Help Articles topics https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles Help Articles topics Tue, 15 Oct 2019 09:56:55 GMT help-articles 2019-10-15T09:56:55Z Transfer app ownership or disconnect apps https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/transfer-app-ownership-or-disconnect-apps/01/393585#M8436 Learn how to transfer app ownership or disconnect an app in QuickBooks Online. If you find yourself needing to disconnect a third-party app or transfer the ownership to another user, you can quickly do this in QuickBooks Online. Here’s how. How to transfer an app connection If you’d like to continue using the app, you’ll need the administrator to transfer the ownership. This allows you to take over the app connection for your company. From the left menu, select Apps. Search for the app you're transferring. Select the app, then select Get App Now. Review the message details and select Connect anyway. Adjust the settings as necessary, then make sure the app is now associated with the new user ID. How to disconnect an app If you’d like to disconnect an app from your company and stop the app’s functionality: From the left menu, select Apps. Select My Apps, then find the app you’d like to disconnect. Select the Action ▼ dropdown, then select&nbsp;Disconnect. Complete the short questionnaire. Select Disconnect. Sat, 12 Oct 2019 09:17:59 GMT https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/transfer-app-ownership-or-disconnect-apps/01/393585#M8436 QuickBooksHelp 2019-10-12T09:17:59Z Set up time off policy in Online Payroll https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-time-off-policy-in-online-payroll/01/393562#M8435 Paid time off, Unpaid time off,&nbsp; sick pay, vacation pay&nbsp;and holiday pay&nbsp;are pay types you can use to compensate employees while they aren't at work according to their hourly rates. Use the steps below to create and assign time off policies, and to answer specific questions about how these pay types are accrued. Use the information below to answer common questions about time off pay types in Quickbooks Online Payroll and Intuit Online Payroll. How do employees earn time off? For each policy, you can choose how you want employees to accrue paid time off, unpaid time off, sick pay and vacation or holiday hours. At the beginning of the year We'll credit the total hours you enter for the employee on the first paycheck of the following year (typically in January). Enter your employees' current balances as part of their setup. Each pay period Each pay period We'll automatically calculate accruals each time you create a paycheck based on the number of pay periods in the year. The following table shows the hours accrued per pay period for the common number of hours earned per year: Hours earned per year Weekly Biweekly Twice a month Monthly 40 hours 0.7692 1.5385 1.6667 3.3333 80 hours 1.5385 3.0769 3.3333 6.6667 120 hours 2.3077 4.6154 5.0000 10.0000 160 hours 3.0769 6.1538 6.6667 13.... Sat, 12 Oct 2019 07:14:21 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-time-off-policy-in-online-payroll/01/393562#M8435 QuickBooksHelp 2019-10-12T07:14:21Z Discover the QuickBooks Community https://quickbooks.intuit.com/learn-support/en-us/help-articles/discover-the-quickbooks-community/01/392307#M8433 If you have any topics about QuickBooks or anything related to your business or practice, consider joining the QuickBooks Community! It’s a place for you to connect with experts and peers. Feel free to post a question, get answers, share tips, ideas, and more. Here’s how: Go to QuickBooks Community. Select Sign In, then QuickBooks Community. Select QuickBooks Q&amp;A. Next to QuickBooks Q &amp; A for, select your QuickBooks product from the ▼ drop-down menu. Choose a topic, then select Start a discussion. Enter a subject and your question or discussion topic, then select Post. Thu, 10 Oct 2019 07:56:40 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/discover-the-quickbooks-community/01/392307#M8433 QuickBooksHelp 2019-10-10T07:56:40Z Take-home pay explained https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392144#M8432 Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable&nbsp; expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period). Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections. Thu, 10 Oct 2019 02:41:54 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392144#M8432 QuickBooksHelp 2019-10-10T02:41:54Z Business Health Dashboard https://quickbooks.intuit.com/learn-support/en-us/help-articles/business-health-dashboard/01/392143#M8431 Small businesses need to make critical decisions everyday. These decisions help keep their business healthy and strong, but sometimes they don’t have the financial expertise to make these decisions. As an accountant, you can help push businesses to the next level by providing advisory services. The business performance dashboard is a tool to help you provide the best advice to your clients. How to view the business health dashboard From the client's account, select Overview. Select Business Health. How to navigate the dashboard The business performance dashboard helps you keep your client on track by using a more visual and consolidated view into their financial health. There are currently two sections in the dashboard and we will continue to add functions and make improvements as we collect feedback. Key metrics compare how the business is doing financially against the prior time period. To adjust the time period, select the drop-down and choose the time period. Green circle: The numbers are looking better compared to the past period. Orange circle: Indicates the number isn’t doing as well as the past period. How to use trends Trends will show a holistic performance of the business in a visual view without having to manually pull the data together.&nbsp; You can use the trends to ... Thu, 10 Oct 2019 02:41:47 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/business-health-dashboard/01/392143#M8431 QuickBooksHelp 2019-10-10T02:41:47Z Adjust your inventory of finished goods https://quickbooks.intuit.com/learn-support/en-us/help-articles/adjust-your-inventory-of-finished-goods/01/392079#M8430 Learn how to adjust your inventory of finished goods in QuickBooks Desktop Premier, Enterprise, or Accountant. New to tracking the products you manufacture? QuickBooks lets you combine inventory parts and other items to build a product. Check out our inventory assembly overview to learn how to get started. QuickBooks automatically updates your inventory when you build and sell your finished goods. But depending on the situation, you might have to make manual adjustments from time to time. If you’re not sure how to do this, don’t worry. We’ll help you create the adjustment you need. Step 1: Decide what kind of of adjustment you need There are two ways to adjust your stock of finished goods. Unbuild a product you assembled When you unbuild, you decrease an assembly’s quantity and return its components back to your stock. Follow this method if you need to reuse those components. Adjust your stock of finished goods without affecting stock of components Follow this method if you don’t have to return an assembly’s parts to your inventory. For example, if a product breaks and you can no longer reuse its parts. Or if its cost changes because of seasonal demand. Step 2: Create your adjustment Once you know what kind of adjustment you need, here’s how to create it. Unbuild a product you... Thu, 10 Oct 2019 02:40:38 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/adjust-your-inventory-of-finished-goods/01/392079#M8430 QuickBooksHelp 2019-10-10T02:40:38Z Take home pay explained https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392077#M8429 Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period.) Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections. Thu, 10 Oct 2019 01:41:59 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392077#M8429 QuickBooksHelp 2019-10-10T01:41:59Z Quickbooks keeps asking me to sign into my payments account https://quickbooks.intuit.com/learn-support/en-us/web-integration/quickbooks-keeps-asking-me-to-sign-into-my-payments-account/01/390922#M8428 When accessing web based services (i.e. Merchant Services)&nbsp;within QuickBooks, a connection to the web is made. QuickBooks&nbsp;can be configured to&nbsp;either automatically connect each time or&nbsp;prompt for a password each time such a connection is made. To change this setting perform the following: 1. In QuickBooks go to the Edit drop-down menu. 2. Select Preferences. 3. Click on Service Connection. 4. Open the Company Preferences tab. 5. Select the appropriate option to either Automatically connect or Always ask for a password. 6. Click the OK button to save the settings. Tue, 08 Oct 2019 07:38:11 GMT https://quickbooks.intuit.com/learn-support/en-us/web-integration/quickbooks-keeps-asking-me-to-sign-into-my-payments-account/01/390922#M8428 QuickBooksHelp 2019-10-08T07:38:11Z How to Use the QuickBooks Mobile App https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/how-to-use-the-quickbooks-mobile-app/01/390882#M8426 <A href="https://www.youtube.com/watch?v=yAUIq-k4OdA" target="_blank">https://www.youtube.com/watch?v=yAUIq-k4OdA</A> Tue, 08 Oct 2019 02:23:56 GMT https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/how-to-use-the-quickbooks-mobile-app/01/390882#M8426 QuickBooksHelp 2019-10-08T02:23:56Z Record a credit memo or refund in QuickBooks Desktop for Mac https://quickbooks.intuit.com/learn-support/en-us/help-articles/record-a-credit-memo-or-refund-in-quickbooks-desktop-for-mac/01/390759#M8425 Learn how to create a credit memo or refund and apply it to a customer in QuickBooks Desktop for Mac. Create a credit memo or issue a refund check when you need to return money to your customer. Choose the option that fits your needs. Create a credit memo Select Customers and then Create Credit Memos/Refunds. Enter the info for the credit memo or refund. Then select Save. To edit an existing credit memo: Select Company and Transaction Center. Then, Credit Memos. Select a credit memo from the list on the left panel. Edit the info and select Save. Write a refund check When you need to refund a customer, create a credit memo first, then write the refund check. Open the credit memo you want to use for the refund. Select the Refund icon. Make sure all the info on the check is right. Use Accounts Receivable for the account in the detail area and select Save. Select Customers and then Receive Payments to link the check to the payment. Select your customer. You'll see the amount of the credit in the Existing Credits field and the refund check at the bottom section of the window. Select Apply Existing Credits? Enter the amount in the Payment column and select Save. Tue, 08 Oct 2019 02:23:16 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/record-a-credit-memo-or-refund-in-quickbooks-desktop-for-mac/01/390759#M8425 QuickBooksHelp 2019-10-08T02:23:16Z Payroll Tax Compliance Links https://quickbooks.intuit.com/learn-support/en-us/help-articles/payroll-tax-compliance-links/01/390758#M8424 Use this information to ensure compliance with state payroll tax regulations. Find details on tax forms, withholdings, unemployment and other tax, e-file and pay information, general state and agency information, and employer registration. Alabama - Idaho Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois - Missouri Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana - Pennsylvania Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico - Wyoming Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Federal Payroll Tax Compliance Internal Revenue Service Social Security Administration Tue, 08 Oct 2019 02:23:07 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/payroll-tax-compliance-links/01/390758#M8424 QuickBooksHelp 2019-10-08T02:23:07Z QuickBooks Reactivation Request https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-reactivation-request/01/390702#M8423 You recently contacted QuickBooks Customer Care and requested your account be reactivated. Please fill out the form below with the nine digit case number you were provided by Support and attach a copy of your photo ID. The security team will process your request. <SPAN data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></SPAN><SPAN data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></SPAN><SPAN data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></SPAN> Mon, 07 Oct 2019 20:08:34 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-reactivation-request/01/390702#M8423 QuickBooksHelp 2019-10-07T20:08:34Z Risk of data file corruption and data loss for QuickBooks Desktop for Mac users who attempt to run QuickBooks on macOS Catalina https://quickbooks.intuit.com/learn-support/en-us/product-system-requirements/risk-of-data-file-corruption-and-data-loss-for-quickbooks/01/390504#M8422 Find out how to continue to safely use QuickBooks Desktop for Mac on the new macOS, Catalina. Apple recently released macOS v10.15, nicknamed Catalina. As of the Catalina launch date, Intuit will continue to support current versions of QuickBooks Desktop for Mac (2019 and 2020) on the new Catalina operating system -- via required updates. Currently supported versions of QuickBooks Desktop for Mac Intuit has identified data file incompatibility issues between earlier versions of QuickBooks Desktop for Mac 2019 and 2020 and Apple’s new macOS Catalina. These issues may cause data loss and crashes. Based on testing, specific scenarios that may present these risks include conversion of a company file from Mac to Windows and/or Windows to Mac, rebuild of a company file, and restore of a company file. Users of QuickBooks Desktop for Mac 2019 and 2020 must download and install the latest free updates of QuickBooks Desktop for Mac 2019 (R7) or 2020 (R2 or later) if they plan to use macOS Catalina. This update should only take a few minutes. To find your version and release details inside QuickBooks, go to Help &gt; Product Information.&nbsp; If you are are a QuickBooks Desktop for Mac 2019 or 2020 user, you can download the latest releases by going to QuickBooks &gt; Check for QuickBooks Updates.... Thu, 10 Oct 2019 02:40:46 GMT https://quickbooks.intuit.com/learn-support/en-us/product-system-requirements/risk-of-data-file-corruption-and-data-loss-for-quickbooks/01/390504#M8422 QuickBooksHelp 2019-10-10T02:40:46Z Combine your inventory items to build finished goods https://quickbooks.intuit.com/learn-support/en-us/help-articles/combine-your-inventory-items-to-build-finished-goods/01/389756#M8421 Learn how to use inventory assembly items to build and track your finished goods.&nbsp;You can do this in QuickBooks Desktop Premier, Enterprise, or Accountant. New to tracking the products you manufacture? QuickBooks lets you combine inventory parts and other items to build a product. Check out our inventory assembly overview to learn how to get started. Once you set up your product’s bill of materials, you can start building. When you build a new product, QuickBooks updates the stock of components you use. You don't have to worry about manually tracking your product's parts or materials. Assemble your product in QuickBooks From the Inventory menu, select Build Assemblies. Note: Don't see the Inventory menu? Go to Vendors and select Inventory Activities. Then Build Assemblies. Select the product you want to build from the Assembly Item drop-down. Check the quantity available for this product at the top. This helps you know how many more you need to build. Tip: Quantity available is how many of this product you have on hand, minus what’s ordered by customers and reserved for pending builds. You can see the list of components you need to build your product. Review the quantity on hand, quantity needed, and other info. Add the&nbsp;Quantity to Build. The numbers in Qty Needed column gets ... Fri, 11 Oct 2019 09:07:41 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/combine-your-inventory-items-to-build-finished-goods/01/389756#M8421 QuickBooksHelp 2019-10-11T09:07:41Z Set up your product’s bill of materials https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-your-product-s-bill-of-materials/01/389755#M8420 Learn how to set up a product you manufacture using components in your inventory. You can do this in QuickBooks Desktop Premier, Enterprise, or Accountant. New to tracking the products you manufacture? QuickBooks lets you combine inventory parts and other items to build a product. Check out our inventory assembly overview to learn how to get started. Here's how to set up a list of all the components you use to build a product. In QuickBooks, we call this list your bill of materials. It lets you organize and track the products you assemble from inventory parts and then sell. Tip: For products that you buy or sell together but don’t track as a single item, create a group item instead. For example, a gift basket of fruit, cheese, or wine. Create an inventory assembly to track your bill of materials You can add your bill of materials using an item called inventory assembly. Once you’re done, you can use this item to start building your product. From the Lists menu, select Item List. Select the Item ▼ drop-down and then New. Then, select Inventory Assembly. Add your product’s name or build number. If you buy from a vendor, select I purchase this assembly item from a vendor. Note: Select this if you buy this product assembled from a vendor. If you build the product yourself, skip th... Fri, 11 Oct 2019 09:07:43 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-your-product-s-bill-of-materials/01/389755#M8420 QuickBooksHelp 2019-10-11T09:07:43Z Update your payment information with Apple Billing https://quickbooks.intuit.com/learn-support/en-us/billing-solutions/update-your-payment-information-with-apple-billing/01/190243#M8419 On your iPhone, iPad, or iPod touch Go to Settings &gt; [your name] &gt; iTunes &amp; App Store. ​Tap your Apple ID, then tap View Apple ID. You might be asked to sign in. Tap Payment Information. Edit your payment information to reflect what's current with your financial institution. Then tap Done. On your Mac or PC On your Mac or PC, you can edit your payment information using iTunes or on the web. You can also edit your payment information in System Preferences on a Mac. If you have a PC, you can use iCloud for Windows. iTunes To open iTunes and sign in to your Account Information page, follow these steps: From the menu bar at the top of your computer screen or at the top of the iTunes window, choose Account &gt; View My Account. Sign in with your Apple ID. On the Account Information page: To the right of Payment Type, click Edit. You can see which payment methods the iTunes Store accepts in the Payment Method section. If you're using Family Sharing, and purchase sharing is turned on, only your family organizer can update your payment information. Change or remove your information. To remove the payment method, select None. Get help if you don't see None or can't select it. Click Done. On the web You can change to a different credit or debit card by signing in to your Apple ID account p... Tue, 08 Oct 2019 17:08:51 GMT https://quickbooks.intuit.com/learn-support/en-us/billing-solutions/update-your-payment-information-with-apple-billing/01/190243#M8419 QuickBooksHelp 2019-10-08T17:08:51Z View your balance sheet (iPhone, iPad) https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/view-your-balance-sheet-iphone-ipad/01/186169#M8418 Learn how to view your balance sheet using your QuickBooks Online mobile app. Do you want to check out your balance sheet quickly? You can easily view it using your mobile app&nbsp; We'll show you how. On the mobile app, the Balance Sheet is only "As of Today." To see a different date range log in to your QuickBooks Online from a web browser. To view today's balance sheet, follow these steps. iPhone Select the hamburger icon (☰). From the left menu, choose Balance Sheet under Reports Scroll to see your assets and liabilities iPad&nbsp; Select the hamburger icon (☰). Select&nbsp;Reports. Profit &amp; Loss opens by default. To switch to Balance Sheet, select the title of&nbsp;the report. Then select Balance Sheet. Tue, 08 Oct 2019 01:23:59 GMT https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/view-your-balance-sheet-iphone-ipad/01/186169#M8418 QuickBooksHelp 2019-10-08T01:23:59Z Change the reboot time for IPP350 v4 PIN pads https://quickbooks.intuit.com/learn-support/en-us/help-articles/change-the-reboot-time-for-ipp350-v4-pin-pads/01/389211#M8417 IPP350 v4 PIN pads require a mandatory reboot every 24 hrs in order to meet compliance standards. The default reboot time is 3:00 AM, but you can schedule a time that’s most convenient for your business. We’ll show you how. How to update your daily PIN pad reboot time Select File, then select Preferences. Select Workstation. Select Pinpad reboot settings. Enter the time you’d like the PIN pad to reboot, then select Save. Once you save, you’ll need to wait for the PIN pad to reboot one last time randomly, then the new reboot time will take effect. Note: These settings apply to the PIN pad. If you move it to a different workstation, you’ll need to set a new PIN pad reboot time if you’d like to change it. Sat, 05 Oct 2019 06:07:48 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/change-the-reboot-time-for-ipp350-v4-pin-pads/01/389211#M8417 QuickBooksHelp 2019-10-05T06:07:48Z How to change a client’s status in QuickBooks Online Accountant https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-change-a-client-s-status-in-quickbooks-online-accountant/01/186314#M8416 Client rosters change all the time. QuickBooks Online Accountant makes removing, re-adding, or deleting a client's status quick and easy. In cases where you need to remove a client from your QuickBooks Online Accountant that client has to become inactive. (Note: If you made a client inactive, you can easily make them active again.) You can also permanently delete a client so it no longer shows in your client list. Note:&nbsp;Making a client inactive will still allow you to access the client if you need to and can be reversed at any time. How to make a client inactive There may be times when your interaction with a client temporarily ends. This is common for accountants who only perform quarterly or annual work for a client. In situations like this, you can minimize clutter in your client list by making a client inactive. In the Navigation menu, click Clients&nbsp;to display your Client List. Click on the client's name. From the Edit Client&nbsp;drop-down menu, select Make inactive. When prompted, Are you sure you want to make client name inactive?, choose&nbsp;Yes. After selecting Yes, you will receive a notification that the client is now inactive. Your client will no longer show in the client list. Note: The client will now have "(deleted)" after its name. This does not mean that the data has a... Wed, 02 Oct 2019 00:26:47 GMT https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-change-a-client-s-status-in-quickbooks-online-accountant/01/186314#M8416 QuickBooksHelp 2019-10-02T00:26:47Z Delete all of your data https://quickbooks.intuit.com/learn-support/en-us/bank-feeds/delete-all-of-your-data/01/186331#M8415 Learn how to delete your data in QuickBooks Self-Employed. You can remove all your data in QuickBooks Self Employed so you can have a clean start at any time. &nbsp;Important: Deleting an account permanently removes all data associated with it. This includes all transactions and any special calculations such as split percentages. You CAN’T undo this action. Delete all your data from a web browser Delete imported CSV files Go to the Gear icon and select Imports. Select the bank name with imported .CSV files. When you see the list of imported files, select the trash icon to delete all the transactions imported with that file. Delete data from connected accounts Go to the Gear icon and select Bank Accounts. Find the account you want to delete, then select the trash icon at the top right. Enter “DELETE”, then select Delete to confirm. Delete all your data from the iOS app Select the profile icon, then Settings. Select Bank Accounts, then choose the bank connection you want to delete. Select Delete Bank at the bottom of the bank details. You’ll receive a prompt to confirm. Delete all your data from the Android app From the menu ☰, select Settings, then Bank Accounts. Select the three dots icon next to the bank connection you want to delete. Select Delete Bank, then Delete to confirm. Af... Tue, 01 Oct 2019 21:17:00 GMT https://quickbooks.intuit.com/learn-support/en-us/bank-feeds/delete-all-of-your-data/01/186331#M8415 QuickBooksHelp 2019-10-01T21:17:00Z Set a default date range https://quickbooks.intuit.com/learn-support/en-us/run-reports/set-a-default-date-range/01/186326#M8414 Learn how to set a default date range in QuickBooks Online Accountant. In QuickBooks Online Accountant you can set a default date range in your client's company file. Once set, all reports and tools (except Payroll) will open automatically to that date range, rather than to the client's default report settings.&nbsp; Note:&nbsp;To use this tool, you must be an Accountant user for the client company in which you're working in QuickBooks Online. See Invite an accountant to your QBO company. Set a default date range To set your default Report Tools date range, follow these steps: From QuickBooks Online Accountant, select the client company from the Go to client's QuickBooks drop-down list on the Toolbelt. Select the Accountant Toolbox icon, located in the Accountant Toolbar Select Reports Tools&nbsp;from the drop-down list. Use the options on the Report Tools page to select a default Date&nbsp;from the drop-down list, or specify the From and To dates for the date range of all reports and tools you open. (Optional) Select a default Basis (Cash or Accrual), if necessary. Once you set a report date range, all reports and tools (except Payroll which is a separate product), will now default to these date settings. Tue, 01 Oct 2019 22:20:00 GMT https://quickbooks.intuit.com/learn-support/en-us/run-reports/set-a-default-date-range/01/186326#M8414 QuickBooksHelp 2019-10-01T22:20:00Z Order and payment history https://quickbooks.intuit.com/learn-support/en-us/process-payments/order-and-payment-history/01/186256#M8413 Learn how to access your Intuit order and payment history. Do you want to track the status of an Intuit order? Or review your payment history? We show you how. View order history Log in to&nbsp;My Account. Under Payment and Order Activity, select View Order History. Filter the list by time period or date range. The order history can show the orders made in your account within the last 180 days. Select Order Number to view the Order details. View payment history Log in to My Account. (See also My Account: Login help) Under Payment and Order Activity, select View your transaction history. Filter the list by date and time. The payment history can show both payments and refunds in your account within the last 360 days or one year. Select the&nbsp;Details link next to the payment or refund to see more information. Review the payment details. Tue, 01 Oct 2019 22:22:29 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payments/order-and-payment-history/01/186256#M8413 QuickBooksHelp 2019-10-01T22:22:29Z Troubleshoot printing paychecks, pay stubs, and forms https://quickbooks.intuit.com/learn-support/en-us/deliver-paycheck-to-worker/troubleshoot-printing-paychecks-pay-stubs-and-forms/01/186278#M8412 The following is a troubleshooting guide for successful printing of paychecks, pay stubs, and payroll forms for customers that have an active Intuit Online Payroll or QuickBooks Online Payroll account. If you can view forms and/or paychecks but cannot print them, refer to the guide below for more information. Note: Ensure that your printer is turned on. If you have multiple printers on your network, ensure that your desired printer is set as the default printer. Delete cookies and temporary internet files It is recommended that you clear your cookies and temporary internet files for optimal browser performance. If it has been some time since you've done this, it may resolve your issue. This can be done from your Tools drop-down menu in Firefox. Select the correct paycheck types you are trying to print You may experience trouble if you accidentally chose the wrong paycheck types. For example, you may have accidentally indicated that you will be printing plain paper stubs when you actually wish to print on pre-printed check stock. To check which type you indicated, from within the payroll program, select the Setup tab in the top navigational bar and go to Paycheck Printing in the Preferences section. Turn off pop-up blocker Occasionally, certain updates will reset default settin... Tue, 01 Oct 2019 22:19:57 GMT https://quickbooks.intuit.com/learn-support/en-us/deliver-paycheck-to-worker/troubleshoot-printing-paychecks-pay-stubs-and-forms/01/186278#M8412 QuickBooksHelp 2019-10-01T22:19:57Z How to access a client's company in QuickBook Online Accountant https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-access-a-client-s-company-in-quickbook-online-accountant/01/186264#M8411 There are two ways to access a client company in QuickBook Online Accountant (QBOA), either through the Accountant Toolbelt or the Client List. Access a client company through the accountant tool-belt Here's how to access a client company through the Accountant Toolbelt Log into QuickBooks Online Accountant. Select the Go to client's QuickBooks drop-down. (This drop-down may display the currently opened company’s name.) Select a client company to access. Note:&nbsp;&nbsp; All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window. Access a client company from the client list Here's how to access a client company from the client list: Log into QuickBooks Online Accountant. From the Navigation menu, select Your Practice, then Clients. Within the Bookkeeping Status column, select the QuickBooks icon that corresponds with the desired company. Note:&nbsp;All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window. Now you know how to access a client's company in QuickBook Online Accountant. Wed, 02 Oct 2019 00:26:43 GMT https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-access-a-client-s-company-in-quickbook-online-accountant/01/186264#M8411 QuickBooksHelp 2019-10-02T00:26:43Z Reclassify or move multiple transactions at once https://quickbooks.intuit.com/learn-support/en-us/reclassify-transactions/reclassify-or-move-multiple-transactions-at-once/01/186258#M8410 Learn how to use the reclassify transactions tool to batch edit transactions for your client with QuickBooks Online Accountant. Need to change the class or move multiple transactions to a different account? QuickBooks Online Accountant saves you time so you don’t have to edit them one at a time. Use the reclassify tool to make the same changes to multiple transactions at once. Types of transactions you can’t move You can use the reclassify tool for most types of transactions. However, there are certain types of transactions that can’t be changed since they’re tied to specific accounts and features: You can change the class for invoices, sales receipts, checks, or bills with items (products or services) on them. However, you can’t change the accounts. You can’t change the payment account (bank or credit card) for expenses. You can’t change the account or class for inventory adjustments since they’re connected to your inventory shrinkage and asset accounts. You can change the expense account for billable expenses, but not the income account for the related income transactions. You can manage your payroll transactions in the Payroll menu. Note: Before you can move transactions to Accounts Receivable or Accounts payable, you need to have a customer or vendor associated with them. ... Tue, 08 Oct 2019 18:08:18 GMT https://quickbooks.intuit.com/learn-support/en-us/reclassify-transactions/reclassify-or-move-multiple-transactions-at-once/01/186258#M8410 QuickBooksHelp 2019-10-08T18:08:18Z How to reprint checks and sales forms https://quickbooks.intuit.com/learn-support/en-us/write-checks/how-to-reprint-checks-and-sales-forms/01/185933#M8409 You can reprint any check or sales form at any time. Find the check Follow these steps to find the check through search. Select the magnifying glass icon at the top of the page. Search for the transaction by entering a transaction number, a date, or an amount and selecting Enter. Reprint the check Here's how to reprint the check: From the left menu, select Reports. Look for Check Detail report. From the report, select the check you'd like to print. &nbsp;If you're printing a single check, select Print check. If you're printing multiple checks, print individually or add them to the print queue so you can print them in batches: Open the checks you want to print one at a time. Select Print Later. Select Save. After you've done this for all of the checks to print, select the Plus icon (+) at the top, then Print Checks. Choose the Bank Account from the drop-down menu. Select the checks you want to print in this batch. Select Preview and Print, then Print. Note:&nbsp;When printing checks, make sure the Starting Check #: field has the desired #, otherwise the check will print with the next new check #. Reprint sales forms Here's how to reprint sales forms: Select the magnifying glass icon at the top of the page. Search for the sales form by entering a sales form number, a date, or an amount an... Tue, 01 Oct 2019 19:14:13 GMT https://quickbooks.intuit.com/learn-support/en-us/write-checks/how-to-reprint-checks-and-sales-forms/01/185933#M8409 QuickBooksHelp 2019-10-01T19:14:13Z Download and use QuickBooks Desktop Point of Sale Connectivity Tool https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/download-and-use-quickbooks-desktop-point-of-sale-connectivity/01/185853#M8408 Use the POS Connectivity Tool to resolve: Issues that prevent Point of Sale from opening Network connectivity issues Not running or damaged QB Database Manager service Third party firewall restrictions POS Warning 180063: Unable to start the database service Important: This tool only helps you identify connectivity issues so you could address them properly. Also, it is known that when running the tool in version 12.0, it will not see the installation folder and would display a message in red that says so. This means that it will not tell you whether the installation type is server or workstation. All other displays will work as expected in version 12.0. Make sure you are logged in as the Windows Administrator before following the steps. Legend: XX is the current version of your Point of Sale. Restart Point of Sale On your keyboard, press the Windows key + R to open the Run command. In the search field, type services.msc then press enter. From the list of services, find QBPOS Database Manager vXX (latest version available ). Right-click the service and click STOPNote: If the service status is STOP, click START or simply RESTART the service. Create a copy of the company file Important: Ensure to have a copy of your data before running the tool. This is different from making a ba... Tue, 01 Oct 2019 23:24:21 GMT https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/download-and-use-quickbooks-desktop-point-of-sale-connectivity/01/185853#M8408 QuickBooksHelp 2019-10-01T23:24:21Z Exclude or delete transactions https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/exclude-or-delete-transactions/01/185860#M8407 You can exclude or delete any transactions you have if you don't need to see them.