Help Articles topics https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles Help Articles topics Sun, 15 Sep 2019 18:41:21 GMT help-articles 2019-09-15T18:41:21Z Access your certification courses https://quickbooks.intuit.com/learn-support/en-us/help-articles/access-your-certification-courses/01/186163#M8095 The ProAdvisor Training tab allows you to access your available certifications.... Log into QBOA &nbsp;using your ProAdvisor User ID and Password. Thu, 25 Oct 2018 19:32:02 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/access-your-certification-courses/01/186163#M8095 QuickBooksHelp 2018-10-25T19:32:02Z Update user account information https://quickbooks.intuit.com/learn-support/en-us/security-and-access/update-user-account-information/01/185921#M8094 Learn how to update account information from the Account Manager.&nbsp; If you need to review activity on your account or update information, such as user profile, security settings, or third party applications and connections, you easily can. The Account Manager lets you view and update settings and information&nbsp;across all of the products you use. View or update information To access and update the account settings in the account manager, follow these steps. Visit accounts.intuit.com. Review the settings in the Sign in and Security, Personal info, and Apps sections. Select the Add link in any field to add new information. Select Edit to change the setting in any field. Review all activity You can select View in the Account Activity field in the Sign in and Security panel to review all login activity for your account. This list can help you to detect suspicious activity on your account. The list shows the product accessed, the type of device used to access it, and the type of activity (for example, Signed in). Sun, 08 Sep 2019 04:59:56 GMT https://quickbooks.intuit.com/learn-support/en-us/security-and-access/update-user-account-information/01/185921#M8094 QuickBooksHelp 2019-09-08T04:59:56Z Accountant tools: Fix incorrectly recorded sales tax https://quickbooks.intuit.com/learn-support/en-us/help-articles/accountant-tools-fix-incorrectly-recorded-sales-tax/01/374404#M8093 Learn how to fix incorrectly recorded sales tax in QuickBooks Desktop Accountant and Enterprise. This tool identifies payments that appear to be sales tax payments but weren't recorded with the pay sales tax function. This happens when a client uses a regular check to pay sales tax. You can change all or some of the payments to sales tax check at once. After the list appears, you can Double-click on any transaction to see the check. Select a transaction by selecting the checkbox of the transaction line. Select all transactions by selecting the Select All button. Uncheck all selected transactions by selecting the Deselect All button. When done selecting transactions, select&nbsp;Void &amp; Replace to void the check and create a sales tax check. Internally, the following happens: The regular check is voided, then replaced by a Sales Tax Payable check. The new Sales Tax Payable check retains the reconciliation status of the regular check, the check number, the date, and the amount. A memo is entered in both checks. If you want to make a manual sales tax adjustment, the link Sales Tax Adjustment opens the Sales Tax Adjustment window directly. Fri, 13 Sep 2019 01:47:02 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/accountant-tools-fix-incorrectly-recorded-sales-tax/01/374404#M8093 QuickBooksHelp 2019-09-13T01:47:02Z Oregon Business Identification Number Required on Pay stub https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/oregon-business-identification-number-required-on-pay-stub/01/369993#M8092 Overview Oregon Senate Bill 1587 now requires the Employer's Business Registration number to be displayed on the pay stubs for all employees who reside in Oregon. Since this is not available in QuickBooks Desktop, the Business Identification Number (State Agency ID&nbsp;as entered in the OR - Withholding Payroll Item) will be used instead. You will be prompted to enter their Agency ID for OR - Withholding unless it already exists in the Payroll Item. Note: QuickBooks Desktop currently prints the Oregon BIN on pay stubs which are printed separately. The ability to print the Oregon BIN on the voucher portion of voucher paychecks will be made available at a later date. Details To assign a Business Identification Number to your OR - Withholding Payroll Item: From the QuickBooks Desktop&nbsp;Lists&nbsp;menu, click on&nbsp;Payroll Item List. Right click on the&nbsp;OR - Withholding payroll item and select&nbsp;Edit Payroll Item. Click Next&nbsp;to go the&nbsp;Agency for employee-paid liability&nbsp;window. Enter the&nbsp;Business Identification Number&nbsp;under the field&nbsp;Enter the number that identifies you to the agency. Click&nbsp;Next, then Finish. Related Articles Print pay stubs Oregon Pay Stub Mandate 2017 Mon, 09 Sep 2019 05:58:12 GMT https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/oregon-business-identification-number-required-on-pay-stub/01/369993#M8092 QuickBooksHelp 2019-09-09T05:58:12Z FAQ: Payroll Tax Center for Assisted Payroll customers https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/faq-payroll-tax-center-for-assisted-payroll-customers/01/369914#M8091 Overview Your QuickBooks Payroll Assisted&nbsp;subscription prepares and files your payroll tax forms and employee W-2 forms on your behalf. Electronic copies of these filed forms are then provided to you through a secure link in QuickBooks to the Payroll Tax Center. With the Payroll Tax Center, you can view, print, save, and email copies of your payroll tax and W-2 forms as many times as you want. Read below to find answers to some of the most frequently asked questions (FAQs) about the QuickBooks Payroll Tax Center. Assumptions You have an active QuickBooks Payroll Assisted&nbsp; subscription. Details For answers to the following FAQ, click the question. General information Payroll Tax Center general information: How do I view filed tax copies? I can't remember my payroll PIN. What do I do? Filed payroll tax forms When are copies of my filed payroll tax forms available? What payroll tax forms does the QuickBooks Assisted payroll subscription 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? 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? W-2 over... Mon, 09 Sep 2019 12:19:41 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/faq-payroll-tax-center-for-assisted-payroll-customers/01/369914#M8091 QuickBooksHelp 2019-09-09T12:19:41Z Have you paid W-2 employees in the current year? https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/have-you-paid-w-2-employees-in-the-current-year/01/369968#M8090 After you sign up with QuickBooks Online Payroll, we need to know if you’re new to payroll or switching from a previous payroll solution. Why does QuickBooks Online Payroll ask if I have paid any W-2 employees in the current year? This is important because if you are switching from a previous payroll solution or have paid employees in the current year, we’ll need to collect that information from you. When we calculate your payroll taxes, we’re required by the government to factor in all the payroll that you ran earlier in the year. It's also important for employers to know if your worker is a W-2 employee or a 1099 contractor to find out if you need to withhold income taxes and pay Social Security, Medicare taxes, and unemployment tax on wages paid to an employee. According to the IRS, the general rule is that an individual is an independent contractor if the payer has the right to control or direct only the result of the work, not what will be done and how it will be done. Review IRS: Understanding Employee vs. Contractor Designation for more details. Note: For New Jersey employers, we also need to know the number of weeks (Sunday through Saturday) in the quarter during which the employee worked. For more information about entering prior payroll in QuickBooks Online Payroll, ... Mon, 09 Sep 2019 05:53:41 GMT https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/have-you-paid-w-2-employees-in-the-current-year/01/369968#M8090 QuickBooksHelp 2019-09-09T05:53:41Z Social Security and Medicare (FICA) taxes https://quickbooks.intuit.com/learn-support/en-us/process-payroll/social-security-and-medicare-fica-taxes/01/369990#M8089 FICA stands for Federal Insurance Contributions Act. FICA is made up of two taxes, Social Security and Medicare. When switching payroll solutions and setting up Online Payroll for the first time, you may see only FICA in your previous pay stubs or payroll reports. If you only have FICA totals instead of Social Security and Medicare, see&nbsp;Entering Social Security and Medicare YTD Amounts for assistance. Also see Taxes and rates: wage bases and limits. Mon, 09 Sep 2019 05:58:01 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/social-security-and-medicare-fica-taxes/01/369990#M8089 QuickBooksHelp 2019-09-09T05:58:01Z Run payroll from your mobile device https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/run-payroll-from-your-mobile-device/01/185929#M8088 To manage payroll on your mobile device, you can download Intuit's Online Payroll app from the App Store and run payroll from your mobile device. It's free with your payroll subscription! Download the Android app here and the iOS app here. You'll be able to: Create accurate paychecks for employees and contractors E-pay taxes and e-file forms in all states Pay workers by direct deposit (it's free!) Get timely reminders on upcoming payday and tax deadlines View past paychecks Get free, expert payroll support Learn more about what you can do in the Intuit Online Payroll mobile app here for Android and here for iOS. Mon, 09 Sep 2019 07:01:47 GMT https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/run-payroll-from-your-mobile-device/01/185929#M8088 QuickBooksHelp 2019-09-09T07:01:47Z Ways to pay employees https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ways-to-pay-employees/01/369523#M8087 When you add an employee to your Quickbooks Online Payroll account, you can choose one of these payment methods: Pay methods Helpful links Pay by direct deposit Set up direct deposit for employees and contractors Connect your bank to Online Payroll Pay with a personal or company check Create a paper paycheck for a direct deposit employee in Quickbooks Online Payroll Pay by printing paychecks on preprinted check stock Print paychecks Mon, 09 Sep 2019 09:57:34 GMT https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ways-to-pay-employees/01/369523#M8087 QuickBooksHelp 2019-09-09T09:57:34Z Latest payroll news and updates https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/latest-payroll-news-and-updates/01/369199#M8086 Find information on the latest payroll update (21913)&nbsp;as well as earlier release updates. QuickBooks Desktop Payroll provides payroll updates to QuickBooks Desktop Payroll subscribers. These updates provide the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms and e-file and pay options. For more information about payroll updates, see Frequently Asked Questions (FAQ) about QuickBooks Desktop payroll updates. The latest Payroll Update is 21913, released July 18, 2019. In the sections below we provide information and links to recent and previous updates. What’s included in Payroll Update 21913 (July 18, 2019) Tax Table Update The Payroll Update includes other changes for: Idaho and Wyoming Forms Update For Enhanced payroll subscribers, this Payroll Update includes state forms that were updated for the following states: Alaska and D.C. e-File and Pay Update There are no E-File &amp; Pay changes in this Payroll Update. Find recent payroll updates For a complete overview of the most recent payroll update, select your product year from the list below: QuickBooks Desktop 2019 QuickBooks Desktop 2018 QuickBooks Desktop 2017 Summary of Past Payroll Updates Payroll Update Number Date Released 21912 06/20/2019 21909 05/16/2019 2190... Mon, 09 Sep 2019 14:37:08 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/latest-payroll-news-and-updates/01/369199#M8086 QuickBooksHelp 2019-09-09T14:37:08Z Payroll tasks: Resource hub https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/payroll-tasks-resource-hub/01/369556#M8085 Learn where to find important information about payroll tasks. We've compiled some key resources for you about Payroll Tasks. Follow these links for information you need. Use electronic services to pay and file your payroll taxes File quarterly tax forms Enroll to electronically pay and file taxes How to obtain a new hire report for an employee Enroll in direct deposit (DD) Mon, 09 Sep 2019 09:59:04 GMT https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/payroll-tasks-resource-hub/01/369556#M8085 QuickBooksHelp 2019-09-09T09:59:04Z Quarterly historical tax amount totals https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/quarterly-historical-tax-amount-totals/01/369991#M8084 For each payroll tax type listed in the Paycheck history quarterly detail page, enter the total amount for each quarter shown. You’ll need to have a report from your previous payroll solution or information that has payroll totals for each individual quarter in the current year. Providing quarterly historical tax amount totals when setting up QuickBooks Online Payroll The days that fall into each quarter are as follows: Jan 1 - Mar 31 (1st Quarter) Apr 1 - Jun 30 (2nd Quarter) Jul 1 - Sep 30 (3rd Quarter) Oct 1 - Dec 31 (4th Quarter) The totals you enter for each quarter should match the year-to-date totals you’ve entered for your company and employees so far. When the quarterly totals you enter doesn’t match the year-to-date totals displayed: Are the amounts entered correctly? Make sure that the amounts entered include all paychecks in that quarter and only in that quarter. Were all employees with paychecks in the current year added? Go back to review your employee list and their prior payroll information that you’ve entered. For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll. Mon, 09 Sep 2019 05:58:03 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/quarterly-historical-tax-amount-totals/01/369991#M8084 QuickBooksHelp 2019-09-09T05:58:03Z Tax deadlines and important quarterly and year-end dates https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/tax-deadlines-and-important-quarterly-and-year-end-dates/01/369941#M8083 Learn about tax deadlines and important quarterly and year-end dates for QuickBooks Payroll Basic, Standard, and Enhanced. Want to keep up to date on key dates and deadlines? We outline key quarterly dates for you. Important Quarterly Filing Dates Any paychecks dated within a calendar quarter (regardless of the pay-period ending date) are included in that quarter's wage information. The quarters are as follows: Quarter 1 (Q1): January 1 - March 31 Quarter 2 (Q2): April 1 - June 30 Quarter 3 (Q3): July 1 - September 30 Quarter 4 (Q4): October 1 - December 31 The following sections outline important quarterly filing dates. March 31, June 30, September 30, December 31 March 31, June 30, September 30, and December 31 are the last days of their respective quarters. Any paycheck dated within the quarter (regardless of the pay-period ending date) will be included in your first quarter 941 and state tax filings. April 30,&nbsp;July 31,&nbsp;October 31, and&nbsp;January 31 April 30, July 31, October 31, and January 31 are the due dates for the following: Deadline for filing Federal Form 941&nbsp; Form 941 filings are due on the last day of the month following the end of the quarter. This does not affect your scheduled tax payment for 941. See Instructions for Form 941 for additional information Deadline f... Mon, 09 Sep 2019 05:52:06 GMT https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/tax-deadlines-and-important-quarterly-and-year-end-dates/01/369941#M8083 QuickBooksHelp 2019-09-09T05:52:06Z What does Intuit Assisted Payroll do with employee W-2 information? https://quickbooks.intuit.com/learn-support/en-us/process-payroll/what-does-intuit-assisted-payroll-do-with-employee-w-2/01/369638#M8082 Overview What does Quickbooks Desktop Payroll Assisted do with employee W-2 information? Assumptions You have an active Quickbooks Desktop Payroll Assisted subscription, or, if you canceled service, you elected to have Quickbooks Desktop Payroll Assisted Service file the year-end returns on your behalf. Details As part of our service, Quickbooks Desktop Payroll Assisted files copies of employee W-2s and the employer W-3 with the appropriate federal and state agencies, including the Social Security Administration (SSA), on your behalf. Related Articles Tax forms filed by Intuit Mon, 09 Sep 2019 05:10:16 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/what-does-intuit-assisted-payroll-do-with-employee-w-2/01/369638#M8082 QuickBooksHelp 2019-09-09T05:10:16Z Filed return is not available in the Payroll Tax Center https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/filed-return-is-not-available-in-the-payroll-tax-center/01/369672#M8081 Problem You cannot access a copy of a filed return in the Payroll Tax Center. Expected Outcome You can access a copy of a filed return in the Payroll Tax Center. Assumptions You have an active Assisted Payroll subscription. Details If you cannot find a filed payroll tax form in the Payroll Tax Center, it might be one of the following: Your company did not use Assisted Payroll service within the quarter and year you selected. The form is not yet available. Quarterly Tax Forms are available 35 days after the end of the quarter. For a list of Filing Schedule for Tax Forms filed by Assisted Payroll, see Assisted Quick Tax Guide. You are looking for withholding tax coupons, which are not displayed in the Payroll Tax Center. You are looking for an amendment or a W-2c, neither of which is displayed in the Payroll Tax Center. Amendments and W-2c's are sent to you through secure email to you when completed. For instructions on opening secure emails from Intuit see Set up a secure account to view email from Intuit. Your account was suspended (NSF) You had Entity Change in current year. If you can't access the Payroll Tax Center or download copies of tax returns Intuit has already filed, see Request copies of tax forms. In the Notes section of the request form, indicate that you can't ac... Mon, 09 Sep 2019 10:34:33 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/filed-return-is-not-available-in-the-payroll-tax-center/01/369672#M8081 QuickBooksHelp 2019-09-09T10:34:33Z Enter paycheck totals for your W-2 employees