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jamespaul
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello, mlmh1222.

 

I can definitely help you file your W-2 and W-3 forms. 

 

You'll want to go to the Payroll Tax Center to start the filing process. 

 

Here's how: 

 

  1. Go to Taxes, then click the Payroll Tax tab.
  2. Click the Filings button.
  3. Choose Annual forms.
  4. Select W-2, Copies A & D.

 

w21.PNGW22.PNG

 

You can find more details about the process here: File your W-2 forms.

 

Also, you don't need to separately file the W-3 form. QuickBooks automatically sends the W-3 information to the agency. Note: If you don't have the annual forms option, then the Automatic Tax Scheduling is on. You'll want to turn it off from the Payroll settings:

 

  1. Click the Gear icon, then select Payroll settings.
  2. Expand the Taxes and forms section.
  3. Uncheck the Automate taxes and forms box.
  4. Click Save and Done

 

w23.PNG

 

After filing the W-2 forms, do you need a report to help you determine your previous year's liabilities? This article can help you accomplish that: Run payroll reports.

 

Here to assist you again if you have more questions with your payroll account. I can also help you record your transactions or run reports in QuickBooks Online. 

Prietaamor
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I need help with an specific question about reconciling my account

JonpriL
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello @Prietaamor,

 

Before we can accomplish your goal for today, may I ask for a few details saying you need help with your account reconciliation? Are you having trouble with resolving the difference for the next reconciliation?

 

Hope to hear from you soon. Stay safe!

mcline318
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

 [removed] is my case number

Ryan_M
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hi @mcline318,

 

Before I can proceed to assist with your concern, I'd like to ask you for additional details on your issue.

 

This way, I can share the necessary steps you need to take to resolve the issue. Or provide the answer to your question. 

 

If you want to continue contacting our Technical Support team, see this article: QuickBooks Online Support. It includes their hours of operation so you know when they're available. 

 

Post a reply if you need anything else about your QuickBooks Online company. I'll be around to take care of it. 

Sebateesto99
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I cancelled my Quick Books Online Account and QB Intuit Payroll Account and I am being charged the Monthly Fee at my Bank.

MJoy_D
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I'm here to help you stop those monthly charges, @Sebateesto99.

 

To verify where this charge is coming from and make sure you no longer will be charged moving forward, I suggest reaching out to our Customer Support. They can take a look of your subscription in a safe and secure environment and help you resolve it.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Provide us with some information about your concern.
  3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
  4. You'll now be provided options on how to connect to our Customer Support.

 

Here's the contact the QuickBooks Online Customer Support team article for more information. 

 

I'm always here if you need more help with your account. Take care and have a great rest of the day!

Jeannie6
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hi I am trying to figure out what charges are charged for Quickbooks on my Amex monthly

Angelyn_T
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hi, Jeannie.

 

Thank you for reaching out to us here on the Community forum.

 

I want to ensure you'll be able to identify the charges on your Amex account.
 

At this time, I recommend reaching out to our Support Team. This way, a live representative can review and discuss each monthly charges for QuickBooks securely.

 

Here's how you can contact support:

 

  1. Open your QuickBooks Online account, then go to the (?) Help icon.
  2. Choose the Talk to a human option (then type it again when prompted).
  3. When asked by the bot, enter a short description of your concern.
  4. Select I still need a human.
  5. Proceed with Contact us.
  6. Click Let’s talk, then choose either Get a call or Start messaging.

 

For the support's business hours, I encourage checking out the details from this link.

 

On the other hand, here are some of our helpful articles which you can read more about subscription rates and charges:

 

 

For additional resources, while working with QuickBooks in the future, you can also open the topics from our help articles.

 

Please let me know how else I can help you with your monthly QuickBooks subscription. I'm always here to help. Keep safe!

Cowgirl57
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I was unable to leave a survey reply. My first experience was with chat we got disconnected. Then I spoke with a support tech, and she handled my questions and guided me thru and the problem was solved. She did a great job. I told her that I would do the survey however it did not go thru. The only question asked was would I refer Quick Books unlikely or likely. 

Charlie Automotive
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Case number [removed] Lily assisted you with your company file,, we are still waiting for help on quickbooks files.

Rasa-LilaM
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello there, Charlie Automotive.


I can answer any questions you may have about QuickBooks. To ensure a timely solution, I need more details about your concern.