&nbsp; This will stop QuickBooks Self-Employed from including any income or expense transactions from your tax year calculations in the Home or Expense screens. Excluding is useful for duplicate transactions, reimbursements, returned purchases, and so on. If you exclude a transaction by mistake, just tap Excluded in the Type column for options to undo. Exclude a transaction If you access QBSE through a web browser Open the transaction from the&nbsp;Transaction page. Check&nbsp;Exclude on. Select Save. If you access QBSE through the mobile app Tap the transaction. Toggle Exclude on. Delete a transaction If you access QBSE through a web browser Open the transaction from the&nbsp;Transaction&nbsp;page. Select the transaction. Select&nbsp;Delete, then choose Yes to confirm. If you access QBSE through the mobile app Tap the transaction. Tap Delete Transaction. Select Yes to confirm. To get additional support or ask any other questions, please don't hesitate to contact us! iOS: Tap the Cogwheel, then select Help &amp; FAQ. Android: Tap the overflow menu, then select Support. Note: Transactions downloaded through a bank connection cannot be deleted, but they can be excluded. When you contact support, the app will ask you if you want to ... Tue, 01 Oct 2019 20:17:57 GMT https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/exclude-or-delete-transactions/01/185860#M8407 QuickBooksHelp 2019-10-01T20:17:57Z Categorize and edit transactions in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/matching-rules/categorize-and-edit-transactions-in-quickbooks-self-employed/01/185906#M8406 When you have transactions to review from your bank or credit card in the mobile app: Go to the Transactions&nbsp;tab from the main menu in the upper right. Swipe left for Business&nbsp;or right&nbsp;for&nbsp;Personal&nbsp;on each transaction. If you're in a browser, select either Business or Persona. If the transaction is a mix of both types, tap the transaction and select Split. Categorize a transaction When you mark an expense as business, we try to assign the expense to the correct business category. You can change it yourself by tapping the blue field that appears right after you swipe the transaction left. Tip:&nbsp;You can quickly manage your transactions by applying rules for repeating expenses. See&nbsp;create and manage rules in the mobile app. Edit a transaction you already reviewed Tap Reviewed at the top of the Transactions tab. Tap the transaction you wish to change. Tap the current category to pull up the list of categories, or select Personal if you wish to change it to a personal transaction (do the same to change a personal transaction to a business one). Select the new category. Tip! You can sort and view reviewed transactions by account, date (default), type (income or expense), or vendor. To sort, tap the down arrow at the top of the Transactions tab, next to the plus sign (+). To make sure... Mon, 14 Oct 2019 21:12:02 GMT https://quickbooks.intuit.com/learn-support/en-us/matching-rules/categorize-and-edit-transactions-in-quickbooks-self-employed/01/185906#M8406 QuickBooksHelp 2019-10-14T21:12:02Z Print checks in Full Service Payroll https://quickbooks.intuit.com/learn-support/en-us/process-payroll/print-checks-in-full-service-payroll/01/185403#M8405 If you have Intuit Full Service Payroll or QuickBooks Full Service Payroll, you can print any paychecks that you have processed. Note: Intuit Full Service Payroll and QuickBooks Full Service payroll support preprinted QuickBooks-compatible laser voucher check stock with the company name and bank information already printed on it. Preprinted check stock can be purchased at <A href="http://www.intuitmarket.com/iopvoucher" target="_blank">www.intuitmarket.com/iopvoucher</A>. Intuit Full Service Payroll and QuickBooks Full Service Payroll do not support blank check stock. Intuit Full Service Payroll Print Paychecks To print paychecks only from the last payroll: From the&nbsp;Home&nbsp;tab, in the&nbsp;Recent Payments&nbsp;section, select the most recent pay date. Select Print paychecks. Select the checks to print and then select&nbsp;Print. A .pdf will open with ready-to-print paychecks. Select the&nbsp;print icon&nbsp;to print on to your preprinted check stock. To print paychecks from a custom date range: Select the&nbsp;Reports&nbsp;tab. On the right, under&nbsp;Print Paychecks, select&nbsp;Print Paychecks And Pay Stubs. From the&nbsp;Date Range&nbsp;drop-down, choose the desired date range or select&nbsp;Custom&nbsp;and enter a custom date range. Select&nbsp;Run Report. Select the checks you'd like to print, then Print. A .pdf will open with ready-to-print paychecks. Select the&nbsp;print icon&nbsp;to print on to your preprinted chec... Fri, 11 Oct 2019 19:37:37 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/print-checks-in-full-service-payroll/01/185403#M8405 QuickBooksHelp 2019-10-11T19:37:37Z Add a note to a transaction (iPhone or iPad) https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/add-a-note-to-a-transaction-iphone-or-ipad/01/185404#M8404 Learn how to add a note to a transaction using QuickBooks Online mobile app for iPhone or iPad. It's easy to include a note with an existing transaction in the QuickBooks Online mobile app. In this article, we'll show you the steps to do that using an iPhone and iPad. iPhone Here's how to add a note to an existing transaction in an iPhone. From the main menu in the QuickBooks Online mobile app, select Invoices, Estimates, Sales Receipts, or Invoice Payments. Whichever has the transaction to attach a note to. Select the transaction. Select Add notes or attachments. To create a new note, choose Create Note.&nbsp;&nbsp;Write something and select Save. To attach an existing note, choose Attach Existing Note. Select the note to attach, and then select Attach. To see the attached note, select Activity. iPad Here's how to add a note to an existing transaction in an iPad. From the main menu in the QuickBooks Online mobile app, select Sales. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down&nbsp;▼ list. Select the transaction you want to attach a note to. Select&nbsp;Add notes or attachments. To create a new note, select Create a note. Enter the info, and select Save. To attach an existing note, find the note to attach in the list. Select... Tue, 08 Oct 2019 17:08:56 GMT https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/add-a-note-to-a-transaction-iphone-or-ipad/01/185404#M8404 QuickBooksHelp 2019-10-08T17:08:56Z Export transactions and trips to .csv https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-transactions-and-trips-to-csv/01/185391#M8403 In addition to the reports on the Reports page, you can export your transactions and trips in QuickBooks Self-Employed to a .csv file. To do this: Sign in to your account. At the upper right just above the Category/Type on the Transactions or Mile/Trips page, select the Export icon. All the transactions from the currently selected time range, account, search criteria, and other categories are exported to the .csv file. Note: Receipts are not exported. Make sure to download them directly from the transactions. Check the exported file in the Downloads folder. Remember! Although categories from our product are included in the exported file, re-importing them into QuickBooks Self-Employed won't show it appropriately. You need to re-categorize them after importing. Tue, 01 Oct 2019 20:17:06 GMT https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-transactions-and-trips-to-csv/01/185391#M8403 QuickBooksHelp 2019-10-01T20:17:06Z Track multiple jobs or businesses in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/travel-expenses/track-multiple-jobs-or-businesses-in-quickbooks-self-employed/01/185389#M8402 As self-employed individuals, many of you have expressed the need to be able to keep track of your expenses, mileage and other important business info for multiple lines of work. While we don’t currently have plans to build this out in the short term, we’ve heard your feedback and will research the best possible way we can solve for this need. We’ll post any updates here as we have more to share. Tue, 01 Oct 2019 21:18:27 GMT https://quickbooks.intuit.com/learn-support/en-us/travel-expenses/track-multiple-jobs-or-businesses-in-quickbooks-self-employed/01/185389#M8402 QuickBooksHelp 2019-10-01T21:18:27Z Live customer service in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/customer-topics/live-customer-service-in-quickbooks-self-employed/01/185705#M8401 Right now, most of you who reach out to our Customer Service team interact with them via email. We’ve heard your feedback that you would prefer to engage with them over the phone or on a chat. We’re in the process of testing out different ways to deliver this. As soon as we have updates, we’ll be sure to post them here. Tue, 01 Oct 2019 20:17:16 GMT https://quickbooks.intuit.com/learn-support/en-us/customer-topics/live-customer-service-in-quickbooks-self-employed/01/185705#M8401 QuickBooksHelp 2019-10-01T20:17:16Z Use automatic mileage tracking for QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/track-mileage/use-automatic-mileage-tracking-for-quickbooks-self-employed/01/185453#M8400 Learn how to use and manage mileage tracking in the QuickBooks Self-Employed mobile app. If you travel for work and plan to write-off your trips, use the QuickBooks Self-Employed app to automatically track your mileage. All you have to do is turn on the app and let QuickBooks take care of the rest. Step 1: Turn on the app If you haven't already, make sure you enable location services on your mobile device. Here are the steps for Apple (iPhone and iPad) and Android devices. In your QuickBooks Self-Employed mobile app, tap Mileage on the menu. Select the Auto-tracking switch to turn it ON. Step 2: Take a trip Once you turn on mileage tracking, QuickBooks automatically detects and tracks your trips from start to finish. Step 3: Review your trips When you’ve reached your destination, review your trip and mark it as business or personal. In your QuickBooks Self-Employed app, tap Mileage on the menu. Just like your transactions, swipe to categorize your transactions. To categorize a trip as business, swipe left. To categorize a trip as personal, swipe right. For business trips, add a business purpose. You can also tag a vehicle, but this is optional. When you’re done, select Save. QuickBooks moves your reviewed trips to the Reviewed tab. Edit a trip If you need to edit a trip: Tap&nbsp;M... Sat, 12 Oct 2019 00:53:46 GMT https://quickbooks.intuit.com/learn-support/en-us/track-mileage/use-automatic-mileage-tracking-for-quickbooks-self-employed/01/185453#M8400 QuickBooksHelp 2019-10-12T00:53:46Z How to resubscribe to QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/renew-or-reactivate/how-to-resubscribe-to-quickbooks-self-employed/01/185756#M8399 You should be prompted to resubscribe as soon as you sign in. But if you aren't, just follow these steps: Resubscribe to QuickBooks Self-Employed on the web Sign in to your account. Select the Gear icon&nbsp;at the top right. Select Billing Info. (Optional) Select View options if you want to select a different type of subscription—with TurboTax or without. Confirm the billing information and CVV number. Select Subscribe to confirm. Once done, a green bar with your order number appears at the top of the page. You'll also receive order confirmation emails with the same information. If you recently canceled the account and don't see the option to resubscribe, it's possible the cancelation is still pending. If that's the case, you'll still have access to your account until your next billing cycle. At that point, your account will be fully canceled and you can resubscribe. If you're unsure whether your account is canceled or how long you'll have access, contact our support team. Note: If you resubscribe within 12 months of fully canceling, you'll be able to access your earlier data. After 12 months, you can still resubscribe with the same credentials, but the data will no longer be there. Resubscribe to QuickBooks Self-Employed&nbsp;in the mobile app Sign in to your account. Select the main ... Tue, 01 Oct 2019 22:22:43 GMT https://quickbooks.intuit.com/learn-support/en-us/renew-or-reactivate/how-to-resubscribe-to-quickbooks-self-employed/01/185756#M8399 QuickBooksHelp 2019-10-01T22:22:43Z Manually add mileage in the mobile app https://quickbooks.intuit.com/learn-support/en-us/track-mileage/manually-add-mileage-in-the-mobile-app/01/185776#M8398 If you decide to disable automatic mileage tracking, you can still add your work-related drives easily in the mobile app. iOS On the Miles/Mileage&nbsp;tab, tap the plus sign (+) in the upper right corner Enter the date, total mileage, and purpose of the trip (Optional) Tap the Route arrow to pre-populate your current location as the start and/or end location Tap Save in the upper right corner Android: On the Miles/Mileage&nbsp;tab, tap the plus sign (+) in the lower right corner Enter the date, total mileage, and purpose of the trip (Optional) Tap the Route arrow to pre-populate your current location as the start and/or end location Tap Save in the upper right corner Fri, 11 Oct 2019 19:40:39 GMT https://quickbooks.intuit.com/learn-support/en-us/track-mileage/manually-add-mileage-in-the-mobile-app/01/185776#M8398 QuickBooksHelp 2019-10-11T19:40:39Z Service fees for QuickBooks Online Payroll https://quickbooks.intuit.com/learn-support/en-us/help-articles/service-fees-for-quickbooks-online-payroll/01/388562#M8393 Learn about the additional services and fees for QuickBooks Online Payroll Core, QuickBooks Online Payroll Premium, and&nbsp;QuickBooks Online Payroll Elite. QuickBooks Online provides these additional services with a fee, depending on your plan. Here's how we can help. Services Core Premium Elite Corrections Prior Periods = $100 per correction case Current quarter = No Fee Prior Periods = $100 per correction case Current quarter = No Fee Included in the plan—no fee Amendments Not supported Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Included in the plan—no fee Entity Change Not supported Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Included in the plan—no fee Third-Party Sick Pay Not supported Included in the plan—no fee Included in the plan—no fee W2c/1099s Not supported W2c/1099 = $10 per employee *fee includes W3 or 1096 as applicable Included in the plan—no fee Tax Notices Not supported $50 per notice case Included in the plan—no fee Cancellations + Year End Filings Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Re-Activations Not supported Prior Periods = $100 per correction case Current quarter... Mon, 07 Oct 2019 15:52:46 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/service-fees-for-quickbooks-online-payroll/01/388562#M8393 QuickBooksHelp 2019-10-07T15:52:46Z Set up Health Savings Account (HSA) plans https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/set-up-health-savings-account-hsa-plans/01/186439#M8392 Learn how to set up contributions to HSA plans. A health savings account (HSA) is money (pretax or taxable) that an employee can use for out-of-pocket medical expenses. We'll explain contribution regulations. And show you how to set it up in Online Payroll. Determine contributions Employers are responsible for determining an employee's eligibility and annual maximum for HSA contributions. Intuit does not automatically limit HSA&nbsp;annual maximum amounts, because HSA plans vary widely. Both the employer and the employee can contribute to the HSA. The contribution limits for 2019 are as follows: The maximum annual HSA contribution for an eligible individual with self-only coverage is $3,500 for 2019. For family coverage, the maximum annual HSA contribution is $7,000 for 2019. The catch-up contribution for individuals who are 55 or older is $1,000 for 2009 and all years going forward. Individuals eligible on the first day of the last month of the taxable year (December for most taxpayers) are allowed the full annual contribution (plus catch-up contribution, if 55 or older by year end). That's regardless of the number of months they were eligible during the year. For individuals not eligible on that date, both the HSA contribution and catch-up contribution apply pro rata based on the... Wed, 02 Oct 2019 00:26:29 GMT https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/set-up-health-savings-account-hsa-plans/01/186439#M8392 QuickBooksHelp 2019-10-02T00:26:29Z Error: Fatal error during installation https://quickbooks.intuit.com/learn-support/en-us/update-products/error-fatal-error-during-installation/01/186057#M8391 You may encounter this error when attempting to install a program update QuickBooks Desktop Point of Sale. This error may be caused by: Damaged Windows installer file Damaged QuickBooks Desktop Point of Sale installation file Resolve the error Go to the Downloads &amp; Updates site and download the external patch to update QuickBooks Desktop Point of Sale. End all QBPOS services and processes. Open Task Manager. Go to the Processes tab. Find and End the following processes: qbpos.exe QBPOSDBService.exe QBPOSShell.exe Find and Stop the following service: QBPOS Database Manager vXX (XX as the version of POS) Press the Windows logo to open the Search window. Enter services.msc In the Services window, search for QBPOS Database Manager vXX (XX as the version of POS) Right-click and select Stop. Close the services window. Delete the contents of the update folder: Note: You may need to display hidden files and folders to follow this solution. Go to C:\ProgramData\Intuit\QuickBooks Point of Sale XX\UPDATE\ On your keyboard press CTRL+A, then press Delete. Close the explorer window and update Point of Sale using the file you downloaded in step 1. If the issue continues, clean install QuickBooks Desktop. Wed, 02 Oct 2019 00:25:57 GMT https://quickbooks.intuit.com/learn-support/en-us/update-products/error-fatal-error-during-installation/01/186057#M8391 QuickBooksHelp 2019-10-02T00:25:57Z Archive old forms https://quickbooks.intuit.com/learn-support/en-us/archived-forms/archive-old-forms/01/186362#M8390 This article explains how to archive and view forms from prior periods. Notes: Before you can archive a form, the tax payments for the period must exactly match the liabilities. If there's an outstanding liability, you'll need to record additional payments. If there's an overpayment, you'll need to resolve it first. The available liability periods only extend back for a year or two. If you need to archive a form from an earlier period, contact Payroll Support for assistance. Archive an old Intuit Online Payroll form Go to Taxes &amp; Forms. Select Quarterly Forms or Annual Forms, as appropriate. Choose the desired form. Select the liability period. Select Archive. If you filed a form electronically, you can't archive the form again after you make any corrections. In this case, to save a copy for your records: Go to the Taxes &amp; Forms tab. On the Taxes &amp; Forms Overview page, choose the appropriate form category. Select the form you want to archive. Choose the liability period. Select View. Make sure the correct form is displayed in the Adobe Reader window. In the form window, click the Save a copy icon (or press Shift+Ctrl+S). Close the pay stub window. Archive an old QuickBooks Online Payroll form From the Taxes menu, select Payroll Tax. Select Quarterly Forms or Annual Forms, as a... Tue, 01 Oct 2019 23:26:55 GMT https://quickbooks.intuit.com/learn-support/en-us/archived-forms/archive-old-forms/01/186362#M8390 QuickBooksHelp 2019-10-01T23:26:55Z Recording prior tax payments https://quickbooks.intuit.com/learn-support/en-us/process-payroll/recording-prior-tax-payments/01/186444#M8389 Learn how to enter tax payments made for prior tax periods. Do you need to reconcile your tax history? If you are new to our payroll products, you'll want to enter your prior payroll history, as well as any tax payments you paid outside the payroll system. When dealing with penalties and interest paid to the tax agencies, you should not record these together with the tax due. It will result in overpayment. You should record these payments as an expense in your QuickBooks Online. We'll show you how to record prior tax payments in Intuit and QuickBooks Online Payroll. Enter prior tax payments — Intuit Online Payroll Select&nbsp;Taxes &amp; Forms then choose&nbsp;Enter Prior Tax History. In the Prior Tax Payments screen, select&nbsp;Add Payment. In the Add Payment screen, complete the following tax payment details. Tax Type Liability Period (select the period in which the liability accrued) Payment Date Check Number (optional) Notes (optional) Tax Items Amounts Select&nbsp;OK to return to the Prior Tax Payments report screen. To add a tax payment you made before using Intuit Online Payroll, choose&nbsp;Add Payment. (To edit a record you have already created, select the Details link and update the information as needed.) Enter prior tax payments — QuickBooks Online Payroll From the left menu, select&nbsp;Taxes, th... Tue, 01 Oct 2019 23:25:42 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/recording-prior-tax-payments/01/186444#M8389 QuickBooksHelp 2019-10-01T23:25:42Z Error: Point of Sale is unable to open or connect to QuickBooks https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/error-point-of-sale-is-unable-to-open-or-connect-to-quickbooks/01/186583#M8388 When you run an end of day report or a financial exchange and QuickBooks Desktop Point of Sale tries to connect with QuickBooks Desktop, you see one of the following errors: Point of Sale is unable to open QuickBooks Error code 140014: QuickBooks POS cannot access your QuickBooks Financial Software company file Error code 140015: Point of Sale could not establish a connection with QuickBooks Error code 140025: Point of Sale was unable to open your QuickBooks Financial Software company file Error: QuickBooks already has a company file open This may be happening because: QuickBooks Desktop is not open, the preference to allow the exchange of data with QuickBooks Desktop closed is not set. QuickBooks Desktop is open, the company file you specified is not open. The Preferences window is open in QuickBooks Desktop. The QuickBooks Desktop file that is specified in the QuickBooks Desktop Point of Sale company preferences either doesn't exist or is not the correct company file. Important: Ensure that QuickBooks Desktop Point of Sale and QuickBooks Desktop are updated to the latest release. Solution 1: Ensure the correct file is open and the correct preferences are set in QuickBooks Desktop Open QuickBooks Desktop and open the correct company file. Note: Press F2 in QuickBooks Desktop ... Tue, 01 Oct 2019 23:25:34 GMT https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/error-point-of-sale-is-unable-to-open-or-connect-to-quickbooks/01/186583#M8388 QuickBooksHelp 2019-10-01T23:25:34Z Select Company Screen keeps displaying when opening a company file https://quickbooks.intuit.com/learn-support/en-us/login-issues/select-company-screen-keeps-displaying-when-opening-a-company/01/186428#M8387 When opening a company file on a client workstation, QuickBooks Desktop Point of Sale searches for servers and then goes back to the Select Company screen. No company opens. This may be happening because: Some computers in the network have the same computer name. Windows is not updated. File and folder sharing is not properly configured. Client workstation cannot locate the company file. To fix this, perform the following in the order shown. Solution 1: Ensure server and client have different computer names Perform the following on both the server and client workstations: Select the Start button. Right-click Computer, then select Properties. Look for the computer name. If computers have the same name, change one so the client workstation can properly connect. See Microsoft help article for instructions. Solution 2: Check for Windows Updates Select the Start button. Select All Programs, then choose Windows Update. In the left pane, Check for updates and wait while Windows searches for the latest updates for your computer. If updates are found, select Install updates. If you are prompted for an administrator password or confirmation, enter the password or provide confirmation. Solution 3: Check file sharing permissions Go to the folder that contains your company file. Right-clic... Tue, 01 Oct 2019 23:25:30 GMT https://quickbooks.intuit.com/learn-support/en-us/login-issues/select-company-screen-keeps-displaying-when-opening-a-company/01/186428#M8387 QuickBooksHelp 2019-10-01T23:25:30Z Find Payroll account fees https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/find-payroll-account-fees/01/186201#M8386 Learn where to find fees for your Payroll service. Are you looking for the fees for your QuickBooks Payroll service? We'll show you where to find them. To find the fees for a specific payroll service, locate the QuickBooks Liability check. Select&nbsp;Banking. Then select&nbsp;Use Register. Select the account you use for payroll. Then select&nbsp;OK. Locate the liability check from QuickBooks Payroll Service. And&nbsp;double-click it. Select the Expenses tab to see the list of fees. (Note: The Memo field explains the charges.) Note :&nbsp;You must send your payroll to Intuit for processing to receive a QuickBooks Payroll Service liability check. Tue, 01 Oct 2019 23:25:25 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/find-payroll-account-fees/01/186201#M8386 QuickBooksHelp 2019-10-01T23:25:25Z Maine state W-2 e-file help https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/maine-state-w-2-e-file-help/01/185447#M8385 To submit your state W-2 forms electronically: Create the W-2 file that you need to upload in step 3. &nbsp;See&nbsp;E-file your State W-2s from QuickBooks Desktop&nbsp;for detailed steps. Access the state website. Upload the W-2 information. Make sure you upload the .txt file, the Excel file cannot be submitted through the agency system. Tue, 01 Oct 2019 23:24:31 GMT https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/maine-state-w-2-e-file-help/01/185447#M8385 QuickBooksHelp 2019-10-01T23:24:31Z E-File 10-digit PIN lost or missing for Enhanced Payroll https://quickbooks.intuit.com/learn-support/en-us/set-up-e-file/e-file-10-digit-pin-lost-or-missing-for-enhanced-payroll/01/185567#M8384 Problem You have enrolled in E-file and have not received or have lost your 10-digit e-file PIN. Note: If your QuickBooks Desktop enrollment status shows Accepted, this indicates only that the agency has received your enrollment, not whether it is approved or rejected. Assumptions You have an active QuickBooks Desktop Enhanced payroll subscription and completed a separate enrollment through QuickBooks Desktop. Details The PIN is obtained after enrolling to the E-file service in QuickBooks Desktop. If the IRS did not receive your enrollment or it was rejected, re-submit your request. If you do not receive a PIN or have lost it, contact IRS E-file services at 866.255.0654 to request the status of your application. To re-submit your e-filing enrollment request: Go to Employees &gt; Payroll Center. Click the File Forms tab. At the bottom of the page, under Other Activities click Change Filing Method. Select Federal 94x Efile Enrollment. Click Edit. Follow the on-screen instructions to complete the enrollment. Note: Within 7-10 banking days, you will receive a letter with the 10 digit pin (unless rejected) and a Statement of Receipt. Sign the Statement of Receipt and mail it back to activate PIN. Related Articles Set up E-file and E-pay Thu, 10 Oct 2019 02:41:43 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-e-file/e-file-10-digit-pin-lost-or-missing-for-enhanced-payroll/01/185567#M8384 QuickBooksHelp 2019-10-10T02:41:43Z Point of Sale printing incorrect Sales Order upon changing SO status https://quickbooks.intuit.com/learn-support/en-us/sales-orders/point-of-sale-printing-incorrect-sales-order-upon-changing-so/01/186276#M8383 What you may be experiencing: Point of Sale is printing incorrect Sales Order upon changing SO status. What you can try now: At this time there is no workaround. Current Status: We are continuing to look into root cause and possible solutions. Currently, we do not have any additional information to provide. Next Update: 03/28/2019 Tue, 01 Oct 2019 23:23:49 GMT https://quickbooks.intuit.com/learn-support/en-us/sales-orders/point-of-sale-printing-incorrect-sales-order-upon-changing-so/01/186276#M8383 QuickBooksHelp 2019-10-01T23:23:49Z Vermont Health Care Contribution https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/vermont-health-care-contribution/01/186234#M8382 Overview Beginning April 1, 2007, employers must gather information to determine if a Health Care Contribution (HCC) will be due for the reporting quarter. Quarterly Health Care contributions are calculated by determining the "Full Time Equivalent" (FTEs) worked by "uncovered" employees during the reporting quarter. Details To determine if a Health Care Contribution will be due for the reporting quarter, a Vermont Department of Labor (HC-1) Health Care Contribution Worksheet must be completed by the employer. The worksheet is not filed with the Vermont Department of Labor however, employers are required to retain it for their records for three years. The number of Adjusted Uncovered FTE employees on line C of the worksheet is reported in box 16 of Form VT C-101. The Health Care Contribution dollar amount reflected on line D of the worksheet is reported in Part III of VT Form WHT-436. Note: The most recent HC-1 should always be used as the HCC premium varies. Health Care Contribution Worksheet (HC-1) Employer's Quarterly Withholding&nbsp;Reconciliation&nbsp;(WHT-436) If it is determined that you owe an additional quarterly Health Care Contribution amount: For Quickbooks Desktop Payroll Assisted Fax the completed Assessment Worksheet, including your company name and federal identification... Tue, 01 Oct 2019 23:23:46 GMT https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/vermont-health-care-contribution/01/186234#M8382 QuickBooksHelp 2019-10-01T23:23:46Z Options for sending item description during financial exchange https://quickbooks.intuit.com/learn-support/en-us/sales-receipts/options-for-sending-item-description-during-financial-exchange/01/185911#M8381 QuickBooks Desktop Point of Sale allows you to choose whether to send summarized or detailed item information to QuickBooks Desktop on receipts and vouchers. By default, these documents are sent to QuickBooks Desktop in the summarized format. This streamlines Financial Exchange and presents data in a concise format in QuickBooks Desktop. In most cases, sending summarized data is the most efficient way to transfer data. However, you may wish to send detailed documents to your financial software if you need to do any of the following: Print reports or statements in QuickBooks Desktop showing item descriptions for sales and receiving documents (i.e. the specific items sold or received). See individual sales documents in QuickBooks Desktop instead of consolidated documents. Run reports or do customer mailings with customer information from receipts. Important: Detailed document posting DOES NOT mean that inventory information (items, quantities, costs, etc.) are sent to QuickBooks Desktop To set item description preference for Financial Exchange: From the File menu, select Preferences and click Company. On the left pane, choose Financial then select from one of the three options for sending receipts and vouchers: Detailed item descriptions Receipts are never consolidated and inclu... Tue, 01 Oct 2019 23:23:41 GMT https://quickbooks.intuit.com/learn-support/en-us/sales-receipts/options-for-sending-item-description-during-financial-exchange/01/185911#M8381 QuickBooksHelp 2019-10-01T23:23:41Z Recent changes, improvements, and fixes in QuickBooks Desktop Point of Sale 2013 https://quickbooks.intuit.com/learn-support/en-us/purchase-orders/recent-changes-improvements-and-fixes-in-quickbooks-desktop/01/185715#M8380 The following changes and improvements were made to QuickBooks Point of Sale for Desktop 2013. Later releases (ones with higher numbers) include all changes in earlier releases. Unless otherwise noted, these changes apply to all editions of Point of Sale -- Point of Sale Basic, Point of Sale Pro and Point of Sale Multi-Store. Release 16 (R16) General This update includes important security fixes. Release 15 (R15) MAS If the user credentials for payments have expired, the login page will be shown to users. You will be prompted to verify your credentials again once this happens. The User ID field on the payments login page will be disabled. If the User ID needs to be changed, Point of Sale will provide messaging with instructions on how to do so. You will no longer be prompted to sign into your payments account when switching between multiple company files. Point of Sale now has additional security around CVV (Card Verification Value) validation. Release 14 (R14) General Point of Sale will no longer time out after four or more hours of inactivity MAS An incorrect authorization code of "**" will no longer be returned when attempting to authorize a credit card. Authorization codes will now only be returned as a series of numbers to ensure the transaction was successfully authorize... Tue, 01 Oct 2019 22:23:37 GMT https://quickbooks.intuit.com/learn-support/en-us/purchase-orders/recent-changes-improvements-and-fixes-in-quickbooks-desktop/01/185715#M8380 QuickBooksHelp 2019-10-01T22:23:37Z Pay payroll taxes electronically or manually https://quickbooks.intuit.com/learn-support/en-us/pay-sales-taxes/pay-payroll-taxes-electronically-or-manually/01/186422#M8379 Learn how to pay taxes either electronically or manually in Online Payroll. Did you know you could easily pay taxes with e-pay or check in Online Payroll? We'll show you how. Intuit Online Payroll Pay taxes electronically Select&nbsp;Taxes &amp; Forms. Select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select&nbsp;Approve. Pay taxes manually (not active for e-services) Select&nbsp;Taxes &amp; Forms. Select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select&nbsp;Approve. Turn off e-pay for one payment Select&nbsp;Taxes &amp; Forms. Select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select to clear the Pay Electronically checkbox. Select&nbsp;Approve. QuickBooks Online Payroll Pay taxes electronically From the left menu, select Taxes, then Payroll Tax. On the Payroll Tax Center page, select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select&nbsp;Approve. Pay taxes manually From the left menu, select Taxes, then Payroll Tax. On the Payroll Tax Center page, select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Record Payment. On the approve payment screen, you have two options: Click Record and Print to print a check to mail Click Record Payment to record the payment - generally when the payment was made outside ... Tue, 01 Oct 2019 22:23:30 GMT https://quickbooks.intuit.com/learn-support/en-us/pay-sales-taxes/pay-payroll-taxes-electronically-or-manually/01/186422#M8379 QuickBooksHelp 2019-10-01T22:23:30Z Access ProAdvisor certification courses https://quickbooks.intuit.com/learn-support/en-us/accountant-certification/access-proadvisor-certification-courses/01/186163#M8378 Learn how to access your ProAdvisor certifications and courses. Are you looking for ProAdvisor training courses, exams, and certifications? You can find everything you need on the ProAdvisor Training tab. To review the Training tab, you must log in to QuickBooks Online Accountant using your ProAdvisor User ID and password. Once you do that, follow the steps below. Note&nbsp;&nbsp;If you only see&nbsp;completed&nbsp;courses, not new courses, on the tab, contact Intuit Accountant Support. The ProAdvisor Training tab lists the available training modules. You can also download certificates from here. From the left menu, under Your Practice, select&nbsp;ProAdvisor. Select the Training tab. Select Resume to continue any previously-started course. Review the descriptions of the available courses listed to identify a course to take. Select one of the available Training Options to display training cards for each module in the course. Select Get started to begin a course and follow the prompts to complete it. When you are ready to complete the certification exam, select&nbsp;Take Exam. Note&nbsp;&nbsp;Training videos may or may not have audio. Videos created from our YouTube channel have sound while the ones where the steps are written out (usually without the Youtube logo) do not. Tue, 01 Oct 2019 22:23:23 GMT https://quickbooks.intuit.com/learn-support/en-us/accountant-certification/access-proadvisor-certification-courses/01/186163#M8378 QuickBooksHelp 2019-10-01T22:23:23Z Error 103 for QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/login-issues/error-103-for-quickbooks-self-employed/01/186059#M8377 Error 103 means the sign-in credentials you entered here are not being accepted by your financial institution's website. Error 310 means we've stopped trying to process your sign-in request until you update that information in our product so that the bank does not lock your account access. Click the Reconnect button that displays within the error message. Make sure to physically type the user name and password. Click Update Sign-in Info. You can also try to verify the bank connection by searching the bank's login webpage URL or the URL after you log into your bank account. First, search for the bank using the URL you access to sign in to your bank account (i.e. <A href="http://www.wellsfargo.com" target="_blank">www.wellsfargo.com</A>). Try all possible results. If you are not successful, try searching for the bank by using the URL after you have logged into your account, however you may have to remove a string of digits to search. For example, once logged in to your account, the URL may be <A href="https://www.netteller.com/loginabc/Views/Retail/AccountListing.aspx" target="_blank">https://www.netteller.com/loginabc/Views/Retail/AccountListing.aspx</A>, which will have zero results when searched. Remove the extension of the URL to the slash (/) and try researching. You may have to remove a few extension until the search has a match. In this example, the URL <A href="https://www.netteller.com/" target="_blank">https://www.netteller.com/</A> would have multiple results when searched. ... Tue, 01 Oct 2019 22:23:15 GMT https://quickbooks.intuit.com/learn-support/en-us/login-issues/error-103-for-quickbooks-self-employed/01/186059#M8377 QuickBooksHelp 2019-10-01T22:23:15Z QuickBooks Desktop Payroll Assisted FAQ: Filed Payroll Tax Forms https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-desktop-payroll-assisted-faq-filed-payroll-tax-forms/01/186042#M8376 Overview This article has answers for some of the most frequently asked questions about filed payroll tax forms. Assumptions You have an active Assisted QuickBooks payroll subscription. Details To find the answers to the following frequently asked questions, click the question. &nbsp; When are copies of my filed payroll tax forms available? What payroll tax forms does Intuit Assisted payroll file on my behalf? What filing periods (years and quarters) are available in the Payroll Tax Center? Why isn't my filed form displayed in the Payroll Tax Center? How do I print, save, or email copies of my filed forms? How to print W-2 forms with the Assisted payroll Self Print option. How to print employer W-2 copies and W-3 forms with the Assisted payroll Self Print option. What does the information on my filed form mean? What if I see an error on my filed form or need to request an amendment? &nbsp; Tue, 01 Oct 2019 22:23:03 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-desktop-payroll-assisted-faq-filed-payroll-tax-forms/01/186042#M8376 QuickBooksHelp 2019-10-01T22:23:03Z When spreading discount freight and fee on a receiving voucher in Point of Sale, after financial exchange the resulting values in QuickBooks are different. https://quickbooks.intuit.com/learn-support/en-us/item-receipts/when-spreading-discount-freight-and-fee-on-a-receiving-voucher/01/185868#M8375 What you may be experiencing: The item receipt values may be incorrect in QuickBooks for items that had the discount/freight/fee selected to spread on the receiving voucher in Point of Sale. The original Receiving Voucher in Point of Sale will have different item cost values when compared to the Item Receipt or Bill in QuickBooks once it is brought over via the financial exchange. What you can try now: You may edit the values in QuickBooks on the Item Receipt/Bill to reflect the correct ones from Point of Sale. Current Status: At this time, we are continuing to look into root cause and possible solutions. Currently, we do not have any additional information to provide. 