https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/enter-paycheck-totals-for-your-w-2-employees/01/370019#M8080 When we calculate your payroll taxes, we are required by the government to factor in all the payrolls that you ran earlier in the year. On each employee, you’ll enter totals for each pay type, deduction, and taxes they are set up for. Adding prior payroll totals for your employees Depending on the time of the year and when you paid your employee in the current year, you may be asked for their totals as of the last paycheck date (totals as of today) and their totals as of the most recent quarter ending day in the calendar year (totals as of Mar 31 for first quarter, totals as of June 30 for second quarter, or totals as of Sept 30 for third quarter). For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll. Mon, 09 Sep 2019 05:59:53 GMT https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/enter-paycheck-totals-for-your-w-2-employees/01/370019#M8080 QuickBooksHelp 2019-09-09T05:59:53Z SSN vs. ITIN https://quickbooks.intuit.com/learn-support/en-us/payroll-information/ssn-vs-itin/01/370016#M8079 Employers are required to collect employee’s information including Social Security Number (SSN). Employees must have a valid Social Security Number (SSN) Employers are required to collect each employee’s name and Social Security Number (SSN). At the end of the year, employers submit a copy of the W-2 to the Social Security Administration where names and Social Security Numbers are matched. To verify if the employee's Social Security Number is correct, see&nbsp;Verify Social Security numbers of employees for assistance. Individuals with an Individual Tax Identification Number (ITIN) are not eligible for U.S. employment Do not accept an ITIN in place of an SSN for employee identification or for work. An ITIN is only available to resident and nonresident aliens who are not eligible for U.S. employment and need identification for other tax purposes. You can identify an ITIN because it is a 9-digit number, beginning with the number "9" and is formatted like an SSN (NNN-NN-NNN). Online Payroll does not accept an ITIN when adding an employee. Visit IRS website for more details. Mon, 09 Sep 2019 05:59:43 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-information/ssn-vs-itin/01/370016#M8079 QuickBooksHelp 2019-09-09T05:59:43Z Create final employee paychecks https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-final-employee-paychecks/01/185947#M8078 Learn how to create final paychecks in Online Payroll. Do you need to create a final paycheck for an employee leaving your company? Online Payroll lets you create final paychecks for employees&nbsp;for either severance or termination. We'll show you how to do both. Understanding severance pay Severance pay is a payment package offered to employees based on certain length of service and salary requirements. As per Publication 525, severance pay must be paid and reported as income. And thus, subject to federal withholding, social security, medicare, and FUTA taxes. Since severance pay must be treated as supplemental wages, federal withholding depends on whether it was identified as separate from the regular wages. If the employee is exempt from federal income tax on the W-4, the employer should not withhold anything. There are two ways to create a severance paycheck: Option 1: Create severance pay as bonus only paychecks&nbsp;or&nbsp;commission only paychecks. This option lets you use the supplemental withholding tax rates. You won't be able to enter vacation or sick pay hours using this option. However, you can calculate it manually and include it in the bonus/commission amount. 22% - The flat rate on supplemental wages of 1 million dollars. 37% - Mandatory rate for compensation in excess of ... Mon, 09 Sep 2019 11:09:07 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-final-employee-paychecks/01/185947#M8078 QuickBooksHelp 2019-09-09T11:09:07Z How do I order W-2, W-3, 1099, and 1096 forms? https://quickbooks.intuit.com/learn-support/en-us/tax-forms/how-do-i-order-w-2-w-3-1099-and-1096-forms/01/369604#M8077 Ordering tax forms through QuickBooks Desktop Payroll is easy. Note:&nbsp;To order tax forms you must have an active QuickBooks Desktop Payroll subscription. &nbsp; Before you order, did you know you can e-file your 1099s? For information on pricing, setup and other related topics check out&nbsp;1099 E-File: QuickBooks Desktop setup, troubleshooting, &amp; FAQs. How do I order W-2, W-3, 1099, and 1096 forms? Order tax forms by using the the Intuit Market Place: Conveniently order tax forms at our Intuit Market Place. The Intuit Market Place supports all of our different payroll services. If you aren't sure what to order, we are happy to help! Just give us a call at 800.548.0289. QuickBooks Desktop Payroll Assisted customers:&nbsp; Order W-2 forms for self printing Visit:&nbsp;<A href="https://intuitmarket.intuit.com/blankperfw2" target="_blank">https://intuitmarket.intuit.com/blankperfw2</A>. On the website, select your version of QuickBooks Desktop and confirm that Assisted Payroll is listed as your Payroll Version. If you want to order through phone, you can give us a call at 800.433.8810. Note:&nbsp;It is recommended that you order your year-end forms as soon as possible to ensure timely delivery and distribution. &nbsp; Need more help with tax forms? If you need additional information on tax forms, check out the following related resources: Tax forms filed by Intuit with Intuit Full ... Mon, 09 Sep 2019 05:04:51 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-forms/how-do-i-order-w-2-w-3-1099-and-1096-forms/01/369604#M8077 QuickBooksHelp 2019-09-09T05:04:51Z How to align preprinted paychecks https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/how-to-align-preprinted-paychecks/01/189505#M8076 You can adjust alignment of and print preprinted paychecks in QuickBooks Online&nbsp;Payroll Enhanced. Align and print your preprinted check stock Note: QuickBooks supports voucher-style preprinted check stock, with the check in the upper third and a stub in the bottom two thirds. You can order check stock from Intuit preprinted with your bank and company information. Here's how to align and print your preprinted check stock: Go to Settings, then select Payroll Settings. In the Preferences section, select Paycheck Printing Select Preprinted QuickBooks-compatible voucher check stock. Select Print 2 stubs or Print 1 stub, then OK. To start aligning the checks, select Open Alignment Window. A PDF opens with a sample check to print. Follow the instructions in the PDF and then close it. Select Align Checks. Another PDF opens. Print and then close the window. Follow the instructions then enter best fit letter and number. Select Update Settings and OK. Re-do these steps as needed to properly align checks. Printing troubleshooting tips The following are some of the scenarios that you may encounter when printing preprinted paychecks. Printing too high Choose a letter further down the list to move the information down the page. For example, if the current letter in the field for Which letter... Mon, 09 Sep 2019 14:36:45 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/how-to-align-preprinted-paychecks/01/189505#M8076 QuickBooksHelp 2019-09-09T14:36:45Z Employee totals and company totals do not match https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/employee-totals-and-company-totals-do-not-match/01/369947#M8075 When completing prior payroll, you may run into a mismatch error between the employee payroll totals and company payroll totals. Here are some of the reasons: Amounts typed incorrectly Select Back to review your entries for each pay date. Check to make sure that the amounts match your reports. Go back to your employees and review any prior payroll entered. Check that their totals match any reports or pay stubs you used to enter the information. Not all paid employees were included Review your list of employees in QuickBooks Online Payroll. All employees that were paid in the current your should be listed and have their prior payroll entered (including terminated employees). Not all past payrolls were included Select Back to review your totals by pay date. Make sure that all pay dates that occurred in the current quarter are represented by a column. Go back to your employees and review any prior payroll entered. Check that their totals include all paychecks in the current year. Additional paychecks have been issued since you started to set up QuickBooks Online Payroll Select Back to review your totals by pay date. Make sure that all pay dates that occurred in the current quarter are represented by a column. Go back to your employees and review any prior payroll entered. Check t... Mon, 09 Sep 2019 05:52:31 GMT https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/employee-totals-and-company-totals-do-not-match/01/369947#M8075 QuickBooksHelp 2019-09-09T05:52:31Z Add prior payroll totals by paycheck date https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/add-prior-payroll-totals-by-paycheck-date/01/369979#M8074 QuickBooks Online Payroll needs payroll totals by paycheck date in the current quarter to calculate taxes accurately and provide the correct information on payroll tax forms. Adding pay dates and payroll totals in the current quarter for prior payrolls In the Company payroll totals for this quarter page, select Add pay date for each individual paycheck date that occurred in the current quarter. Be sure to only enter the totals for each line item from that pay date. Your totals should be for all employees paid on that paycheck date. If you have more than one pay schedule or employees have different pay dates, enter each individual pay date and include only the totals for employees that were paid on that day. For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll. Mon, 09 Sep 2019 05:54:33 GMT https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/add-prior-payroll-totals-by-paycheck-date/01/369979#M8074 QuickBooksHelp 2019-09-09T05:54:33Z Set up seasonal employees https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-seasonal-employees/01/369263#M8073 Learn how to set up seasonal employees in QuickBooks Desktop and Maine employees in QuickBooks Online. If your state requires you to track your seasonal employees, here's a quick guide to help you. Add a seasonal employee QuickBooks Desktop Payroll Adding a new employee Update your QuickBooks Desktop and Payroll subscription. Go to Employees, then select Employee center. Select New employee on the upper left. Fill out all the information needed for your new employee. Select Employment info, then Employment. Under Employment details, choose Seasonal from the drop-down. Select OK. Edit an employee Go to Employees, then select Employee center. Select the name of your seasonal employee. Right-click the name of the employee, then select Edit employee. Select Employment info, then Employment. Under Employment details, choose Seasonal from the drop down. Select OK. QuickBooks Online Payroll, Maine Employers Only Intuit Online Payroll and Intuit Full Service Payroll Select the Employees tab. Select the employee's name from the employee list. Under the Employment section, select the blue Edit link. Select Seasonal. Select OK. QuickBooks Online Payroll, QuickBooks Online Full Service Payroll Select Workers &gt; Employees. Select the employee's name off of the employee list. Select Edit Emp... Mon, 09 Sep 2019 14:39:50 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-seasonal-employees/01/369263#M8073 QuickBooksHelp 2019-09-09T14:39:50Z Not seeing a payroll item when entering prior payroll totals https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/not-seeing-a-payroll-item-when-entering-prior-payroll-totals/01/369552#M8072 When setting up payroll and entering company or employee prior payroll totals, pay types, deductions, and taxes listed should match those that you had in your prior payroll solution. If you are not seeing a specific pay type, deduction, or tax item listed as you enter company or employee prior payroll totals, here are some possible reasons: The pay type, deduction, or tax item needs to be added If you need to add or change a pay type, deduction, or tax on an employee, select Cancel on the prior payroll totals page and return to the employee’s profile to make your changes. You have more than one work location If you also have employees that work at a different location from what you entered as your business address, contact Payroll Support for assistance. The payroll item might be called differently in Online Payroll Some payroll tax items may be referred differently in your prior payroll solution. See&nbsp;Social Security and Medicare (FICA) taxes and&nbsp;Federal and state income tax. For more information about entering in prior payroll in QuickBooks Online Payroll, see Prior payroll overview in Online Payroll. Mon, 09 Sep 2019 09:58:43 GMT https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/not-seeing-a-payroll-item-when-entering-prior-payroll-totals/01/369552#M8072 QuickBooksHelp 2019-09-09T09:58:43Z QuickBooks Desktop Payroll: Additional Medicare Tax https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/quickbooks-desktop-payroll-additional-medicare-tax/01/369964#M8071 Overview The Additional Medicare Tax was legislated as part of the Affordable Care Act, and has been in effect since 2013. Under this mandate, in addition to withholding Medicare tax at 1.45%, employers must withhold a 0.9% Additional Medicare Tax from wages paid to an employee once earnings reach $200,000 in a calendar year. Employers are required to begin withholding Additional Medicare Tax in the pay period in which employee wages reach $200,000 and continue to withhold it each pay period until the end of the calendar year. Additional Medicare Tax is only imposed on the employee. There is no employer share of Additional Medicare Tax. All wages that are subject to Medicare tax are subject to Additional Medicare Tax withholding if paid in excess of the $200,000 withholding threshold. As a default, the Medicare Employee Addl Tax payroll item is set-up for all employees, regardless of their annual wages. We encourage you to revisit this article periodically for any updates and additional details. Frequently Asked Questions Is the Additional Medicare Tax still in effect? Yes. The Additional Medicare Tax remains in place for the upcoming calendar year. In addition to withholding Medicare tax at 1.45%, you must withhold a 0.9% Additional Medicare Tax from wages you pay to an emplo... Mon, 09 Sep 2019 05:53:27 GMT https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/quickbooks-desktop-payroll-additional-medicare-tax/01/369964#M8071 QuickBooksHelp 2019-09-09T05:53:27Z What filing periods (years and quarters) are available in the Payroll Tax Center? https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/what-filing-periods-years-and-quarters-are-available-in-the/01/370029#M8070 Copies of filed tax forms are available in the Payroll Tax Center for 4 years after the filing period ends for current Quickbooks Desktop Payroll Assisted customers. If a copy of a filed tax form isn't available in the Payroll Tax Center, you can request a copy for a fee by completing a request form and faxing it to the number shown on the form. Looking for more information about what forms Intuit files for you or how to access the Payroll Tax Center, see the links below in Related Articles. Related Articles How to access the Payroll Tax Center When are copies of my filed payroll tax forms available? Tax forms filed by Intuit Filed return is not available in the Payroll Tax Center What does the data on my filed tax form mean? Fix an error on my filed form or request an amendment Mon, 09 Sep 2019 06:00:31 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/what-filing-periods-years-and-quarters-are-available-in-the/01/370029#M8070 QuickBooksHelp 2019-09-09T06:00:31Z Contractor direct deposit https://quickbooks.intuit.com/learn-support/en-us/process-payroll/contractor-direct-deposit/01/369518#M8069 Learn the answers to frequently asked questions about contractor direct deposit in QuickBooks Online Payroll and QuickBooks Full Service Payroll. With an active payroll subscription, customers can pay contractors via direct deposit. What's new? Good news—You can now select a future payment date in QuickBooks Online Payroll, avoiding the need to log in on specific dates, reducing missed payments. Here's how To schedule a contractor payment on a future date: Select Workers, then Contractors. Choose contractor's name, then select Pay with direct deposit. On the Contractor payment window, complete the normal payment flow, then select your preferred pay date from the calendar. &nbsp; Also, you can now pay your contractors fast and on time with 24-hour direct deposit. Below's the lead time to guide you on scheduling your pay date. QuickBooks Full Service Payroll: Same day processing, given that all direct deposit payrolls are submitted and approved before 7:00 AM PT Friday (assuming Friday is the payday). QuickBooks Online Payroll:&nbsp;24-hour direct deposit, given that all direct deposit payrolls are submitted before 5:00 PM PT, 1 banking day before the pay date. Accessibility I have a QuickBooks Online account. Will I be able to use this feature? You need to subscribe to QuickBooks Online ... Mon, 09 Sep 2019 04:55:25 GMT https://quickbooks.intuit.com/learn-support/en-us/process-payroll/contractor-direct-deposit/01/369518#M8069 QuickBooksHelp 2019-09-09T04:55:25Z E-file through the 1099 E-File Service (QuickBooks Online) https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/e-file-through-the-1099-e-file-service-quickbooks-online/01/369881#M8068 If you hire a contractor (also called self-employed or a vendor) to work for your business, you need to complete a 1099-MISC form if you paid them $600 or more in non-employee compensation during the year. For more information, go to the IRS instructions. This article is intended to help you through the process, which includes: (1) verifying your contractor details (2) preparing 1099s in QuickBooks and (3) e-filing them using the Intuit 1099 E-File Service and delivering them to your contractors. Need more help? Check our FAQs Before you start Check 2017 1099 dates and deadlines so you know what to do and when. We’ll also keep you posted about timelines and tasks in your QuickBooks Payroll account and by email. Make sure your contractors’ info is current before you file. When you start working with a contractor, you’ll get some personal and tax info that helps you track payments throughout the year and be prepared it’s time to file 1099s. This