Then open the restored file and go with the enter Service Key?

 

GlinetteC
Moderator

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

Thanks for getting back to us, don38.

 

Allow me to share additional information about this. Yes, it will then create another file for the restored ones. We'll have to make sure to choose another folder to save the restored files then re-enter the Service Key.

 

We can check out this article for your reference: Enter or Edit Your Payroll Service Key.

 

Please keep us updated on how this turns out. We want to make sure everything is taken care of for you. If you have any other additional concerns, you can post them anytime here. We're here to help.

don38
Level 2

Upgraded QBDT 2017 w/EP to QBDT 2020 w/EP. e-Filed 2019 now can't e-File. Did refresh filing status and Payroll Svc acct shows active - Any ideas?

Found the answer - cannot e-File if any errors

Have been filing form 941 with Quick books for 12 years and never checked the box "Print Schedule B for your records only" because I don't need to, including my e-Filing for 4th Qtr 2019 - All the past filings have shown the error "Form 941/Schedule B Interview" but allowed me to print or e-File

But now Quick books will not allow you to e-File unless you check that box - you cannot have any errors in the form to e-File

View solution in original post

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