9/27/2018 &nbsp; Tue, 01 Oct 2019 22:22:15 GMT https://quickbooks.intuit.com/learn-support/en-us/item-receipts/when-spreading-discount-freight-and-fee-on-a-receiving-voucher/01/185868#M8375 QuickBooksHelp 2019-10-01T22:22:15Z Idaho state W-2 e-file help https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/idaho-state-w-2-e-file-help/01/185390#M8374 To submit your state W-2 forms electronically: Create the W-2 file that you will upload in a later step. &nbsp;See&nbsp;E-file your State W-2s from QuickBooks Desktop&nbsp;for detailed steps. Access state website. Upload the W-2 information. Make sure you upload the .txt file, the Excel file cannot be submitted through the agency system. Tue, 01 Oct 2019 22:22:04 GMT https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/idaho-state-w-2-e-file-help/01/185390#M8374 QuickBooksHelp 2019-10-01T22:22:04Z Create paychecks with job costing information https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/create-paychecks-with-job-costing-information/01/185402#M8373 Intuit Online Payroll and Intuit Full Service Payroll does not support the specific feature of "job costing". However a similar feature - class tracking, is supported on paychecks by Intuit Full Service Payroll. For more information on how to activate and use class tracking, please see&nbsp;Standalone class tracking setup and usage for Intuit Full Service Payroll. Tue, 01 Oct 2019 22:21:41 GMT https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/create-paychecks-with-job-costing-information/01/185402#M8373 QuickBooksHelp 2019-10-01T22:21:41Z Need to correct a W-2 or 1099? https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/need-to-correct-a-w-2-or-1099/01/186117#M8372 By Jan 14, 2019, all 2018 W-2s and 1099s are available for you to view in Tax Records. If you need to correct or amend a 2018 W-2 or 1099, please contact us. Tue, 01 Oct 2019 22:21:27 GMT https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/need-to-correct-a-w-2-or-1099/01/186117#M8372 QuickBooksHelp 2019-10-01T22:21:27Z Set up time tracking https://quickbooks.intuit.com/learn-support/en-us/manage-timesheets/set-up-time-tracking/01/186222#M8371 Learn how to use time tracking features in QuickBooks Desktop. You can easily set up time tracking features in QuickBooks Desktop. We show you how to set up time tracking, and two options for customization. Set up time tracking Set up QuickBooks Desktop for time tracking Sign in as the Admin.&nbsp;And be sure to be in Single-user Mode. Go to the Edit menu. Then select&nbsp;Preferences. In the Preferences window, select&nbsp;Time &amp; Expenses. Select the Company Preferences tab. For the Do You Track Time? option, select&nbsp;Yes. In the First Day of Work Week drop-down list, choose the day on which you start tracking time each week.&nbsp;(Note: The day you choose affects all weekly timesheets. For example, if you choose Sunday, your timesheets begin with Sunday.) Select Ok. Set up employees for time tracking Go to the Employee Center.&nbsp;&nbsp;Then double-click the employee's name. Select&nbsp;Payroll Info tab. Select Use Time Data when Creating Paychecks. Then&nbsp;select&nbsp;OK. Change the day the work week begins You can change the day the work week begin. From the top menu bar, choose Edit. Then select Preferences. From the choices on the left menu, select Time Tracking or Time &amp; Expenses. Select the Company Preferences tab. Next to First Day of Work Week, select the drop-down menu. Then choose the day your work week begi... Tue, 01 Oct 2019 22:21:18 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-timesheets/set-up-time-tracking/01/186222#M8371 QuickBooksHelp 2019-10-01T22:21:18Z Issue a lost paycheck https://quickbooks.intuit.com/learn-support/en-us/special-payroll/issue-a-lost-paycheck/01/185451#M8370 Overview If your employee has lost their paycheck, or the paycheck is more than 60 or 90 days old (stale date check), and the bank will not cash it, you may need to reissue a paycheck they will be able to cash. Issuing a replacement check to an employee is a multistep process. First, you need to issue a replacement check with a different check number and give it to the employee. You then need to create a dummy check (not a paycheck) to account for the missing check number, and then void it to balance your check register. These steps are described below. Details Take note of the check number of the lost paycheck. You will need it in the steps below. Call the employer's bank to put a stop payment on the lost paycheck number. Do not void the paycheck. If the lost paycheck is dated in the current quarter: Issue a replacement&nbsp;check with a different number. From the QuickBooks Desktop menus at the top, click Employees &gt; Employee Center. Click the name of the employee for whom you want to print a replacement paycheck. Click QuickReports in the top right corner. Change the date range to include the date of the paycheck. Double-click the paycheck that the employee lost. Click to select the Print Later checkbox in the toolbar above the paycheck.&nbsp;(When you select it, the words To Print r... Tue, 01 Oct 2019 22:20:36 GMT https://quickbooks.intuit.com/learn-support/en-us/special-payroll/issue-a-lost-paycheck/01/185451#M8370 QuickBooksHelp 2019-10-01T22:20:36Z Paycheck history quarterly detail https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paycheck-history-quarterly-detail/01/186227#M8369 When you’re switching to QuickBooks Online Payroll from a previous payroll solution, you asked to enter quarterly totals of taxes. This information is necessary as some annual payroll tax forms require a breakdown of your totals by quarter. Paycheck history quarterly detail when setting up QuickBooks Online Payroll The Federal Unemployment Tax (FUTA) for example, needs to be reported on the form 940 at the end of each year. The form requires a breakdown of the total FUTA amount calculated for each individual quarter of the year. For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll. Tue, 01 Oct 2019 22:20:28 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paycheck-history-quarterly-detail/01/186227#M8369 QuickBooksHelp 2019-10-01T22:20:28Z Nevada e-file mandate 2018 https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nevada-e-file-mandate-2018/01/186547#M8368 Learn about the e-file mandate issued by the Nevada Department of Employment. On July 1, 2018, the Nevada Department of Employment issued an E-file mandate. Effective for the second quarter filing, the Nevada Department of Employment requires that all wage list and contribution data be e-filed. The agency requires you to register&nbsp;electronically file wage data. For QuickBooks Desktop the data on the form can be used as a tool or source for filing directly with the agency.&nbsp;Do not mail form to the agency. To manually e-file data for Nevada, visit&nbsp;<A href="http://ui.nv.gov/ESSHTML/reporting_specs.htm#Manual_Data_Entry" target="_blank">http://ui.nv.gov/ESSHTML/reporting_specs.htm#Manual_Data_Entry</A> Payment rules haven't changed, and the way a business paid, or was required to pay, remains the same for 2018. Tue, 01 Oct 2019 22:20:13 GMT https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nevada-e-file-mandate-2018/01/186547#M8368 QuickBooksHelp 2019-10-01T22:20:13Z Correct or Amend Forms 941 and 940 https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/correct-or-amend-forms-941-and-940/01/185859#M8367 Learn how to correct previously-filed Forms 941 and 940. If you have to correct or amend information on previously-filed Forms 941 or 940, you can file amendment forms. The following sections outline what you can correct on amendment forms, when you should file them, and how to prepare them. Amend Form 941 with Form 941-X You can use Form 941-X to correct amounts previously reported on Form 941 for any of the following: Wages, tips, and other compensation Income tax withheld from wages, tips, and other compensation Taxable social security wages Taxable Medicare wages and tips Taxable wages and tips subject to Additional Medicare withholding Credits to COBRA premium assistance payments For a list of items that can be corrected on 941-X with specific instructions, see Instructions for Form 941-X. When should you file Form 941-X? As soon as you discover an error on a previously filed Form 941, you should correct the error using Form 941-X. You must complete all three pages of the form. Be sure to file a separate Form 941-X for each Form 941 you are correcting. File Form 941-X separately. Do not file Form 941-X with Form 941. Due dates for Form 941-X Due dates for Form 941-X depend on whether you are filing for underreported tax or overreported tax. Underreported tax You must file... Tue, 01 Oct 2019 22:20:06 GMT https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/correct-or-amend-forms-941-and-940/01/185859#M8367 QuickBooksHelp 2019-10-01T22:20:06Z Enter historical payroll data https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/enter-historical-payroll-data/01/185628#M8366 Learn how to enter historical payroll data in QuickBooks Desktop Payroll. In QuickBooks Desktop Payroll you can enter paychecks that you have issued the year before using the payroll service.&nbsp;The data you enter ensures correct year-to-date totals on the paychecks you write for the rest of the year. We explain how to enter historical data below. Assisted Payroll users: Please contact us if you need to enter YTD adjustments in QuickBooks Desktop. Enter historical payroll data using the Payroll Setup window If you are trying to enter year-to-date amounts for the current year, you can use the Payroll Setup window. Access the Payroll Setup Interview. Proceed to step 5: Year-to-Date Payrolls. Select Continue. If your company has issued paychecks this year, choose Yes and select Continue. If there was no payroll or payroll was done with Pay Employees in QuickBooks Desktop, choose No. On the next screen, you have three choices: Paychecks, Tax Payments, and Non-Tax Payments. Select Edit on Paychecks. (If you need to enter historical tax payments, see Enter historical tax payments in QuickBooks Desktop Payroll.) In the Enter Paychecks by Employee window: (You can select Show Steps to display the step-by-step guide.) Choose the name of the employee whose past paychecks you want to enter.... Mon, 07 Oct 2019 21:08:13 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/enter-historical-payroll-data/01/185628#M8366 QuickBooksHelp 2019-10-07T21:08:13Z Tracking payroll expenses by class, department, or location https://quickbooks.intuit.com/learn-support/en-us/pay-payroll-liabilities/tracking-payroll-expenses-by-class-department-or-location/01/185939#M8365 Learn how to track payroll expenses &nbsp;using classes in QuickBooks Desktop. You can use QuickBooks classes to classify your income and expenses by department, business office or location, separate properties you own, or any other meaningful breakdown of the business you do. &nbsp;We'll show you how to track payroll using classes. Consider the following when setting up class tracking Set up classes on the basis of the type of reporting that you want to do. And consider how you want to see your business segmented on reports. Set up a class such as "other" that you can use to deliberately classify transactions that do not fit into any specific class that you have defined. Do not use classes for two different purposes. E.g., do not create classes for tracking office locations in addition to tracking partners. Identify both income and expenses for each class you set up. Consistently enter the class information on your forms and registers to be sure that this information is valid and useful. Set preferences for tracking payroll using classes: Here's how to set preferences for tracking payroll using classes. From the QuickBooks Edit menu, choose Preferences. Select the Accounting icon. Then select the Company Preferences tab. Select Use class tracking. Then select&nbsp;OK. If prompted, select&nbsp;Ye... Tue, 08 Oct 2019 02:23:52 GMT https://quickbooks.intuit.com/learn-support/en-us/pay-payroll-liabilities/tracking-payroll-expenses-by-class-department-or-location/01/185939#M8365 QuickBooksHelp 2019-10-08T02:23:52Z Give a client access to their payroll account https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/give-a-client-access-to-their-payroll-account/01/185412#M8364 Overview This article explains how you can give access to wholesale or retail clients to their payroll account. Details From your Client List, select the client's account. Click Setup. Click Contact Information. Click Provide client access. When the screen below appears, select the options you want. Full: Complete access; the client can perform all payroll functions. Setup and Payroll: Same access as Full, except access is blocked from the Taxes &amp; Forms tab. The client is unable to create or delete tax payments and forms, and does not see tax or form reminders on the To Do tab. Payroll Only: Access to the Payday tab and some items on the Setup tab. The setup items include change User ID or password; set paycheck printing preferences; review the accountant and client service agreement; and select report preferences. The client will see an Access Denied message for all other options. Click Next and enter login information for your client. Click Next to finish. Note: Because you are creating your client's user ID and password, no email is automatically generated to deliver that information to them. You must provide the login information to your client yourself. Related Articles Forgot user ID or password Reset login information for an accountant's wholesale client Advantages and ... Tue, 01 Oct 2019 21:20:29 GMT https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/give-a-client-access-to-their-payroll-account/01/185412#M8364 QuickBooksHelp 2019-10-01T21:20:29Z Download certified ProAdvisor badges and logos https://quickbooks.intuit.com/learn-support/en-us/pap-training/download-certified-proadvisor-badges-and-logos/01/185855#M8363 Learn how to download Certified ProAdvisor badges and logos. When you become a Certified ProAdvisor you can download a badge or logo to use&nbsp;in marketing materials.&nbsp;You can also include the badge in your email signature and on your website. We'll show you how to download a Certified ProAdvisor badge or logo. Download badges and logos From the left menu, select&nbsp;ProAdvisor. Select the Training tab. On the appropriate exam card, select Download Badge from the drop-down list. The badge you selected is downloaded. You can now add the badge to your email signature or marketing materials. Get additional help If you were recently certified as a ProAdvisor but your certification isn't listed as complete on the Training tab. Or if you can't download the Certified ProAdvisor badge or logo. See the following help articles. Correct missing ProAdvisor Certification Center exams or training completions For certifications that are older than the currently-available exams, see Access your certification history. Tue, 01 Oct 2019 21:20:22 GMT https://quickbooks.intuit.com/learn-support/en-us/pap-training/download-certified-proadvisor-badges-and-logos/01/185855#M8363 QuickBooksHelp 2019-10-01T21:20:22Z Create and customize a user login in QuickBooks Desktop Point of Sale https://quickbooks.intuit.com/learn-support/en-us/set-up-users/create-and-customize-a-user-login-in-quickbooks-desktop-point-of/01/185895#M8362 To protect your company file, QuickBooks Desktop Point of Sale allows you to create and customize user accounts and passwords. Set up User login SysAdmin Password From the File menu of your Point of Sale, click Company, then select Preferences. Click General and ensure that Require users to log in is selected. Click OK and Save. &nbsp; Create an employee password Reminder: You cannot create an employee log in without setting up the SysAdmin. From the File menu, click the Employee List. Right-click the name of the employee, then select Edit Employee. Click Create Password. Type in the desired password and click OK. Click Save. &nbsp; Assign security group and rights for employees Assign a security group From the Employee menu, select Employee List. Right-click the name of the employee, then select Edit Employee. Select the appropriate Security Group, then Save. &nbsp; Edit the Security Rights From the Employee menu, click Security. Review the list, then select or clear the restrictions as necessary. Click Save. Tue, 01 Oct 2019 21:20:17 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-users/create-and-customize-a-user-login-in-quickbooks-desktop-point-of/01/185895#M8362 QuickBooksHelp 2019-10-01T21:20:17Z Employee payroll tax exemptions https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/employee-payroll-tax-exemptions/01/185406#M8361 Some employees may be exempt from certain payroll taxes. When exempt from a tax, an employee is not required to contribute to that specific tax. In Online Payroll, you can set up each employee as exempt from Social Security, Medicare, unemployment, or other supplemental state taxes.&nbsp;Consult&nbsp;with a tax professional or financial advisor&nbsp;if you are not sure if an employee should be exempt from certain taxes. Viewing or changing employee tax exemptions QuickBooks Online Payroll: Select&nbsp;Workers&nbsp;on the left&nbsp;menu, then select&nbsp;Employees. Select&nbsp;the employee's name. Under Employee Details, click on the pencil icon beside Pay. Click on the pencil icon under the question What are (employee's name) withholdings? Scroll down until you reach the Tax Exemptions section and click on the drop down&nbsp;arrow. Select the taxes the employees are exempt from. Click Done. Intuit Online Payroll: Select&nbsp;Employees. Select the employee's name. In the Taxes &amp; Exemptions box, click Edit. In the&nbsp;Exemptions, click Edit. Select the taxes the employee is exempt from. Click Save. QuickBooks Full Service Payroll &amp; Intuit Full Service Payroll Please contact support to update your&nbsp;Tax exemptions. See also Exemption status of foreign employees with particular visa types Form W-4: Employee filing status Fri, 11 Oct 2019 19:38:45 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/employee-payroll-tax-exemptions/01/185406#M8361 QuickBooksHelp 2019-10-11T19:38:45Z Manage IOP users https://quickbooks.intuit.com/learn-support/en-us/master-administrator/manage-iop-users/01/185882#M8360 This article guides you through the steps and processes for managing your Intuit Online Payroll (IOP) users. Invite new users Go to the Setup tab and select Payroll Account Access. On the Payroll Account Access screen: If you have never granted payroll access to others you will see the . Click Yes. If you have already enabled other users, scroll to the bottom of the list and click Add a user. Fill out all required fields requested for Payroll Account Access. You will then receive a confirmation with a security code which you will need to give to the new user. Advice them to use this code after they accept the invite sent to the email address you entered. How to tell if users accepted the invitation? Until the user accepts the invitation, the status in the User List is Invited. After the user accepts the invitation, the status changes to Active. To view the status of the invitation: Click Open User List. Look in the Status column. You can also Resend the invitation. Click Close User List. What will the users see after accepting the invite? After accepting the invite, the new user will see one of two screens depending if they are an existing user or if they are signing in for the first time. For existing user: For first time user with security question: How to assign primary con... Tue, 01 Oct 2019 21:19:47 GMT https://quickbooks.intuit.com/learn-support/en-us/master-administrator/manage-iop-users/01/185882#M8360 QuickBooksHelp 2019-10-01T21:19:47Z Local tax setup and support: Ohio https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/local-tax-setup-and-support-ohio/01/185392#M8359 Overview This article covers the setup and calculation of Ohio local taxes. Employer obligations Identify local tax jurisdictions Employee and company local tax setup Calculation Request account information Related Articles External Links Employer obligations Ohio requires withholding of all applicable taxes for Ohio residents and nonresidents working in Ohio, subject to the conditions detailed in the table below. Employee Situation Withholding Requirements Lives and works in OH Work location: required Resident location: School district: required Municipal: optional (courtesy withholding) Lives in another state, but works in OH Work location: required Resident location: check with state agency Lives in OH, but works in another state Work location: check with state agency Resident location: optional (courtesy withholding) Identify local tax jurisdictions You are responsible for contacting your local municipalities to determine what local taxes an employee is subject to. The Ohio Local Tax Finder website can help locate rates and taxes. When using the website, click both of the following buttons: School District Municipal Tax Click the Zip Code link on the following screen, enter the residence or work location zip code, select the month and year for time period for which you are... Thu, 10 Oct 2019 22:37:41 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/local-tax-setup-and-support-ohio/01/185392#M8359 QuickBooksHelp 2019-10-10T22:37:41Z Remove paychecks from the print queue https://quickbooks.intuit.com/learn-support/en-us/special-payroll/remove-paychecks-from-the-print-queue/01/185603#M8358 NOTE: This article uses the terms "check" and "center", please be advised that it is applicable to all locations. Overview Follow the steps below to remove checks marked "To be printed" or "Print Later" from the print queue. Option 1: Locate the paycheck. Remove the checkmark in the Print Later checkbox. Click Save &amp; Close to save your changes. Option 2: From the register: Locate the paycheck. From the Number column clear To Print or enter a check number or phrase. Press Tab twice or click away.&nbsp; In the Recording Transaction message, under You have changed the transaction.&nbsp; Do you want to record your changes?, click Yes to save your changes. See also Remove Direct Deposit paychecks in print queue in batches&nbsp;for additional steps. You have additional option to remove check from the print queue. Option 3: Click Employees &gt; Payroll Center. On the Payroll tab, scroll down to the Recent Payrolls section. Locate the payroll you want to remove from the print queue.&nbsp; The Status will be listed as To Print. Right-click on the row and choose Remove from Print Queue. In the Remove # of paychecks from the print queue? message window appears click Yes. The Status will change to Complete. If you have QuickBooks Desktop Payroll Assisted send a zero payroll to the payroll service after approxim... Thu, 03 Oct 2019 23:40:42 GMT https://quickbooks.intuit.com/learn-support/en-us/special-payroll/remove-paychecks-from-the-print-queue/01/185603#M8358 QuickBooksHelp 2019-10-03T23:40:42Z Set up sales tax in QuickBooks Desktop Point of Sale https://quickbooks.intuit.com/learn-support/en-us/set-up-sales-taxes/set-up-sales-tax-in-quickbooks-desktop-point-of-sale/01/185863#M8357 Learn how to properly configure your sales tax so you can charge sales tax on taxable items automatically in QuickBooks Desktop Point of Sale. As you read on further, you will also know how to change tax codes or locations on individual sales if needed for special circumstances. Apply a single rate tax to all taxable items From File menu, select Setup Interview. Go to the Sales Tax tab. Select the Yes radio button on Do you collect sales tax? Enter the tax rate as a percentage and the tax agency to where you pay your taxes. Select Done. Set up and configure your sales tax rate Step 1: Specify that you collect sales tax From File menu, select Preferences &gt; Company. From the I want to option, select Sales Tax. Select the Collect Sales Tax checkbox. Step 2: Set up sales tax location Select the Add tax location or Edit tax location button. Note that you can use the default tax location named Local Sales Tax. It cannot be deleted but you can rename or edit to specify your preferred location name. From the Tax Location window, enter the tax location name. If you choose to add tax on sales shipped to this location, select the checkbox for Shipping to this location is taxable using the tax code and select the tax code to be applied. Seelct OK. Step 3: Add tax codes After adding or edi... Tue, 01 Oct 2019 21:18:22 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-sales-taxes/set-up-sales-tax-in-quickbooks-desktop-point-of-sale/01/185863#M8357 QuickBooksHelp 2019-10-01T21:18:22Z Fix PSXXX errors https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/fix-psxxx-errors/01/186203#M8356 Learn how to fix PSXXX errors codes when downloading payroll updates in QuickBooks Desktop. You may encounter this error followed by a message when downloading payroll updates. Use these solutions to fix the issue. Tip: If you’re using an antivirus on your computer, you may want to consider disabling it temporarily. Then try to download the latest payroll update before you follow these solutions. Solution 1: Make sure your service info is correct Restart your computer, then reopen QuickBooks Desktop. Make sure your account info is up to date and correct. If not, then update it. Download the latest payroll tax table update. Solution 2: Register and update your QuickBooks Desktop It's important to have the latest security and software improvements. Here's how to check if your software is registered. Open your QuickBooks Desktop. Press the F2 key to open the Product Information window. Beside the license number, check if it says Activated. Note: If it doesn’t say Activated, register your QuickBooks Desktop. After you register QuickBooks Desktop, update it to the latest release. Download the latest payroll tax table update. Solution 3: Repair QuickBooks Desktop Run a QuickBooks repair to see if its folder or files need some fixing. After you repair QuickBooks Desktop, download the... Tue, 01 Oct 2019 21:18:15 GMT https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/fix-psxxx-errors/01/186203#M8356 QuickBooksHelp 2019-10-01T21:18:15Z Update Point of Sale to the latest release https://quickbooks.intuit.com/learn-support/en-us/update-products/update-point-of-sale-to-the-latest-release/01/185847#M8355 Learn how to update your QuickBooks Desktop Point of Sale to the latest release. The Automatic Update feature allows QuickBooks Desktop Point of Sale to download the latest updates, whether or not the program is running. In this article, we'll walk you through how to set this up. Find the latest release patch for Point of Sale Check to see if you have the latest release patch. Go to Help and select About Point of Sale. In the About QuickBooks Point of Sale window, check the current version and release. [caption id="" align="alignnone" width="500"] View current version of Quickbooks Desktop Point of Sale[/caption] Check the latest release available for your QuickBooks Desktop Point of Sale 18.0. Manually update your product Go to the Downloads &amp; Update web page. From the Select Product drop-down, choose QuickBooks Point of Sale. From the Select Edition drop-down, choose the appropriate edition. From the Select Version drop-down, choose the appropriate version or year. Select Search. Select Get the latest updates, then Save file to download update. When the download completes, double-click to install the file. You may need to restart Windows after the installation is complete. You can install manual updates across your network either by: Accessing the install file on your comput... Tue, 01 Oct 2019 21:18:11 GMT https://quickbooks.intuit.com/learn-support/en-us/update-products/update-point-of-sale-to-the-latest-release/01/185847#M8355 QuickBooksHelp 2019-10-01T21:18:11Z Error: POS got stuck when using QuickBooks Point of Sale https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/error-pos-got-stuck-when-using-quickbooks-point-of-sale/01/185992#M8354 Getting POS got stuck error while using your QuickBooks Point of Sale? We've listed recommended troubleshooting steps to help you fix the error so you can get back to your business right away. Before you start: Make sure QuickBooks Desktop Point of Sale is updated to the latest release Check that you meet System requirements for QuickBooks Desktop Point of Sale 18.0 Resolve "Error: POS got stuck" Choose the solution appropriate to your POS setup or situation. You have QuickBooks POS on one computer Create a backup then restore to a different file backup files in QuickBooks Desktop Point of Sale. Run Verify Data utility then compress Data Base. Perform a clean reinstall for QuickBooks Desktop Point of Sale. Test in a New Windows User (Windows 10 or&nbsp;Windows 8/7). You have multiple computers with POS and you get the error on the server and all client computers Check Network Speed. Create a backup then restore to a different file backup files in QuickBooks Desktop Point of Sale. Run Verify Data utility then compress Data Base. Perform a clean reinstall for QuickBooks Desktop Point of Sale. Test in a New Windows User (Windows 10 or&nbsp;Windows 8/7). You have multiple computers with POS and you only get the error on the server Create a backup then restore to a different file backup file... Wed, 02 Oct 2019 02:35:31 GMT https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/error-pos-got-stuck-when-using-quickbooks-point-of-sale/01/185992#M8354 QuickBooksHelp 2019-10-02T02:35:31Z Self-Employed: Import, export, and conversion limitations https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/self-employed-import-export-and-conversion-limitations/01/186207#M8353 Learn about the import, export, and conversion limitations for QuickBooks Self-Employed. QuickBooks Self-Employed has some limitations. Here are answers to questions you may have about them. Can my data be imported into QuickBooks Self-Employed from QuickBooks Desktop? No. QuickBooks Self-Employed is not a double-entry bookkeeping program and does not contain registers; therefore, the ability to import data from QuickBooks