includes their name and mailing address, tax ID (SSN or EIN). Choose how you want to file your 1099s. You can use our 1099 E-File Service to file your 1099s with the IRS starting at $14.99 for the first 3 forms (for details and discount info, see 1099 E-File Service pricing). We’ll send online and printed copies directly to your contract... Mon, 09 Sep 2019 05:45:19 GMT https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/e-file-through-the-1099-e-file-service-quickbooks-online/01/369881#M8068 QuickBooksHelp 2019-09-09T05:45:19Z QuickBooks Online Full Service Payroll Hub https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/quickbooks-online-full-service-payroll-hub/01/369581#M8067 Here's a list of articles that will help you set up and process payroll, manage employees, pay taxes, and file tax forms using QuickBooks Online Full Service Payroll. If you're using QuickBooks Online Payroll, get help here. Paychecks and pay stubs Create Paychecks Edit a Paycheck Print Checks or Pay Stubs Edit Salary Amount On a Paycheck Create severance or termination checks Employees Add, edit or inactivate contractors in QuickBooks Online Add, edit or inactivate employees in QuickBooks Online QuickBooks Workforce (formerly ViewMyPaycheck): Online Payroll FAQs New hire reporting information for IFSP &amp; QBFSP Taxes and forms Taxes and Forms We File For You! Access payroll tax forms Need more help? Find more helpful articles here. Or contact us: Log into your QuickBooks Online company. Select Help at the top right of QuickBooks. Select Contact us. Tell us what you need help with, then choose your preferred support method (chat, call, or community discussion). Mon, 09 Sep 2019 10:31:06 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/quickbooks-online-full-service-payroll-hub/01/369581#M8067 QuickBooksHelp 2019-09-09T10:31:06Z Pay a commission https://quickbooks.intuit.com/learn-support/en-us/special-payroll/pay-a-commission/01/186197#M8066 What is a Commission? Commission is a form of compensation that's typically based on an employee's sales performance or completion of a task. Commission can be paid in addition to a salary or instead of a salary. Hourly employees who also receive a commission must be paid at least the minimum wage for hourly workers. You can keep the default name we provide for the Commission pay type, or give it a unique name. In addition to being available for this employee, any custom pay types will be available when you add or edit your other employees. Pay a Commission (Intuit Full Service Payroll) Add the Commission pay type. Click the Employees tab. Select the employee name. In the Pay section, click Edit. Under Additional pay, select the Commission checkbox. Note: If the Commission pay type is displayed, click Show additional pay types. If it's not included in the pay type list, contact us. If you want to change the name of the pay type, click Edit and enter a unique name. Click Save. When you create a regularly scheduled paycheck or an unscheduled check for the employee, the Commission field appears in the compensation section of the Enter Employee Pay Details page. Create a regularly scheduled paycheck for the employee and enter an amount in the Commission field. OR Create an unsched... Mon, 09 Sep 2019 12:50:59 GMT https://quickbooks.intuit.com/learn-support/en-us/special-payroll/pay-a-commission/01/186197#M8066 QuickBooksHelp 2019-09-09T12:50:59Z Set up employee https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-employee/01/369272#M8065 Learn how to add an employee in QuickBooks Desktop Payroll. After knowing the basic information of processing payroll, it's about time to add your employee. So you can pay and withhold taxes for them. Here's how. Note: For Assisted Payroll, adding your employee is currently not available for Indiana and Wyoming. <A href="https://www.youtube.com/watch?v=oKTDmWLvj3w" target="_blank">https://www.youtube.com/watch?v=oKTDmWLvj3w</A> Areas to complete to add an employee When creating a new employee or editing their information, you need to enter information in any of these fields. Personal - Enter the employee's name and Social Security number. The other fields are optional. Address and contact - Enter the employee's home address, email address, and phone numbers. Additional info - Enter their employee number and billing rate level (if applicable). You can also define your own fields here, if necessary. Payroll info - Enter all payroll info associated with the employee, such as earning items, taxes, pay frequency, sick and vacation time, if applicable. Employment info - Enter the employee's hire date, release date (if applicable), and employment date. Leave of Absence: Enter the employee's leave details when applicable. Termination: If an employee gets terminated, enter the termination dates and details. Note: If a release date is entered, you need to rem... Mon, 09 Sep 2019 07:38:52 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-employee/01/369272#M8065 QuickBooksHelp 2019-09-09T07:38:52Z Run payroll reports https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/run-payroll-reports/01/369201#M8064 Learn how to run payroll reports. Do you want to get a closer look at your business's finances? There are several payroll reports you can use to view useful information about your business and employees. We'll tell you about these reports and how to access them. List of payroll reports Here are the reports available in QuickBooks Online Payroll Enhanced and QuickBooks Full Service Payroll. Employee Details These reports contain employee data such as employment info, pay info, payroll details, and more. Employee Directory Use this report to verify employee's personal, work, pay, and tax info. Multiple Worksites This report shows the number of employees by month and total wages by quarter for the selected quarter. This helps you complete your Multiple Worksites Report (if required by your state). Paycheck List This report shows a list of your paychecks created. In this page, you can enter or modify check numbers, print pay stubs, and more. Payroll Billing Summary This report has all the charges billed to your online payroll account. Payroll Deductions/Contribution This report shows employees' total deductions and company contributions, as well as the plan total. Payroll Details This report gives you a detailed info of your employee's payroll. Payroll Summary by Employee It's a c... Mon, 09 Sep 2019 06:28:23 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/run-payroll-reports/01/369201#M8064 QuickBooksHelp 2019-09-09T06:28:23Z ACH (Automated Clearing House) return code reference chart https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ach-automated-clearing-house-return-code-reference-chart/01/186327#M8063 Find out the meaning of ACH return codes in QuickBooks Online, QuickBooks Desktop Payroll, and Intuit Online Payroll. An ACH payment can be returned for a lot of reasons. And when that happens, we receive a return code. Here we'll walk you through various meanings and reasons for ACH return codes. A few things to remember: If you received an email from Intuit regarding an unsuccessful direct deposit or payroll debit with a return code, refer to the list of return codes below to identify the reason and possible course of action. Work with your financial institution first to ensure your bank will accept payroll debits from Intuit and that there are no other issues with your bank account. After working with the bank, contact Payroll Support for any additional questions regarding the rejection. Glossary: ACH - Automated Clearing House Network Addenda Record - An ACH record type that carries supplemental data needed to completely identify an account holder(s) or provide information concerning a payment to the RDFI or receiver. ODFI - Originating Depository Financial Institutions Originator - An organization or company that produces an ACH file and delivers it to an ODFI for introduction into the ACH Network. RDFI - Receiving Depository Financial Institutions ACH return code referen... Mon, 09 Sep 2019 07:03:07 GMT https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ach-automated-clearing-house-return-code-reference-chart/01/186327#M8063 QuickBooksHelp 2019-09-09T07:03:07Z What states support the Combined Federal and State Filing Program (1099)? https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/what-states-support-the-combined-federal-and-state-filing/01/369544#M8062 Taxpayers can utilize the Combined Federal/State Filing Program (CF/SF) to file if their state supports the program. What states support the CF/SF program? The following states support the Combined Federal and State Filing (CF/SF) Program: Note:&nbsp;This table can also be seen in IRS Pub 1220, page 25. &nbsp; State Code* Alabama 01 Arizona 04 Arkansas 05 California 06 Colorado 07 Connecticut 08 Delaware 10 Georgia 13 Hawaii 15 Idaho 16 Indiana 18 Kansas 20 Louisiana 22 Maine 23 Maryland 24 Massachusetts 25 Michigan 26 Minnesota 27 Mississippi 28 Missouri 29 Montana 30 Nebraska 31 New Jersey 34 New Mexico 35 North Carolina 37 North Dakota 38 Ohio 39 South Carolina 45 Vermont 50 Virginia 51 Wisconsin 55 Note:&nbsp;The codes listed only apply to the CF/SF program and may not correspond to state codes of agencies or programs outside of the IRS. &nbsp; &nbsp; Does my state require me to file Form 1099-MISC? You're not required to file Form 1099-MISC with your state if your business is in the following states: Alaska (AK) Florida (FL) Iowa (IA) Illinois (IL) New Hampshire (NH) Nevada (NV) New York (NY) South Dakota (SD) Tennessee (TN) Texas (TX) Washington (WA) Wyoming (WY) Note: For all other states, check with your state agency for filing requirements. We don't file 1099s with the states for you. How do ... Mon, 09 Sep 2019 04:57:39 GMT https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/what-states-support-the-combined-federal-and-state-filing/01/369544#M8062 QuickBooksHelp 2019-09-09T04:57:39Z Commonly used articles to get started with Payroll https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/commonly-used-articles-to-get-started-with-payroll/01/369601#M8061 Here's a list of articles that will help you set up and process payroll, manage employees, pay taxes, and file tax forms using QuickBooks Online Payroll. If you're using QuickBooks Online Full Service Payroll, get help here. Paychecks and pay stubs Create Paychecks Create a reimbursement pay type Create Bonus Paychecks Print pay stubs Print Paychecks Employees IOP/QBOP: Set up or Edit an employee Set up pay stub access for an employee or contractor (PaycheckRecords.com) QuickBooks Workforce: Online Payroll FAQs Change employee payroll information Terminate, deactivate, or delete an employee Direct deposit Online Payroll – Direct Deposit FAQ Enroll in direct deposit (DD) Taxes and forms Enroll to electronically pay and file taxes Use electronic services to pay and file your payroll taxes Online payroll tax and form guide: Hub Taxes and rates: wage bases and limits Deductions and contributions Set up voluntary payroll deductions Set up a garnishment Create a payroll liability check Need more help? You can contact us too. Log into your QuickBooks Online company. Select Help at the top right of QuickBooks. Select Contact us. Tell us what you need help with, then choose your preferred support method (chat, call, or community discussion). &nbsp; &nbsp; Mon, 09 Sep 2019 10:31:55 GMT https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/commonly-used-articles-to-get-started-with-payroll/01/369601#M8061 QuickBooksHelp 2019-09-09T10:31:55Z Prepare for payroll tax setup https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/prepare-for-payroll-tax-setup/01/369984#M8060 As you add or update your company details and tax information in your online payroll account, it is important that the information you provide is accurate. This information is used to assist you with payroll tax calculations, form filings, and tax payments. Use the following guide and resources to help you get the right info: About&nbsp; the business and federal tax information Filing name and business address The filing name is the name on record for the company with the IRS. Some companies may be doing business under a different name from the filing name and we’ll need both. Filling address and business address The filing address should match what the IRS has on record for the company. This may be different or the same as the address of the business where the work is performed. Company type Common forms of businesses are: Sole Proprietorship S Corporation Limited Liability Company (LLC) Corporation 501(c)(3) FEIN Stands for Federal Employer Identification Number. See the IRS website if you want to learn more about the FEIN, do not have an FEIN yet, or misplaced the information. Form filing requirement Generally, employers file Form 941. However, small employers maybe notified by the IRS to file Form 944. See Employment Tax Due Dates and Quick Reference Guide for understanding fed... Mon, 09 Sep 2019 05:54:49 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/prepare-for-payroll-tax-setup/01/369984#M8060 QuickBooksHelp 2019-09-09T05:54:49Z Run reports by class https://quickbooks.intuit.com/learn-support/en-us/help-articles/run-reports-by-class/01/372562#M8059 Learn how to run reports by class in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and&nbsp;set a budget by class. To get started, go to Reports, then select Standard. Once you're there, here’s what you can do. See sales performance by class Go to the “Sales and customers” group of reports. Then, run these reports: Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance. Sales by Class Summary. This groups your total sales by class. See your business spending by class Go to the “Expenses and vendors” group of reports, then run Purchases by Class detail. This groups your purchases by class. See your profitability by class Go to the “Business overview” group of reports, then run Profit and Loss by Class. This groups your income, expenses, and net income by clas... Tue, 10 Sep 2019 08:41:23 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/run-reports-by-class/01/372562#M8059 QuickBooksHelp 2019-09-10T08:41:23Z Track your transactions by class https://quickbooks.intuit.com/learn-support/en-us/help-articles/track-your-transactions-by-class/01/372560#M8057 Learn how to assign classes to transactions in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. Once you’ve set up your classes, you can start to organize your customer and vendor transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip: You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Go to the Create ⨁ icon and select the type of transaction you want to record. Add the details of the transaction. Assign a class: To assign one to entire invoice or receipt, select the Class ▼ drop-down at the top. To assign one to each item (or row), add the class in the Class column. Tip: Need a new class? Select + Add new at the top of the drop-down list to q... Fri, 13 Sep 2019 19:17:37 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/track-your-transactions-by-class/01/372560#M8057 QuickBooksHelp 2019-09-13T19:17:37Z Set budget targets for each class https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-budget-targets-for-each-class/01/372506#M8056 Learn how to set budget targets for each class in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to plan ahead for each segment. You can create a budget by class based on profit and loss from last fiscal year. This helps you set more manageable budget targets for each part of your business. Then, you can run reports to see your progress towards your goal, so you can stay on track. We’ll show you how. Step 1: Review your profit and loss by class If you haven’t yet, check your profitability by class from your last fiscal year. Make sure the numbers are right. When you’re ready to add a budget, these figures will help you base your targets on last fiscal year’s financial performance. Go to Reports and select Standard. Search for and run the report Profit and Loss by Class. Go to the top of your report. Select the Report period ▼ drop-down. Then select Last year if your fiscal year starts in January. If not, select Last fiscal year. Select Run report. Step 2: Add a budget goal for each class Ready to plan ahead? Learn how to cre... Tue, 10 Sep 2019 19:14:56 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-budget-targets-for-each-class/01/372506#M8056 QuickBooksHelp 2019-09-10T19:14:56Z Create and manage your class list https://quickbooks.intuit.com/learn-support/en-us/help-articles/create-and-manage-your-class-list/01/372505#M8055 Learn how to add, delete, or restore a class in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. After you turn on class tracking, create a class for each segment in your business. You can organize your customer and vendor transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment. We’ll help you set up your classes. How to add a new class Remember, it’s best to keep it simple. Too many classes can sometimes become time consuming to work with. And the more straightforward your classes are, the easier it is to understand your reports. Note: Only admins in QuickBooks Plus and Advanced can create classes. If you don’t have Plus or Advanced, it’s easy to upgrade your plan once you’re ready to use class tracking. Go to Settings ⚙ and then All Lists. Select Class. Select New. Give this class a name. To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes. Select Save. Once you’re all set up, you can start to track your transactions by class. Getting a usage limit message? T... Tue, 10 Sep 2019 08:40:58 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/create-and-manage-your-class-list/01/372505#M8055 QuickBooksHelp 2019-09-10T08:40:58Z Understand your credit card processing statement https://quickbooks.intuit.com/learn-support/en-us/payments-account/understand-your-credit-card-processing-statement/01/369341#M8054 Learn the answers to some of the questions about your statement. Your monthly statement shows your processing activity by date. You'll also find some totals that help you see how your business is doing and track the fees you pay for service. If your statement do not look like this, see Understand the monthly statement and rates for your Intuit QuickBooks Payments account. Frequently Asked Questions Why don't my fee counts match the number of transactions? Fees for some transactions processed near the end of the month may show on the next month's statement. Why don't deposits match my sales by date? You processed additional sales after daily batch time (3PM