May I know what specific help you need? Did you encounter any errors when working in QuickBooks? Any details you can share will guide me on the troubleshooting we’ll have to perform to fix the issue.


Thanks in advance. I’m looking forward to hearing from you.

hmagee
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

My Case number is [removed]

RenjolynC
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Good day, hmagee.

 

The Community is a live forum that all users can use and chime in on. While we're unable to view the details of your case number here, I recommend contacting our Customer Care Team. They can pull up your account and check the status of your concern.

 

Here's how:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.

If you have the new QuickBooks Assistant help update, you can follow these steps:

 

  1. In your QuickBooks Online account, go to the Help > Assistant.
  2. Type Talk to a human and click the Contact a human button.
  3. Select Live Chat / Call me back.

You can also share the issues you've encountered here. We might be able to provide the solutions to resolve it. 

 

Please feel free to leave a reply below and I'll get back to you as soon as I can. Take care!

rexeland
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I would like to have the same dashboard appear on my phone that shows on my desktop computer.

JessT
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

It's great to see you in the Community, rexeland!

 

This would be an interesting idea. However, the app version is purposely made to be simpler due to the size of the screen on mobile devices. It would be uncomfortable to see a small dashboard with tiny buttons and graphs.

 

If you really want to experience this, you can sign in to your QBO company using a mobile browser. Then, change your setting to Desktop view, and your display will look like in the screenshot below.

 

 

The option to switch to Desktop view depends on the browser you use, but generally, when you open a browser, you can tap the Menu icon and choose Desktop view.

 

Let me know if you have other questions about displays or anything about QuickBooks. Have a good day!

gault3251
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I need help signing in to my Quickbooks Online Payroll Core account

Tori B
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hey there, @gault3251.

 

Thanks for following along with the thread and sharing your concerns. 

 

To clarify, what type of help are you needing to get signed in to Online Payroll Core? Are you getting any error messages? Have you forgotten your login credentials? 

 

If you're getting an error message, would you mind sharing a screenshot of it? However, if you're having some issues with your credentials, then I recommend recovering them. 

You can follow the steps below. 

 

  1. Go to your Intuit account, then enter either your phone number or email in the box. 
  2. Click the Sign-in button. 
  3. Enter your password in the box and tap Continue. If you receive any error message, click Get a code to (phone number) or Sign differently
  4. Enter the code in the field and follow the on-screen instructions. 
  5. From there, select the Sign in and security button on the left side.
  6. Review your User IDEmail address, and Password. Modify it if needed. 

 

I'll be sure to keep an eye out for your reply and look forward to chatting with you soon. Please let me know if you have any questions or concerns. Take care! 

case number 1573157439
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Please we need to know when can we received our payment?

Catherine_B
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello there, case number 1573157439.

 

I'd like to ask which payment you want to receive so I can walk you through the correct steps. 

 

If you're referring to a customer payment made through QuickBooks Payments, you can reach out to our Payment Support Team so they can track it with you. However, if you're referring to a subscription refund, you'll want to contact our Phone Support Team. They can pull up your account in a safe and secure environment and give you more fino on how to process it. If you have an existing case with us, you'll want to get an update as well.

 

 I'll be here always if you need further assistance. Don't hesitate to comment again on this thread.

lois10
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

My current cast number is [case number removed]. I have done some of the suggested things but need help to proceed.

Thank you

 

Rubielyn_J
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Thanks for posting here in the Community, @lois10. It's my priority to ensure you're issue be resoled.

 

While we're unable to view the details of your case number here, I suggest contacting our support team directly. They can pull up your account and check the status of your concern.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.

    qbo support.PNG
  5. Select Get help from a human.

    qbo support 1.PNG
  6. Click either Chat with us or Have us call you button.

    qbo support 2.PNG

 

Meanwhile, I'll be adding this great Community resource in case you've got other QuickBooks concerns such as setting up payments, managing your income and expenses, running reports, etc. Please refer to this article for more details: Community help articles.

 

Keep me posted if you have other questions with QuickBooks. I'm always here to help. Stay safe always.

not geting copied from reacuring
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

On my invoices to be mailed out I’m not able to change the customer email?

not geting copied from reacuring
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I change the customer email info but it not changing in the system?

not geting copied from reacuring
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Reacuring is able to change. But in my contact info it down not regester new emails 

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