Desktop is not provided. Can my data be exported from QuickBooks Self-Employed to QuickBooks Desktop? No. QuickBooks Self-Employed currently does not support exporting to QuickBooks Desktop. Can I upgrade my QuickBooks Self-Employed subscription to QuickBooks Online (Essentials or Plus)? No. QuickBooks Self-Employed can't be upgraded to any version of QuickBooks Online. Can I downgrade my QuickBooks Online subscription to QuickBooks Self-Employed? No. We do not currently offer the ability to downgrade any QuickBooks Online subscription. Tue, 01 Oct 2019 21:18:00 GMT https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/self-employed-import-export-and-conversion-limitations/01/186207#M8353 QuickBooksHelp 2019-10-01T21:18:00Z Send your info to TurboTax if your QuickBooks Self-Employed account is different from your TurboTax account https://quickbooks.intuit.com/learn-support/en-us/tax-forms/send-your-info-to-turbotax-if-your-quickbooks-self-employed/01/185757#M8352 Need to send info from QuickBooks Self-Employed to TurboTax? Learn how you can do this if you have different login info for each account. You can send QuickBooks Self-Employed data directly to TurboTax Self-Employed and waive the filing fees (plus one free state). For this to work, both your QuickBooks Self-Employed and TurboTax Self-Employed accounts must share the same username and password. If you don't use the same username and password, you can: Use your TurboTax account going forward. Use your QuickBooks Self-Employed going forward. Maintain two separate accounts. Note: Simply changing the login credentials of one account to match the other will not resolve the issue. Use your TurboTax account going forward Who is this a good choice for? Someone that wants to keep filing their taxes with their existing TurboTax account. Can you send your info directly to TurboTax Self-Employed? Yes. After the data migration to your new QBSE account is complete, log into that new account and send your info to TurboTax. How to do this? Create a new QuickBooks Self-Employed account using the login credentials you use with TurboTax. For a seamless transfer of data, please do not add any data at this time. If there is data in the new account and you wish to maintain it, please let your Custom... Tue, 01 Oct 2019 20:17:45 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-forms/send-your-info-to-turbotax-if-your-quickbooks-self-employed/01/185757#M8352 QuickBooksHelp 2019-10-01T20:17:45Z What's new with QuickBooks Self-Employed Invoicing? https://quickbooks.intuit.com/learn-support/en-us/manage-invoices/what-s-new-with-quickbooks-self-employed-invoicing/01/185707#M8351 You gave us feedback that you wanted to maximize the invoicing feature available in product. We heard you! We have released the following enhancements that would provide convenience in creating your invoices. Update: To improve load times on the invoicing page, we've changed to default date range to the last 12 months. To see every invoice created (whether drafts, sent or paid), change the date range to All. Web version Send an Invoice to Multiple Emails You now have the ability to send an invoice to multiple email addresses! While filling out the email information, you can add an extra email address to the “BCC” field. This will send separate emails of the invoice to that email address, rather than creating an email thread. Go to Invoices page, select Create new Invoice. When creating an invoice, fill out the BCC field with any other email addresses you’d like to send a copy of the Invoice to. Note: This will NOT start an email thread but will instead just send a copy of the Invoice to any emails included in the BCC field. If any changes are made to the Invoice (including when it’s paid), anyone who received the Invoice will be able to open it with their initial email and see the changes reflected automatically. Send an Invoice Reminder Waiting for your client to pay the Invo... Tue, 01 Oct 2019 20:16:48 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-invoices/what-s-new-with-quickbooks-self-employed-invoicing/01/185707#M8351 QuickBooksHelp 2019-10-01T20:16:48Z Nebraska state W-2 E-file help https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nebraska-state-w-2-e-file-help/01/185427#M8350 To submit your state W-2 forms: Create the W-2 file that you will upload in step 3. &nbsp;See&nbsp;E-file your State W-2s from QuickBooks Desktop&nbsp;for detailed steps. Access the state website. Upload your W-2 information. Make sure you upload the .txt file, the Excel file cannot be submitted through the agency system. Note: You can file the annual reconciliation, Form W-3N, electronically through the state website. Tue, 01 Oct 2019 20:15:12 GMT https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nebraska-state-w-2-e-file-help/01/185427#M8350 QuickBooksHelp 2019-10-01T20:15:12Z Error 100060: QuickBooks POS could not create some necessary accounts in your QuickBooks Financial Software https://quickbooks.intuit.com/learn-support/en-us/access-data-remotely/error-100060-quickbooks-pos-could-not-create-some-necessary/01/186286#M8349 When running Financial Exchange, you receive the following error message: Error 100060: QuickBooks POS could not create some necessary accounts in your QuickBooks Financial Software This may be caused by either of the following: An account is active in QuickBooks Desktop during the first Financial Exchange with Point of Sale. The user currently logged in to QuickBooks Desktop does not have Administrator permission. To resolve this issue, follow the troubleshooting steps provided below. To continue using account numbers in QuickBooks Desktop On QuickBooks Desktop, go to the Edit menu, then select Preferences &gt; Accounting. Go to the Company Preferences tab, then unmark the Use account numbers checkbox. Select OK. Perform Financial Exchange in Point of Sale (go to the Financial menu, then select Update QuickBooks). Repeat steps 1 and 2, but mark the Use account numbers checkbox to reactivate the feature. Log in as an Administrator in QuickBooks Desktop Go to the File menu, then select Close Company/Logoff. Log in to the company file as the Administrator. Go to the Window menu, then select Close All. On QuickBooks Desktop Point of Sale, go to the File menu, then select Preferences &gt; Company. Under Financial, choose Accounts. Make sure all the accounts under the Basic and Advanced ... Tue, 01 Oct 2019 20:15:07 GMT https://quickbooks.intuit.com/learn-support/en-us/access-data-remotely/error-100060-quickbooks-pos-could-not-create-some-necessary/01/186286#M8349 QuickBooksHelp 2019-10-01T20:15:07Z Paid employees with lump sum payments in the current year https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paid-employees-with-lump-sum-payments-in-the-current-year/01/186241#M8348 Lump sum payments are when you paid your employees without calculating or withholding any payroll taxes. When setting up QuickBooks Online Payroll for the first time and you indicate that you have made lump sum payments to your employees, we’ll help you with your payroll tax calculations and what to do. See Enter gross up prior payrolls in Online Payroll for additional details. For more information about entering in prior payroll in QuickBooks Online Payroll see Enter prior payrolls in Online Payroll. Tue, 01 Oct 2019 20:14:44 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paid-employees-with-lump-sum-payments-in-the-current-year/01/186241#M8348 QuickBooksHelp 2019-10-01T20:14:44Z Direct deposits show as zero in register https://quickbooks.intuit.com/learn-support/en-us/bank-registers/direct-deposits-show-as-zero-in-register/01/185794#M8347 Overview When you send your Direct Deposit payroll to Intuit for processing, the following happens: Intuit's payroll system posts a QuickBooks Liability Check in your bank register for the total amount of Direct Deposit payroll plus processing fees. Intuit will debit your bank account for the total amount on that liability check, a banking day before the paycheck date. To ensure that your employees receive their direct deposit funds on paycheck date, you must send your payroll before 5 p.m., Pacific Time, two federal banking days prior to your paycheck date. Assumptions You have an active payroll subscription and transmits direct deposit payroll to Intuit. Details Why do Direct Deposit paychecks appear as zero amounts in my QuickBooks bank register? When you send your Direct Deposit Payroll to Intuit for processing, a QuickBooks Payroll Liability Check is auto generated and posted to your bank register by the payroll system. This liability check reduces the balance in your QuickBooks bank register for the sum total of all direct deposit paychecks and their associated processing fees. Because the net amounts on Direct Deposit paychecks are already included in the QuickBooks Liability Check, any Direct Deposit paycheck will display on your bank register with a zero net amount. T... Tue, 01 Oct 2019 20:14:38 GMT https://quickbooks.intuit.com/learn-support/en-us/bank-registers/direct-deposits-show-as-zero-in-register/01/185794#M8347 QuickBooksHelp 2019-10-01T20:14:38Z Rename the Intuit Entitlement Client Folder https://quickbooks.intuit.com/learn-support/en-us/damaged-data/rename-the-intuit-entitlement-client-folder/01/185849#M8346 Renaming the Intuit Entitlement Client Folder is required when there’s a need to: Clean Install Fix invalid product code error Fix errors when updating&nbsp;QuickBooks Desktop Point of Sale Step 1: Display hidden files and folders For Windows 10, 8.1 and 8 On your keyboard, press Windows logo+S to open the Search window. In the Search box, type folder. From the search result, select Folder Options. On the Folder Options window, select View. Select Show hidden files, folders and drives, and uncheck Hide extensions for known file types and Hide protected operating system files (Recommended). Select Apply and OK. For Windows 7 Right-click the Windows logo and select Open Windows Explorer. Select Organize and choose Folder and Search Options. Go to the View tab, select Show hidden files and folders, and uncheck Hide protected operating files checkbox. When a warning appears, select Yes and then OK. Step 2: Rename the Entitlement Folder Go to C:\ProgramData\Intuit\Entitlement Client&nbsp;and rename the folder v8 to v8 (OLD) On your keyboard, press&nbsp;Windows+R&nbsp;to open the run command Enter (or copy and paste)&nbsp;C:\ProgramData\Intuit\Entitlement Client&nbsp;and press&nbsp;Enter. Right-click the v8 folder, then select&nbsp;Rename. Rename the folder to&nbsp;v8 (OLD). Tue, 01 Oct 2019 20:14:27 GMT https://quickbooks.intuit.com/learn-support/en-us/damaged-data/rename-the-intuit-entitlement-client-folder/01/185849#M8346 QuickBooksHelp 2019-10-01T20:14:27Z Supplemental Tax Rates on Bonus Checks https://quickbooks.intuit.com/learn-support/en-us/federal-taxes/supplemental-tax-rates-on-bonus-checks/01/186191#M8345 You can use the supplemental federal income tax rate when you create a bonus check if these conditions are met: You pay the bonus separately from a regular paycheck. You withhold at regular withholding rates on the employee's regular salary. The federal supplemental income tax rate is currently a flat 22% on wages up to $1,000,000. This rate may not be beneficial to your employees if it's higher than their regular rate. If you want to use the supplemental income tax rate for some employee bonuses and not for others, do separate bonus only runs. If your state also has a supplemental income tax rate, we use the state rate when you choose to use the supplemental rates. Note: If the employee has accumulated more than $1,000,000 in the current tax year, you must withhold federal income tax at 37%. Check with your accountant regarding allowable tax treatment of a bonus. Tue, 01 Oct 2019 20:14:22 GMT https://quickbooks.intuit.com/learn-support/en-us/federal-taxes/supplemental-tax-rates-on-bonus-checks/01/186191#M8345 QuickBooksHelp 2019-10-01T20:14:22Z Customer History is missing at Remote store after merging at the Headquarters In QuickBooks Point of Sale https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/customer-history-is-missing-at-remote-store-after-merging-at-the/01/186466#M8344 What you may be experiencing: After you merge a name in the headquarters and then perform a store exchange, the receipt history for that name at the remote store is blank. It will only show transactions that occur after the merge. You are unable to see transactions prior to the merge in customer history but the reports will show the transactions. What you can try now: Use the Headquarters to look at the customer history or use reports at the remote store. Current Status: Engineers are researching and looking for possible solutions&nbsp;for this issue. Please subscribe now to be notified when we have any updates. Next Update: 10/07/2018 &nbsp; Tue, 01 Oct 2019 20:14:14 GMT https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/customer-history-is-missing-at-remote-store-after-merging-at-the/01/186466#M8344 QuickBooksHelp 2019-10-01T20:14:14Z Point of Sale feature comparison by level and version https://quickbooks.intuit.com/learn-support/en-us/inventory-reports/point-of-sale-feature-comparison-by-level-and-version/01/186458#M8343 Learn what QuickBooks Desktop Point of Sale can do and decide which version or level is best for your business. QuickBooks Desktop Point of Sale by Level BASIC PRO MULTI-STORE Make Better Business Decisions More than 50 pre-built sales, customer and inventory reports at your fingertips X X X Create customized reports and save for easy access X X X Improve your marketing with insights and data from the Customer Center X X X Track employee hours and sales commissions X X Access to sales and inventory reports for each store location and at the "company" level X Take your Business Mobile Ring up sales on your smart phone or tablet (iPad, iPhone, Android) X X X Sales and inventory information from your mobile device syncs with Point of Sale software X X X Quickly, Easily Ring Up Sales A payment account that lets you accept credit cards right in your software X X X Ability to use a bar code scanner to ring sales X X X Allows discounts, returns, store credit &amp; gift receipts X X X Customize price tags, receipts and more X X Track work orders and sales orders X X Manage Inventory Accurately and Effortlessly Automatically track inventory as you sell and receive items X X X Manage vendors X X X Generate purchase orders X X Ship and track packages using Shipping Manager X X Track multiple... Tue, 01 Oct 2019 20:14:02 GMT https://quickbooks.intuit.com/learn-support/en-us/inventory-reports/point-of-sale-feature-comparison-by-level-and-version/01/186458#M8343 QuickBooksHelp 2019-10-01T20:14:02Z Error 3180 on time sheets when performing a financial exchange https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/error-3180-on-time-sheets-when-performing-a-financial-exchange/01/185987#M8342 What you may be experiencing: While doing a financial exchange that involves employees time sheets Problems Found displays next to Time Cards Sent.&nbsp; When viewing the activity log, the error message shows: Status code: 3180 Status message: There was an error when saving a Employees list, element "Employee, Name". QuickBooks error message: The address is invalid. The issue seems to be related to a limitation in the payroll service where it requires the employee's social security number be entered before the employee information can be saved in QuickBooks Desktop Financial. There is nowhere in QuickBooks Desktop Point of Sale to add that information which doesn't allow Point of Sale to save the new employee since it doesn't have all required fields entered in and it gives a response of "The address is invalid." What you can try now: You can manually enter the information from QuickBooks Desktop Point of Sale into time sheets in QuickBooks Desktop Financial. Current Status: At this time, we have to re-prioritize this issue to gauge the customer impact. We do our best to resolve as many issues as we can identify, but have to focus on those that have the largest impact. At this moment we do not have any updates, however, we are continuing to target a fix for this issue. As we have n... Tue, 01 Oct 2019 20:13:55 GMT https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/error-3180-on-time-sheets-when-performing-a-financial-exchange/01/185987#M8342 QuickBooksHelp 2019-10-01T20:13:55Z Change account mapping for credit card transactions to debit in Undeposited Funds https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/change-account-mapping-for-credit-card-transactions-to-debit-in/01/186284#M8341 Learn how to change the account mapping for credit card transactions to debit in the Undeposited Funds account. Why are we unable to change from debit to credit? There are damaged payment items Items were set up incorrectly in QuickBooks Solution 1: Configure account mapping preferences Ensure that the Undeposited Funds account is selected in the Point of Sale account mapping section in Company Preferences: Choose File &gt; Preferences &gt; Company. Select the Accounts preference under Financial and select the Advanced tab. Ensure that the selection in the QB Account field on the Credit Card line is Undeposited Funds. Select Save. Solution 2: Ensure to select Group with other Undeposited Funds In QuickBooks, select Lists &gt; Item List. Double-click the VISA/Mastercard item and ensure that Group with other undeposited funds is selected. If it is not set to Group with other undeposited funds, select that option and select OK. Solution 3: Repair possible item damage If Group with other undeposited funds is already selected, the payment item may be damaged. To repair possible damage: After making note of the spelling and capitalization of the item, change the Item Name/Number to X and select OK. Right-click on the item list and select New. In the Type field, select Payment and, in the Ite... Tue, 01 Oct 2019 19:14:28 GMT https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/change-account-mapping-for-credit-card-transactions-to-debit-in/01/186284#M8341 QuickBooksHelp 2019-10-01T19:14:28Z No adjustment shows on the QuickBooks balance sheet after inventory is deleted in Point of Sale https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/no-adjustment-shows-on-the-quickbooks-balance-sheet-after/01/186303#M8340 When an inventory item (with a quantity on hand) is deleted from QuickBooks Desktop Point of Sale, an adjustment to account is automatically generated for the decrease in inventory. Ensure the adjustment is reflected correctly in the QuickBooks Balance Sheet report. This issue may be happening because of the following reasons: In QuickBooks Desktop Point of Sale: The correct accounts are not mapped. The adjustment did not transfer during the data exchange. In QuickBooks Desktop: The Balance Sheet report may not have been run for the correct date. The correct adjustment is not reflected in the Inventory Asset account. It is recommended to follow the steps provided for both QuickBooks Point of Sale for Desktop and QuickBooks Desktop to resolve the problem. Important: QuickBooks Desktop Point of Sale: Check the account mapping to determine which accounts are tracking the adjustment. Verify that the adjustment transferred correctly from Point of Sale during the data exchange. QuickBooks Desktop: Verify that the Balance Sheet report reflects the correct information. QuickBooks Desktop Point of Sale Verify the account mapping. From Point of Sale, go to File, select Preferences and choose Company. Select Accounts from the list displayed in the left side of the window. Ensure the Asse... Tue, 01 Oct 2019 19:14:06 GMT https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/no-adjustment-shows-on-the-quickbooks-balance-sheet-after/01/186303#M8340 QuickBooksHelp 2019-10-01T19:14:06Z Editing an Item then save and next the Item History does not change to the next item. https://quickbooks.intuit.com/learn-support/en-us/manage-lists/editing-an-item-then-save-and-next-the-item-history-does-not/01/185902#M8339 What you may be experiencing: While editing Inventory items and selecting Save &amp; Next button, the History widget will not reflect the next item's activities. The original edited item's history will continue to show. What you can try now: Selecting Save rather than Save and Next, select the next item and click edit. Current Status: We do our best to resolve as many issues as we can identify, but have to focus on those that have the largest impact. This issue will remain open, but there is no set plan to provide further updates. Once we have new and relevant information, we will communicate that to you. Next update: 8/17/2018 Tue, 01 Oct 2019 19:14:01 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-lists/editing-an-item-then-save-and-next-the-item-history-does-not/01/185902#M8339 QuickBooksHelp 2019-10-01T19:14:01Z My QuickBooks Self-Employed data didn't show up in TurboTax Self-Employed https://quickbooks.intuit.com/learn-support/en-us/sync-data/my-quickbooks-self-employed-data-didn-t-show-up-in-turbotax-self/01/185386#M8338 If your income and expenses from QBSE did not show up in TurboTax Self-Employed after you initiated the export or import, here are some things to look for to resolve it: First thing is to check if you are currently seeing "TurboTax Self-Employed" on the left-hand panel of your TurboTax account (see image below). If you're seeing anything other than TurboTax Self-Employed, you will need to upgrade your account to TurboTax Self-Employed and then the data will surface. To upgrade, simply click the "upgrade" button located in the same left-hand panel. Agree to the upgrade and know that the charges will not apply when the data imports. If you are prompted to pay for the TurboTax Self-Employed fee and for one state return, please contact either QuickBooks Self-Employed or TurboTax from the Help tab in either of your accounts and inform them that you're a QBSE bundled user and need a service code to bypass the filing fees. We will confirm your bundled subscription and will generate a code for this one-time filing. If you see "TurboTax Self-Employed", do you see any data showing up in the Schedule C? To locate the Schedule C, simply type in the search bar "jump to Schedule C". If you see a message stating there's a bit more information we need to gather about your income, know that th... Tue, 01 Oct 2019 19:12:47 GMT https://quickbooks.intuit.com/learn-support/en-us/sync-data/my-quickbooks-self-employed-data-didn-t-show-up-in-turbotax-self/01/185386#M8338 QuickBooksHelp 2019-10-01T19:12:47Z Coinbase Integration with QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/process-payments/coinbase-integration-with-quickbooks-self-employed/01/185377#M8337 To better track the buys and sells in the cryptocurrency market, QuickBooks Self-Employed integrates with Coinbase. You can now import your cryptocurrency transactions from Coinbase to QuickBooks Self-Employed. The feature is currently only available via QuickBooks Self-Employed Labs to select test users. In order to integrate your Coinbase account: Log into QuickBooks Self-Employed Select the Gear Select Labs Choose Coinbase and select Turn It On Enter your Coinbase credentials Authorize the permission to complete One you've connected to Coinbase, you'll see your cryptocurrency transactions loaded on your Transactions page. You can see each transaction that occurs in Coinbase with the corresponding amount spent as well as the amount in gains/losses. Some things to keep in mind: You can toggle on and off the specific coin wallet you wanted to hide by going to your Bank Accounts page. To see ALL transactions from a specific cryptocurrency, select/sort from the Transactions List. For Tax purposes, coinbase transactions will come in as Personal only and can't be changed to Business. (IRS regulations with cryptocurrency changes overtime and you should get an Accountant's professional opinion on the tax implications of any cryptocurrency transactions.) Tue, 01 Oct 2019 19:12:40 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payments/coinbase-integration-with-quickbooks-self-employed/01/185377#M8337 QuickBooksHelp 2019-10-01T19:12:40Z Resolve errors when converting data or trying to open a company file https://quickbooks.intuit.com/learn-support/en-us/open-data/resolve-errors-when-converting-data-or-trying-to-open-a-company/01/185395#M8336 Find out how to resolve common errors you encounter when you’re upgrading your QuickBooks Point of Sale to a new version or simply opening a new company file. You may receive any of the following: Error 181016 "Problem, could not open the QuickBooks Point of Sale data: [company name]" Error 181021 "QuickBooks POS Message: 181021" Problem, could not create company: [company name] Error: Could not connect to database Error: Could not load database &nbsp; What causes these errors? The company name used on your network isn't unique. There is more than one version of QuickBooks Desktop Point of Sale installed on your computer. You are not logged in Windows as an Admin. The QuickBooks Desktop Point of Sale company data folder may be compromised. A firewall is blocking the ports that Quickbooks Desktop Point of Sale database manager is trying to access. TCP/IP (Transmission Control Protocol/Internet Protocol) isn't installed, is disabled, or is not working. Before you start... Make sure your computer meets the minimum System Requirements for QuickBooks Desktop Point of Sale. Ensure that you have no older versions of Point of Sale installed on your computer. If there are, uninstall them using the Add or Remove Programs function in the Windows Control Panel. Restart your computer. Note: For... Tue, 01 Oct 2019 19:12:02 GMT https://quickbooks.intuit.com/learn-support/en-us/open-data/resolve-errors-when-converting-data-or-trying-to-open-a-company/01/185395#M8336 QuickBooksHelp 2019-10-01T19:12:02Z Create paychecks in online payroll https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-paychecks-in-online-payroll/01/186446#M8335 Find out how to create paychecks with QuickBooks Online Payroll or Intuit Online Payroll. Do you need to pay your employees? Online payroll services help you create paychecks fast. Let’s get your team paid. Keep in mind that federal holidays can impact the direct deposit processing. Create paychecks 1 or 2 days earlier so that your employees are paid on time. Your steps depend on which product you have. Help me figure out my payroll product If your sign-in screen looks like this, you use QuickBooks Online Payroll. If your sign-in screen looks like this, you use Intuit Online Payroll. Direct deposit processing times When you use direct deposit, be sure to consider processing times when creating and approving checks. Processing and approval cut off times depend on your payroll service. QuickBooks Online Payroll: Approve payroll before 5:00 PM PT 1 business day prior to the pay date, provided the pay date is a business day. Funds are pulled from your account on the same day your employees and contractors are paid. Intuit Online Payroll: Approve payroll before 5:00 PM PT 2 business days prior to the pay date, provided the pay date is a business day. Funds are pulled from your account the day before employers and contractors are paid. Any checks approved after the deadline will be ... Sat, 12 Oct 2019 04:04:15 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-paychecks-in-online-payroll/01/186446#M8335 QuickBooksHelp 2019-10-12T04:04:15Z Add contractor direct deposit info in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/set-up-direct-deposit/add-contractor-direct-deposit-info-in-quickbooks-self-employed/01/185455#M8334 QuickBooks Self-Employed lets you securely add your direct deposit info so your clients, using QuickBooks Online, can pay you by direct deposit. How it works You will receive an invitation from your client via email. This email will prompt you to set up your free QuickBooks Self-Employed account, where you will complete your W9 form. Next, you will set up your “wallet”, that will allow you to receive direct deposit or ACH from your client. This will be shared with your client’s QuickBooks Online company. Once the setup is complete, you will see the rest of your QuickBooks Self-Employed account and your client will see your “wallet” in their QuickBooks Online company for future direct deposit or ACH payments. If you receive future invitations from other QuickBooks Online companies, you need to accept the invitation (using the same email you used for QuickBooks Self-Employed), then your wallet will be shared with that company. What if I need to change my bank information? You can update the bank account where you receive direct deposit or ACH payments anytime. Once updated, any of your clients' QuickBooks Online companies will be updated. To update your bank account, select the Settings&nbsp;⚙&nbsp;icon at the top, then Payment Settings. Can I access other features in QuickBooks Self-Empl... Tue, 01 Oct 2019 05:25:16 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-direct-deposit/add-contractor-direct-deposit-info-in-quickbooks-self-employed/01/185455#M8334 QuickBooksHelp 2019-10-01T05:25:16Z Add or edit an employee in Online Payroll https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/add-or-edit-an-employee-in-online-payroll/01/186028#M8333 Learn how to set up and edit your employees in QuickBooks Online Payroll, Intuit Online Payroll, and Intuit Full Service Payroll. Pay your employees fast and with confidence in Online Payroll. Let’s set up your team so you can get them paid. Gather employee info Before you add a new employee, you need to have all their info. Here’s a helpful list. Personal tax info Employment eligibility: I-9 form W-4 and state tax forms Legal name Address Phone number Email address Date of birth Employee payroll tax exemptions Social Security number Tip: You can verify any SSN with the Social Security Number Verification Service. Your steps depend on which product you have. Help me figure out my payroll product If your sign-in screen looks like this, you use QuickBooks Online Payroll. If your sign-in screen looks like this, you use Intuit Online Payroll. If your sign-in screen looks like this, you use Intuit Full Service Payroll. Add the employee to your payroll QuickBooks Online Payroll Go to the Workers menu and select Employees. Select Add an employee. Enter the employee's info, and select Done. Intuit Online Payroll and Intuit Full Service Payroll Go to the Employees tab and select Add an Employee. Enter the employee's info. Select Continue. Tip: If you need help setting up your employee,... Thu, 03 Oct 2019 17:26:08 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/add-or-edit-an-employee-in-online-payroll/01/186028#M8333 QuickBooksHelp 2019-10-03T17:26:08Z Support hours and types https://quickbooks.intuit.com/learn-support/en-us/help-articles/support-hours-and-types/01/385590#M8331 At Intuit, we’re here to support you and your business needs. Check out our support hours and contact us at a time convenient to you. Or opt for a call me back so you won’t have to wait—we’ll get in touch instead. QuickBooks Online You can contact us during these hours. Note: All subscriptions to QuickBooks Online include support1. Product Chat Call me back Call us Plus, Essentials, Simple Start 4:00 AM-9:00 PM Monday-Saturday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-3:00 PM Saturday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-3:00 PM Saturday Advanced 4:00 AM-9:00 PM Monday-Saturday 6:00 AM-5:30 PM Monday-Friday 6:00 AM-2:30 PM Saturday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-3:00 PM Saturday &nbsp; QuickBooks Desktop Get in touch with us during these hours. Note: QuickBooks Plus and Enterprise includes support1. For support for QuickBooks Pro and Premier, see Care Plans for QuickBooks Desktop. Product Chat Call me back Call us Pro, Premier, Plus 5:00 AM-5:00 PM Monday-Friday Any time Sunday-Saturday Any time Sunday-Saturday Enterprise2 4:00 AM-7:00 PM Monday-Friday 4:00 AM-7:00 PM Monday-Friday 4:00 AM-7:00 PM Monday-Friday Assisted Payroll 6:00 AM-6:00 PM Monday-Friday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-6:00 PM Monday-Friday DIY Payroll 6:00 AM-6:00 PM Monday-Friday 6:00 AM-6:00 PM Mond... Wed, 09 Oct 2019 04:37:50 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/support-hours-and-types/01/385590#M8331 QuickBooksHelp 2019-10-09T04:37:50Z Manage TSheets Time Clock Kiosks https://quickbooks.intuit.com/learn-support/en-us/help-articles/manage-tsheets-time-clock-kiosks/01/381588#M8330 Notes: Only administrators have authorization to manage kiosks. Before following these steps, you must set up a Kiosk station. See one of the following: How to Set Up Time Clock Kiosk Clock-in and Clock-out (iOS) How to Set Up Time Clock Kiosk Clock-in and Clock-out (Android) How to Set Up Time Clock Kiosk Clock-in and Clock-out (Computer) Authorize a computer In TSheets, go to Feature Add-ons &gt;&nbsp;Time Clock Kiosk. In the Time Clock Kiosk Preferences window, select Add Device &gt; Use this computer. Authorize a kiosk device In TSheets, go to Feature Add-ons &gt;&nbsp;Time Clock Kiosk. Select Add Device, and record the authorization code. On the device the TSheets Time Clock Kiosk app is installed on, launch the app. In the Authorize This Device window, enter the code, and select Authorize. Change the name of a kiosk On a computer, in TSheets, go to Feature Add-ons &gt;&nbsp;Time Clock Kiosk. In the Time Clock Kiosk Preferences window, select a kiosk name. In the Edit Kiosk window, enter a new name, and select Save. Assign groups or individual employees to clock in and out Back in the Time Clock Kiosk Preferences window, select the kiosk name. Select the employees that will be allowed to clock in to this kiosk by selecting all employees. Select a group or + to expand a group and select individual e... Thu, 26 Sep 2019 10:52:29 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/manage-tsheets-time-clock-kiosks/01/381588#M8330 QuickBooksHelp 2019-09-26T10:52:29Z
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<pubDate>Tue, 15 Oct 2019 09:56:55 GMT</pubDate>
<dc:creator>help-articles</dc:creator>
<dc:date>2019-10-15T09:56:55Z</dc:date>
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<title>Transfer app ownership or disconnect apps</title>
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https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/transfer-app-ownership-or-disconnect-apps/01/393585#M8436
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Learn how to transfer app ownership or disconnect an app in QuickBooks Online. If you find yourself needing to disconnect a third-party app or transfer the ownership to another user, you can quickly do this in QuickBooks Online. Here’s how. How to transfer an app connection If you’d like to continue using the app, you’ll need the administrator to transfer the ownership. This allows you to take over the app connection for your company. From the left menu, select Apps. Search for the app you're transferring. Select the app, then select Get App Now. Review the message details and select Connect anyway. Adjust the settings as necessary, then make sure the app is now associated with the new user ID. How to disconnect an app If you’d like to disconnect an app from your company and stop the app’s functionality: From the left menu, select Apps. Select My Apps, then find the app you’d like to disconnect. Select the Action ▼ dropdown, then select&nbsp;Disconnect. Complete the short questionnaire. Select Disconnect.