Pacific time). Intuit withheld funds for a time prior to deposit. How can I lower the fees I pay? Swipe cards whenever possible. Swiped rates are significantly lower. You can order a GoPayment Card Reader via the GoPayment mobile app. Reverse bad sales before batch time (to void instead of refund). If a card is declined, don't try again and don't charge a lower amount. Get signatures whenever possible to guard against charge backs. See if you qualify for a lower rate plan. Mon, 09 Sep 2019 08:46:00 GMT https://quickbooks.intuit.com/learn-support/en-us/payments-account/understand-your-credit-card-processing-statement/01/369341#M8054 QuickBooksHelp 2019-09-09T08:46:00Z QuickBooks Online Enhanced Payroll and QuickBooks Online Full Service Payroll pricing update https://quickbooks.intuit.com/learn-support/en-us/intuit-account-billing/quickbooks-online-enhanced-payroll-and-quickbooks-online-full/01/369340#M8053 QuickBooks Online Enhanced Payroll (QBOP) and QuickBooks Online Full Service Payroll (QBFSP) pricing update effective November 1, 2018 Why is pricing changing and why is there a new pricing tier? To make services more attractive for emerging businesses, we’ve lowered the monthly base fee for existing users while increasing the monthly per employee fee. Also, to support you as you grow your business, once you reach 11 employees the monthly per employee fee drops for each additional employee you add to the service. What extra value am I getting for the price increase? We are constantly reinvesting to keep our product compliant with a continually evolving tax and regulatory landscape. &nbsp;In addition to this, we also continually innovate in order to deliver best-in-class payroll services. Examples of new features include: Same Day Direct Deposit: Keep your money until 7 AM PT on the day of Payroll with free same-day direct deposit. User permissions: &nbsp;Pay information can now be set at the user level, to limit visibility to sensitive information for additional QuickBooks users. Employee summaries. &nbsp;Detailed payroll summary reports by employee. When does the new pricing go into effect? This following pricing model change will go into effect November 1, 2018 for new and existing direct ... Mon, 09 Sep 2019 08:14:54 GMT https://quickbooks.intuit.com/learn-support/en-us/intuit-account-billing/quickbooks-online-enhanced-payroll-and-quickbooks-online-full/01/369340#M8053 QuickBooksHelp 2019-09-09T08:14:54Z What to do when payment for your QuickBooks Online Accountant discounted apps fails https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/what-to-do-when-payment-for-your-quickbooks-online-accountant/01/369339#M8052 Did payment for your discounted apps fail? No worries! Just log in to your QuickBooks Online Accountant firm then perform any of these three options: Option 1: Validate the credit card on file One option is to validate the credit card on file: Go to Settings ⚙. Under Your Company, select Your Account. In the Your Account page, go to the Manage app subscriptions section. Select the Manage discounted apps drop-down, then select Edit Billing Info. Verify the last four digits of the current credit card on file. Select the Edit button to change your billing info then select Save. Ensure the last four digits of the card match the correct card. Option 2: Ensure all open invoices are successfully paid Another option is to ensure all open invoices are successfully paid: Go to Settings ⚙. Under Your Company, select Your Account. In the Your Account page, go to the Manage app subscriptions section. Select the Manage discounted apps drop-down, then select Edit Billing Info. Locate any invoices with Unpaid status. Select Pay now to pay the invoice with the new credit card on file.(Note: You can also select Pay now once you have opened and viewed the invoice.) Once you have paid the invoice(s), confirm the status reflects Paid on all invoices. Option 3: Confirm if any app subscriptions have... Mon, 09 Sep 2019 08:14:48 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/what-to-do-when-payment-for-your-quickbooks-online-accountant/01/369339#M8052 QuickBooksHelp 2019-09-09T08:14:48Z Set up PA Local Services Tax (LST) https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/set-up-pa-local-services-tax-lst/01/370876#M8051 Overview This article will help you set up LST deduction for an employee. Intuit Online Payroll Click Employees &gt; employee's name Click Edit in the Deductions &amp; Contributions section. In the Deductions for Benefits section, click Add a Deduction. On the drop-down, select New Deduction &gt; Other deductions For Type, select Other after tax deductions. For the Description, enter LST. For Amount per period, select $ Amount or % of Disposable income, then enter the amount or percentage rate to deduct per paycheck in the field below. For Annual Maximum, enter the jurisdiction's annual maximum amount of LST (will typically be $52). Click Save. QuickBooks Online Payroll and QuickBooks Online Payroll Full Service Click Employees &gt; employee's name Under Employee details, click edit (pencil) icon beside Pay. Click edit (pencil) icon under the question about deduction. On the drop-down, select Deduction/contribution &gt; New deduction/contribution &gt; Other deductions. For Type, select Other after tax deductions. For the Description, enter LST. For Amount per period, select $ Amount or % of gross pay, then enter the amount or percentage rate to deduct per paycheck in the field to the right. For Annual Maximum, enter the jurisdiction's annual maximum amount of LST (will typically be $52). Click OK. Mon, 09 Sep 2019 15:12:50 GMT https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/set-up-pa-local-services-tax-lst/01/370876#M8051 QuickBooksHelp 2019-09-09T15:12:50Z How do I access a ProConnect Tax Online (PTO) return in QuickBooks Online Accountant? https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/how-do-i-access-a-proconnect-tax-online-pto-return-in-quickbooks/01/369337#M8050 Accessing a ProConnect Tax Online (PTO) return can be done in two ways: Option 1: Access a PTO return from within a QuickBooks Online Accountant firm. Option 2: Access a PTO return from within a client's company. &nbsp; &nbsp; Access a PTO return from within a QuickBooks Online Accountant firm To access a PTO return from within a QuickBooks Online Accountant firm: In QuickBooks Online Accountant, select the hamburger (☰) to expand the Navigation menu. From the left menu, under Your Practice, select Clients. Locate your client from the Client list. From the Tax Return column, choose the corresponding hyperlink. (Note: If the client does not yet have a tax return, hover over the empty Tax Return field to&nbsp;see the link, 20xx: Start tax return. This will open up ProConnect Tax Online in a new tab, for this client.) Access a PTO return from within a client's company To access a PTO return from within a client's company: Select the Briefcase icon to open the Accountant Tools menu. Select ProConnect Tax Online. Locate the client you are working with and use the drop-down menu in the Actions column to view their return or to create a new one. Now you know how to access a ProConnect Tax Online (PTO) return in QuickBooks Online Accountant. Mon, 09 Sep 2019 08:14:39 GMT https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/how-do-i-access-a-proconnect-tax-online-pto-return-in-quickbooks/01/369337#M8050 QuickBooksHelp 2019-09-09T08:14:39Z View and print past Payroll Confirmation reports https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/view-and-print-past-payroll-confirmation-reports/01/369336#M8049 If you have an active QuickBooks Desktop Payroll Assisted subscription or Direct Deposit service and have sent payroll to Intuit Payroll Services, follow the steps below to view and print past Payroll Confirmation reports, which you access differently than other employee and payroll reports. Details To view and print past confirmation reports: Choose Employees &gt; Send Payroll Data. Under Items Received, a list of previous reports appears, along with other payroll reminders. Select a report and click View. To print the report, click Print. Note: Payroll Confirmation reports are saved for as long as you are using Quickbooks Desktop Payroll Assisted or Direct Deposit with the Company file, unless they are deleted by a QuickBooks Desktop user. There is currently no way to download confirmation reports from previous payroll transactions if they are missing. If you are missing a confirmation report, use the confirmation email you received as well as the payroll liability check created in the bank register. To verify that your payroll transmitted successfully, look in your bank register. Green lightning bolts next to your employees' names means the checks were sent. You can also check previous payroll transmissions through the Account Maintenance page: Choose Employees &gt; My Payroll Se... Mon, 09 Sep 2019 08:14:35 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/view-and-print-past-payroll-confirmation-reports/01/369336#M8049 QuickBooksHelp 2019-09-09T08:14:35Z Error 15215 https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15215/01/369335#M8048 Problem When downloading payroll updates, you receive the following error message: Error 15215: Unable to verify digital signature. This error is generally caused by a conflict with another application running in the background when you try to download a payroll update.&nbsp;The application could be a program that demands a lot of bandwidth, preventing QuickBooks Desktop Payroll from making a connection to the server.&nbsp;It may also be caused by a&nbsp;firewall or firewall setting which may be blocking QuickBooks Desktop Payroll from connecting to the update server. Click each step below for more details. Reboot the Computer Restarting the computer can force an application that is inhibiting QuickBooks Desktop Payroll to close or reset it's settings to relieve a blocked connection. If restarting corrects the issue, but you continue to get error 15215 on a recurring basis, double-check what programs are running on the computer that could cause the conflict. Continue with the steps&nbsp;below&nbsp;for a permanent solution. Run QuickBooks Desktop as the Window's Administrator. Running QuickBooks Desktop as the windows administrator allows QuickBooks Desktop to take priority over most other programs in Windows. This also tells Windows to allow QuickBooks Desktop to use any resources necessary in order t... Mon, 09 Sep 2019 08:14:33 GMT https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15215/01/369335#M8048 QuickBooksHelp 2019-09-09T08:14:33Z What is my mobile payments User ID/login? https://quickbooks.intuit.com/learn-support/en-us/recover-login/what-is-my-mobile-payments-user-id-login/01/369334#M8047 The mobile payments User ID is typically created at the same time as you complete the approval email. Certain situations may occur where that does not happen or you may need to confirm other mobile payments User IDs. The actual mobile payments User ID is only visible to you from within the online service center. For this reason only the merchant will have access to view this information. 1. Log in to the online service center with the email originally used to activate your account. (NOTE:&nbsp;This would be the same email that was used to complete the Approval Email for your payments account.) 2. Click on the Mobile Payments&nbsp;link. 3. The next window that is displayed will list all of your mobile payments users available. (NOTE: If no users appear then click the Invite User button to add your first mobile payments user.) 4. Click on the user link that appears under the User list. This will display a detail view of that user. 5. In the detail view of this user will appear a User ID field. This is the User ID to be used when logging in to the GoPayment app.&nbsp;(IMPORTANT: Although the email that appears here may also be the User ID, it may be different so always use this User ID when logging in to the GoPayment app.) Mon, 09 Sep 2019 08:14:29 GMT https://quickbooks.intuit.com/learn-support/en-us/recover-login/what-is-my-mobile-payments-user-id-login/01/369334#M8047 QuickBooksHelp 2019-09-09T08:14:29Z Apply for GoPayment https://quickbooks.intuit.com/learn-support/en-us/merchant-services/apply-for-gopayment/01/369333#M8046 You can apply for GoPayment credit card processing from your computer or your mobile device. If you have not installed GoPayment on your mobile device, are using an unsupported device or are applying from a computer, click the link below to sign up. GoPayment Sign Up If you have installed GoPayment, click the "I'm new here" and follow the steps below (this option only appears immediately after installing the GoPayment application). &nbsp; Enter your email address, select your password, confirm the password and click the Create Account button to continue.NOTE: If the email entered here is already tied to a GoPayment merchant account, you will be directed to log in or reset your password. Next, select the type of business&nbsp; you have. You will then be asked to enter your business information. You will then be asked which plan you would like for your account. Next you will be asked how much you plan on processing a month. Once you have entered in all of the information required and are ready to submit your application, select Submit Application. By doing this you also agree to Intuit's Terms of Service and Merchant Agreement. Mon, 09 Sep 2019 08:14:26 GMT https://quickbooks.intuit.com/learn-support/en-us/merchant-services/apply-for-gopayment/01/369333#M8046 QuickBooksHelp 2019-09-09T08:14:26Z Change bank account for e-payment of tax liabilities https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/change-bank-account-for-e-payment-of-tax-liabilities/01/369332#M8045 Learn how to change the bank account where your e-payments for payroll taxes are withdrawn. You can easily change the bank account for that your payroll tax liabilities come from. We'll show you the steps to do that. Update your account for federal 940 and 941/944 e-payments If you wish to change your financial institution information, first determine if you want to make a permanent change. Or if you only need to change it for a single payment that you are making. If this is a permanent change Go to EFTPS.gov&nbsp;and&nbsp;select My Profile. Login using your current PIN and password. &nbsp;Under the Enrollment menu select Additional Taxpayer Enrollment Accept Privacy Act and Paperwork Reduction Act information. Input the new/changed information. (Note: The current financial institution information will display. You will need to type over this information with the updated information.) Select a new PIN number. Log out after you complete the new enrollment. Create a new Internet password. Login with the new PIN and password. If you only need to make the change with one payment On the tax payment page, select "change account" next to the banking information. Input new banking information. Sign and accept authorization. Select Complete. You can begin scheduling payments with the new account imme... Mon, 09 Sep 2019 08:14:22 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/change-bank-account-for-e-payment-of-tax-liabilities/01/369332#M8045 QuickBooksHelp 2019-09-09T08:14:22Z My Account: Sign-in help https://quickbooks.intuit.com/learn-support/en-us/recover-login/my-account-sign-in-help/01/369331#M8044 My Account page is a quick and easy way for you to manage all of the important details about your company's Intuit account from one convenient location. To know more, see Use the Customer Account Management Portal Site (CAMPS). Note: For security purposes, Intuit automatically sends you an email notification to confirm any changes you make to your Login info (Password, Email, Security Question, Login Name, Phone, Name, or Address). I am asked for a confirmation code: Sign in to your <A href="https://camps.intuit.com" target="_blank">https://camps.intuit.com</A>. Select how you would like to receive your confirmation code and select Continue. If you no longer have access to the email listed, select the option Confirm my account a different way. Retrieve the confirmation code. It can sometimes take a few moments for the code to arrive. You may also want to check your bulk/junk/spam mail folder to see if the code went there. If the code does not arrive, you can select the Didn't receive a code link in the Check your email window to generate another code. Enter the confirmation code and select Continue. I don't have an account yet: Note: You're almost done! Within a few minutes, Intuit will send you an email with the link to complete the process in getting access to My Account. In the Sign In page, select Create a login. Enter your em... Tue, 10 Sep 2019 08:41:26 GMT https://quickbooks.intuit.com/learn-support/en-us/recover-login/my-account-sign-in-help/01/369331#M8044 QuickBooksHelp 2019-09-10T08:41:26Z Error 15241 https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15241/01/369329#M8043 Problem You receive error 15241: The payroll update did not complete successfully. This error can occur if the QuickBooks Desktop File Copy Service (FCS) is disabled. Details To resolve the error: Windows 8, 7,Vista, or 10 (click here to expand) Close QuickBooks Desktop. Click the Windows Start button, right-click Computer and choose Manage. For Windows 10: Click on the Search button on the taskbar and search for Computer. Right-click on This PC and choose Manage. In the left pane, click Services and Applications. In the right pane, double-click Services. Double-click Intuit QuickBooks FCS. On the General tab, click the Startup type drop-down arrow and select Manual. Click Apply. Click Start, and then click OK. Open QuickBooks Desktop. Download the QuickBooks Desktop product updates. Update payroll tax tables. Windows XP (click here to expand) Close QuickBooks Desktop. From the Desktop, right-click My computer and select Manage. The Computer Management screen opens. Click Services and Applications &gt; Services. To the right the Services window opens. Scroll down and double-click Intuit QuickBooks FCS service. The Intuit QuickBooks FCS Properties window opens. On the General tab, click the Startup type drop-down arrow and select Manual. Click OK. Open QuickBooks Desktop. Download... Mon, 09 Sep 2019 08:14:12 GMT https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15241/01/369329#M8043 QuickBooksHelp 2019-09-09T08:14:12Z Export information from the Merchant Service Center https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-information-from-the-merchant-service-center/01/369328#M8042 The Merchant Service Center has the