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Experienced Member

State W-2 & Excel

I am trying to file with W-2 data with the state and using QuickBooks to generate the TXT file needed by the state.  The Excel sheet opens up OK and I am able to select the W2 "add in" OK.  However, during the interview portion, I am asked a question about the location and name of the file.  I don't change anything but I am stuck on this page.  If I select "next" or "back" nothing happens. 

 

Anyone else having this issue?  I updated all of my QuickBooks files manually and the problem remains.

 

Thanks

 

Mike Simmons

Solved
Best answer 01-16-2019

Accepted Solutions
QuickBooks Team

Re: State W-2 & Excel

Hello there, Mike_Simmons.

 

I'm grateful that you took the time to provide us with an update on the steps that you've tried. I'm here to help you get this issue sorted out.

 

I appreciate you letting us know about the difficulties you've encountered while using our product. This is not the service that we want you to experience. I'd encourage you to submit a bug report to our engineers, so this will be taken care of.

 

To do that:

  1. Click on Help at the top menu bar.
  2. Click on Send Feedback Online.
  3. Select Bug Report.
  4. Fill out the information needed.
  5. Then Send Feedback.

Doing this helps them open an investigation to verify what's causing the issue. 

 

I've also included here some articles about submitting W2's to your state in QuickBooks Desktop for your future reference: 

Please know that the Community has your back should you have any other question. We're always here to help. Wishing you and your business continued success. 

7 Comments
Established Community Backer ***

Re: State W-2 & Excel

The name and location are where you want to save the file locally.  You want it somewhere you can find it easily when you are logged in to your state site for uploading.  I can think that if your selected file path does not exist you could not continue. But I do not know any other reason unless excel has a popup under your current view that needs a response. A good failsafe is to save it to your desktop

Experienced Member

Re: State W-2 & Excel

Thanks.  The location of the file is not the issue.  The problem appears to be with the "add-in".  I have uninstalled and upgraded to a different version of Excel with the same results.  There are no other boxes but I will recheck.

QuickBooks Team

Re: State W-2 & Excel

Hello there, Mike_Simmons.

 

It would be my pleasure to answer any questions you may have about the exported W-2 file from the system.

 

Once you go on with the interview process from the exported Excel file, it's still linked to QuickBooks Desktop. Since you've mentioned that nothing happens when you click Next or Back, we'll need to repair the source of the data which is the QuickBooks program.

 

For more information about how you can repair, I'm adding the article down below:

 

Repair QuickBooks Desktop.

 

Once done, you can try exporting your state W-2 file again to check if the options from Excel will be responsive.

 

Please be sure to let me know if there's anything else I can do to help you succeed. You can reach out to me by posting a response below.

Experienced Member

Re: State W-2 & Excel

I went through these steps with Tech Support yesterday and the problem remained.

 

Thanks for the suggestion.

 

Mike Simmons

Moderator

Re: State W-2 & Excel

Hello Mike_Simmons,

 

We appreciate you calling in to get more help with your W-2 form. Let's try to do this manually.

 

Open up the W-2 file exported from QuickBooks Desktop. Go to the Excel application and open a new spreadsheet. Copy the information from the W-2 file, and paste it in to the new spreadsheet. Make sure that the columns and rows are copied correctly. Then, save it as Text (Tab delimited) type.

1.PNG

 Let me know if you have any questions. Thanks! 

 

Experienced Member

Re: State W-2 & Excel

The instructions were followed but the state of NC was very picky and did not like the data in the text file even though it was copied directly from the original file generated by QuickBooks.

 

I spent hours trying to get this resolved and I wound up just entering the data manually from the spreadsheet generated by QuickBooks.

 

I hope this issue gets resolved for 2019 taxes but it didn't seem to work very well this year for my application.

 

I appreciate the effort.

 

Mike Simmons

QuickBooks Team

Re: State W-2 & Excel

Hello there, Mike_Simmons.

 

I'm grateful that you took the time to provide us with an update on the steps that you've tried. I'm here to help you get this issue sorted out.

 

I appreciate you letting us know about the difficulties you've encountered while using our product. This is not the service that we want you to experience. I'd encourage you to submit a bug report to our engineers, so this will be taken care of.

 

To do that:

  1. Click on Help at the top menu bar.
  2. Click on Send Feedback Online.
  3. Select Bug Report.
  4. Fill out the information needed.
  5. Then Send Feedback.

Doing this helps them open an investigation to verify what's causing the issue. 

 

I've also included here some articles about submitting W2's to your state in QuickBooks Desktop for your future reference: 

Please know that the Community has your back should you have any other question. We're always here to help. Wishing you and your business continued success.