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<pubDate>Sat, 12 Oct 2019 09:17:59 GMT</pubDate>
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<dc:date>2019-10-12T09:17:59Z</dc:date>
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<title>Set up time off policy in Online Payroll</title>
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https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-time-off-policy-in-online-payroll/01/393562#M8435
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Paid time off, Unpaid time off,&nbsp; sick pay, vacation pay&nbsp;and holiday pay&nbsp;are pay types you can use to compensate employees while they aren't at work according to their hourly rates. Use the steps below to create and assign time off policies, and to answer specific questions about how these pay types are accrued. Use the information below to answer common questions about time off pay types in Quickbooks Online Payroll and Intuit Online Payroll. How do employees earn time off? For each policy, you can choose how you want employees to accrue paid time off, unpaid time off, sick pay and vacation or holiday hours. At the beginning of the year We'll credit the total hours you enter for the employee on the first paycheck of the following year (typically in January). Enter your employees' current balances as part of their setup. Each pay period Each pay period We'll automatically calculate accruals each time you create a paycheck based on the number of pay periods in the year. The following table shows the hours accrued per pay period for the common number of hours earned per year: Hours earned per year Weekly Biweekly Twice a month Monthly 40 hours 0.7692 1.5385 1.6667 3.3333 80 hours 1.5385 3.0769 3.3333 6.6667 120 hours 2.3077 4.6154 5.0000 10.0000 160 hours 3.0769 6.1538 6.6667 13....
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<dc:date>2019-10-12T07:14:21Z</dc:date>
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<title>Discover the QuickBooks Community</title>
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https://quickbooks.intuit.com/learn-support/en-us/help-articles/discover-the-quickbooks-community/01/392307#M8433
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If you have any topics about QuickBooks or anything related to your business or practice, consider joining the QuickBooks Community! It’s a place for you to connect with experts and peers. Feel free to post a question, get answers, share tips, ideas, and more. Here’s how: Go to QuickBooks Community. Select Sign In, then QuickBooks Community. Select QuickBooks Q&amp;A. Next to QuickBooks Q &amp; A for, select your QuickBooks product from the ▼ drop-down menu. Choose a topic, then select Start a discussion. Enter a subject and your question or discussion topic, then select Post.
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<pubDate>Thu, 10 Oct 2019 07:56:40 GMT</pubDate>
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<title>Take-home pay explained</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392144#M8432
</link>
<description>
Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable&nbsp; expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period). Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections.
</description>
<pubDate>Thu, 10 Oct 2019 02:41:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392144#M8432
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T02:41:54Z</dc:date>
</item>
<item>
<title>Business Health Dashboard</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/business-health-dashboard/01/392143#M8431
</link>
<description>
Small businesses need to make critical decisions everyday. These decisions help keep their business healthy and strong, but sometimes they don’t have the financial expertise to make these decisions. As an accountant, you can help push businesses to the next level by providing advisory services. The business performance dashboard is a tool to help you provide the best advice to your clients. How to view the business health dashboard From the client's account, select Overview. Select Business Health. How to navigate the dashboard The business performance dashboard helps you keep your client on track by using a more visual and consolidated view into their financial health. There are currently two sections in the dashboard and we will continue to add functions and make improvements as we collect feedback. Key metrics compare how the business is doing financially against the prior time period. To adjust the time period, select the drop-down and choose the time period. Green circle: The numbers are looking better compared to the past period. Orange circle: Indicates the number isn’t doing as well as the past period. How to use trends Trends will show a holistic performance of the business in a visual view without having to manually pull the data together.&nbsp; You can use the trends to ...
</description>
<pubDate>Thu, 10 Oct 2019 02:41:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/business-health-dashboard/01/392143#M8431
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T02:41:47Z</dc:date>
</item>
<item>
<title>Adjust your inventory of finished goods</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/adjust-your-inventory-of-finished-goods/01/392079#M8430
</link>
<description>
Learn how to adjust your inventory of finished goods in QuickBooks Desktop Premier, Enterprise, or Accountant. New to tracking the products you manufacture? QuickBooks lets you combine inventory parts and other items to build a product. Check out our inventory assembly overview to learn how to get started. QuickBooks automatically updates your inventory when you build and sell your finished goods. But depending on the situation, you might have to make manual adjustments from time to time. If you’re not sure how to do this, don’t worry. We’ll help you create the adjustment you need. Step 1: Decide what kind of of adjustment you need There are two ways to adjust your stock of finished goods. Unbuild a product you assembled When you unbuild, you decrease an assembly’s quantity and return its components back to your stock. Follow this method if you need to reuse those components. Adjust your stock of finished goods without affecting stock of components Follow this method if you don’t have to return an assembly’s parts to your inventory. For example, if a product breaks and you can no longer reuse its parts. Or if its cost changes because of seasonal demand. Step 2: Create your adjustment Once you know what kind of adjustment you need, here’s how to create it. Unbuild a product you...
</description>
<pubDate>Thu, 10 Oct 2019 02:40:38 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/adjust-your-inventory-of-finished-goods/01/392079#M8430
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T02:40:38Z</dc:date>
</item>
<item>
<title>Take home pay explained</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392077#M8429
</link>
<description>
Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period.) Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections.
</description>
<pubDate>Thu, 10 Oct 2019 01:41:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/take-home-pay-explained/01/392077#M8429
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T01:41:59Z</dc:date>
</item>
<item>
<title>
Quickbooks keeps asking me to sign into my payments account
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/web-integration/quickbooks-keeps-asking-me-to-sign-into-my-payments-account/01/390922#M8428
</link>
<description>
When accessing web based services (i.e. Merchant Services)&nbsp;within QuickBooks, a connection to the web is made. QuickBooks&nbsp;can be configured to&nbsp;either automatically connect each time or&nbsp;prompt for a password each time such a connection is made. To change this setting perform the following: 1. In QuickBooks go to the Edit drop-down menu. 2. Select Preferences. 3. Click on Service Connection. 4. Open the Company Preferences tab. 5. Select the appropriate option to either Automatically connect or Always ask for a password. 6. Click the OK button to save the settings.
</description>
<pubDate>Tue, 08 Oct 2019 07:38:11 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/web-integration/quickbooks-keeps-asking-me-to-sign-into-my-payments-account/01/390922#M8428
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T07:38:11Z</dc:date>
</item>
<item>
<title>How to Use the QuickBooks Mobile App</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/how-to-use-the-quickbooks-mobile-app/01/390882#M8426
</link>
<description>
<A href="https://www.youtube.com/watch?v=yAUIq-k4OdA" target="_blank">https://www.youtube.com/watch?v=yAUIq-k4OdA</A>
</description>
<pubDate>Tue, 08 Oct 2019 02:23:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/how-to-use-the-quickbooks-mobile-app/01/390882#M8426
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T02:23:56Z</dc:date>
</item>
<item>
<title>
Record a credit memo or refund in QuickBooks Desktop for Mac
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/record-a-credit-memo-or-refund-in-quickbooks-desktop-for-mac/01/390759#M8425
</link>
<description>
Learn how to create a credit memo or refund and apply it to a customer in QuickBooks Desktop for Mac. Create a credit memo or issue a refund check when you need to return money to your customer. Choose the option that fits your needs. Create a credit memo Select Customers and then Create Credit Memos/Refunds. Enter the info for the credit memo or refund. Then select Save. To edit an existing credit memo: Select Company and Transaction Center. Then, Credit Memos. Select a credit memo from the list on the left panel. Edit the info and select Save. Write a refund check When you need to refund a customer, create a credit memo first, then write the refund check. Open the credit memo you want to use for the refund. Select the Refund icon. Make sure all the info on the check is right. Use Accounts Receivable for the account in the detail area and select Save. Select Customers and then Receive Payments to link the check to the payment. Select your customer. You'll see the amount of the credit in the Existing Credits field and the refund check at the bottom section of the window. Select Apply Existing Credits? Enter the amount in the Payment column and select Save.
</description>
<pubDate>Tue, 08 Oct 2019 02:23:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/record-a-credit-memo-or-refund-in-quickbooks-desktop-for-mac/01/390759#M8425
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T02:23:16Z</dc:date>
</item>
<item>
<title>Payroll Tax Compliance Links</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/payroll-tax-compliance-links/01/390758#M8424
</link>
<description>
Use this information to ensure compliance with state payroll tax regulations. Find details on tax forms, withholdings, unemployment and other tax, e-file and pay information, general state and agency information, and employer registration. Alabama - Idaho Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois - Missouri Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana - Pennsylvania Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico - Wyoming Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Federal Payroll Tax Compliance Internal Revenue Service Social Security Administration
</description>
<pubDate>Tue, 08 Oct 2019 02:23:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/payroll-tax-compliance-links/01/390758#M8424
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T02:23:07Z</dc:date>
</item>
<item>
<title>QuickBooks Reactivation Request</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-reactivation-request/01/390702#M8423
</link>
<description>
You recently contacted QuickBooks Customer Care and requested your account be reactivated. Please fill out the form below with the nine digit case number you were provided by Support and attach a copy of your photo ID. The security team will process your request. <SPAN data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></SPAN><SPAN data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></SPAN><SPAN data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></SPAN>
</description>
<pubDate>Mon, 07 Oct 2019 20:08:34 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-reactivation-request/01/390702#M8423
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T20:08:34Z</dc:date>
</item>
<item>
<title>
Risk of data file corruption and data loss for QuickBooks Desktop for Mac users who attempt to run QuickBooks on macOS Catalina
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/product-system-requirements/risk-of-data-file-corruption-and-data-loss-for-quickbooks/01/390504#M8422
</link>
<description>
Find out how to continue to safely use QuickBooks Desktop for Mac on the new macOS, Catalina. Apple recently released macOS v10.15, nicknamed Catalina. As of the Catalina launch date, Intuit will continue to support current versions of QuickBooks Desktop for Mac (2019 and 2020) on the new Catalina operating system -- via required updates. Currently supported versions of QuickBooks Desktop for Mac Intuit has identified data file incompatibility issues between earlier versions of QuickBooks Desktop for Mac 2019 and 2020 and Apple’s new macOS Catalina. These issues may cause data loss and crashes. Based on testing, specific scenarios that may present these risks include conversion of a company file from Mac to Windows and/or Windows to Mac, rebuild of a company file, and restore of a company file. Users of QuickBooks Desktop for Mac 2019 and 2020 must download and install the latest free updates of QuickBooks Desktop for Mac 2019 (R7) or 2020 (R2 or later) if they plan to use macOS Catalina. This update should only take a few minutes. To find your version and release details inside QuickBooks, go to Help &gt; Product Information.&nbsp; If you are are a QuickBooks Desktop for Mac 2019 or 2020 user, you can download the latest releases by going to QuickBooks &gt; Check for QuickBooks Updates....
</description>
<pubDate>Thu, 10 Oct 2019 02:40:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/product-system-requirements/risk-of-data-file-corruption-and-data-loss-for-quickbooks/01/390504#M8422
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T02:40:46Z</dc:date>
</item>
<item>
<title>
Combine your inventory items to build finished goods
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/combine-your-inventory-items-to-build-finished-goods/01/389756#M8421
</link>
<description>
Learn how to use inventory assembly items to build and track your finished goods.&nbsp;You can do this in QuickBooks Desktop Premier, Enterprise, or Accountant. New to tracking the products you manufacture? QuickBooks lets you combine inventory parts and other items to build a product. Check out our inventory assembly overview to learn how to get started. Once you set up your product’s bill of materials, you can start building. When you build a new product, QuickBooks updates the stock of components you use. You don't have to worry about manually tracking your product's parts or materials. Assemble your product in QuickBooks From the Inventory menu, select Build Assemblies. Note: Don't see the Inventory menu? Go to Vendors and select Inventory Activities. Then Build Assemblies. Select the product you want to build from the Assembly Item drop-down. Check the quantity available for this product at the top. This helps you know how many more you need to build. Tip: Quantity available is how many of this product you have on hand, minus what’s ordered by customers and reserved for pending builds. You can see the list of components you need to build your product. Review the quantity on hand, quantity needed, and other info. Add the&nbsp;Quantity to Build. The numbers in Qty Needed column gets ...
</description>
<pubDate>Fri, 11 Oct 2019 09:07:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/combine-your-inventory-items-to-build-finished-goods/01/389756#M8421
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T09:07:41Z</dc:date>
</item>
<item>
<title>Set up your product’s bill of materials</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-your-product-s-bill-of-materials/01/389755#M8420
</link>
<description>
Learn how to set up a product you manufacture using components in your inventory. You can do this in QuickBooks Desktop Premier, Enterprise, or Accountant. New to tracking the products you manufacture? QuickBooks lets you combine inventory parts and other items to build a product. Check out our inventory assembly overview to learn how to get started. Here's how to set up a list of all the components you use to build a product. In QuickBooks, we call this list your bill of materials. It lets you organize and track the products you assemble from inventory parts and then sell. Tip: For products that you buy or sell together but don’t track as a single item, create a group item instead. For example, a gift basket of fruit, cheese, or wine. Create an inventory assembly to track your bill of materials You can add your bill of materials using an item called inventory assembly. Once you’re done, you can use this item to start building your product. From the Lists menu, select Item List. Select the Item ▼ drop-down and then New. Then, select Inventory Assembly. Add your product’s name or build number. If you buy from a vendor, select I purchase this assembly item from a vendor. Note: Select this if you buy this product assembled from a vendor. If you build the product yourself, skip th...
</description>
<pubDate>Fri, 11 Oct 2019 09:07:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-your-product-s-bill-of-materials/01/389755#M8420
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T09:07:43Z</dc:date>
</item>
<item>
<title>Update your payment information with Apple Billing</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/billing-solutions/update-your-payment-information-with-apple-billing/01/190243#M8419
</link>
<description>
On your iPhone, iPad, or iPod touch Go to Settings &gt; [your name] &gt; iTunes &amp; App Store. ​Tap your Apple ID, then tap View Apple ID. You might be asked to sign in. Tap Payment Information. Edit your payment information to reflect what's current with your financial institution. Then tap Done. On your Mac or PC On your Mac or PC, you can edit your payment information using iTunes or on the web. You can also edit your payment information in System Preferences on a Mac. If you have a PC, you can use iCloud for Windows. iTunes To open iTunes and sign in to your Account Information page, follow these steps: From the menu bar at the top of your computer screen or at the top of the iTunes window, choose Account &gt; View My Account. Sign in with your Apple ID. On the Account Information page: To the right of Payment Type, click Edit. You can see which payment methods the iTunes Store accepts in the Payment Method section. If you're using Family Sharing, and purchase sharing is turned on, only your family organizer can update your payment information. Change or remove your information. To remove the payment method, select None. Get help if you don't see None or can't select it. Click Done. On the web You can change to a different credit or debit card by signing in to your Apple ID account p...
</description>
<pubDate>Tue, 08 Oct 2019 17:08:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/billing-solutions/update-your-payment-information-with-apple-billing/01/190243#M8419
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T17:08:51Z</dc:date>
</item>
<item>
<title>View your balance sheet (iPhone, iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/view-your-balance-sheet-iphone-ipad/01/186169#M8418
</link>
<description>
Learn how to view your balance sheet using your QuickBooks Online mobile app. Do you want to check out your balance sheet quickly? You can easily view it using your mobile app&nbsp; We'll show you how. On the mobile app, the Balance Sheet is only "As of Today." To see a different date range log in to your QuickBooks Online from a web browser. To view today's balance sheet, follow these steps. iPhone Select the hamburger icon (☰). From the left menu, choose Balance Sheet under Reports Scroll to see your assets and liabilities iPad&nbsp; Select the hamburger icon (☰). Select&nbsp;Reports. Profit &amp; Loss opens by default. To switch to Balance Sheet, select the title of&nbsp;the report. Then select Balance Sheet.
</description>
<pubDate>Tue, 08 Oct 2019 01:23:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/view-your-balance-sheet-iphone-ipad/01/186169#M8418
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T01:23:59Z</dc:date>
</item>
<item>
<title>Change the reboot time for IPP350 v4 PIN pads</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/change-the-reboot-time-for-ipp350-v4-pin-pads/01/389211#M8417
</link>
<description>
IPP350 v4 PIN pads require a mandatory reboot every 24 hrs in order to meet compliance standards. The default reboot time is 3:00 AM, but you can schedule a time that’s most convenient for your business. We’ll show you how. How to update your daily PIN pad reboot time Select File, then select Preferences. Select Workstation. Select Pinpad reboot settings. Enter the time you’d like the PIN pad to reboot, then select Save. Once you save, you’ll need to wait for the PIN pad to reboot one last time randomly, then the new reboot time will take effect. Note: These settings apply to the PIN pad. If you move it to a different workstation, you’ll need to set a new PIN pad reboot time if you’d like to change it.
</description>
<pubDate>Sat, 05 Oct 2019 06:07:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/change-the-reboot-time-for-ipp350-v4-pin-pads/01/389211#M8417
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-05T06:07:48Z</dc:date>
</item>
<item>
<title>
How to change a client’s status in QuickBooks Online Accountant
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-change-a-client-s-status-in-quickbooks-online-accountant/01/186314#M8416
</link>
<description>
Client rosters change all the time. QuickBooks Online Accountant makes removing, re-adding, or deleting a client's status quick and easy. In cases where you need to remove a client from your QuickBooks Online Accountant that client has to become inactive. (Note: If you made a client inactive, you can easily make them active again.) You can also permanently delete a client so it no longer shows in your client list. Note:&nbsp;Making a client inactive will still allow you to access the client if you need to and can be reversed at any time. How to make a client inactive There may be times when your interaction with a client temporarily ends. This is common for accountants who only perform quarterly or annual work for a client. In situations like this, you can minimize clutter in your client list by making a client inactive. In the Navigation menu, click Clients&nbsp;to display your Client List. Click on the client's name. From the Edit Client&nbsp;drop-down menu, select Make inactive. When prompted, Are you sure you want to make client name inactive?, choose&nbsp;Yes. After selecting Yes, you will receive a notification that the client is now inactive. Your client will no longer show in the client list. Note: The client will now have "(deleted)" after its name. This does not mean that the data has a...
</description>
<pubDate>Wed, 02 Oct 2019 00:26:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-change-a-client-s-status-in-quickbooks-online-accountant/01/186314#M8416
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T00:26:47Z</dc:date>
</item>
<item>
<title>Delete all of your data</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/bank-feeds/delete-all-of-your-data/01/186331#M8415
</link>
<description>
Learn how to delete your data in QuickBooks Self-Employed. You can remove all your data in QuickBooks Self Employed so you can have a clean start at any time. &nbsp;Important: Deleting an account permanently removes all data associated with it. This includes all transactions and any special calculations such as split percentages. You CAN’T undo this action. Delete all your data from a web browser Delete imported CSV files Go to the Gear icon and select Imports. Select the bank name with imported .CSV files. When you see the list of imported files, select the trash icon to delete all the transactions imported with that file. Delete data from connected accounts Go to the Gear icon and select Bank Accounts. Find the account you want to delete, then select the trash icon at the top right. Enter “DELETE”, then select Delete to confirm. Delete all your data from the iOS app Select the profile icon, then Settings. Select Bank Accounts, then choose the bank connection you want to delete. Select Delete Bank at the bottom of the bank details. You’ll receive a prompt to confirm. Delete all your data from the Android app From the menu ☰, select Settings, then Bank Accounts. Select the three dots icon next to the bank connection you want to delete. Select Delete Bank, then Delete to confirm. Af...
</description>
<pubDate>Tue, 01 Oct 2019 21:17:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/bank-feeds/delete-all-of-your-data/01/186331#M8415
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:17:00Z</dc:date>
</item>
<item>
<title>Set a default date range</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/run-reports/set-a-default-date-range/01/186326#M8414
</link>
<description>
Learn how to set a default date range in QuickBooks Online Accountant. In QuickBooks Online Accountant you can set a default date range in your client's company file. Once set, all reports and tools (except Payroll) will open automatically to that date range, rather than to the client's default report settings.&nbsp; Note:&nbsp;To use this tool, you must be an Accountant user for the client company in which you're working in QuickBooks Online. See Invite an accountant to your QBO company. Set a default date range To set your default Report Tools date range, follow these steps: From QuickBooks Online Accountant, select the client company from the Go to client's QuickBooks drop-down list on the Toolbelt. Select the Accountant Toolbox icon, located in the Accountant Toolbar Select Reports Tools&nbsp;from the drop-down list. Use the options on the Report Tools page to select a default Date&nbsp;from the drop-down list, or specify the From and To dates for the date range of all reports and tools you open. (Optional) Select a default Basis (Cash or Accrual), if necessary. Once you set a report date range, all reports and tools (except Payroll which is a separate product), will now default to these date settings.
</description>
<pubDate>Tue, 01 Oct 2019 22:20:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/run-reports/set-a-default-date-range/01/186326#M8414
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:20:00Z</dc:date>
</item>
<item>
<title>Order and payment history</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payments/order-and-payment-history/01/186256#M8413
</link>
<description>
Learn how to access your Intuit order and payment history. Do you want to track the status of an Intuit order? Or review your payment history? We show you how. View order history Log in to&nbsp;My Account. Under Payment and Order Activity, select View Order History. Filter the list by time period or date range. The order history can show the orders made in your account within the last 180 days. Select Order Number to view the Order details. View payment history Log in to My Account. (See also My Account: Login help) Under Payment and Order Activity, select View your transaction history. Filter the list by date and time. The payment history can show both payments and refunds in your account within the last 360 days or one year. Select the&nbsp;Details link next to the payment or refund to see more information. Review the payment details.
</description>
<pubDate>Tue, 01 Oct 2019 22:22:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payments/order-and-payment-history/01/186256#M8413
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:22:29Z</dc:date>
</item>
<item>
<title>
Troubleshoot printing paychecks, pay stubs, and forms
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/deliver-paycheck-to-worker/troubleshoot-printing-paychecks-pay-stubs-and-forms/01/186278#M8412
</link>
<description>
The following is a troubleshooting guide for successful printing of paychecks, pay stubs, and payroll forms for customers that have an active Intuit Online Payroll or QuickBooks Online Payroll account. If you can view forms and/or paychecks but cannot print them, refer to the guide below for more information. Note: Ensure that your printer is turned on. If you have multiple printers on your network, ensure that your desired printer is set as the default printer. Delete cookies and temporary internet files It is recommended that you clear your cookies and temporary internet files for optimal browser performance. If it has been some time since you've done this, it may resolve your issue. This can be done from your Tools drop-down menu in Firefox. Select the correct paycheck types you are trying to print You may experience trouble if you accidentally chose the wrong paycheck types. For example, you may have accidentally indicated that you will be printing plain paper stubs when you actually wish to print on pre-printed check stock. To check which type you indicated, from within the payroll program, select the Setup tab in the top navigational bar and go to Paycheck Printing in the Preferences section. Turn off pop-up blocker Occasionally, certain updates will reset default settin...
</description>
<pubDate>Tue, 01 Oct 2019 22:19:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/deliver-paycheck-to-worker/troubleshoot-printing-paychecks-pay-stubs-and-forms/01/186278#M8412
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:19:57Z</dc:date>
</item>
<item>
<title>
How to access a client's company in QuickBook Online Accountant
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-access-a-client-s-company-in-quickbook-online-accountant/01/186264#M8411
</link>
<description>
There are two ways to access a client company in QuickBook Online Accountant (QBOA), either through the Accountant Toolbelt or the Client List. Access a client company through the accountant tool-belt Here's how to access a client company through the Accountant Toolbelt Log into QuickBooks Online Accountant. Select the Go to client's QuickBooks drop-down. (This drop-down may display the currently opened company’s name.) Select a client company to access. Note:&nbsp;&nbsp; All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window. Access a client company from the client list Here's how to access a client company from the client list: Log into QuickBooks Online Accountant. From the Navigation menu, select Your Practice, then Clients. Within the Bookkeeping Status column, select the QuickBooks icon that corresponds with the desired company. Note:&nbsp;All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window. Now you know how to access a client's company in QuickBook Online Accountant.
</description>
<pubDate>Wed, 02 Oct 2019 00:26:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/how-to-access-a-client-s-company-in-quickbook-online-accountant/01/186264#M8411
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T00:26:43Z</dc:date>
</item>
<item>
<title>Reclassify or move multiple transactions at once</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/reclassify-transactions/reclassify-or-move-multiple-transactions-at-once/01/186258#M8410
</link>
<description>
Learn how to use the reclassify transactions tool to batch edit transactions for your client with QuickBooks Online Accountant. Need to change the class or move multiple transactions to a different account? QuickBooks Online Accountant saves you time so you don’t have to edit them one at a time. Use the reclassify tool to make the same changes to multiple transactions at once. Types of transactions you can’t move You can use the reclassify tool for most types of transactions. However, there are certain types of transactions that can’t be changed since they’re tied to specific accounts and features: You can change the class for invoices, sales receipts, checks, or bills with items (products or services) on them. However, you can’t change the accounts. You can’t change the payment account (bank or credit card) for expenses. You can’t change the account or class for inventory adjustments since they’re connected to your inventory shrinkage and asset accounts. You can change the expense account for billable expenses, but not the income account for the related income transactions. You can manage your payroll transactions in the Payroll menu. Note: Before you can move transactions to Accounts Receivable or Accounts payable, you need to have a customer or vendor associated with them. ...
</description>
<pubDate>Tue, 08 Oct 2019 18:08:18 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/reclassify-transactions/reclassify-or-move-multiple-transactions-at-once/01/186258#M8410
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T18:08:18Z</dc:date>
</item>
<item>
<title>How to reprint checks and sales forms</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/write-checks/how-to-reprint-checks-and-sales-forms/01/185933#M8409
</link>
<description>
You can reprint any check or sales form at any time. Find the check Follow these steps to find the check through search. Select the magnifying glass icon at the top of the page. Search for the transaction by entering a transaction number, a date, or an amount and selecting Enter. Reprint the check Here's how to reprint the check: From the left menu, select Reports. Look for Check Detail report. From the report, select the check you'd like to print. &nbsp;If you're printing a single check, select Print check. If you're printing multiple checks, print individually or add them to the print queue so you can print them in batches: Open the checks you want to print one at a time. Select Print Later. Select Save. After you've done this for all of the checks to print, select the Plus icon (+) at the top, then Print Checks. Choose the Bank Account from the drop-down menu. Select the checks you want to print in this batch. Select Preview and Print, then Print. Note:&nbsp;When printing checks, make sure the Starting Check #: field has the desired #, otherwise the check will print with the next new check #. Reprint sales forms Here's how to reprint sales forms: Select the magnifying glass icon at the top of the page. Search for the sales form by entering a sales form number, a date, or an amount an...
</description>
<pubDate>Tue, 01 Oct 2019 19:14:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/write-checks/how-to-reprint-checks-and-sales-forms/01/185933#M8409
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:14:13Z</dc:date>
</item>
<item>
<title>
Download and use QuickBooks Desktop Point of Sale Connectivity Tool
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/download-and-use-quickbooks-desktop-point-of-sale-connectivity/01/185853#M8408
</link>
<description>
Use the POS Connectivity Tool to resolve: Issues that prevent Point of Sale from opening Network connectivity issues Not running or damaged QB Database Manager service Third party firewall restrictions POS Warning 180063: Unable to start the database service Important: This tool only helps you identify connectivity issues so you could address them properly. Also, it is known that when running the tool in version 12.0, it will not see the installation folder and would display a message in red that says so. This means that it will not tell you whether the installation type is server or workstation. All other displays will work as expected in version 12.0. Make sure you are logged in as the Windows Administrator before following the steps. Legend: XX is the current version of your Point of Sale. Restart Point of Sale On your keyboard, press the Windows key + R to open the Run command. In the search field, type services.msc then press enter. From the list of services, find QBPOS Database Manager vXX (latest version available ). Right-click the service and click STOPNote: If the service status is STOP, click START or simply RESTART the service. Create a copy of the company file Important: Ensure to have a copy of your data before running the tool. This is different from making a ba...
</description>
<pubDate>Tue, 01 Oct 2019 23:24:21 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/download-and-use-quickbooks-desktop-point-of-sale-connectivity/01/185853#M8408
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:24:21Z</dc:date>
</item>
<item>
<title>Exclude or delete transactions</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/exclude-or-delete-transactions/01/185860#M8407
</link>
<description>
You can exclude or delete any transactions you have if you don't need to see them.&nbsp; This will stop QuickBooks Self-Employed from including any income or expense transactions from your tax year calculations in the Home or Expense screens. Excluding is useful for duplicate transactions, reimbursements, returned purchases, and so on. If you exclude a transaction by mistake, just tap Excluded in the Type column for options to undo. Exclude a transaction If you access QBSE through a web browser Open the transaction from the&nbsp;Transaction page. Check&nbsp;Exclude on. Select Save. If you access QBSE through the mobile app Tap the transaction. Toggle Exclude on. Delete a transaction If you access QBSE through a web browser Open the transaction from the&nbsp;Transaction&nbsp;page. Select the transaction. Select&nbsp;Delete, then choose Yes to confirm. If you access QBSE through the mobile app Tap the transaction. Tap Delete Transaction. Select Yes to confirm. To get additional support or ask any other questions, please don't hesitate to contact us! iOS: Tap the Cogwheel, then select Help &amp; FAQ. Android: Tap the overflow menu, then select Support. Note: Transactions downloaded through a bank connection cannot be deleted, but they can be excluded. When you contact support, the app will ask you if you want to ...