ability to download certain data fields on to your computer. The files are downloaded in .csv (Comma Separated Value) format so the appropriate software will be required to read&nbsp;this data (contact your IT representative to obtain this software). NOTE: Credit card statements may also be downloaded as a .pdf file. Other than statements, only the following items are available to download form the Merchant Service Center: Transactions Deposits Fees Follow the steps below to download this information. Log in to the Merchant Service Center. From the Activity &amp; Reports menu, select the information you intend to export: Transactions Deposits Fees Select the date range you wish to view and click the Search button. Once the results are displayed, click the Export link to begin downloading. (Transactions window displayed above but the Export option will appear similarly for each window) Once completed, you may receive an option to&nbsp;Download&nbsp;or&nbsp;Open&nbsp;(if you have the appropriate software) the information selected. Mon, 09 Sep 2019 08:14:09 GMT https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-information-from-the-merchant-service-center/01/369328#M8042 QuickBooksHelp 2019-09-09T08:14:09Z Handle an e-payment that has been rejected by the agency https://quickbooks.intuit.com/learn-support/en-us/audit-log/handle-an-e-payment-that-has-been-rejected-by-the-agency/01/369327#M8041 Problem The e-payment you have submitted in QuickBooks Desktop has been rejected by the agency. Assumptions You have E-Pay set up in your QuickBooks Desktop and you just submitted an e-payment. Details If an e-payment is rejected, the rejected status will be recorded in the E-payment History window and in the audit trail for e-payment. To handle an e-payment that has been rejected by the payroll tax agency: In QuickBooks Desktop, open the E-payment History window. Go to Employees menu &gt; Payroll Center. From the Payroll Center, go to the Pay Liabilities tab. In the Payment History section, click E-Payments tab. If the status is not updating, toggle between the All Payments tab and the E-Payment tab. Doing so will refresh the list. In the Status column, if the status is Agency Rejected, then the agency has rejected the payment and sent a reason code and possible solutions. Click the Agency Rejected link. In the E-payment Rejected window, review the payment information and the problem and solution messages sent by the agency. Click Void Rejected E-payment. You may now either resubmit the e-payment or create a printed liability check. If you choose to&nbsp;resubmit the e-payment, it is important that you check the status again after resubmitting. Mon, 09 Sep 2019 08:14:05 GMT https://quickbooks.intuit.com/learn-support/en-us/audit-log/handle-an-e-payment-that-has-been-rejected-by-the-agency/01/369327#M8041 QuickBooksHelp 2019-09-09T08:14:05Z W-2 print test to check and adjust preprinted forms alignment https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/w-2-print-test-to-check-and-adjust-preprinted-forms-alignment/01/369326#M8040 The print test will help you in making sure that the text on your W-2 form will align correctly with the boxes on a preprinted form. When you perform a print test, you use a blank paper so you avoid wasting preprinted forms. Details &nbsp; Assumption: You are in the Print W-2 and W-3 Forms window in QuickBooks Desktop. Note: Your adjustments remain in effect until you change them, so be sure to check alignment when you are ready to print a different type of form. Load your printer with blank paper. In the Print W-2 and W-3 Forms window, click Print Test. This will print the text on your W-2 forms only. Put the printout above your preprinted form or vice versa (whichever has thinner sheet). Hold them up to the light and check the alignment. If the text aligns with the boxes on preprinted forms, you can now print the form using the actual preprinted forms. If the text does not align with the boxes on preprinted forms, proceed to the next step. In the Print W-2 and W-3 Forms window, click Align. In the Preprinted forms alignment window, adjust the alignment of the text. Use only positive numbers. Enter 0 (zero) if the horizontal alignment is correct. Horizontal alignment: Select Left or Right to indicate direction, and then enter the distance (Inches) you want the text to move. Vertic... Mon, 09 Sep 2019 08:14:02 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/w-2-print-test-to-check-and-adjust-preprinted-forms-alignment/01/369326#M8040 QuickBooksHelp 2019-09-09T08:14:02Z Adding or removing authorized users from your account https://quickbooks.intuit.com/learn-support/en-us/set-up-users/adding-or-removing-authorized-users-from-your-account/01/370875#M8039 Overview This article details how to both add and remove authorized users to your Intuit Online Payroll or QuickBooks Online Payroll account. Details You may grant both employees and non-employees (such as your accountant) user access to your account. Enabling another user grants complete access to your account, giving the user the same privileges as you. These privileges include creating paychecks, making tax payments, generating forms, and modifying account information. Grant a user access to your Intuit Online Payroll account: Select&nbsp;Setup. Under Security and Access, select&nbsp;Payroll Account Access. If the prompt "Do you want to give others permission to work on your payroll?" appears, select Yes. Select&nbsp;the Add a User link at the bottom of the employee list. Enter the user's information and select the access checkbox. Select&nbsp;OK. The following message appears: John Doe is now set up as a user for your payroll account. Give John Doe the following security code : 18789. The first time John Doe logs into your payroll account, we will prompt for this code. &nbsp; We have also sent an email to John Doe with a temporary User ID and password. John Doe will need both the security code and the temporary User ID (with password) to log in the first time. Please make sure that the security co... Mon, 09 Sep 2019 15:12:40 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-users/adding-or-removing-authorized-users-from-your-account/01/370875#M8039 QuickBooksHelp 2019-09-09T15:12:40Z Update your QuickBooks Self-Employed billing and subscription details https://quickbooks.intuit.com/learn-support/en-us/intuit-billing-updates/update-your-quickbooks-self-employed-billing-and-subscription/01/369325#M8038 Get help with making changes to your QuickBooks Self-Employed subscription. You can make most changes yourself from within your account. View your subscription details, update your payment details, make changes to your billing address, or even cancel your subscription, all from your QuickBooks Self-Employed account. &nbsp;Important: These steps are not applicable if you subscribed through Google Play or iTunes. You will need to modify your billing information with them. Update payment or billing information Open QuickBooks Self-Employed in your web browser. Note: These changes can't be made in the app. Go to Settings ⚙ and select Billing info. Select Edit ✎ in the Payment Information section. Update the credit card information. Select the checkbox off screen to acknowledge and confirm your subscription. Note: If this is not checked, you will get an error “Invalid data. Please double-check the information below”. To update your billing address, fill out the current and correct address in the next section. Select Update and Close (X) when done. Cancel Subscription Go to Settings ⚙ and select Billing info. Under Cancel Subscription, select Cancel Now. Note: If you cancel your subscription, you can only access QuickBooks Self-Employed through the end of your billing period. We will sto... Mon, 09 Sep 2019 08:13:55 GMT https://quickbooks.intuit.com/learn-support/en-us/intuit-billing-updates/update-your-quickbooks-self-employed-billing-and-subscription/01/369325#M8038 QuickBooksHelp 2019-09-09T08:13:55Z Notice of Discrepancy https://quickbooks.intuit.com/learn-support/en-us/tax-notifications/notice-of-discrepancy/01/370874#M8037 Overview You received a notice of discrepancy from your payroll tax agency regarding an overpayment, balance due, or missing return and want to know what to do with the notice. Details What do I do with a Notice of Discrepancy for overpayment, balance due, or missing return? On the rare occasion that you receive such a notice from a payroll tax agency, Intuit's tax specialists will research the case and work directly with you to provide proof of payment or filing on your behalf. Before forwarding the notice to Intuit, check the following: What type of tax is the notice for? Intuit handles IRS forms 941, 940, and W-2, state unemployment insurance, state withholding tax, and local withholding taxes. Notices for other business taxes, such as sales tax, corporate income tax, and franchise tax, should be directed to your accountant or tax advisor. To what period does the notice pertain? Intuit's Reporting Agent Authorization takes effect with the first payroll you process. For assistance with tax issues or penalties incurred before your enrollment, contact the person or company who handled your payroll at that time. After confirming that the notice pertains to a payroll tax filing or payment prepared by Intuit, email the notice to taxnoticeresolution@intuit.com. If you are unsure w... Mon, 09 Sep 2019 15:12:36 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-notifications/notice-of-discrepancy/01/370874#M8037 QuickBooksHelp 2019-09-09T15:12:36Z Customer are receiving "Invalid State" or "Data you are trying to modify is already in use" when selling items from a Customer Order https://quickbooks.intuit.com/learn-support/en-us/help-articles/customer-are-receiving-invalid-state-or-data-you-are-trying-to/01/369316#M8036 What you may be experiencing: Customers are encountering an error or no confirmation after Selling Items from a Customer Order. Cannot execute the Command: Invalid State. The Data you are trying to modify is already in use by this workstation. What you can try now: Try right-clicking on the Windows Task Bar and choose Cascade Windows to bring the payment modal window back into focus and complete the transaction. Current Status: We are aware of this issue and appreciate your patience as we continue to research root cause and possible solutions. Next Update: 09-12-2018 Mon, 09 Sep 2019 08:13:35 GMT https://quickbooks.intuit.com/learn-support/en-us/help-articles/customer-are-receiving-invalid-state-or-data-you-are-trying-to/01/369316#M8036 QuickBooksHelp 2019-09-09T08:13:35Z Create and print annual, quarterly and W-2 forms for years prior to QuickBooks Desktop Payroll Assisted service https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/create-and-print-annual-quarterly-and-w-2-forms-for-years-prior/01/369315#M8035 Overview This article explains how to create and print W-2 and other tax forms for the year before you subscribe to QuickBooks Desktop Payroll Assisted service. E-file and E-pay do not work after you activate QuickBooks Desktop Payroll Assisted service. Details To print W-2 forms for the years before you subscribed to QuickBooks Desktop Payroll Assisted service: Choose Employees &gt; Payroll Tax Forms &amp; W-2s &gt; Process Payroll Forms. Select Annual Form W-2/W-3 Wage and Tax Statement/Transmittal. Click Create Form. Under Select Filing Period next to Year, enter the year for the W-2 forms you want to print and click OK. Note: This year must be before you subscribed to QuickBooks Desktop Payroll Assisted service. The following message might appear: QuickBooks Desktop only stores one version of each tax form. Click OK. Follow the onscreen instructions to create the forms. To print other quarterly or annual forms for the years before you subscribed to QuickBooks Desktop Payroll Assisted service: Choose Employees &gt; Payroll Tax Forms &amp; W-2s &gt; Process Payroll Forms. Select the federal form or state form that you want to print. If you don't see the state form from the list: In the File Forms tab, click on the Forms botton. Select Make a New Form Active. Note: If you don't have an employee ... Mon, 09 Sep 2019 08:13:31 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/create-and-print-annual-quarterly-and-w-2-forms-for-years-prior/01/369315#M8035 QuickBooksHelp 2019-09-09T08:13:31Z Run End of Day Procedure https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/run-end-of-day-procedure/01/369314#M8034 Once the retail day is over, it's time to tally up the sales, count the money, exchange information with your financial software, and back up your data. Important In a multi-worktstation configuration, the End of Day procedure must be run from the server workstation if you wish to include a data back up, Financial Exchange, and Store Exchange. To perform End of Day in Point of Sale From the I want to drop-down, choose End of Day. Check all applicable actions that you want to perform: Run End of Day Report Back up your company data Send data to remote stores Exchange data with QuickBooks Select Start and wait for the process to finish. Mon, 09 Sep 2019 08:13:25 GMT https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/run-end-of-day-procedure/01/369314#M8034 QuickBooksHelp 2019-09-09T08:13:25Z How to create 1099 summary or detail reports https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/how-to-create-1099-summary-or-detail-reports/01/369312#M8033 Overview This article describes how to create 1099 summary and detail reports. Reports relating to 1099 forms are located under the Vendor and Payables sub-menu on the Reports menu. These reports can be very helpful in troubleshooting why 1099's are not produced as expected. The reports available are: 1099 Summary (which shows a vendor by vendor total), and 1099 Detail (which shows individual transactions subtotaled by vendor). Expected Outcome You can create 1099 summary and detail reports. Assumptions You have an active, up-to-date version of QuickBooks Desktop. Also, you have a created a 1099 vendor and paid the vendor in QuickBooks Desktop. Details To create a 1099 report: Click on Reports on the top menu bar. Select Vendors and Payables. Select either 1099 Summary or 1099 Detail. Note: Reports will default to the Last Calendar Year, so be sure the report is set up for the correct date range next to Dates at the top of the report. If the 1099 Summary or 1099 Detail reports do not appear, you may not have activated the 1099 feature in QuickBooks Desktop. To activate the 1099 feature: Choose Edit &gt; Preferences. Click Tax: 1099 on the left. Click the Company Preference tab. Next to Do you file 1099-MISC forms? select Yes. Click OK to save the preference. Mon, 09 Sep 2019 08:13:10 GMT https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/how-to-create-1099-summary-or-detail-reports/01/369312#M8033 QuickBooksHelp 2019-09-09T08:13:10Z About multistate employment payroll situations https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/about-multistate-employment-payroll-situations/01/370873#M8032 Learn the things you need to know if you have multiple work locations in different states. Dealing with multistate employment situation can be complex. Consult an accountant or a tax advisor for an advice. You can also contact us with regards to your payroll. From the Help section in your online payroll, select Contact us to connect to a payroll support. &nbsp; Setting up work locations The first business address that you enter in your account is your primary work location. Enter additional work location as needed: QuickBooks Online Payroll Enhanced Go to Settings and select Payroll Settings. Under Business Information, select Work Locations. Select Add a Work Location, and enter the work location address. Select Save. Intuit Online Payroll Go to Setup. Under Business Information, select Work Locations. Select Add a Work Location, and enter the work location address. Select Save. Note:&nbsp; Add a Work Location option is only for Intuit Online Payroll Enhanced users.