</description>
<pubDate>Tue, 01 Oct 2019 20:17:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/exclude-or-delete-transactions/01/185860#M8407
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:17:57Z</dc:date>
</item>
<item>
<title>
Categorize and edit transactions in QuickBooks Self-Employed
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/matching-rules/categorize-and-edit-transactions-in-quickbooks-self-employed/01/185906#M8406
</link>
<description>
When you have transactions to review from your bank or credit card in the mobile app: Go to the Transactions&nbsp;tab from the main menu in the upper right. Swipe left for Business&nbsp;or right&nbsp;for&nbsp;Personal&nbsp;on each transaction. If you're in a browser, select either Business or Persona. If the transaction is a mix of both types, tap the transaction and select Split. Categorize a transaction When you mark an expense as business, we try to assign the expense to the correct business category. You can change it yourself by tapping the blue field that appears right after you swipe the transaction left. Tip:&nbsp;You can quickly manage your transactions by applying rules for repeating expenses. See&nbsp;create and manage rules in the mobile app. Edit a transaction you already reviewed Tap Reviewed at the top of the Transactions tab. Tap the transaction you wish to change. Tap the current category to pull up the list of categories, or select Personal if you wish to change it to a personal transaction (do the same to change a personal transaction to a business one). Select the new category. Tip! You can sort and view reviewed transactions by account, date (default), type (income or expense), or vendor. To sort, tap the down arrow at the top of the Transactions tab, next to the plus sign (+). To make sure...
</description>
<pubDate>Mon, 14 Oct 2019 21:12:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/matching-rules/categorize-and-edit-transactions-in-quickbooks-self-employed/01/185906#M8406
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-14T21:12:02Z</dc:date>
</item>
<item>
<title>Print checks in Full Service Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/print-checks-in-full-service-payroll/01/185403#M8405
</link>
<description>
If you have Intuit Full Service Payroll or QuickBooks Full Service Payroll, you can print any paychecks that you have processed. Note: Intuit Full Service Payroll and QuickBooks Full Service payroll support preprinted QuickBooks-compatible laser voucher check stock with the company name and bank information already printed on it. Preprinted check stock can be purchased at <A href="http://www.intuitmarket.com/iopvoucher" target="_blank">www.intuitmarket.com/iopvoucher</A>. Intuit Full Service Payroll and QuickBooks Full Service Payroll do not support blank check stock. Intuit Full Service Payroll Print Paychecks To print paychecks only from the last payroll: From the&nbsp;Home&nbsp;tab, in the&nbsp;Recent Payments&nbsp;section, select the most recent pay date. Select Print paychecks. Select the checks to print and then select&nbsp;Print. A .pdf will open with ready-to-print paychecks. Select the&nbsp;print icon&nbsp;to print on to your preprinted check stock. To print paychecks from a custom date range: Select the&nbsp;Reports&nbsp;tab. On the right, under&nbsp;Print Paychecks, select&nbsp;Print Paychecks And Pay Stubs. From the&nbsp;Date Range&nbsp;drop-down, choose the desired date range or select&nbsp;Custom&nbsp;and enter a custom date range. Select&nbsp;Run Report. Select the checks you'd like to print, then Print. A .pdf will open with ready-to-print paychecks. Select the&nbsp;print icon&nbsp;to print on to your preprinted chec...
</description>
<pubDate>Fri, 11 Oct 2019 19:37:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/print-checks-in-full-service-payroll/01/185403#M8405
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:37:37Z</dc:date>
</item>
<item>
<title>Add a note to a transaction (iPhone or iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/add-a-note-to-a-transaction-iphone-or-ipad/01/185404#M8404
</link>
<description>
Learn how to add a note to a transaction using QuickBooks Online mobile app for iPhone or iPad. It's easy to include a note with an existing transaction in the QuickBooks Online mobile app. In this article, we'll show you the steps to do that using an iPhone and iPad. iPhone Here's how to add a note to an existing transaction in an iPhone. From the main menu in the QuickBooks Online mobile app, select Invoices, Estimates, Sales Receipts, or Invoice Payments. Whichever has the transaction to attach a note to. Select the transaction. Select Add notes or attachments. To create a new note, choose Create Note.&nbsp;&nbsp;Write something and select Save. To attach an existing note, choose Attach Existing Note. Select the note to attach, and then select Attach. To see the attached note, select Activity. iPad Here's how to add a note to an existing transaction in an iPad. From the main menu in the QuickBooks Online mobile app, select Sales. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down&nbsp;▼ list. Select the transaction you want to attach a note to. Select&nbsp;Add notes or attachments. To create a new note, select Create a note. Enter the info, and select Save. To attach an existing note, find the note to attach in the list. Select...
</description>
<pubDate>Tue, 08 Oct 2019 17:08:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/add-a-note-to-a-transaction-iphone-or-ipad/01/185404#M8404
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T17:08:56Z</dc:date>
</item>
<item>
<title>Export transactions and trips to .csv</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-transactions-and-trips-to-csv/01/185391#M8403
</link>
<description>
In addition to the reports on the Reports page, you can export your transactions and trips in QuickBooks Self-Employed to a .csv file. To do this: Sign in to your account. At the upper right just above the Category/Type on the Transactions or Mile/Trips page, select the Export icon. All the transactions from the currently selected time range, account, search criteria, and other categories are exported to the .csv file. Note: Receipts are not exported. Make sure to download them directly from the transactions. Check the exported file in the Downloads folder. Remember! Although categories from our product are included in the exported file, re-importing them into QuickBooks Self-Employed won't show it appropriately. You need to re-categorize them after importing.
</description>
<pubDate>Tue, 01 Oct 2019 20:17:06 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-transactions-and-trips-to-csv/01/185391#M8403
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:17:06Z</dc:date>
</item>
<item>
<title>
Track multiple jobs or businesses in QuickBooks Self-Employed
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/travel-expenses/track-multiple-jobs-or-businesses-in-quickbooks-self-employed/01/185389#M8402
</link>
<description>
As self-employed individuals, many of you have expressed the need to be able to keep track of your expenses, mileage and other important business info for multiple lines of work. While we don’t currently have plans to build this out in the short term, we’ve heard your feedback and will research the best possible way we can solve for this need. We’ll post any updates here as we have more to share.
</description>
<pubDate>Tue, 01 Oct 2019 21:18:27 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/travel-expenses/track-multiple-jobs-or-businesses-in-quickbooks-self-employed/01/185389#M8402
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:18:27Z</dc:date>
</item>
<item>
<title>Live customer service in QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/customer-topics/live-customer-service-in-quickbooks-self-employed/01/185705#M8401
</link>
<description>
Right now, most of you who reach out to our Customer Service team interact with them via email. We’ve heard your feedback that you would prefer to engage with them over the phone or on a chat. We’re in the process of testing out different ways to deliver this. As soon as we have updates, we’ll be sure to post them here.
</description>
<pubDate>Tue, 01 Oct 2019 20:17:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/customer-topics/live-customer-service-in-quickbooks-self-employed/01/185705#M8401
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:17:16Z</dc:date>
</item>
<item>
<title>
Use automatic mileage tracking for QuickBooks Self-Employed
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/track-mileage/use-automatic-mileage-tracking-for-quickbooks-self-employed/01/185453#M8400
</link>
<description>
Learn how to use and manage mileage tracking in the QuickBooks Self-Employed mobile app. If you travel for work and plan to write-off your trips, use the QuickBooks Self-Employed app to automatically track your mileage. All you have to do is turn on the app and let QuickBooks take care of the rest. Step 1: Turn on the app If you haven't already, make sure you enable location services on your mobile device. Here are the steps for Apple (iPhone and iPad) and Android devices. In your QuickBooks Self-Employed mobile app, tap Mileage on the menu. Select the Auto-tracking switch to turn it ON. Step 2: Take a trip Once you turn on mileage tracking, QuickBooks automatically detects and tracks your trips from start to finish. Step 3: Review your trips When you’ve reached your destination, review your trip and mark it as business or personal. In your QuickBooks Self-Employed app, tap Mileage on the menu. Just like your transactions, swipe to categorize your transactions. To categorize a trip as business, swipe left. To categorize a trip as personal, swipe right. For business trips, add a business purpose. You can also tag a vehicle, but this is optional. When you’re done, select Save. QuickBooks moves your reviewed trips to the Reviewed tab. Edit a trip If you need to edit a trip: Tap&nbsp;M...
</description>
<pubDate>Sat, 12 Oct 2019 00:53:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/track-mileage/use-automatic-mileage-tracking-for-quickbooks-self-employed/01/185453#M8400
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-12T00:53:46Z</dc:date>
</item>
<item>
<title>How to resubscribe to QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/renew-or-reactivate/how-to-resubscribe-to-quickbooks-self-employed/01/185756#M8399
</link>
<description>
You should be prompted to resubscribe as soon as you sign in. But if you aren't, just follow these steps: Resubscribe to QuickBooks Self-Employed on the web Sign in to your account. Select the Gear icon&nbsp;at the top right. Select Billing Info. (Optional) Select View options if you want to select a different type of subscription—with TurboTax or without. Confirm the billing information and CVV number. Select Subscribe to confirm. Once done, a green bar with your order number appears at the top of the page. You'll also receive order confirmation emails with the same information. If you recently canceled the account and don't see the option to resubscribe, it's possible the cancelation is still pending. If that's the case, you'll still have access to your account until your next billing cycle. At that point, your account will be fully canceled and you can resubscribe. If you're unsure whether your account is canceled or how long you'll have access, contact our support team. Note: If you resubscribe within 12 months of fully canceling, you'll be able to access your earlier data. After 12 months, you can still resubscribe with the same credentials, but the data will no longer be there. Resubscribe to QuickBooks Self-Employed&nbsp;in the mobile app Sign in to your account. Select the main ...
</description>
<pubDate>Tue, 01 Oct 2019 22:22:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/renew-or-reactivate/how-to-resubscribe-to-quickbooks-self-employed/01/185756#M8399
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:22:43Z</dc:date>
</item>
<item>
<title>Manually add mileage in the mobile app</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/track-mileage/manually-add-mileage-in-the-mobile-app/01/185776#M8398
</link>
<description>
If you decide to disable automatic mileage tracking, you can still add your work-related drives easily in the mobile app. iOS On the Miles/Mileage&nbsp;tab, tap the plus sign (+) in the upper right corner Enter the date, total mileage, and purpose of the trip (Optional) Tap the Route arrow to pre-populate your current location as the start and/or end location Tap Save in the upper right corner Android: On the Miles/Mileage&nbsp;tab, tap the plus sign (+) in the lower right corner Enter the date, total mileage, and purpose of the trip (Optional) Tap the Route arrow to pre-populate your current location as the start and/or end location Tap Save in the upper right corner
</description>
<pubDate>Fri, 11 Oct 2019 19:40:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/track-mileage/manually-add-mileage-in-the-mobile-app/01/185776#M8398
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:40:39Z</dc:date>
</item>
<item>
<title>Service fees for QuickBooks Online Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/service-fees-for-quickbooks-online-payroll/01/388562#M8393
</link>
<description>
Learn about the additional services and fees for QuickBooks Online Payroll Core, QuickBooks Online Payroll Premium, and&nbsp;QuickBooks Online Payroll Elite. QuickBooks Online provides these additional services with a fee, depending on your plan. Here's how we can help. Services Core Premium Elite Corrections Prior Periods = $100 per correction case Current quarter = No Fee Prior Periods = $100 per correction case Current quarter = No Fee Included in the plan—no fee Amendments Not supported Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Included in the plan—no fee Entity Change Not supported Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Included in the plan—no fee Third-Party Sick Pay Not supported Included in the plan—no fee Included in the plan—no fee W2c/1099s Not supported W2c/1099 = $10 per employee *fee includes W3 or 1096 as applicable Included in the plan—no fee Tax Notices Not supported $50 per notice case Included in the plan—no fee Cancellations + Year End Filings Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Base Fee = $150 Fed/State Returns = $75 per jurisdiction/period Re-Activations Not supported Prior Periods = $100 per correction case Current quarter...
</description>
<pubDate>Mon, 07 Oct 2019 15:52:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/service-fees-for-quickbooks-online-payroll/01/388562#M8393
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T15:52:46Z</dc:date>
</item>
<item>
<title>Set up Health Savings Account (HSA) plans</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/set-up-health-savings-account-hsa-plans/01/186439#M8392
</link>
<description>
Learn how to set up contributions to HSA plans. A health savings account (HSA) is money (pretax or taxable) that an employee can use for out-of-pocket medical expenses. We'll explain contribution regulations. And show you how to set it up in Online Payroll. Determine contributions Employers are responsible for determining an employee's eligibility and annual maximum for HSA contributions. Intuit does not automatically limit HSA&nbsp;annual maximum amounts, because HSA plans vary widely. Both the employer and the employee can contribute to the HSA. The contribution limits for 2019 are as follows: The maximum annual HSA contribution for an eligible individual with self-only coverage is $3,500 for 2019. For family coverage, the maximum annual HSA contribution is $7,000 for 2019. The catch-up contribution for individuals who are 55 or older is $1,000 for 2009 and all years going forward. Individuals eligible on the first day of the last month of the taxable year (December for most taxpayers) are allowed the full annual contribution (plus catch-up contribution, if 55 or older by year end). That's regardless of the number of months they were eligible during the year. For individuals not eligible on that date, both the HSA contribution and catch-up contribution apply pro rata based on the...
</description>
<pubDate>Wed, 02 Oct 2019 00:26:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/set-up-health-savings-account-hsa-plans/01/186439#M8392
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T00:26:29Z</dc:date>
</item>
<item>
<title>Error: Fatal error during installation</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/update-products/error-fatal-error-during-installation/01/186057#M8391
</link>
<description>
You may encounter this error when attempting to install a program update QuickBooks Desktop Point of Sale. This error may be caused by: Damaged Windows installer file Damaged QuickBooks Desktop Point of Sale installation file Resolve the error Go to the Downloads &amp; Updates site and download the external patch to update QuickBooks Desktop Point of Sale. End all QBPOS services and processes. Open Task Manager. Go to the Processes tab. Find and End the following processes: qbpos.exe QBPOSDBService.exe QBPOSShell.exe Find and Stop the following service: QBPOS Database Manager vXX (XX as the version of POS) Press the Windows logo to open the Search window. Enter services.msc In the Services window, search for QBPOS Database Manager vXX (XX as the version of POS) Right-click and select Stop. Close the services window. Delete the contents of the update folder: Note: You may need to display hidden files and folders to follow this solution. Go to C:\ProgramData\Intuit\QuickBooks Point of Sale XX\UPDATE\ On your keyboard press CTRL+A, then press Delete. Close the explorer window and update Point of Sale using the file you downloaded in step 1. If the issue continues, clean install QuickBooks Desktop.
</description>
<pubDate>Wed, 02 Oct 2019 00:25:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/update-products/error-fatal-error-during-installation/01/186057#M8391
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T00:25:57Z</dc:date>
</item>
<item>
<title>Archive old forms</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/archived-forms/archive-old-forms/01/186362#M8390
</link>
<description>
This article explains how to archive and view forms from prior periods. Notes: Before you can archive a form, the tax payments for the period must exactly match the liabilities. If there's an outstanding liability, you'll need to record additional payments. If there's an overpayment, you'll need to resolve it first. The available liability periods only extend back for a year or two. If you need to archive a form from an earlier period, contact Payroll Support for assistance. Archive an old Intuit Online Payroll form Go to Taxes &amp; Forms. Select Quarterly Forms or Annual Forms, as appropriate. Choose the desired form. Select the liability period. Select Archive. If you filed a form electronically, you can't archive the form again after you make any corrections. In this case, to save a copy for your records: Go to the Taxes &amp; Forms tab. On the Taxes &amp; Forms Overview page, choose the appropriate form category. Select the form you want to archive. Choose the liability period. Select View. Make sure the correct form is displayed in the Adobe Reader window. In the form window, click the Save a copy icon (or press Shift+Ctrl+S). Close the pay stub window. Archive an old QuickBooks Online Payroll form From the Taxes menu, select Payroll Tax. Select Quarterly Forms or Annual Forms, as a...
</description>
<pubDate>Tue, 01 Oct 2019 23:26:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/archived-forms/archive-old-forms/01/186362#M8390
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:26:55Z</dc:date>
</item>
<item>
<title>Recording prior tax payments</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/recording-prior-tax-payments/01/186444#M8389
</link>
<description>
Learn how to enter tax payments made for prior tax periods. Do you need to reconcile your tax history? If you are new to our payroll products, you'll want to enter your prior payroll history, as well as any tax payments you paid outside the payroll system. When dealing with penalties and interest paid to the tax agencies, you should not record these together with the tax due. It will result in overpayment. You should record these payments as an expense in your QuickBooks Online. We'll show you how to record prior tax payments in Intuit and QuickBooks Online Payroll. Enter prior tax payments — Intuit Online Payroll Select&nbsp;Taxes &amp; Forms then choose&nbsp;Enter Prior Tax History. In the Prior Tax Payments screen, select&nbsp;Add Payment. In the Add Payment screen, complete the following tax payment details. Tax Type Liability Period (select the period in which the liability accrued) Payment Date Check Number (optional) Notes (optional) Tax Items Amounts Select&nbsp;OK to return to the Prior Tax Payments report screen. To add a tax payment you made before using Intuit Online Payroll, choose&nbsp;Add Payment. (To edit a record you have already created, select the Details link and update the information as needed.) Enter prior tax payments — QuickBooks Online Payroll From the left menu, select&nbsp;Taxes, th...
</description>
<pubDate>Tue, 01 Oct 2019 23:25:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/recording-prior-tax-payments/01/186444#M8389
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:25:42Z</dc:date>
</item>
<item>
<title>
Error: Point of Sale is unable to open or connect to QuickBooks
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/error-point-of-sale-is-unable-to-open-or-connect-to-quickbooks/01/186583#M8388
</link>
<description>
When you run an end of day report or a financial exchange and QuickBooks Desktop Point of Sale tries to connect with QuickBooks Desktop, you see one of the following errors: Point of Sale is unable to open QuickBooks Error code 140014: QuickBooks POS cannot access your QuickBooks Financial Software company file Error code 140015: Point of Sale could not establish a connection with QuickBooks Error code 140025: Point of Sale was unable to open your QuickBooks Financial Software company file Error: QuickBooks already has a company file open This may be happening because: QuickBooks Desktop is not open, the preference to allow the exchange of data with QuickBooks Desktop closed is not set. QuickBooks Desktop is open, the company file you specified is not open. The Preferences window is open in QuickBooks Desktop. The QuickBooks Desktop file that is specified in the QuickBooks Desktop Point of Sale company preferences either doesn't exist or is not the correct company file. Important: Ensure that QuickBooks Desktop Point of Sale and QuickBooks Desktop are updated to the latest release. Solution 1: Ensure the correct file is open and the correct preferences are set in QuickBooks Desktop Open QuickBooks Desktop and open the correct company file. Note: Press F2 in QuickBooks Desktop ...
</description>
<pubDate>Tue, 01 Oct 2019 23:25:34 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/error-point-of-sale-is-unable-to-open-or-connect-to-quickbooks/01/186583#M8388
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:25:34Z</dc:date>
</item>
<item>
<title>
Select Company Screen keeps displaying when opening a company file
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/login-issues/select-company-screen-keeps-displaying-when-opening-a-company/01/186428#M8387
</link>
<description>
When opening a company file on a client workstation, QuickBooks Desktop Point of Sale searches for servers and then goes back to the Select Company screen. No company opens. This may be happening because: Some computers in the network have the same computer name. Windows is not updated. File and folder sharing is not properly configured. Client workstation cannot locate the company file. To fix this, perform the following in the order shown. Solution 1: Ensure server and client have different computer names Perform the following on both the server and client workstations: Select the Start button. Right-click Computer, then select Properties. Look for the computer name. If computers have the same name, change one so the client workstation can properly connect. See Microsoft help article for instructions. Solution 2: Check for Windows Updates Select the Start button. Select All Programs, then choose Windows Update. In the left pane, Check for updates and wait while Windows searches for the latest updates for your computer. If updates are found, select Install updates. If you are prompted for an administrator password or confirmation, enter the password or provide confirmation. Solution 3: Check file sharing permissions Go to the folder that contains your company file. Right-clic...
</description>
<pubDate>Tue, 01 Oct 2019 23:25:30 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/login-issues/select-company-screen-keeps-displaying-when-opening-a-company/01/186428#M8387
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:25:30Z</dc:date>
</item>
<item>
<title>Find Payroll account fees</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/find-payroll-account-fees/01/186201#M8386
</link>
<description>
Learn where to find fees for your Payroll service. Are you looking for the fees for your QuickBooks Payroll service? We'll show you where to find them. To find the fees for a specific payroll service, locate the QuickBooks Liability check. Select&nbsp;Banking. Then select&nbsp;Use Register. Select the account you use for payroll. Then select&nbsp;OK. Locate the liability check from QuickBooks Payroll Service. And&nbsp;double-click it. Select the Expenses tab to see the list of fees. (Note: The Memo field explains the charges.) Note :&nbsp;You must send your payroll to Intuit for processing to receive a QuickBooks Payroll Service liability check.
</description>
<pubDate>Tue, 01 Oct 2019 23:25:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/find-payroll-account-fees/01/186201#M8386
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:25:25Z</dc:date>
</item>
<item>
<title>Maine state W-2 e-file help</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/maine-state-w-2-e-file-help/01/185447#M8385
</link>
<description>
To submit your state W-2 forms electronically: Create the W-2 file that you need to upload in step 3. &nbsp;See&nbsp;E-file your State W-2s from QuickBooks Desktop&nbsp;for detailed steps. Access the state website. Upload the W-2 information. Make sure you upload the .txt file, the Excel file cannot be submitted through the agency system.
</description>
<pubDate>Tue, 01 Oct 2019 23:24:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/maine-state-w-2-e-file-help/01/185447#M8385
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:24:31Z</dc:date>
</item>
<item>
<title>
E-File 10-digit PIN lost or missing for Enhanced Payroll
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-e-file/e-file-10-digit-pin-lost-or-missing-for-enhanced-payroll/01/185567#M8384
</link>
<description>
Problem You have enrolled in E-file and have not received or have lost your 10-digit e-file PIN. Note: If your QuickBooks Desktop enrollment status shows Accepted, this indicates only that the agency has received your enrollment, not whether it is approved or rejected. Assumptions You have an active QuickBooks Desktop Enhanced payroll subscription and completed a separate enrollment through QuickBooks Desktop. Details The PIN is obtained after enrolling to the E-file service in QuickBooks Desktop. If the IRS did not receive your enrollment or it was rejected, re-submit your request. If you do not receive a PIN or have lost it, contact IRS E-file services at 866.255.0654 to request the status of your application. To re-submit your e-filing enrollment request: Go to Employees &gt; Payroll Center. Click the File Forms tab. At the bottom of the page, under Other Activities click Change Filing Method. Select Federal 94x Efile Enrollment. Click Edit. Follow the on-screen instructions to complete the enrollment. Note: Within 7-10 banking days, you will receive a letter with the 10 digit pin (unless rejected) and a Statement of Receipt. Sign the Statement of Receipt and mail it back to activate PIN. Related Articles Set up E-file and E-pay
</description>
<pubDate>Thu, 10 Oct 2019 02:41:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-e-file/e-file-10-digit-pin-lost-or-missing-for-enhanced-payroll/01/185567#M8384
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T02:41:43Z</dc:date>
</item>
<item>
<title>
Point of Sale printing incorrect Sales Order upon changing SO status
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sales-orders/point-of-sale-printing-incorrect-sales-order-upon-changing-so/01/186276#M8383
</link>
<description>
What you may be experiencing: Point of Sale is printing incorrect Sales Order upon changing SO status. What you can try now: At this time there is no workaround. Current Status: We are continuing to look into root cause and possible solutions. Currently, we do not have any additional information to provide. Next Update: 03/28/2019
</description>
<pubDate>Tue, 01 Oct 2019 23:23:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sales-orders/point-of-sale-printing-incorrect-sales-order-upon-changing-so/01/186276#M8383
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:23:49Z</dc:date>
</item>
<item>
<title>Vermont Health Care Contribution</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/vermont-health-care-contribution/01/186234#M8382
</link>
<description>
Overview Beginning April 1, 2007, employers must gather information to determine if a Health Care Contribution (HCC) will be due for the reporting quarter. Quarterly Health Care contributions are calculated by determining the "Full Time Equivalent" (FTEs) worked by "uncovered" employees during the reporting quarter. Details To determine if a Health Care Contribution will be due for the reporting quarter, a Vermont Department of Labor (HC-1) Health Care Contribution Worksheet must be completed by the employer. The worksheet is not filed with the Vermont Department of Labor however, employers are required to retain it for their records for three years. The number of Adjusted Uncovered FTE employees on line C of the worksheet is reported in box 16 of Form VT C-101. The Health Care Contribution dollar amount reflected on line D of the worksheet is reported in Part III of VT Form WHT-436. Note: The most recent HC-1 should always be used as the HCC premium varies. Health Care Contribution Worksheet (HC-1) Employer's Quarterly Withholding&nbsp;Reconciliation&nbsp;(WHT-436) If it is determined that you owe an additional quarterly Health Care Contribution amount: For Quickbooks Desktop Payroll Assisted Fax the completed Assessment Worksheet, including your company name and federal identification...
</description>
<pubDate>Tue, 01 Oct 2019 23:23:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/vermont-health-care-contribution/01/186234#M8382
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:23:46Z</dc:date>
</item>
<item>
<title>
Options for sending item description during financial exchange
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sales-receipts/options-for-sending-item-description-during-financial-exchange/01/185911#M8381
</link>
<description>
QuickBooks Desktop Point of Sale allows you to choose whether to send summarized or detailed item information to QuickBooks Desktop on receipts and vouchers. By default, these documents are sent to QuickBooks Desktop in the summarized format. This streamlines Financial Exchange and presents data in a concise format in QuickBooks Desktop. In most cases, sending summarized data is the most efficient way to transfer data. However, you may wish to send detailed documents to your financial software if you need to do any of the following: Print reports or statements in QuickBooks Desktop showing item descriptions for sales and receiving documents (i.e. the specific items sold or received). See individual sales documents in QuickBooks Desktop instead of consolidated documents. Run reports or do customer mailings with customer information from receipts. Important: Detailed document posting DOES NOT mean that inventory information (items, quantities, costs, etc.) are sent to QuickBooks Desktop To set item description preference for Financial Exchange: From the File menu, select Preferences and click Company. On the left pane, choose Financial then select from one of the three options for sending receipts and vouchers: Detailed item descriptions Receipts are never consolidated and inclu...
</description>
<pubDate>Tue, 01 Oct 2019 23:23:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sales-receipts/options-for-sending-item-description-during-financial-exchange/01/185911#M8381
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T23:23:41Z</dc:date>
</item>
<item>
<title>
Recent changes, improvements, and fixes in QuickBooks Desktop Point of Sale 2013
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/purchase-orders/recent-changes-improvements-and-fixes-in-quickbooks-desktop/01/185715#M8380
</link>
<description>
The following changes and improvements were made to QuickBooks Point of Sale for Desktop 2013. Later releases (ones with higher numbers) include all changes in earlier releases. Unless otherwise noted, these changes apply to all editions of Point of Sale -- Point of Sale Basic, Point of Sale Pro and Point of Sale Multi-Store. Release 16 (R16) General This update includes important security fixes. Release 15 (R15) MAS If the user credentials for payments have expired, the login page will be shown to users. You will be prompted to verify your credentials again once this happens. The User ID field on the payments login page will be disabled. If the User ID needs to be changed, Point of Sale will provide messaging with instructions on how to do so. You will no longer be prompted to sign into your payments account when switching between multiple company files. Point of Sale now has additional security around CVV (Card Verification Value) validation. Release 14 (R14) General Point of Sale will no longer time out after four or more hours of inactivity MAS An incorrect authorization code of "**" will no longer be returned when attempting to authorize a credit card. Authorization codes will now only be returned as a series of numbers to ensure the transaction was successfully authorize...
</description>
<pubDate>Tue, 01 Oct 2019 22:23:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/purchase-orders/recent-changes-improvements-and-fixes-in-quickbooks-desktop/01/185715#M8380
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:23:37Z</dc:date>
</item>
<item>
<title>Pay payroll taxes electronically or manually</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/pay-sales-taxes/pay-payroll-taxes-electronically-or-manually/01/186422#M8379
</link>
<description>
Learn how to pay taxes either electronically or manually in Online Payroll. Did you know you could easily pay taxes with e-pay or check in Online Payroll? We'll show you how. Intuit Online Payroll Pay taxes electronically Select&nbsp;Taxes &amp; Forms. Select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select&nbsp;Approve. Pay taxes manually (not active for e-services) Select&nbsp;Taxes &amp; Forms. Select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select&nbsp;Approve. Turn off e-pay for one payment Select&nbsp;Taxes &amp; Forms. Select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select to clear the Pay Electronically checkbox. Select&nbsp;Approve. QuickBooks Online Payroll Pay taxes electronically From the left menu, select Taxes, then Payroll Tax. On the Payroll Tax Center page, select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Create Payment. Select&nbsp;Approve. Pay taxes manually From the left menu, select Taxes, then Payroll Tax. On the Payroll Tax Center page, select&nbsp;Pay Taxes. Next to the payment you want to pay, select&nbsp;Record Payment. On the approve payment screen, you have two options: Click Record and Print to print a check to mail Click Record Payment to record the payment - generally when the payment was made outside ...
</description>
<pubDate>Tue, 01 Oct 2019 22:23:30 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/pay-sales-taxes/pay-payroll-taxes-electronically-or-manually/01/186422#M8379
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:23:30Z</dc:date>
</item>
<item>
<title>Access ProAdvisor certification courses</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/accountant-certification/access-proadvisor-certification-courses/01/186163#M8378
</link>
<description>
Learn how to access your ProAdvisor certifications and courses. Are you looking for ProAdvisor training courses, exams, and certifications? You can find everything you need on the ProAdvisor Training tab. To review the Training tab, you must log in to QuickBooks Online Accountant using your ProAdvisor User ID and password. Once you do that, follow the steps below. Note&nbsp;&nbsp;If you only see&nbsp;completed&nbsp;courses, not new courses, on the tab, contact Intuit Accountant Support. The ProAdvisor Training tab lists the available training modules. You can also download certificates from here. From the left menu, under Your Practice, select&nbsp;ProAdvisor. Select the Training tab. Select Resume to continue any previously-started course. Review the descriptions of the available courses listed to identify a course to take. Select one of the available Training Options to display training cards for each module in the course. Select Get started to begin a course and follow the prompts to complete it. When you are ready to complete the certification exam, select&nbsp;Take Exam. Note&nbsp;&nbsp;Training videos may or may not have audio. Videos created from our YouTube channel have sound while the ones where the steps are written out (usually without the Youtube logo) do not.
</description>
<pubDate>Tue, 01 Oct 2019 22:23:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/accountant-certification/access-proadvisor-certification-courses/01/186163#M8378
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:23:23Z</dc:date>
</item>
<item>
<title>Error 103 for QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/login-issues/error-103-for-quickbooks-self-employed/01/186059#M8377
</link>
<description>
Error 103 means the sign-in credentials you entered here are not being accepted by your financial institution's website. Error 310 means we've stopped trying to process your sign-in request until you update that information in our product so that the bank does not lock your account access. Click the Reconnect button that displays within the error message. Make sure to physically type the user name and password. Click Update Sign-in Info. You can also try to verify the bank connection by searching the bank's login webpage URL or the URL after you log into your bank account. First, search for the bank using the URL you access to sign in to your bank account (i.e. <A href="http://www.wellsfargo.com" target="_blank">www.wellsfargo.com</A>). Try all possible results. If you are not successful, try searching for the bank by using the URL after you have logged into your account, however you may have to remove a string of digits to search. For example, once logged in to your account, the URL may be <A href="https://www.netteller.com/loginabc/Views/Retail/AccountListing.aspx" target="_blank">https://www.netteller.com/loginabc/Views/Retail/AccountListing.aspx</A>, which will have zero results when searched. Remove the extension of the URL to the slash (/) and try researching. You may have to remove a few extension until the search has a match. In this example, the URL <A href="https://www.netteller.com/" target="_blank">https://www.netteller.com/</A> would have multiple results when searched. ...
</description>
<pubDate>Tue, 01 Oct 2019 22:23:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/login-issues/error-103-for-quickbooks-self-employed/01/186059#M8377
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:23:15Z</dc:date>
</item>
<item>
<title>
QuickBooks Desktop Payroll Assisted FAQ: Filed Payroll Tax Forms
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-desktop-payroll-assisted-faq-filed-payroll-tax-forms/01/186042#M8376
</link>
<description>
Overview This article has answers for some of the most frequently asked questions about filed payroll tax forms. Assumptions You have an active Assisted QuickBooks payroll subscription. Details To find the answers to the following frequently asked questions, click the question. &nbsp; When are copies of my filed payroll tax forms available? What payroll tax forms does Intuit Assisted payroll file on my behalf? What filing periods (years and quarters) are available in the Payroll Tax Center? Why isn't my filed form displayed in the Payroll Tax Center? How do I print, save, or email copies of my filed forms? How to print W-2 forms with the Assisted payroll Self Print option. How to print employer W-2 copies and W-3 forms with the Assisted payroll Self Print option. What does the information on my filed form mean? What if I see an error on my filed form or need to request an amendment? &nbsp;
</description>
<pubDate>Tue, 01 Oct 2019 22:23:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/quickbooks-desktop-payroll-assisted-faq-filed-payroll-tax-forms/01/186042#M8376
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:23:03Z</dc:date>
</item>
<item>
<title>
When spreading discount freight and fee on a receiving voucher in Point of Sale, after financial exchange the resulting values in QuickBooks are different.
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/item-receipts/when-spreading-discount-freight-and-fee-on-a-receiving-voucher/01/185868#M8375
</link>
<description>
What you may be experiencing: The item receipt values may be incorrect in QuickBooks for items that had the discount/freight/fee selected to spread on the receiving voucher in Point of Sale. The original Receiving Voucher in Point of Sale will have different item cost values when compared to the Item Receipt or Bill in QuickBooks once it is brought over via the financial exchange. What you can try now: You may edit the values in QuickBooks on the Item Receipt/Bill to reflect the correct ones from Point of Sale. Current Status: At this time, we are continuing to look into root cause and possible solutions. Currently, we do not have any additional information to provide. 9/27/2018 &nbsp;
</description>
<pubDate>Tue, 01 Oct 2019 22:22:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/item-receipts/when-spreading-discount-freight-and-fee-on-a-receiving-voucher/01/185868#M8375
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:22:15Z</dc:date>
</item>
<item>
<title>Idaho state W-2 e-file help</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/idaho-state-w-2-e-file-help/01/185390#M8374
</link>
<description>
To submit your state W-2 forms electronically: Create the W-2 file that you will upload in a later step. &nbsp;See&nbsp;E-file your State W-2s from QuickBooks Desktop&nbsp;for detailed steps. Access state website. Upload the W-2 information. Make sure you upload the .txt file, the Excel file cannot be submitted through the agency system.
</description>
<pubDate>Tue, 01 Oct 2019 22:22:04 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/w2-payroll-forms/idaho-state-w-2-e-file-help/01/185390#M8374
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:22:04Z</dc:date>
</item>
<item>
<title>Create paychecks with job costing information</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/create-paychecks-with-job-costing-information/01/185402#M8373
</link>
<description>
Intuit Online Payroll and Intuit Full Service Payroll does not support the specific feature of "job costing". However a similar feature - class tracking, is supported on paychecks by Intuit Full Service Payroll. For more information on how to activate and use class tracking, please see&nbsp;Standalone class tracking setup and usage for Intuit Full Service Payroll.
</description>
<pubDate>Tue, 01 Oct 2019 22:21:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/create-paychecks-with-job-costing-information/01/185402#M8373
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:21:41Z</dc:date>
</item>
<item>
<title>Need to correct a W-2 or 1099?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/need-to-correct-a-w-2-or-1099/01/186117#M8372
</link>
<description>
By Jan 14, 2019, all 2018 W-2s and 1099s are available for you to view in Tax Records. If you need to correct or amend a 2018 W-2 or 1099, please contact us.
</description>
<pubDate>Tue, 01 Oct 2019 22:21:27 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/need-to-correct-a-w-2-or-1099/01/186117#M8372
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:21:27Z</dc:date>
</item>
<item>
<title>Set up time tracking</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-timesheets/set-up-time-tracking/01/186222#M8371
</link>
<description>
Learn how to use time tracking features in QuickBooks Desktop. You can easily set up time tracking features in QuickBooks Desktop. We show you how to set up time tracking, and two options for customization. Set up time tracking Set up QuickBooks Desktop for time tracking Sign in as the Admin.&nbsp;And be sure to be in Single-user Mode. Go to the Edit menu. Then select&nbsp;Preferences. In the Preferences window, select&nbsp;Time &amp; Expenses. Select the Company Preferences tab. For the Do You Track Time? option, select&nbsp;Yes. In the First Day of Work Week drop-down list, choose the day on which you start tracking time each week.&nbsp;(Note: The day you choose affects all weekly timesheets. For example, if you choose Sunday, your timesheets begin with Sunday.) Select Ok. Set up employees for time tracking Go to the Employee Center.&nbsp;&nbsp;Then double-click the employee's name. Select&nbsp;Payroll Info tab. Select Use Time Data when Creating Paychecks. Then&nbsp;select&nbsp;OK. Change the day the work week begins You can change the day the work week begin. From the top menu bar, choose Edit. Then select Preferences. From the choices on the left menu, select Time Tracking or Time &amp; Expenses. Select the Company Preferences tab. Next to First Day of Work Week, select the drop-down menu. Then choose the day your work week begi...
</description>
<pubDate>Tue, 01 Oct 2019 22:21:18 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-timesheets/set-up-time-tracking/01/186222#M8371
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:21:18Z</dc:date>
</item>
<item>
<title>Issue a lost paycheck</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/special-payroll/issue-a-lost-paycheck/01/185451#M8370
</link>
<description>
Overview If your employee has lost their paycheck, or the paycheck is more than 60 or 90 days old (stale date check), and the bank will not cash it, you may need to reissue a paycheck they will be able to cash. Issuing a replacement check to an employee is a multistep process. First, you need to issue a replacement check with a different check number and give it to the employee. You then need to create a dummy check (not a paycheck) to account for the missing check number, and then void it to balance your check register. These steps are described below. Details Take note of the check number of the lost paycheck. You will need it in the steps below. Call the employer's bank to put a stop payment on the lost paycheck number. Do not void the paycheck. If the lost paycheck is dated in the current quarter: Issue a replacement&nbsp;check with a different number. From the QuickBooks Desktop menus at the top, click Employees &gt; Employee Center. Click the name of the employee for whom you want to print a replacement paycheck. Click QuickReports in the top right corner. Change the date range to include the date of the paycheck. Double-click the paycheck that the employee lost. Click to select the Print Later checkbox in the toolbar above the paycheck.&nbsp;(When you select it, the words To Print r...
</description>
<pubDate>Tue, 01 Oct 2019 22:20:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/special-payroll/issue-a-lost-paycheck/01/185451#M8370
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:20:36Z</dc:date>
</item>
<item>
<title>Paycheck history quarterly detail</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paycheck-history-quarterly-detail/01/186227#M8369
</link>
<description>
When you’re switching to QuickBooks Online Payroll from a previous payroll solution, you asked to enter quarterly totals of taxes. This information is necessary as some annual payroll tax forms require a breakdown of your totals by quarter. Paycheck history quarterly detail when setting up QuickBooks Online Payroll The Federal Unemployment Tax (FUTA) for example, needs to be reported on the form 940 at the end of each year. The form requires a breakdown of the total FUTA amount calculated for each individual quarter of the year. For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll.
</description>
<pubDate>Tue, 01 Oct 2019 22:20:28 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paycheck-history-quarterly-detail/01/186227#M8369
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:20:28Z</dc:date>
</item>
<item>
<title>Nevada e-file mandate 2018</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nevada-e-file-mandate-2018/01/186547#M8368
</link>
<description>
Learn about the e-file mandate issued by the Nevada Department of Employment. On July 1, 2018, the Nevada Department of Employment issued an E-file mandate. Effective for the second quarter filing, the Nevada Department of Employment requires that all wage list and contribution data be e-filed. The agency requires you to register&nbsp;electronically file wage data. For QuickBooks Desktop the data on the form can be used as a tool or source for filing directly with the agency.&nbsp;Do not mail form to the agency. To manually e-file data for Nevada, visit&nbsp;<A href="http://ui.nv.gov/ESSHTML/reporting_specs.htm#Manual_Data_Entry" target="_blank">http://ui.nv.gov/ESSHTML/reporting_specs.htm#Manual_Data_Entry</A> Payment rules haven't changed, and the way a business paid, or was required to pay, remains the same for 2018.
</description>
<pubDate>Tue, 01 Oct 2019 22:20:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nevada-e-file-mandate-2018/01/186547#M8368
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:20:13Z</dc:date>
</item>
<item>
<title>Correct or Amend Forms 941 and 940</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/correct-or-amend-forms-941-and-940/01/185859#M8367
</link>
<description>
Learn how to correct previously-filed Forms 941 and 940. If you have to correct or amend information on previously-filed Forms 941 or 940, you can file amendment forms. The following sections outline what you can correct on amendment forms, when you should file them, and how to prepare them. Amend Form 941 with Form 941-X You can use Form 941-X to correct amounts previously reported on Form 941 for any of the following: Wages, tips, and other compensation Income tax withheld from wages, tips, and other compensation Taxable social security wages Taxable Medicare wages and tips Taxable wages and tips subject to Additional Medicare withholding Credits to COBRA premium assistance payments For a list of items that can be corrected on 941-X with specific instructions, see Instructions for Form 941-X. When should you file Form 941-X? As soon as you discover an error on a previously filed Form 941, you should correct the error using Form 941-X. You must complete all three pages of the form. Be sure to file a separate Form 941-X for each Form 941 you are correcting. File Form 941-X separately. Do not file Form 941-X with Form 941. Due dates for Form 941-X Due dates for Form 941-X depend on whether you are filing for underreported tax or overreported tax. Underreported tax You must file...
</description>
<pubDate>Tue, 01 Oct 2019 22:20:06 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/correct-or-amend-forms-941-and-940/01/185859#M8367
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T22:20:06Z</dc:date>
</item>
<item>
<title>Enter historical payroll data</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/enter-historical-payroll-data/01/185628#M8366
</link>
<description>
Learn how to enter historical payroll data in QuickBooks Desktop Payroll. In QuickBooks Desktop Payroll you can enter paychecks that you have issued the year before using the payroll service.&nbsp;The data you enter ensures correct year-to-date totals on the paychecks you write for the rest of the year. We explain how to enter historical data below. Assisted Payroll users: Please contact us if you need to enter YTD adjustments in QuickBooks Desktop. Enter historical payroll data using the Payroll Setup window If you are trying to enter year-to-date amounts for the current year, you can use the Payroll Setup window. Access the Payroll Setup Interview. Proceed to step 5: Year-to-Date Payrolls. Select Continue. If your company has issued paychecks this year, choose Yes and select Continue. If there was no payroll or payroll was done with Pay Employees in QuickBooks Desktop, choose No. On the next screen, you have three choices: Paychecks, Tax Payments, and Non-Tax Payments. Select Edit on Paychecks. (If you need to enter historical tax payments, see Enter historical tax payments in QuickBooks Desktop Payroll.) In the Enter Paychecks by Employee window: (You can select Show Steps to display the step-by-step guide.) Choose the name of the employee whose past paychecks you want to enter....
</description>
<pubDate>Mon, 07 Oct 2019 21:08:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/enter-historical-payroll-data/01/185628#M8366
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T21:08:13Z</dc:date>
</item>
<item>
<title>
Tracking payroll expenses by class, department, or location
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/pay-payroll-liabilities/tracking-payroll-expenses-by-class-department-or-location/01/185939#M8365
</link>
<description>
Learn how to track payroll expenses &nbsp;using classes in QuickBooks Desktop. You can use QuickBooks classes to classify your income and expenses by department, business office or location, separate properties you own, or any other meaningful breakdown of the business you do. &nbsp;We'll show you how to track payroll using classes. Consider the following when setting up class tracking Set up classes on the basis of the type of reporting that you want to do. And consider how you want to see your business segmented on reports. Set up a class such as "other" that you can use to deliberately classify transactions that do not fit into any specific class that you have defined. Do not use classes for two different purposes. E.g., do not create classes for tracking office locations in addition to tracking partners. Identify both income and expenses for each class you set up. Consistently enter the class information on your forms and registers to be sure that this information is valid and useful. Set preferences for tracking payroll using classes: Here's how to set preferences for tracking payroll using classes. From the QuickBooks Edit menu, choose Preferences. Select the Accounting icon. Then select the Company Preferences tab. Select Use class tracking. Then select&nbsp;OK. If prompted, select&nbsp;Ye...
</description>
<pubDate>Tue, 08 Oct 2019 02:23:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/pay-payroll-liabilities/tracking-payroll-expenses-by-class-department-or-location/01/185939#M8365
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T02:23:52Z</dc:date>
</item>
<item>
<title>Give a client access to their payroll account</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/give-a-client-access-to-their-payroll-account/01/185412#M8364
</link>
<description>
Overview This article explains how you can give access to wholesale or retail clients to their payroll account. Details From your Client List, select the client's account. Click Setup. Click Contact Information. Click Provide client access. When the screen below appears, select the options you want. Full: Complete access; the client can perform all payroll functions. Setup and Payroll: Same access as Full, except access is blocked from the Taxes &amp; Forms tab. The client is unable to create or delete tax payments and forms, and does not see tax or form reminders on the To Do tab. Payroll Only: Access to the Payday tab and some items on the Setup tab. The setup items include change User ID or password; set paycheck printing preferences; review the accountant and client service agreement; and select report preferences. The client will see an Access Denied message for all other options. Click Next and enter login information for your client. Click Next to finish. Note: Because you are creating your client's user ID and password, no email is automatically generated to deliver that information to them. You must provide the login information to your client yourself. Related Articles Forgot user ID or password Reset login information for an accountant's wholesale client Advantages and ...
</description>
<pubDate>Tue, 01 Oct 2019 21:20:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-clients/give-a-client-access-to-their-payroll-account/01/185412#M8364
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:20:29Z</dc:date>
</item>
<item>
<title>Download certified ProAdvisor badges and logos</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/pap-training/download-certified-proadvisor-badges-and-logos/01/185855#M8363
</link>
<description>
Learn how to download Certified ProAdvisor badges and logos. When you become a Certified ProAdvisor you can download a badge or logo to use&nbsp;in marketing materials.&nbsp;You can also include the badge in your email signature and on your website. We'll show you how to download a Certified ProAdvisor badge or logo. Download badges and logos From the left menu, select&nbsp;ProAdvisor. Select the Training tab. On the appropriate exam card, select Download Badge from the drop-down list. The badge you selected is downloaded. You can now add the badge to your email signature or marketing materials. Get additional help If you were recently certified as a ProAdvisor but your certification isn't listed as complete on the Training tab. Or if you can't download the Certified ProAdvisor badge or logo. See the following help articles. Correct missing ProAdvisor Certification Center exams or training completions For certifications that are older than the currently-available exams, see Access your certification history.
</description>
<pubDate>Tue, 01 Oct 2019 21:20:22 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/pap-training/download-certified-proadvisor-badges-and-logos/01/185855#M8363
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:20:22Z</dc:date>
</item>
<item>
<title>
Create and customize a user login in QuickBooks Desktop Point of Sale
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-users/create-and-customize-a-user-login-in-quickbooks-desktop-point-of/01/185895#M8362
</link>
<description>
To protect your company file, QuickBooks Desktop Point of Sale allows you to create and customize user accounts and passwords. Set up User login SysAdmin Password From the File menu of your Point of Sale, click Company, then select Preferences. Click General and ensure that Require users to log in is selected. Click OK and Save. &nbsp; Create an employee password Reminder: You cannot create an employee log in without setting up the SysAdmin. From the File menu, click the Employee List. Right-click the name of the employee, then select Edit Employee. Click Create Password. Type in the desired password and click OK. Click Save. &nbsp; Assign security group and rights for employees Assign a security group From the Employee menu, select Employee List. Right-click the name of the employee, then select Edit Employee. Select the appropriate Security Group, then Save. &nbsp; Edit the Security Rights From the Employee menu, click Security. Review the list, then select or clear the restrictions as necessary. Click Save.
</description>
<pubDate>Tue, 01 Oct 2019 21:20:17 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-users/create-and-customize-a-user-login-in-quickbooks-desktop-point-of/01/185895#M8362
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:20:17Z</dc:date>
</item>
<item>
<title>Employee payroll tax exemptions</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/employee-payroll-tax-exemptions/01/185406#M8361
</link>
<description>
Some employees may be exempt from certain payroll taxes. When exempt from a tax, an employee is not required to contribute to that specific tax. In Online Payroll, you can set up each employee as exempt from Social Security, Medicare, unemployment, or other supplemental state taxes.&nbsp;Consult&nbsp;with a tax professional or financial advisor&nbsp;if you are not sure if an employee should be exempt from certain taxes. Viewing or changing employee tax exemptions QuickBooks Online Payroll: Select&nbsp;Workers&nbsp;on the left&nbsp;menu, then select&nbsp;Employees. Select&nbsp;the employee's name. Under Employee Details, click on the pencil icon beside Pay. Click on the pencil icon under the question What are (employee's name) withholdings? Scroll down until you reach the Tax Exemptions section and click on the drop down&nbsp;arrow. Select the taxes the employees are exempt from. Click Done. Intuit Online Payroll: Select&nbsp;Employees. Select the employee's name. In the Taxes &amp; Exemptions box, click Edit. In the&nbsp;Exemptions, click Edit. Select the taxes the employee is exempt from. Click Save. QuickBooks Full Service Payroll &amp; Intuit Full Service Payroll Please contact support to update your&nbsp;Tax exemptions. See also Exemption status of foreign employees with particular visa types Form W-4: Employee filing status
</description>
<pubDate>Fri, 11 Oct 2019 19:38:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/employee-payroll-tax-exemptions/01/185406#M8361
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:38:45Z</dc:date>
</item>
<item>
<title>Manage IOP users</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/master-administrator/manage-iop-users/01/185882#M8360
</link>
<description>
This article guides you through the steps and processes for managing your Intuit Online Payroll (IOP) users. Invite new users Go to the Setup tab and select Payroll Account Access. On the Payroll Account Access screen: If you have never granted payroll access to others you will see the . Click Yes. If you have already enabled other users, scroll to the bottom of the list and click Add a user. Fill out all required fields requested for Payroll Account Access. You will then receive a confirmation with a security code which you will need to give to the new user. Advice them to use this code after they accept the invite sent to the email address you entered. How to tell if users accepted the invitation? Until the user accepts the invitation, the status in the User List is Invited. After the user accepts the invitation, the status changes to Active. To view the status of the invitation: Click Open User List. Look in the Status column. You can also Resend the invitation. Click Close User List. What will the users see after accepting the invite? After accepting the invite, the new user will see one of two screens depending if they are an existing user or if they are signing in for the first time. For existing user: For first time user with security question: How to assign primary con...
</description>
<pubDate>Tue, 01 Oct 2019 21:19:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/master-administrator/manage-iop-users/01/185882#M8360
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:19:47Z</dc:date>
</item>
<item>
<title>Local tax setup and support: Ohio</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/local-tax-setup-and-support-ohio/01/185392#M8359
</link>
<description>
Overview This article covers the setup and calculation of Ohio local taxes. Employer obligations Identify local tax jurisdictions Employee and company local tax setup Calculation Request account information Related Articles External Links Employer obligations Ohio requires withholding of all applicable taxes for Ohio residents and nonresidents working in Ohio, subject to the conditions detailed in the table below. Employee Situation Withholding Requirements Lives and works in OH Work location: required Resident location: School district: required Municipal: optional (courtesy withholding) Lives in another state, but works in OH Work location: required Resident location: check with state agency Lives in OH, but works in another state Work location: check with state agency Resident location: optional (courtesy withholding) Identify local tax jurisdictions You are responsible for contacting your local municipalities to determine what local taxes an employee is subject to. The Ohio Local Tax Finder website can help locate rates and taxes. When using the website, click both of the following buttons: School District Municipal Tax Click the Zip Code link on the following screen, enter the residence or work location zip code, select the month and year for time period for which you are...
</description>
<pubDate>Thu, 10 Oct 2019 22:37:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/local-tax-setup-and-support-ohio/01/185392#M8359
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T22:37:41Z</dc:date>
</item>
<item>
<title>Remove paychecks from the print queue</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/special-payroll/remove-paychecks-from-the-print-queue/01/185603#M8358
</link>
<description>
NOTE: This article uses the terms "check" and "center", please be advised that it is applicable to all locations. Overview Follow the steps below to remove checks marked "To be printed" or "Print Later" from the print queue. Option 1: Locate the paycheck. Remove the checkmark in the Print Later checkbox. Click Save &amp; Close to save your changes. Option 2: From the register: Locate the paycheck. From the Number column clear To Print or enter a check number or phrase. Press Tab twice or click away.&nbsp; In the Recording Transaction message, under You have changed the transaction.&nbsp; Do you want to record your changes?, click Yes to save your changes. See also Remove Direct Deposit paychecks in print queue in batches&nbsp;for additional steps. You have additional option to remove check from the print queue. Option 3: Click Employees &gt; Payroll Center. On the Payroll tab, scroll down to the Recent Payrolls section. Locate the payroll you want to remove from the print queue.&nbsp; The Status will be listed as To Print. Right-click on the row and choose Remove from Print Queue. In the Remove # of paychecks from the print queue? message window appears click Yes. The Status will change to Complete. If you have QuickBooks Desktop Payroll Assisted send a zero payroll to the payroll service after approxim...
</description>
<pubDate>Thu, 03 Oct 2019 23:40:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/special-payroll/remove-paychecks-from-the-print-queue/01/185603#M8358
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T23:40:42Z</dc:date>
</item>
<item>
<title>
Set up sales tax in QuickBooks Desktop Point of Sale
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-sales-taxes/set-up-sales-tax-in-quickbooks-desktop-point-of-sale/01/185863#M8357
</link>
<description>
Learn how to properly configure your sales tax so you can charge sales tax on taxable items automatically in QuickBooks Desktop Point of Sale. As you read on further, you will also know how to change tax codes or locations on individual sales if needed for special circumstances. Apply a single rate tax to all taxable items From File menu, select Setup Interview. Go to the Sales Tax tab. Select the Yes radio button on Do you collect sales tax? Enter the tax rate as a percentage and the tax agency to where you pay your taxes. Select Done. Set up and configure your sales tax rate Step 1: Specify that you collect sales tax From File menu, select Preferences &gt; Company. From the I want to option, select Sales Tax. Select the Collect Sales Tax checkbox. Step 2: Set up sales tax location Select the Add tax location or Edit tax location button. Note that you can use the default tax location named Local Sales Tax. It cannot be deleted but you can rename or edit to specify your preferred location name. From the Tax Location window, enter the tax location name. If you choose to add tax on sales shipped to this location, select the checkbox for Shipping to this location is taxable using the tax code and select the tax code to be applied. Seelct OK. Step 3: Add tax codes After adding or edi...
</description>
<pubDate>Tue, 01 Oct 2019 21:18:22 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-sales-taxes/set-up-sales-tax-in-quickbooks-desktop-point-of-sale/01/185863#M8357
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:18:22Z</dc:date>
</item>
<item>
<title>Fix PSXXX errors</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/fix-psxxx-errors/01/186203#M8356
</link>
<description>
Learn how to fix PSXXX errors codes when downloading payroll updates in QuickBooks Desktop. You may encounter this error followed by a message when downloading payroll updates. Use these solutions to fix the issue. Tip: If you’re using an antivirus on your computer, you may want to consider disabling it temporarily. Then try to download the latest payroll update before you follow these solutions. Solution 1: Make sure your service info is correct Restart your computer, then reopen QuickBooks Desktop. Make sure your account info is up to date and correct. If not, then update it. Download the latest payroll tax table update. Solution 2: Register and update your QuickBooks Desktop It's important to have the latest security and software improvements. Here's how to check if your software is registered. Open your QuickBooks Desktop. Press the F2 key to open the Product Information window. Beside the license number, check if it says Activated. Note: If it doesn’t say Activated, register your QuickBooks Desktop. After you register QuickBooks Desktop, update it to the latest release. Download the latest payroll tax table update. Solution 3: Repair QuickBooks Desktop Run a QuickBooks repair to see if its folder or files need some fixing. After you repair QuickBooks Desktop, download the...
</description>
<pubDate>Tue, 01 Oct 2019 21:18:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/fix-psxxx-errors/01/186203#M8356
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:18:15Z</dc:date>
</item>
<item>
<title>Update Point of Sale to the latest release</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/update-products/update-point-of-sale-to-the-latest-release/01/185847#M8355
</link>
<description>
Learn how to update your QuickBooks Desktop Point of Sale to the latest release. The Automatic Update feature allows QuickBooks Desktop Point of Sale to download the latest updates, whether or not the program is running. In this article, we'll walk you through how to set this up. Find the latest release patch for Point of Sale Check to see if you have the latest release patch. Go to Help and select About Point of Sale. In the About QuickBooks Point of Sale window, check the current version and release. [caption id="" align="alignnone" width="500"] View current version of Quickbooks Desktop Point of Sale[/caption] Check the latest release available for your QuickBooks Desktop Point of Sale 18.0. Manually update your product Go to the Downloads &amp; Update web page. From the Select Product drop-down, choose QuickBooks Point of Sale. From the Select Edition drop-down, choose the appropriate edition. From the Select Version drop-down, choose the appropriate version or year. Select Search. Select Get the latest updates, then Save file to download update. When the download completes, double-click to install the file. You may need to restart Windows after the installation is complete. You can install manual updates across your network either by: Accessing the install file on your comput...
</description>
<pubDate>Tue, 01 Oct 2019 21:18:11 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/update-products/update-point-of-sale-to-the-latest-release/01/185847#M8355
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:18:11Z</dc:date>
</item>
<item>
<title>
Error: POS got stuck when using QuickBooks Point of Sale
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/error-pos-got-stuck-when-using-quickbooks-point-of-sale/01/185992#M8354
</link>
<description>
Getting POS got stuck error while using your QuickBooks Point of Sale? We've listed recommended troubleshooting steps to help you fix the error so you can get back to your business right away. Before you start: Make sure QuickBooks Desktop Point of Sale is updated to the latest release Check that you meet System requirements for QuickBooks Desktop Point of Sale 18.0 Resolve "Error: POS got stuck" Choose the solution appropriate to your POS setup or situation. You have QuickBooks POS on one computer Create a backup then restore to a different file backup files in QuickBooks Desktop Point of Sale. Run Verify Data utility then compress Data Base. Perform a clean reinstall for QuickBooks Desktop Point of Sale. Test in a New Windows User (Windows 10 or&nbsp;Windows 8/7). You have multiple computers with POS and you get the error on the server and all client computers Check Network Speed. Create a backup then restore to a different file backup files in QuickBooks Desktop Point of Sale. Run Verify Data utility then compress Data Base. Perform a clean reinstall for QuickBooks Desktop Point of Sale. Test in a New Windows User (Windows 10 or&nbsp;Windows 8/7). You have multiple computers with POS and you only get the error on the server Create a backup then restore to a different file backup file...