&nbsp; If you are using Intuit Online Payroll Basic, upgrade your payroll subscription to Enhanced. QuickBooks Online Payroll Full Service and Intuit Online Payroll Full Service Contact us to help you enter a new work location in your payroll account. From the Help section in your product, select Contact us to connect to a payrol... Mon, 09 Sep 2019 15:12:14 GMT https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/about-multistate-employment-payroll-situations/01/370873#M8032 QuickBooksHelp 2019-09-09T15:12:14Z QuickBooks Online Accountant Apps Program Guide https://quickbooks.intuit.com/learn-support/en-us/audit-log/quickbooks-online-accountant-apps-program-guide/01/369310#M8031 Accountant Apps Program (AAP) is Ending While more accountants and small businesses use apps with QuickBooks than ever before, the overwhelming majority of accountants prefer to enroll in apps outside of the Accountant Apps Program. In fact, only 3% of Certified QuickBooks ProAdvisors were using the program. With the discontinuation of AAP, Intuit will no longer provide consolidated billing for your firm’s apps. If you have an active subscription through this program, you'll get more information from the app developer soon including details about whether the price of the app will change. You will need to enter your billing information directly with each app developer to continue your app subscription. We don’t expect any disruption to the app services, so you and your clients may continue to use them as normal. Additionally, you will still be able to explore and install apps for your firm and your clients through the Apps tab in QuickBooks Online Accountant. What is changing / not changing? With the end of the Account Apps Program, you will no longer have the ability to purchase discounted apps and received consolidated billing. You WILL still be able to search for apps and provision apps for your clients from the Apps tab in QuickBooks Online Accountant. When will this change... Mon, 09 Sep 2019 08:13:01 GMT https://quickbooks.intuit.com/learn-support/en-us/audit-log/quickbooks-online-accountant-apps-program-guide/01/369310#M8031 QuickBooksHelp 2019-09-09T08:13:01Z Healthcare: Health Savings Account https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/healthcare-health-savings-account/01/369309#M8030 This category includes contributions (deposits) you make to a Health Savings Account (HSA), which is a type of special savings account for healthcare expenses. If you make contributions to a Health Savings Account (HSA) and have a high-deductible health plan (HDHP), you may be able to deduct your contributions from your annual taxes. Whether the contributions are deductible depends on a number of factors, such as having a high-deductible health plan (HDHP) and more. When you complete your healthcare profile (Gear icon &gt; Healthcare), we can help determine your eligibility and estimate what the deduction might be. &nbsp; Mon, 09 Sep 2019 08:12:53 GMT https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/healthcare-health-savings-account/01/369309#M8030 QuickBooksHelp 2019-09-09T08:12:53Z Income: Business Income https://quickbooks.intuit.com/learn-support/en-us/tax-topics/income-business-income/01/369308#M8029 Any positive transaction (deposit) you mark as Business is considered Business Income. Business Income is part of the calculations we do for estimated taxes, so it should only include money that comes from your self-employed work. Generally, this is gross receipts or sales, including amounts reported on 1099 forms issued by clients or others for whom you provided services. Other types of income you can report include any bad debts you recovered (if they were written off on prior-year tax returns) and interest on business bank accounts. What not to include as Business Income: Other deposits, such as a "regular" paycheck from an employer (as long as it has taxes taken out) should be marked as Personal. Personal Income transactions are excluded from the calculations we do for estimated taxes. Also, any money you invest in your business should be categorized as an Owner's Deposit. For these types of deposits, select Transfer &gt; Owner's Deposit in the Category list. That way, they're excluded from your taxable Business Income. Mon, 09 Sep 2019 08:12:50 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/income-business-income/01/369308#M8029 QuickBooksHelp 2019-09-09T08:12:50Z Schedule C: Travel expenses https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-travel-expenses/01/369307#M8028 This category is specific to the cost of business travel (not personal). This category does not include any expenses for local meals or travel in or around your home location. Note: You are not required to keep receipts for amounts less than $75, but you do need to document the purpose of the expense and how it relates to your business. Examples include: Important: Meals you eat while traveling away from home, either by yourself or with clients, don't fall into this category. Use the Meals and entertainment category instead. Air, train, or bus fare for business travel Hotel costs for business travel (except not meals) Rental car expenses Taxi, shuttle fares and transportation tips while out of town on business Gas, oil, parking fees and tolls while out of town Computer rental costs when away on business Internet access fees when away on business Phone calls when away on business Tips while traveling (except for meal tips, which are only 50% deductible) Dry cleaning if you have to stay overnight for business Cost of shipping baggage, supplies, products, equipment necessary for business Cost of storing baggage and equipment during a business trip Late check-out charges, if you are required to stay overtime for business Mon, 09 Sep 2019 08:12:46 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-travel-expenses/01/369307#M8028 QuickBooksHelp 2019-09-09T08:12:46Z Income: Personal Income https://quickbooks.intuit.com/learn-support/en-us/personal-income/income-personal-income/01/369306#M8027 Any positive transaction (deposit) you mark as Personal falls into the Personal Income bucket. Personal income should be any positive amount deposited to your accounts that doesn't come from your self-employed work. This means that payroll paychecks from employers—as long as they have taxes taken out—are considered personal income. Here's an example: Let's say you have a "regular" W2-type day job, but you also work nights and weekends as a personal chef. Your day job gives you a paycheck every 2 weeks, and it already has taxes and other deductions taken from it. Your chef job pays you per job, in full, without any deductions. To us, your day job money is considered Personal Income, and your chef job money is Business Income. Personal income isn't included in the calculations we do for estimated taxes, but business income is. Tip! If you share bank accounts with a significant other, their paychecks and deposits should be marked "Personal" in the app as well. Mon, 09 Sep 2019 08:12:43 GMT https://quickbooks.intuit.com/learn-support/en-us/personal-income/income-personal-income/01/369306#M8027 QuickBooksHelp 2019-09-09T08:12:43Z Amazon integration with QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/amazon-integration-with-quickbooks-self-employed/01/369305#M8026 You can import Amazon order information into QuickBooks Self-Employed for an easier experience categorizing your business transactions! The feature is currently only available to via QuickBooks Self-Employed labs to select test users. In order to integrate your Amazon account: Select the gear in the upper right corner Select Labs Select&nbsp;Turn It On Enter your Amazon credentials Allow the connection to complete Once you've connected to Amazon, you'll see a few orders at first (don't worry, it's still working in the background to pull in more, back to Jan 1, 2018). Hover over transactions imported from connected Amazon account to see the Order details. They will be identified with how many order items have been attached. You can then&nbsp;Split the transaction&nbsp;by Order Item. When splitting in QuickBooks Self-Employed, the transaction defaults to a split by item, with the shipping and sales tax for the order allocated proportionally across the items. You may check a box to split out the sales tax and shipping as separate expense lines. Some things to keep in mind: No new&nbsp;transactions are created. Existing transactions imported from your bank or credit card are matched to orders on Amazon and the order details are added to them. For Amazon order details to appear in QuickBooks Self-Empl... Mon, 09 Sep 2019 08:12:40 GMT https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/amazon-integration-with-quickbooks-self-employed/01/369305#M8026 QuickBooksHelp 2019-09-09T08:12:40Z "Downgrade" to QuickBooks Self-Employed only https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/downgrade-to-quickbooks-self-employed-only/01/369304#M8025 We have a great Tax Bundle subscription that includes both QuickBooks Self-Employed and Turbo Tax Self-Employed for one subscription price. It gives you use of both our app and Turbo Tax Self-Employed, plus free e-filing for one federal and one state return. If you signed up for the bundle, but want to use a different tax prep method, you can change your bundle to QuickBooks Self-Employed only. Here's what to do: Select the Gear from any page, and then choose Billing info. At the bottom of the Billing Info page, select Cancel now. Select the Keep QuickBooks Self-Employed option. Select Change subscription. If you make the change before the end of your billing cycle, you'll receive a prorated refund for your bundled price. This should happen automatically, but if it doesn't, contact our support team. iOS Leave the QuickBooks Self-Employed app and go to your Device Settings. Select Your Name. Select iTunes &amp; App Store. Select Subscriptions. Select QuickBooks Self-Employed. Select the standalone offer. Confirm the changes. Important!: Older Apple subscribers may find they do not have the option to downgrade. This is because only recent version of the app's billing have made this option available. If you are following the steps above and do not see the option to downgrade, you wil... Mon, 09 Sep 2019 08:12:36 GMT https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/downgrade-to-quickbooks-self-employed-only/01/369304#M8025 QuickBooksHelp 2019-09-09T08:12:36Z Health Insurance Premiums https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/health-insurance-premiums/01/369303#M8024 If you meet certain criteria, you may be able to claim a self-employed health insurance deduction for premiums you pay for health insurance. (Dental and vision insurance may be deductible too). Eligible if: You’re self-employed Have a net profit for the year Pay insurance premiums yourself Have a policy listed in your name (or your business name) Not eligible: If you declined or opted out of health insurance offered to you by an employer, your spouse’s employer, or your parents Good to know: If you meet the eligibility criteria listed above, you can also deduct the premiums you pay for your tax dependents (score!) Your deduction is limited to the amount of your business income, minus a few other adjustments the IRS throws in to make the math harder. (TurboTax or your accountant can help you with the specifics.) Caveats Whether the premiums are a deduction for annual taxes depends on a number of factors. When you complete your healthcare profile (Gear icon &gt; Healthcare), we can help determine your eligibility and estimate what the self-employed health insurance deduction might be. We determine your eligibility and estimate deduction amounts with the end goal of making sure your quarterly tax estimates are accurate so you don’t pay too much. Come annual tax time, other factors a... Mon, 09 Sep 2019 08:12:32 GMT https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/health-insurance-premiums/01/369303#M8024 QuickBooksHelp 2019-09-09T08:12:32Z Filing for a federal tax extension through TurboTax https://quickbooks.intuit.com/learn-support/en-us/tax-topics/filing-for-a-federal-tax-extension-through-turbotax/01/369302#M8023 If you aren't able to complete your Federal Tax return by the April deadline, find out how and when to file for an IRS extension here. &nbsp; Mon, 09 Sep 2019 08:12:29 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/filing-for-a-federal-tax-extension-through-turbotax/01/369302#M8023 QuickBooksHelp 2019-09-09T08:12:29Z How we approach sales tax https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/how-we-approach-sales-tax/01/369301#M8022 Managing sales tax requires a little bit of effort, but not too much. Here's how to deal with sales tax in our app. How do I categorize sales tax? When you receive income that includes sales tax, mark the entire transaction as Business Income don't separate out the sales tax amount. Then, when you make the sales tax payments to your government, mark that expense as Business and categorize it as Taxes &amp; Licenses: Sales Tax. If you're an online seller or take payments electronically, the service you use may automatically keep track of your sales tax totals, making it easy for you to submit the payments to your state, county, or city. If not, you may need to keep track of these manually or use a separate tool to help you do this. Can I apply sales tax in an invoice? You can make a separate line item for it, but we don't calculate it for you. If you need to manage sales tax in invoices, we recommend QuickBooks Online. I'm an Etsy seller. How do I handle sales tax? On Etsy, you'll see your sales tax collected, but it won't show up in a separate transaction in our product. Use the sales tax totals you find on Etsy to make your sales tax payments. Then, when your bank processes the payments, come back to our app and follow the categorization steps above. Mon, 09 Sep 2019 08:12:25 GMT https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/how-we-approach-sales-tax/01/369301#M8022 QuickBooksHelp 2019-09-09T08:12:25Z Why don't certain deductions export to TurboTax? https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-don-t-certain-deductions-export-to-turbotax/01/369300#M8021 If you're a tax bundle subscriber, you can export your QuickBooks Self-Employed data directly into TurboTax. There are, however, certain deductions that won't export to TurboTax because they require a little more attention on your part. Here's what you need to do. Step 1: Review these deduction types - Interest paid. Only the interest portion of business loan and credit card payments is deductible. Make sure to categorize the correct amount for these expenses before filing your tax return. - Home office. We use the simplified method for calculating this deduction: multiply your home office square footage by a set amount (currently $5 and not to exceed 300 square feet). For filing your annual taxes, TurboTax (or your accountant) compares the simplified method with the standard method (actual expenses over the year) to see which is most beneficial to your tax return. - Vehicle loan interest. The "Interest paid"note above applies here, too. - Other vehicle expenses. Some vehicle expenses such as fines, tickets, and the principal portion of an auto loan aren't deductible. Exclude these types of payments to get the most accurate deduction total for your tax return. - Healthcare expenses. Certain healthcare expenses may be considered business, while others may be considered personal... Mon, 09 Sep 2019 08:12:22 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-don-t-certain-deductions-export-to-turbotax/01/369300#M8021 QuickBooksHelp 2019-09-09T08:12:22Z QuickBooks Self-Employed - Annual Taxes Guide https://quickbooks.intuit.com/learn-support/en-us/business-assets/quickbooks-self-employed-annual-taxes-guide/01/369299#M8020 Another year is behind us, which means it’s time to get ready for taxes.&nbsp;We put together a time-based to-do list for self-employed, freelancers, and independent&nbsp;contractors to make the prep work simpler for you.&nbsp;We made this article into an interactive to-do list! Download and save&nbsp;the PDF for easy tax prep. December-January To-Do's Complete the Tax Checklist Review transactions and connect your bank accounts. If you have any unreviewed transactions from the year, be sure to designate transactions as business or personal. If needed, give uncategorized transactions a category so your deductions are accurate. If you haven’t connected your bank, consider doing so you can quickly download expenses. Once they're imported, mark them as business or personal. Double-check your tax profile before you file. Your tax profile is the most important way to ensure your estimated taxes are accurate. You should review your profile every year or if you go through a life event like getting married or having a child. Review your mileage. Business miles can be one of the biggest tax write-offs. Make sure you’re getting the most out of this self-employment deduction. If you tracked any miles outside of QuickBooks, be sure to add them now. To claim mileage, the IRS requires certain info about your v... Mon, 09 Sep 2019 15:12:03 GMT https://quickbooks.intuit.com/learn-support/en-us/business-assets/quickbooks-self-employed-annual-taxes-guide/01/369299#M8020 QuickBooksHelp 2019-09-09T15:12:03Z Categories in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/categories-in-quickbooks-self-employed/01/369298#M8019 You gave us feedback that you wanted help organizing your expenses more accurately. We heard you! We updated existing categories and created new ones. Rest assured, we didn't delete any. We simply renamed many of them so it's easier to identify where your expenses belong. We applied these changes to your past expenses so that all your expenses are consistently categorized. You can pick up right where you left off. Heads up: If you can't find a specific category, don't panic. All our categories feed into broad (and sometimes not intuitive) IRS Schedule C categories. (This is the form for claiming self-employed income and expenses.) Select whichever category makes the most sense to you and we'll make sure your expenses go where they belong in Schedule C. Categories we renamed Assets: Computers | New name: Computers (asset, usually &gt; $200) Copiers | New name: Copiers (asset, usually &gt; $200) Furniture | New name: Furniture (asset, usually &gt; $200) Phone equipment | New name: Phone (asset, usually &gt; $200) Photo/Video equipment | New name: Photo/video equipment (&gt; $200) Software package/suite | New name: Apps/software/web services (&gt; $200) Tools/equipment | New name: Other tools and equipment (&gt; $200) Business income: Business Income | New name: Income Car and Truck: Car &amp; Truck | Ne... Mon, 09 Sep 2019 08:12:13 GMT https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/categories-in-quickbooks-self-employed/01/369298#M8019 QuickBooksHelp 2019-09-09T08:12:13Z Schedule C: Commissions and fees https://quickbooks.intuit.com/learn-support/en-us/general-1099-misc/schedule-c-commissions-and-fees/01/369297#M8018 These are the commissions you’ve paid outside of a 1099-MISC payment Heads up: If you paid an independent contractor or freelancer $600 or more for commissions on a project and did not withhold any type of taxes, you are required to send that contractor, and the IRS, a 1099-MISC. We automatically categorize these transactions for you as commissions and fees: Transaction/processing fees Referral/broker/selling fees You can also enter these as commissions and fees: Finder's fees Sales commissions Fees for legal referrals Shared commissions (common in real estate) Commissions paid to managers and agents who are not employees Fees for drop shippers Fees for online referrals Mon, 09 Sep 2019 08:12:04 GMT https://quickbooks.intuit.com/learn-support/en-us/general-1099-misc/schedule-c-commissions-and-fees/01/369297#M8018 QuickBooksHelp 2019-09-09T08:12:04Z Transfers: Owner's Deposit https://quickbooks.intuit.com/learn-support/en-us/owner-s-deposits/transfers-owner-s-deposit/01/369296#M8017 Use this category for deposits where you add your own money to your self-employed finances. This type of deposit differs from business income because it's not money that was paid to you by someone else for work you did. And it differs from personal income because you're making the money available for your self-employed work—you're investing in your work. Because this type of transaction is a "transfer," we exclude it from our calculations for estimated taxes or business income. Mon, 09 Sep 2019 08:12:01 GMT https://quickbooks.intuit.com/learn-support/en-us/owner-s-deposits/transfers-owner-s-deposit/01/369296#M8017 QuickBooksHelp 2019-09-09T08:12:01Z Quick links to federal tax forms https://quickbooks.intuit.com/learn-support/en-us/tax-forms/quick-links-to-federal-tax-forms/01/370872#M8016 Find IRS links and support information for federal tax forms. We've gathered together information on federal tax forms for you. In order to view these IRS forms and support materials, you'll need to have Adobe Reader installed. Install Adobe Reader Go to <A href="http://get.adobe.com/reader/" target="_blank">http://get.adobe.com/reader/</A>. The web page automatically detects your OS and Reader version. If the web page indicates that a newer version is available, choose Install Now. Select the downloaded file and follow the instructions. IRS Tax Forms Form 941 For a PDF of the form see: IRS Form 941 For IRS instructions see: IRS Instructions for Form 941 For troubleshooting steps see: How QuickBooks Populates The 941 Form 940 For a PDF of the form see: IRS Form 940 For IRS instructions see: IRS Instructions for Form 940 For troubleshooting steps see: How QuickBooks Populates The 940 Form 944 For a PDF of the form see: IRS Form 944 For IRS instructions see: IRS Instructions for Form 944 For troubleshooting steps see: How QuickBooks Populates The 944 Form 1099 For a PDF of the form see: IRS Form 1099 For IRS instructions see: IRS Instructions for Form 1099 For troubleshooting steps see: QuickBooks Desktop behavior: 1099 Form W-2 For a PDF of the form see: IRS Form W-2 For IRS instructions see: IRS Instructions for Form W-2 For troublesh... Mon, 09 Sep 2019 15:11:57 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-forms/quick-links-to-federal-tax-forms/01/370872#M8016 QuickBooksHelp 2019-09-09T15:11:57Z Error "POS got stuck for a second and needs to be closed.." while processing credit cards, after updating to v18 R3 or v12 R13 https://quickbooks.intuit.com/learn-support/en-us/process-credit-card-payments/error-pos-got-stuck-for-a-second-and-needs-to-be-closed-while/01/369295#M8015 What you may be experiencing: Merchants are reporting error "POS got stuck for a second and needs to be closed.." , after updating QuickBooks Point of Sale v12 to R13 or v18 R3. Current Status: Great News! This is now resolved&nbsp;with the latest Point of Sale versions of 2012 Release 14 &amp;&nbsp;2018 Release 4. You can download the manual patch&nbsp;within the following article:&nbsp;<A href="https://support.quickbooks.intuit.com/Support/ProductUpdates.aspx" target="_blank">https://support.quickbooks.intuit.com/Support/ProductUpdates.aspx</A> &nbsp; Mon, 09 Sep 2019 08:11:49 GMT https://quickbooks.intuit.com/learn-support/en-us/process-credit-card-payments/error-pos-got-stuck-for-a-second-and-needs-to-be-closed-while/01/369295#M8015 QuickBooksHelp 2019-09-09T08:11:49Z Troubleshoot tag printer issues https://quickbooks.intuit.com/learn-support/en-us/use-products-or-services/troubleshoot-tag-printer-issues/01/369294#M8014 You may encounter any of the following errors and issues with your Tag Printer. Follow the steps outlined below to make sure you get back to printing tags in no time! Error: Barcode Active X class not registered ActiveX TBarcode 3.0.ocx Printer appears to function properly but the labels are either blank or have very faint printing Tags not printing Available designs field is blank or only showing Avery labels Jewelry tags are printing in between the tags and cutting off while using the Zebra LP 2824 Plus printer Printing issues may occur if: Printer is not compatible with QuickBooks Desktop Point of Sale Thermal paper is not properly placed in the printer Printer is not connected to the computer Printer is not configured on the Point of Sale preferences Printer is offline You are attempting to print to non-thermal tags Damage to the Zebra printer driver installation Some Zebra printers were shipped with incorrect power supplies that did not supply sufficient voltage to the printer Printer drives are damaged Solution 1: Ensure the printer is turned on, cables are properly connected, and paper is available Disconnect and reconnect the cable running from the printer to the computer at both ends. Ensure that the printer is powered on and properly plugged in. Check that the paper ... Mon, 09 Sep 2019 08:11:36 GMT https://quickbooks.intuit.com/learn-support/en-us/use-products-or-services/troubleshoot-tag-printer-issues/01/369294#M8014 QuickBooksHelp 2019-09-09T08:11:36Z My QuickBooks Self-Employed from TurboTax Self-Employed is expiring https://quickbooks.intuit.com/learn-support/en-us/tax-topics/my-quickbooks-self-employed-from-turbotax-self-employed-is/01/369293#M8013 Is your QuickBooks Self-Employed account expiring? It may be because you didn’t file your taxes with TurboTax Self-Employed in 2018. When you file with TurboTax Self-Employed, you automatically get a free QuickBooks Self-Employed subscription for a year and it'll last until April 30 of the next tax year. If you chose a different method for filing your taxes (no judgement from us), the free subscriptions ends after April 30, 2018. To continue tracking expenses with QuickBooks Self-Employed, you need to pay for a subscription. Good news, though: We’ll give you a special discount offer. Choose between: QuickBooks Self-Employed (basic). You’ll get the same great expense tracking year-round: business spending and income, mileage tracking, invoices, receipts, and more. Come tax time, use the built-in reports to help file your taxes with whatever method you choose. QuickBooks Self-Employed + TurboTax Self-Employed (tax bundle). In addition to expense tracking year-round in QuickBooks, you’ll be able to file your tax return with TurboTax Self-Employed at no extra cost. You just export your info directly to TurboTax. One federal and one state return is included. Important!: The special discount cannot be redeemed in the mobile app. If you are in the mobile app, you will see the app sto... Mon, 09 Sep 2019 08:11:32 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/my-quickbooks-self-employed-from-turbotax-self-employed-is/01/369293#M8013 QuickBooksHelp 2019-09-09T08:11:32Z Privacy and security in our product https://quickbooks.intuit.com/learn-support/en-us/manage-risks/privacy-and-security-in-our-product/01/369292#M8012 At Intuit, we build privacy and security into everything we do. We know that your information is valuable and you can’t afford to take any risks with it.. We understand that and place the highest importance on protecting you and your online data. You can feel confident when entrusting your personal and financial information to us. Why we ask for your bank information We ask for your online banking credentials (username and password) so we can establish a secure, one-way connection with your financial institution, whether it’s a bank, credit union, or credit card company. Once we connect to your bank, our product downloads your transactions automatically and securely. Using data that already exists at your bank saves you from having to manually enter and record transactions. Each time you sign-in to our product, we automatically update, sync, and download your financial transactions so you have the latest information. How we keep your information secure We rely on advanced, industry-recognized security and virus safeguards to keep all your financial data private and protected. With password-protected sign in, firewall protected servers, and the same encryption technology (128-bit SSL) used by the world's top banking institutions, we have the security elements in place to give y... Mon, 09 Sep 2019 08:11:29 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-risks/privacy-and-security-in-our-product/01/369292#M8012 QuickBooksHelp 2019-09-09T08:11:29Z How can I reset my password? https://quickbooks.intuit.com/learn-support/en-us/manage-passwords/how-can-i-reset-my-password/01/369291#M8011 Do you need to change or reset your QuickBooks Self-Employed password? Follow the steps below to get back into your account. Change your password Open QuickBooks Self-Employed in a web browser. Select the Gear icon&nbsp;&nbsp;at the top. Select Profile. Select Edit&nbsp;next to&nbsp;Password. Follow the rest of the instructions to change your password. Reset your forgotten password or user ID Go to the Sign In page. Select I forgot my User ID or Password below the&nbsp;Sign in&nbsp;button. Follow the rest of the instructions to retrieve your login credentials. Note: Changing your password for QuickBooks Self-Employed changes it for any other&nbsp;Intuit products you might have, such as TurboTax or Mint. Mon, 09 Sep 2019 08:11:25 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-passwords/how-can-i-reset-my-password/01/369291#M8011 QuickBooksHelp 2019-09-09T08:11:25Z Fixing banking error 324 in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/direct-feeds/fixing-banking-error-324-in-quickbooks-self-employed/01/369290#M8010 Error 324 means QuickBooks Self-Employed is unable to find the account(s) when logging in to your bank's website or if the account has been closed at the bank and therefore no longer shows up on the website. To resolve this issue, please contact our support representatives. For more information on errors with connected bank accounts, see our article on&nbsp;common online banking errors. Mon, 09 Sep 2019 08:11:20 GMT https://quickbooks.intuit.com/learn-support/en-us/direct-feeds/fixing-banking-error-324-in-quickbooks-self-employed/01/369290#M8010 QuickBooksHelp 2019-09-09T08:11:20Z Schedule C: Office Expenses https://quickbooks.intuit.com/learn-support/en-us/pay-schedules/schedule-c-office-expenses/01/369289#M8009 These include the costs you’ve incurred during this tax year that were related only to your office space. We automatically categorize these transactions for you as Office expenses: Office supplies/postage Shipping fees You can also enter these as office expenses: Stamps, labels, envelopes, and mailers Shipping materials Storage and filing boxes Memo and message pads, Post-it notepads Whiteboards and markers Cleaning supplies Calendars and planners Staples, staplers, paper clips, and scissors Tape, tape dispensers, and rulers Calculators Business membership fees to superstores like Costco and Sam's club Pickup and delivery services Bottled water delivery Shredding services Backup data and archiving services Office cleaning Handicap access expenses Office decorating expenses Separate cable line for your office Separate security system for your office Mon, 09 Sep 2019 08:11:17 GMT https://quickbooks.intuit.com/learn-support/en-us/pay-schedules/schedule-c-office-expenses/01/369289#M8009 QuickBooksHelp 2019-09-09T08:11:17Z Estimated taxes explained https://quickbooks.intuit.com/learn-support/en-us/tax-topics/estimated-taxes-explained/01/369288#M8008 What the heck are estimated taxes? Here’s a rundown. The IRS has two basic ways of taxing a person's income: Withholding.If you work for a company as an employee, your employer takes taxes out of each paycheck, known as "withholding." The withholding goes toward income, Social Security, and Medicare taxes. Estimated taxes. If you're self-employed, you work for yourself, and you have to do your own withholding. You have to estimate your income, expenses, and deductions and pay taxes on the estimates on a quarterly basis. Sometimes called “quarterly” taxes, you’re required to make payments on these estimates 4 times a year. These payments go towards your self-employment tax, which is a tax that covers your share of Social Security and Medicare taxes on the self-employed money you earned.&nbsp;Because you’re your own employer, you get to be the one to set aside money to cover the tax and send it to the IRS throughout the year. Good news: You don’t have to figure out the correct estimate amounts all by yourself. QuickBooks Self-Employed calculates these for you and helps you pay them. We calculate estimated taxes for self-employed people with service-based businesses. We calculate your federal quarterly payments for you. Types of taxes we don't calculate We don’t calculate other types ... Mon, 09 Sep 2019 08:11:13 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/estimated-taxes-explained/01/369288#M8008 QuickBooksHelp 2019-09-09T08:11:13Z Use rules to speed up reviewing and categorizing transactions https://quickbooks.intuit.com/learn-support/en-us/matching-rules/use-rules-to-speed-up-reviewing-and-categorizing-transactions/01/369287#M8007 You can use rules to always mark certain transactions a certain way. For example, let's say you bought some office supplies from Staples. As soon as you mark the transaction as Business, you'll see the Add Rule&nbsp;button appear. Select Add Rule to automatically mark any new transactions from Staples as Business. Note: Rules only apply to new spending or income going forward, unless you check the box to apply to past transactions as well.&nbsp;If you turn a rule off, you won't change any of the work you've done in the past. Change or correct past transactions Create a new rule. Check the box to apply it forward and backward. Modify or delete existing rules Select&nbsp;Rules from the cogwheel drop down in the upper right corner. From the Rule page, select edit to modify a rule and the drop down arrow next to edit to delete one. For mobile: Create new rule iOS Tap the Cogwheel in the upper left corner. Tap Rules. Tap the Plus sign (+) in the upper right corner of the Rules page. Add a description and choose whether to match exactly. Select the category you want all future transactions with this description to have. Select a specific account you wish to apply the rule. Tap Save in the upper right corner. Select whether to apply this rule to all past and future transactions or only transactions... Mon, 09 Sep 2019 08:11:10 GMT https://quickbooks.intuit.com/learn-support/en-us/matching-rules/use-rules-to-speed-up-reviewing-and-categorizing-transactions/01/369287#M8007 QuickBooksHelp 2019-09-09T08:11:10Z Why can’t I send info to a TurboTax account with a different email address? https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-can-t-i-send-info-to-a-turbotax-account-with-a-different/01/369286#M8006 For your security, we have to send your tax data to the TurboTax Self-Employed account that uses the same sign-in you use in QuickBooks Self-Employed. It’s easy, and it saves you time entering all of your self-employed tax info by hand. But there’s a workaround if you really want to use a different account: Sign in to QuickBooks Self-Employed. Go to Reports. Find Tax details and select the year you want. Download and open the report. In a new browser window (or in the TurboTax app), sign in to TurboTax and begin or resume filing. In your Tax details report, find the information TurboTax needs you to provide. Manually enter that information in the correct fields. Continue filing as usual. If you have any additional questions, please don't hesitate to contact us! Mon, 09 Sep 2019 08:11:07 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-can-t-i-send-info-to-a-turbotax-account-with-a-different/01/369286#M8006 QuickBooksHelp 2019-09-09T08:11:07Z Record returned or exchange of items in Point of Sale https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/record-returned-or-exchange-of-items-in-point-of-sale/01/369285#M8005 This article outlines the steps on how to accept a returned or exchange of product in Point of Sale. From the Home screen, select I want to and select Accept Return/Exchange. Search for the desired transaction and click to select the checkbox on the right side of the desired transaction. Select Return and then, Add selected items. Select the appropriate payment method and follow the prompts. Select Save Only or Save &amp; Print. Mon, 09 Sep 2019 08:11:03 GMT https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/record-returned-or-exchange-of-items-in-point-of-sale/01/369285#M8005 QuickBooksHelp 2019-09-09T08:11:03Z QuickBooks Self-Employed and Etsy https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/quickbooks-self-employed-and-etsy/01/369284#M8004 Great news! QuickBooks Self-Employed enables you to integrate with Etsy sellers in the United States. As an Etsy Seller, you need to secure your shop's financial data for Tax time. We are glad to introduce to you an easy way to export your data from your Etsy account to QuickBooks Self-Employed and you will also have the option to upgrade your account to QuickBooks Self-Employed Tax Bundle with Turbo Tax. Want to try out how the service works for you? Click this link and sign up for a free trial account: <A href="https://selfemployed.intuit.com/etsy" target="_blank">https://selfemployed.intuit.com/etsy</A> Steps: Select Get Started or Try it for free. Complete the steps in creating your Trial account. After account creation, you will be asked to sync your Etsy data or you can do it later. This is a one time prompt. If you choose to sync your data at a later time, you can always go to Bank Accounts page and search for "Etsy". If you choose to connect your Etsy account right away, select Let's do it. Sign In your Etsy account to complete the process. When setting up the Etsy integration, keep in mind Etsy will only sync current calendar year transactions. For example, if you integrate with Etsy on October 13th of 2017, Etsy will only bring over transactions beginning January 1st of 2017 through October 13th of 2017. Prior year transactions can ... Mon, 09 Sep 2019 08:10:59 GMT https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/quickbooks-self-employed-and-etsy/01/369284#M8004 QuickBooksHelp 2019-09-09T08:10:59Z Sales tax overview https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/sales-tax-overview/01/369283#M8003 With the freedom of being self-employed comes the sole responsibility for paying sales tax, a state-mandated surcharge on sales that varies from state to state.* Before you dig too deep on this topic, check with your state and local governments to find out whether you need to take care of it at all. (Tip: Consult the government website for your state. Often you'll find a section that contains detailed information about taxes in the state.) If you're supposed to collect sales tax and don't, then you can be personally liable for that amount. * Delaware, Montana, New Hampshire, and Oregon don't collect sales tax. (Lucky you, if you live there.) Exceptions may apply if you sell goods or products online to customers in states that do collect sales tax. We suggest you do some research if this sounds like you, or check with a tax pro to be sure.