</description>
<pubDate>Wed, 02 Oct 2019 02:35:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/error-pos-got-stuck-when-using-quickbooks-point-of-sale/01/185992#M8354
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T02:35:31Z</dc:date>
</item>
<item>
<title>
Self-Employed: Import, export, and conversion limitations
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/self-employed-import-export-and-conversion-limitations/01/186207#M8353
</link>
<description>
Learn about the import, export, and conversion limitations for QuickBooks Self-Employed. QuickBooks Self-Employed has some limitations. Here are answers to questions you may have about them. Can my data be imported into QuickBooks Self-Employed from QuickBooks Desktop? No. QuickBooks Self-Employed is not a double-entry bookkeeping program and does not contain registers; therefore, the ability to import data from QuickBooks Desktop is not provided. Can my data be exported from QuickBooks Self-Employed to QuickBooks Desktop? No. QuickBooks Self-Employed currently does not support exporting to QuickBooks Desktop. Can I upgrade my QuickBooks Self-Employed subscription to QuickBooks Online (Essentials or Plus)? No. QuickBooks Self-Employed can't be upgraded to any version of QuickBooks Online. Can I downgrade my QuickBooks Online subscription to QuickBooks Self-Employed? No. We do not currently offer the ability to downgrade any QuickBooks Online subscription.
</description>
<pubDate>Tue, 01 Oct 2019 21:18:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/self-employed-import-export-and-conversion-limitations/01/186207#M8353
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T21:18:00Z</dc:date>
</item>
<item>
<title>
Send your info to TurboTax if your QuickBooks Self-Employed account is different from your TurboTax account
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-forms/send-your-info-to-turbotax-if-your-quickbooks-self-employed/01/185757#M8352
</link>
<description>
Need to send info from QuickBooks Self-Employed to TurboTax? Learn how you can do this if you have different login info for each account. You can send QuickBooks Self-Employed data directly to TurboTax Self-Employed and waive the filing fees (plus one free state). For this to work, both your QuickBooks Self-Employed and TurboTax Self-Employed accounts must share the same username and password. If you don't use the same username and password, you can: Use your TurboTax account going forward. Use your QuickBooks Self-Employed going forward. Maintain two separate accounts. Note: Simply changing the login credentials of one account to match the other will not resolve the issue. Use your TurboTax account going forward Who is this a good choice for? Someone that wants to keep filing their taxes with their existing TurboTax account. Can you send your info directly to TurboTax Self-Employed? Yes. After the data migration to your new QBSE account is complete, log into that new account and send your info to TurboTax. How to do this? Create a new QuickBooks Self-Employed account using the login credentials you use with TurboTax. For a seamless transfer of data, please do not add any data at this time. If there is data in the new account and you wish to maintain it, please let your Custom...
</description>
<pubDate>Tue, 01 Oct 2019 20:17:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-forms/send-your-info-to-turbotax-if-your-quickbooks-self-employed/01/185757#M8352
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:17:45Z</dc:date>
</item>
<item>
<title>
What's new with QuickBooks Self-Employed Invoicing?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-invoices/what-s-new-with-quickbooks-self-employed-invoicing/01/185707#M8351
</link>
<description>
You gave us feedback that you wanted to maximize the invoicing feature available in product. We heard you! We have released the following enhancements that would provide convenience in creating your invoices. Update: To improve load times on the invoicing page, we've changed to default date range to the last 12 months. To see every invoice created (whether drafts, sent or paid), change the date range to All. Web version Send an Invoice to Multiple Emails You now have the ability to send an invoice to multiple email addresses! While filling out the email information, you can add an extra email address to the “BCC” field. This will send separate emails of the invoice to that email address, rather than creating an email thread. Go to Invoices page, select Create new Invoice. When creating an invoice, fill out the BCC field with any other email addresses you’d like to send a copy of the Invoice to. Note: This will NOT start an email thread but will instead just send a copy of the Invoice to any emails included in the BCC field. If any changes are made to the Invoice (including when it’s paid), anyone who received the Invoice will be able to open it with their initial email and see the changes reflected automatically. Send an Invoice Reminder Waiting for your client to pay the Invo...
</description>
<pubDate>Tue, 01 Oct 2019 20:16:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-invoices/what-s-new-with-quickbooks-self-employed-invoicing/01/185707#M8351
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:16:48Z</dc:date>
</item>
<item>
<title>Nebraska state W-2 E-file help</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nebraska-state-w-2-e-file-help/01/185427#M8350
</link>
<description>
To submit your state W-2 forms: Create the W-2 file that you will upload in step 3. &nbsp;See&nbsp;E-file your State W-2s from QuickBooks Desktop&nbsp;for detailed steps. Access the state website. Upload your W-2 information. Make sure you upload the .txt file, the Excel file cannot be submitted through the agency system. Note: You can file the annual reconciliation, Form W-3N, electronically through the state website.
</description>
<pubDate>Tue, 01 Oct 2019 20:15:12 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/usa-state-forms/nebraska-state-w-2-e-file-help/01/185427#M8350
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:15:12Z</dc:date>
</item>
<item>
<title>
Error 100060: QuickBooks POS could not create some necessary accounts in your QuickBooks Financial Software
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/access-data-remotely/error-100060-quickbooks-pos-could-not-create-some-necessary/01/186286#M8349
</link>
<description>
When running Financial Exchange, you receive the following error message: Error 100060: QuickBooks POS could not create some necessary accounts in your QuickBooks Financial Software This may be caused by either of the following: An account is active in QuickBooks Desktop during the first Financial Exchange with Point of Sale. The user currently logged in to QuickBooks Desktop does not have Administrator permission. To resolve this issue, follow the troubleshooting steps provided below. To continue using account numbers in QuickBooks Desktop On QuickBooks Desktop, go to the Edit menu, then select Preferences &gt; Accounting. Go to the Company Preferences tab, then unmark the Use account numbers checkbox. Select OK. Perform Financial Exchange in Point of Sale (go to the Financial menu, then select Update QuickBooks). Repeat steps 1 and 2, but mark the Use account numbers checkbox to reactivate the feature. Log in as an Administrator in QuickBooks Desktop Go to the File menu, then select Close Company/Logoff. Log in to the company file as the Administrator. Go to the Window menu, then select Close All. On QuickBooks Desktop Point of Sale, go to the File menu, then select Preferences &gt; Company. Under Financial, choose Accounts. Make sure all the accounts under the Basic and Advanced ...
</description>
<pubDate>Tue, 01 Oct 2019 20:15:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/access-data-remotely/error-100060-quickbooks-pos-could-not-create-some-necessary/01/186286#M8349
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:15:07Z</dc:date>
</item>
<item>
<title>
Paid employees with lump sum payments in the current year
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paid-employees-with-lump-sum-payments-in-the-current-year/01/186241#M8348
</link>
<description>
Lump sum payments are when you paid your employees without calculating or withholding any payroll taxes. When setting up QuickBooks Online Payroll for the first time and you indicate that you have made lump sum payments to your employees, we’ll help you with your payroll tax calculations and what to do. See Enter gross up prior payrolls in Online Payroll for additional details. For more information about entering in prior payroll in QuickBooks Online Payroll see Enter prior payrolls in Online Payroll.
</description>
<pubDate>Tue, 01 Oct 2019 20:14:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/paid-employees-with-lump-sum-payments-in-the-current-year/01/186241#M8348
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:14:44Z</dc:date>
</item>
<item>
<title>Direct deposits show as zero in register</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/bank-registers/direct-deposits-show-as-zero-in-register/01/185794#M8347
</link>
<description>
Overview When you send your Direct Deposit payroll to Intuit for processing, the following happens: Intuit's payroll system posts a QuickBooks Liability Check in your bank register for the total amount of Direct Deposit payroll plus processing fees. Intuit will debit your bank account for the total amount on that liability check, a banking day before the paycheck date. To ensure that your employees receive their direct deposit funds on paycheck date, you must send your payroll before 5 p.m., Pacific Time, two federal banking days prior to your paycheck date. Assumptions You have an active payroll subscription and transmits direct deposit payroll to Intuit. Details Why do Direct Deposit paychecks appear as zero amounts in my QuickBooks bank register? When you send your Direct Deposit Payroll to Intuit for processing, a QuickBooks Payroll Liability Check is auto generated and posted to your bank register by the payroll system. This liability check reduces the balance in your QuickBooks bank register for the sum total of all direct deposit paychecks and their associated processing fees. Because the net amounts on Direct Deposit paychecks are already included in the QuickBooks Liability Check, any Direct Deposit paycheck will display on your bank register with a zero net amount. T...
</description>
<pubDate>Tue, 01 Oct 2019 20:14:38 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/bank-registers/direct-deposits-show-as-zero-in-register/01/185794#M8347
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:14:38Z</dc:date>
</item>
<item>
<title>Rename the Intuit Entitlement Client Folder</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/damaged-data/rename-the-intuit-entitlement-client-folder/01/185849#M8346
</link>
<description>
Renaming the Intuit Entitlement Client Folder is required when there’s a need to: Clean Install Fix invalid product code error Fix errors when updating&nbsp;QuickBooks Desktop Point of Sale Step 1: Display hidden files and folders For Windows 10, 8.1 and 8 On your keyboard, press Windows logo+S to open the Search window. In the Search box, type folder. From the search result, select Folder Options. On the Folder Options window, select View. Select Show hidden files, folders and drives, and uncheck Hide extensions for known file types and Hide protected operating system files (Recommended). Select Apply and OK. For Windows 7 Right-click the Windows logo and select Open Windows Explorer. Select Organize and choose Folder and Search Options. Go to the View tab, select Show hidden files and folders, and uncheck Hide protected operating files checkbox. When a warning appears, select Yes and then OK. Step 2: Rename the Entitlement Folder Go to C:\ProgramData\Intuit\Entitlement Client&nbsp;and rename the folder v8 to v8 (OLD) On your keyboard, press&nbsp;Windows+R&nbsp;to open the run command Enter (or copy and paste)&nbsp;C:\ProgramData\Intuit\Entitlement Client&nbsp;and press&nbsp;Enter. Right-click the v8 folder, then select&nbsp;Rename. Rename the folder to&nbsp;v8 (OLD).
</description>
<pubDate>Tue, 01 Oct 2019 20:14:27 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/damaged-data/rename-the-intuit-entitlement-client-folder/01/185849#M8346
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:14:27Z</dc:date>
</item>
<item>
<title>Supplemental Tax Rates on Bonus Checks</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/federal-taxes/supplemental-tax-rates-on-bonus-checks/01/186191#M8345
</link>
<description>
You can use the supplemental federal income tax rate when you create a bonus check if these conditions are met: You pay the bonus separately from a regular paycheck. You withhold at regular withholding rates on the employee's regular salary. The federal supplemental income tax rate is currently a flat 22% on wages up to $1,000,000. This rate may not be beneficial to your employees if it's higher than their regular rate. If you want to use the supplemental income tax rate for some employee bonuses and not for others, do separate bonus only runs. If your state also has a supplemental income tax rate, we use the state rate when you choose to use the supplemental rates. Note: If the employee has accumulated more than $1,000,000 in the current tax year, you must withhold federal income tax at 37%. Check with your accountant regarding allowable tax treatment of a bonus.
</description>
<pubDate>Tue, 01 Oct 2019 20:14:22 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/federal-taxes/supplemental-tax-rates-on-bonus-checks/01/186191#M8345
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:14:22Z</dc:date>
</item>
<item>
<title>
Customer History is missing at Remote store after merging at the Headquarters In QuickBooks Point of Sale
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/customer-history-is-missing-at-remote-store-after-merging-at-the/01/186466#M8344
</link>
<description>
What you may be experiencing: After you merge a name in the headquarters and then perform a store exchange, the receipt history for that name at the remote store is blank. It will only show transactions that occur after the merge. You are unable to see transactions prior to the merge in customer history but the reports will show the transactions. What you can try now: Use the Headquarters to look at the customer history or use reports at the remote store. Current Status: Engineers are researching and looking for possible solutions&nbsp;for this issue. Please subscribe now to be notified when we have any updates. Next Update: 10/07/2018 &nbsp;
</description>
<pubDate>Tue, 01 Oct 2019 20:14:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/customer-history-is-missing-at-remote-store-after-merging-at-the/01/186466#M8344
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:14:14Z</dc:date>
</item>
<item>
<title>
Point of Sale feature comparison by level and version
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/inventory-reports/point-of-sale-feature-comparison-by-level-and-version/01/186458#M8343
</link>
<description>
Learn what QuickBooks Desktop Point of Sale can do and decide which version or level is best for your business. QuickBooks Desktop Point of Sale by Level BASIC PRO MULTI-STORE Make Better Business Decisions More than 50 pre-built sales, customer and inventory reports at your fingertips X X X Create customized reports and save for easy access X X X Improve your marketing with insights and data from the Customer Center X X X Track employee hours and sales commissions X X Access to sales and inventory reports for each store location and at the "company" level X Take your Business Mobile Ring up sales on your smart phone or tablet (iPad, iPhone, Android) X X X Sales and inventory information from your mobile device syncs with Point of Sale software X X X Quickly, Easily Ring Up Sales A payment account that lets you accept credit cards right in your software X X X Ability to use a bar code scanner to ring sales X X X Allows discounts, returns, store credit &amp; gift receipts X X X Customize price tags, receipts and more X X Track work orders and sales orders X X Manage Inventory Accurately and Effortlessly Automatically track inventory as you sell and receive items X X X Manage vendors X X X Generate purchase orders X X Ship and track packages using Shipping Manager X X Track multiple...
</description>
<pubDate>Tue, 01 Oct 2019 20:14:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/inventory-reports/point-of-sale-feature-comparison-by-level-and-version/01/186458#M8343
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:14:02Z</dc:date>
</item>
<item>
<title>
Error 3180 on time sheets when performing a financial exchange
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/error-3180-on-time-sheets-when-performing-a-financial-exchange/01/185987#M8342
</link>
<description>
What you may be experiencing: While doing a financial exchange that involves employees time sheets Problems Found displays next to Time Cards Sent.&nbsp; When viewing the activity log, the error message shows: Status code: 3180 Status message: There was an error when saving a Employees list, element "Employee, Name". QuickBooks error message: The address is invalid. The issue seems to be related to a limitation in the payroll service where it requires the employee's social security number be entered before the employee information can be saved in QuickBooks Desktop Financial. There is nowhere in QuickBooks Desktop Point of Sale to add that information which doesn't allow Point of Sale to save the new employee since it doesn't have all required fields entered in and it gives a response of "The address is invalid." What you can try now: You can manually enter the information from QuickBooks Desktop Point of Sale into time sheets in QuickBooks Desktop Financial. Current Status: At this time, we have to re-prioritize this issue to gauge the customer impact. We do our best to resolve as many issues as we can identify, but have to focus on those that have the largest impact. At this moment we do not have any updates, however, we are continuing to target a fix for this issue. As we have n...
</description>
<pubDate>Tue, 01 Oct 2019 20:13:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/error-3180-on-time-sheets-when-performing-a-financial-exchange/01/185987#M8342
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T20:13:55Z</dc:date>
</item>
<item>
<title>
Change account mapping for credit card transactions to debit in Undeposited Funds
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/change-account-mapping-for-credit-card-transactions-to-debit-in/01/186284#M8341
</link>
<description>
Learn how to change the account mapping for credit card transactions to debit in the Undeposited Funds account. Why are we unable to change from debit to credit? There are damaged payment items Items were set up incorrectly in QuickBooks Solution 1: Configure account mapping preferences Ensure that the Undeposited Funds account is selected in the Point of Sale account mapping section in Company Preferences: Choose File &gt; Preferences &gt; Company. Select the Accounts preference under Financial and select the Advanced tab. Ensure that the selection in the QB Account field on the Credit Card line is Undeposited Funds. Select Save. Solution 2: Ensure to select Group with other Undeposited Funds In QuickBooks, select Lists &gt; Item List. Double-click the VISA/Mastercard item and ensure that Group with other undeposited funds is selected. If it is not set to Group with other undeposited funds, select that option and select OK. Solution 3: Repair possible item damage If Group with other undeposited funds is already selected, the payment item may be damaged. To repair possible damage: After making note of the spelling and capitalization of the item, change the Item Name/Number to X and select OK. Right-click on the item list and select New. In the Type field, select Payment and, in the Ite...
</description>
<pubDate>Tue, 01 Oct 2019 19:14:28 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-hardware/change-account-mapping-for-credit-card-transactions-to-debit-in/01/186284#M8341
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:14:28Z</dc:date>
</item>
<item>
<title>
No adjustment shows on the QuickBooks balance sheet after inventory is deleted in Point of Sale
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/no-adjustment-shows-on-the-quickbooks-balance-sheet-after/01/186303#M8340
</link>
<description>
When an inventory item (with a quantity on hand) is deleted from QuickBooks Desktop Point of Sale, an adjustment to account is automatically generated for the decrease in inventory. Ensure the adjustment is reflected correctly in the QuickBooks Balance Sheet report. This issue may be happening because of the following reasons: In QuickBooks Desktop Point of Sale: The correct accounts are not mapped. The adjustment did not transfer during the data exchange. In QuickBooks Desktop: The Balance Sheet report may not have been run for the correct date. The correct adjustment is not reflected in the Inventory Asset account. It is recommended to follow the steps provided for both QuickBooks Point of Sale for Desktop and QuickBooks Desktop to resolve the problem. Important: QuickBooks Desktop Point of Sale: Check the account mapping to determine which accounts are tracking the adjustment. Verify that the adjustment transferred correctly from Point of Sale during the data exchange. QuickBooks Desktop: Verify that the Balance Sheet report reflects the correct information. QuickBooks Desktop Point of Sale Verify the account mapping. From Point of Sale, go to File, select Preferences and choose Company. Select Accounts from the list displayed in the left side of the window. Ensure the Asse...
</description>
<pubDate>Tue, 01 Oct 2019 19:14:06 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/balance-sheet/no-adjustment-shows-on-the-quickbooks-balance-sheet-after/01/186303#M8340
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:14:06Z</dc:date>
</item>
<item>
<title>
Editing an Item then save and next the Item History does not change to the next item.
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-lists/editing-an-item-then-save-and-next-the-item-history-does-not/01/185902#M8339
</link>
<description>
What you may be experiencing: While editing Inventory items and selecting Save &amp; Next button, the History widget will not reflect the next item's activities. The original edited item's history will continue to show. What you can try now: Selecting Save rather than Save and Next, select the next item and click edit. Current Status: We do our best to resolve as many issues as we can identify, but have to focus on those that have the largest impact. This issue will remain open, but there is no set plan to provide further updates. Once we have new and relevant information, we will communicate that to you. Next update: 8/17/2018
</description>
<pubDate>Tue, 01 Oct 2019 19:14:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-lists/editing-an-item-then-save-and-next-the-item-history-does-not/01/185902#M8339
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:14:01Z</dc:date>
</item>
<item>
<title>
My QuickBooks Self-Employed data didn't show up in TurboTax Self-Employed
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sync-data/my-quickbooks-self-employed-data-didn-t-show-up-in-turbotax-self/01/185386#M8338
</link>
<description>
If your income and expenses from QBSE did not show up in TurboTax Self-Employed after you initiated the export or import, here are some things to look for to resolve it: First thing is to check if you are currently seeing "TurboTax Self-Employed" on the left-hand panel of your TurboTax account (see image below). If you're seeing anything other than TurboTax Self-Employed, you will need to upgrade your account to TurboTax Self-Employed and then the data will surface. To upgrade, simply click the "upgrade" button located in the same left-hand panel. Agree to the upgrade and know that the charges will not apply when the data imports. If you are prompted to pay for the TurboTax Self-Employed fee and for one state return, please contact either QuickBooks Self-Employed or TurboTax from the Help tab in either of your accounts and inform them that you're a QBSE bundled user and need a service code to bypass the filing fees. We will confirm your bundled subscription and will generate a code for this one-time filing. If you see "TurboTax Self-Employed", do you see any data showing up in the Schedule C? To locate the Schedule C, simply type in the search bar "jump to Schedule C". If you see a message stating there's a bit more information we need to gather about your income, know that th...
</description>
<pubDate>Tue, 01 Oct 2019 19:12:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sync-data/my-quickbooks-self-employed-data-didn-t-show-up-in-turbotax-self/01/185386#M8338
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:12:47Z</dc:date>
</item>
<item>
<title>Coinbase Integration with QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payments/coinbase-integration-with-quickbooks-self-employed/01/185377#M8337
</link>
<description>
To better track the buys and sells in the cryptocurrency market, QuickBooks Self-Employed integrates with Coinbase. You can now import your cryptocurrency transactions from Coinbase to QuickBooks Self-Employed. The feature is currently only available via QuickBooks Self-Employed Labs to select test users. In order to integrate your Coinbase account: Log into QuickBooks Self-Employed Select the Gear Select Labs Choose Coinbase and select Turn It On Enter your Coinbase credentials Authorize the permission to complete One you've connected to Coinbase, you'll see your cryptocurrency transactions loaded on your Transactions page. You can see each transaction that occurs in Coinbase with the corresponding amount spent as well as the amount in gains/losses. Some things to keep in mind: You can toggle on and off the specific coin wallet you wanted to hide by going to your Bank Accounts page. To see ALL transactions from a specific cryptocurrency, select/sort from the Transactions List. For Tax purposes, coinbase transactions will come in as Personal only and can't be changed to Business. (IRS regulations with cryptocurrency changes overtime and you should get an Accountant's professional opinion on the tax implications of any cryptocurrency transactions.)
</description>
<pubDate>Tue, 01 Oct 2019 19:12:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payments/coinbase-integration-with-quickbooks-self-employed/01/185377#M8337
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:12:40Z</dc:date>
</item>
<item>
<title>
Resolve errors when converting data or trying to open a company file
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/open-data/resolve-errors-when-converting-data-or-trying-to-open-a-company/01/185395#M8336
</link>
<description>
Find out how to resolve common errors you encounter when you’re upgrading your QuickBooks Point of Sale to a new version or simply opening a new company file. You may receive any of the following: Error 181016 "Problem, could not open the QuickBooks Point of Sale data: [company name]" Error 181021 "QuickBooks POS Message: 181021" Problem, could not create company: [company name] Error: Could not connect to database Error: Could not load database &nbsp; What causes these errors? The company name used on your network isn't unique. There is more than one version of QuickBooks Desktop Point of Sale installed on your computer. You are not logged in Windows as an Admin. The QuickBooks Desktop Point of Sale company data folder may be compromised. A firewall is blocking the ports that Quickbooks Desktop Point of Sale database manager is trying to access. TCP/IP (Transmission Control Protocol/Internet Protocol) isn't installed, is disabled, or is not working. Before you start... Make sure your computer meets the minimum System Requirements for QuickBooks Desktop Point of Sale. Ensure that you have no older versions of Point of Sale installed on your computer. If there are, uninstall them using the Add or Remove Programs function in the Windows Control Panel. Restart your computer. Note: For...
</description>
<pubDate>Tue, 01 Oct 2019 19:12:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/open-data/resolve-errors-when-converting-data-or-trying-to-open-a-company/01/185395#M8336
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T19:12:02Z</dc:date>
</item>
<item>
<title>Create paychecks in online payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-paychecks-in-online-payroll/01/186446#M8335
</link>
<description>
Find out how to create paychecks with QuickBooks Online Payroll or Intuit Online Payroll. Do you need to pay your employees? Online payroll services help you create paychecks fast. Let’s get your team paid. Keep in mind that federal holidays can impact the direct deposit processing. Create paychecks 1 or 2 days earlier so that your employees are paid on time. Your steps depend on which product you have. Help me figure out my payroll product If your sign-in screen looks like this, you use QuickBooks Online Payroll. If your sign-in screen looks like this, you use Intuit Online Payroll. Direct deposit processing times When you use direct deposit, be sure to consider processing times when creating and approving checks. Processing and approval cut off times depend on your payroll service. QuickBooks Online Payroll: Approve payroll before 5:00 PM PT 1 business day prior to the pay date, provided the pay date is a business day. Funds are pulled from your account on the same day your employees and contractors are paid. Intuit Online Payroll: Approve payroll before 5:00 PM PT 2 business days prior to the pay date, provided the pay date is a business day. Funds are pulled from your account the day before employers and contractors are paid. Any checks approved after the deadline will be ...
</description>
<pubDate>Sat, 12 Oct 2019 04:04:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-paychecks-in-online-payroll/01/186446#M8335
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-12T04:04:15Z</dc:date>
</item>
<item>
<title>
Add contractor direct deposit info in QuickBooks Self-Employed
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-direct-deposit/add-contractor-direct-deposit-info-in-quickbooks-self-employed/01/185455#M8334
</link>
<description>
QuickBooks Self-Employed lets you securely add your direct deposit info so your clients, using QuickBooks Online, can pay you by direct deposit. How it works You will receive an invitation from your client via email. This email will prompt you to set up your free QuickBooks Self-Employed account, where you will complete your W9 form. Next, you will set up your “wallet”, that will allow you to receive direct deposit or ACH from your client. This will be shared with your client’s QuickBooks Online company. Once the setup is complete, you will see the rest of your QuickBooks Self-Employed account and your client will see your “wallet” in their QuickBooks Online company for future direct deposit or ACH payments. If you receive future invitations from other QuickBooks Online companies, you need to accept the invitation (using the same email you used for QuickBooks Self-Employed), then your wallet will be shared with that company. What if I need to change my bank information? You can update the bank account where you receive direct deposit or ACH payments anytime. Once updated, any of your clients' QuickBooks Online companies will be updated. To update your bank account, select the Settings&nbsp;⚙&nbsp;icon at the top, then Payment Settings. Can I access other features in QuickBooks Self-Empl...
</description>
<pubDate>Tue, 01 Oct 2019 05:25:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-direct-deposit/add-contractor-direct-deposit-info-in-quickbooks-self-employed/01/185455#M8334
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T05:25:16Z</dc:date>
</item>
<item>
<title>Add or edit an employee in Online Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/add-or-edit-an-employee-in-online-payroll/01/186028#M8333
</link>
<description>
Learn how to set up and edit your employees in QuickBooks Online Payroll, Intuit Online Payroll, and Intuit Full Service Payroll. Pay your employees fast and with confidence in Online Payroll. Let’s set up your team so you can get them paid. Gather employee info Before you add a new employee, you need to have all their info. Here’s a helpful list. Personal tax info Employment eligibility: I-9 form W-4 and state tax forms Legal name Address Phone number Email address Date of birth Employee payroll tax exemptions Social Security number Tip: You can verify any SSN with the Social Security Number Verification Service. Your steps depend on which product you have. Help me figure out my payroll product If your sign-in screen looks like this, you use QuickBooks Online Payroll. If your sign-in screen looks like this, you use Intuit Online Payroll. If your sign-in screen looks like this, you use Intuit Full Service Payroll. Add the employee to your payroll QuickBooks Online Payroll Go to the Workers menu and select Employees. Select Add an employee. Enter the employee's info, and select Done. Intuit Online Payroll and Intuit Full Service Payroll Go to the Employees tab and select Add an Employee. Enter the employee's info. Select Continue. Tip: If you need help setting up your employee,...
</description>
<pubDate>Thu, 03 Oct 2019 17:26:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/add-or-edit-an-employee-in-online-payroll/01/186028#M8333
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T17:26:08Z</dc:date>
</item>
<item>
<title>Support hours and types</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/support-hours-and-types/01/385590#M8331
</link>
<description>
At Intuit, we’re here to support you and your business needs. Check out our support hours and contact us at a time convenient to you. Or opt for a call me back so you won’t have to wait—we’ll get in touch instead. QuickBooks Online You can contact us during these hours. Note: All subscriptions to QuickBooks Online include support1. Product Chat Call me back Call us Plus, Essentials, Simple Start 4:00 AM-9:00 PM Monday-Saturday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-3:00 PM Saturday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-3:00 PM Saturday Advanced 4:00 AM-9:00 PM Monday-Saturday 6:00 AM-5:30 PM Monday-Friday 6:00 AM-2:30 PM Saturday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-3:00 PM Saturday &nbsp; QuickBooks Desktop Get in touch with us during these hours. Note: QuickBooks Plus and Enterprise includes support1. For support for QuickBooks Pro and Premier, see Care Plans for QuickBooks Desktop. Product Chat Call me back Call us Pro, Premier, Plus 5:00 AM-5:00 PM Monday-Friday Any time Sunday-Saturday Any time Sunday-Saturday Enterprise2 4:00 AM-7:00 PM Monday-Friday 4:00 AM-7:00 PM Monday-Friday 4:00 AM-7:00 PM Monday-Friday Assisted Payroll 6:00 AM-6:00 PM Monday-Friday 6:00 AM-6:00 PM Monday-Friday 6:00 AM-6:00 PM Monday-Friday DIY Payroll 6:00 AM-6:00 PM Monday-Friday 6:00 AM-6:00 PM Mond...
</description>
<pubDate>Wed, 09 Oct 2019 04:37:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/support-hours-and-types/01/385590#M8331
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T04:37:50Z</dc:date>
</item>
<item>
<title>Manage TSheets Time Clock Kiosks</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/manage-tsheets-time-clock-kiosks/01/381588#M8330
</link>
<description>
Notes: Only administrators have authorization to manage kiosks. Before following these steps, you must set up a Kiosk station. See one of the following: How to Set Up Time Clock Kiosk Clock-in and Clock-out (iOS) How to Set Up Time Clock Kiosk Clock-in and Clock-out (Android) How to Set Up Time Clock Kiosk Clock-in and Clock-out (Computer) Authorize a computer In TSheets, go to Feature Add-ons &gt;&nbsp;Time Clock Kiosk. In the Time Clock Kiosk Preferences window, select Add Device &gt; Use this computer. Authorize a kiosk device In TSheets, go to Feature Add-ons &gt;&nbsp;Time Clock Kiosk. Select Add Device, and record the authorization code. On the device the TSheets Time Clock Kiosk app is installed on, launch the app. In the Authorize This Device window, enter the code, and select Authorize. Change the name of a kiosk On a computer, in TSheets, go to Feature Add-ons &gt;&nbsp;Time Clock Kiosk. In the Time Clock Kiosk Preferences window, select a kiosk name. In the Edit Kiosk window, enter a new name, and select Save. Assign groups or individual employees to clock in and out Back in the Time Clock Kiosk Preferences window, select the kiosk name. Select the employees that will be allowed to clock in to this kiosk by selecting all employees. Select a group or + to expand a group and select individual e...
</description>
<pubDate>Thu, 26 Sep 2019 10:52:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/manage-tsheets-time-clock-kiosks/01/381588#M8330
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T10:52:29Z</dc:date>
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