* What is sales tax? A sales tax is a fee imposed by many state and local governments. The seller charges it at the point of sale when you purchase or sell goods and services. The amount of tax you pay is typically figured as a percentage of the sale price. (Example: a 5% sales tax on a $10 purchase would be 50 cents.) Sellers, merchants, and service providers collect the tax and submit it to the state periodically throughout the year. What is... Mon, 09 Sep 2019 07:39:59 GMT https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/sales-tax-overview/01/369283#M8003 QuickBooksHelp 2019-09-09T07:39:59Z Schedule C: Supplies https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-supplies/01/369282#M8002 These are the things you buy to sell or turn into something you sell. It's the costs of raw materials, packaging, and shipping that ultimately become part of the products you sell or create. Examples include: Art supplies Fabric and other craft materials Wood and metal supplies Food and beverages that you sell as packaged or that you use as ingredients Fitness equipment you sell to clients Learning materials (books, notebooks, flash cards, and so on) that you sell to students Organization materials or systems that you sell to clients Home furnishings you restore or upcycle and re-sell Specialized paper for photos or print-making &nbsp; Mon, 09 Sep 2019 07:39:56 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-supplies/01/369282#M8002 QuickBooksHelp 2019-09-09T07:39:56Z Custom categories in QuickBooks Self-Employed https://quickbooks.intuit.com/learn-support/en-us/tax-topics/custom-categories-in-quickbooks-self-employed/01/369281#M8001 Many of you have asked for the ability to create your own categories. It's actually our most requested feature since we launched QuickBooks Self-Employed. In order to make sure we provide the best possible solution, we're actively researching how we could approach this so that it solves for the primary concerns raised by you while also preserving the integrity of the categories as your country defines them (ie. Schedule C in the United States) to ensure your Estimated Taxes aren't negatively impacted. We'll keep you in the loop on our progress and will share any details as soon as we have them. Mon, 09 Sep 2019 07:39:52 GMT https://quickbooks.intuit.com/learn-support/en-us/tax-topics/custom-categories-in-quickbooks-self-employed/01/369281#M8001 QuickBooksHelp 2019-09-09T07:39:52Z How healthcare deductions affect your taxes https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/how-healthcare-deductions-affect-your-taxes/01/369280#M8000 Deductions for healthcare and taxes are a tad tricky to understand. We’ll do our best to give a basic overview here. Types of healthcare deductions We help determine your eligibility (and estimate amounts) for 2 types of healthcare deductions: Health insurance premiums, if you’re eligible, are deductible only for self-employed folks. The IRS doesn’t hand out a lot of perks for the self-employed, but this is one of them. Health savings account (HSA) contributions In contrast to premiums, HSA contributions are deductible for everyone, as long as their plan meets IRS qualifications. Where do healthcare deductions show up? Both types affect your household’s overall tax picture. But neither are a part of your self-employed expenses, deductions, or profits. And they won’t appear on your Schedule C either. They’re personal deductions, not business ones, so they affect your adjusted gross income. Confused? Maybe a super-simplified diagram will help: In our app, the Taxes &gt; Annual Taxes page shows totals for your healthcare spending and deductions. They’re listed in their own section below the Schedule C categories. Note that totals for the healthcare categories won’t appear until you complete your health profile and start categorizing these transactions. &nbsp; Mon, 09 Sep 2019 07:39:47 GMT https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/how-healthcare-deductions-affect-your-taxes/01/369280#M8000 QuickBooksHelp 2019-09-09T07:39:47Z Errors Connecting a Bank https://quickbooks.intuit.com/learn-support/en-us/set-up-bank-connection/errors-connecting-a-bank/01/369279#M7999 If you're having trouble connecting a bank, here are a couple of things to keep in mind: Did you enter the right information? Use the same user name and password that you use to access the bank account itself. Confirm your security answers (if you've forgotten them) with your bank. Some security answers are case-sensitive. For some banks, the questions and answers need to be in the exact same order as they are listed on your bank's website. If you know you're using the correct sign-in information, it might help to change your password on your bank's website and then come back here to re-enter it. It might also help to use the minimum character limit allowed by your bank. &nbsp; If we don't support your bank, you may be able to import those transactions from our website using a CSV file exported from your bank. If you're having trouble finding your bank, try these tips:&nbsp; Verify the spelling. This is a pretty obvious tip, but it’s one of the most common mistakes people make. Try entering your bank's URL instead. For example, to find Compass Bank, try searching for "compassweb.com." Search for the name of the issuing bank. You can find the issuing bank's name on the back of your card. For example, "Chase," "MBNA,' or "Bank of America" will work, while "Visa" is too generic. Enter more... Mon, 09 Sep 2019 07:39:41 GMT https://quickbooks.intuit.com/learn-support/en-us/set-up-bank-connection/errors-connecting-a-bank/01/369279#M7999 QuickBooksHelp 2019-09-09T07:39:41Z Resolve receipt printer issues and cash drawer will not open https://quickbooks.intuit.com/learn-support/en-us/cash-drawers/resolve-receipt-printer-issues-and-cash-drawer-will-not-open/01/369278#M7998 When printing a report or a receipt, you encounter one of the following receipt printer errors: Cash drawer won't open and the receipt printer won't print. Thermal receipt printer prints blank receipts. Receipt printer is cutting the receipt many times before it finishes printing. When displaying or printing a report or receipt the font is very small or compressed. Here are some troubleshooting steps to get your receipt printer back on track, please see which issue best describes what you are experiencing and follow the provided steps. Cash drawer won't open and the receipt printer won't print The following can cause this issue to occur: The printer is unplugged or has no power. The printer status is paused. The print spooling process is damaged. The wrong printer driver has been installed. More than one instance of the printer has been installed. To verify if issue is resolved, test the printer and cash drawer after each numbered step: To test the printer from within Point of Sale: Choose File &gt; Preferences &gt; Workstation. Select Documents &amp; Printers and click Print Test Page. To test the cash drawer from within Point of Sale: Choose File &gt; Preferences &gt; Workstation. Select Cash Drawer, ensure the Receipt Printer and Cash Drawer Connection are properly configured, and click Op... Mon, 09 Sep 2019 07:39:36 GMT https://quickbooks.intuit.com/learn-support/en-us/cash-drawers/resolve-receipt-printer-issues-and-cash-drawer-will-not-open/01/369278#M7998 QuickBooksHelp 2019-09-09T07:39:36Z Uninstall QuickBooks Point of Sale https://quickbooks.intuit.com/learn-support/en-us/uninstall-products/uninstall-quickbooks-point-of-sale/01/369277#M7997 Create a backup before uninstalling your Point of Sale. To uninstall Point of Sale on your computer: Save any files you may have open and then exit all programs. On your keyboard, press Windows logo+R to open the Run command. Enter Control Panel and select OK. Select the View by dropdown and select Small icons. Select Programs and Features. Right-click QuickBooks Point of Sale XX, and select Uninstall Note: XX represents the version of your QuickBooks Point of Sale for Desktop. If a User Account Control window is displayed, select Continue and follow through the program removal. After the uninstall process is complete, rename the QuickBooks Point of Sale XX folder (the default location is C:\Program Files\Intuit\QuickBooks Point of Sale XX). Rename the C:\ProgramData\Intuit\QuickBooks Point of Sale XX folder. Rename the QBPOSDBSrvUser folder located in C:\Users. Remove the QBPOSDBSrvUser Windows login: On your keyboard, press Windows logo+R to open the Run command. Select User Accounts Select Manage another account and select Continue on the User Account Control window Select QBPOSDBSrvUser and select Delete the account. Confirm the deletion and then close all open windows. Restart the computer. Mon, 09 Sep 2019 07:39:32 GMT https://quickbooks.intuit.com/learn-support/en-us/uninstall-products/uninstall-quickbooks-point-of-sale/01/369277#M7997 QuickBooksHelp 2019-09-09T07:39:32Z How to track time in QuickBooks Online Accountant https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-teams/how-to-track-time-in-quickbooks-online-accountant/01/369276#M7996 You can configure team members’ access to use timesheets. Note:&nbsp;Your team members need to have access to Customers and Accounts Receivable as well as Vendors and Creditors (in Your Firm’s books)&nbsp;to be able to use timesheets. Other accountants at the firm (firm users) only need View Only access. Give timesheet access to a new team member Here's how to give timesheet access to a new team member: From the Navigation menu, select Team. Select Add User. Enter the name and email address and select Next. Select Custom for Access. Under Your Firm Administration, change the Firm users to View only. Under Your Firm books, select Yes for the Customers &amp; A/R and Vendors &amp; Creditors. Select Save. Give timesheet access to an existing team member Here's how to give timesheet access to an existing team member: From the Navigation menu, select Team. Choose the team member you want to give access to. Select Firm Administration and Books, then Your Firm Books. Under Your Firm Administration, change the Firm users to View only. Under Your Firm books, select Yes for the Customers &amp; A/R and Vendors &amp; Creditors. Select Save. Access and use timesheets in Your Books Here's how to access and use timesheets in Your Books: Select Your Books. Select&nbsp;Create ⨁. Select Single Time Activity or Weekly Timeshee... Mon, 09 Sep 2019 07:39:25 GMT https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-teams/how-to-track-time-in-quickbooks-online-accountant/01/369276#M7996 QuickBooksHelp 2019-09-09T07:39:25Z Unable to receive Intuit email https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-account/unable-to-receive-intuit-email/01/369275#M7995 Find out what to do if you can’t receive any emails from QuickBooks Payments. In QuickBooks Payments, you should receive an email within 1 hour after any transaction. Some emails you usually receive are: Approval emails User invitations Confirmation code Notifications from a transaction, deposit, or recurring charge (ReBill) Forms requested from the Merchant Service Center (MSC) If you don’t receive an email within an hour, it might be caused by any of the following: The email was moved to your Junk or Spam folder. You use a custom email domain (example: johndoe@mycompany.com) or an email client (Outlook, Exchange, AOL, Thunderbird, etc.). Your internet service or domain provider blocks the QuickBooks Payments email address. Follow these steps so you can receive important emails from QuickBooks Payments again. Step 1: Check your email folders Open your email and check your Spam or Junk folder. If it’s there, move the email to your Inbox. If not, proceed to step 2. Step 2: Add QuickBooks Payments to your contacts To ensure that you will receive emails from QuickBooks Payments, you need to add Intuit’s email addresses to your contact list. Here’s how: Add the following email addresses to your contact list: BusinessServices@intuit.com Payments@intuit.com Notification@email.mercha... Mon, 09 Sep 2019 07:39:09 GMT https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-account/unable-to-receive-intuit-email/01/369275#M7995 QuickBooksHelp 2019-09-09T07:39:09Z
This XML file does not appear to have any style information associated with it. The document tree is shown below.
<rss xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#" xmlns:taxo="http://purl.org/rss/1.0/modules/taxonomy/" version="2.0">
<channel>
<title>Help Articles topics</title>
<link>
https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles
</link>
<description>Help Articles topics</description>
<pubDate>Sun, 15 Sep 2019 18:41:21 GMT</pubDate>
<dc:creator>help-articles</dc:creator>
<dc:date>2019-09-15T18:41:21Z</dc:date>
<item>
<title>Access your certification courses</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/access-your-certification-courses/01/186163#M8095
</link>
<description>
The ProAdvisor Training tab allows you to access your available certifications.... Log into QBOA &nbsp;using your ProAdvisor User ID and Password.
</description>
<pubDate>Thu, 25 Oct 2018 19:32:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/access-your-certification-courses/01/186163#M8095
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2018-10-25T19:32:02Z</dc:date>
</item>
<item>
<title>Update user account information</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/security-and-access/update-user-account-information/01/185921#M8094
</link>
<description>
Learn how to update account information from the Account Manager.&nbsp; If you need to review activity on your account or update information, such as user profile, security settings, or third party applications and connections, you easily can. The Account Manager lets you view and update settings and information&nbsp;across all of the products you use. View or update information To access and update the account settings in the account manager, follow these steps. Visit accounts.intuit.com. Review the settings in the Sign in and Security, Personal info, and Apps sections. Select the Add link in any field to add new information. Select Edit to change the setting in any field. Review all activity You can select View in the Account Activity field in the Sign in and Security panel to review all login activity for your account. This list can help you to detect suspicious activity on your account. The list shows the product accessed, the type of device used to access it, and the type of activity (for example, Signed in).
</description>
<pubDate>Sun, 08 Sep 2019 04:59:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/security-and-access/update-user-account-information/01/185921#M8094
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-08T04:59:56Z</dc:date>
</item>
<item>
<title>
Accountant tools: Fix incorrectly recorded sales tax
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/accountant-tools-fix-incorrectly-recorded-sales-tax/01/374404#M8093
</link>
<description>
Learn how to fix incorrectly recorded sales tax in QuickBooks Desktop Accountant and Enterprise. This tool identifies payments that appear to be sales tax payments but weren't recorded with the pay sales tax function. This happens when a client uses a regular check to pay sales tax. You can change all or some of the payments to sales tax check at once. After the list appears, you can Double-click on any transaction to see the check. Select a transaction by selecting the checkbox of the transaction line. Select all transactions by selecting the Select All button. Uncheck all selected transactions by selecting the Deselect All button. When done selecting transactions, select&nbsp;Void &amp; Replace to void the check and create a sales tax check. Internally, the following happens: The regular check is voided, then replaced by a Sales Tax Payable check. The new Sales Tax Payable check retains the reconciliation status of the regular check, the check number, the date, and the amount. A memo is entered in both checks. If you want to make a manual sales tax adjustment, the link Sales Tax Adjustment opens the Sales Tax Adjustment window directly.
</description>
<pubDate>Fri, 13 Sep 2019 01:47:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/accountant-tools-fix-incorrectly-recorded-sales-tax/01/374404#M8093
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-13T01:47:02Z</dc:date>
</item>
<item>
<title>
Oregon Business Identification Number Required on Pay stub
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/oregon-business-identification-number-required-on-pay-stub/01/369993#M8092
</link>
<description>
Overview Oregon Senate Bill 1587 now requires the Employer's Business Registration number to be displayed on the pay stubs for all employees who reside in Oregon. Since this is not available in QuickBooks Desktop, the Business Identification Number (State Agency ID&nbsp;as entered in the OR - Withholding Payroll Item) will be used instead. You will be prompted to enter their Agency ID for OR - Withholding unless it already exists in the Payroll Item. Note: QuickBooks Desktop currently prints the Oregon BIN on pay stubs which are printed separately. The ability to print the Oregon BIN on the voucher portion of voucher paychecks will be made available at a later date. Details To assign a Business Identification Number to your OR - Withholding Payroll Item: From the QuickBooks Desktop&nbsp;Lists&nbsp;menu, click on&nbsp;Payroll Item List. Right click on the&nbsp;OR - Withholding payroll item and select&nbsp;Edit Payroll Item. Click Next&nbsp;to go the&nbsp;Agency for employee-paid liability&nbsp;window. Enter the&nbsp;Business Identification Number&nbsp;under the field&nbsp;Enter the number that identifies you to the agency. Click&nbsp;Next, then Finish. Related Articles Print pay stubs Oregon Pay Stub Mandate 2017
</description>
<pubDate>Mon, 09 Sep 2019 05:58:12 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/oregon-business-identification-number-required-on-pay-stub/01/369993#M8092
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:58:12Z</dc:date>
</item>
<item>
<title>
FAQ: Payroll Tax Center for Assisted Payroll customers
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/faq-payroll-tax-center-for-assisted-payroll-customers/01/369914#M8091
</link>
<description>
Overview Your QuickBooks Payroll Assisted&nbsp;subscription prepares and files your payroll tax forms and employee W-2 forms on your behalf. Electronic copies of these filed forms are then provided to you through a secure link in QuickBooks to the Payroll Tax Center. With the Payroll Tax Center, you can view, print, save, and email copies of your payroll tax and W-2 forms as many times as you want. Read below to find answers to some of the most frequently asked questions (FAQs) about the QuickBooks Payroll Tax Center. Assumptions You have an active QuickBooks Payroll Assisted&nbsp; subscription. Details For answers to the following FAQ, click the question. General information Payroll Tax Center general information: How do I view filed tax copies? I can't remember my payroll PIN. What do I do? Filed payroll tax forms When are copies of my filed payroll tax forms available? What payroll tax forms does the QuickBooks Assisted payroll subscription 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? 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? W-2 over...
</description>
<pubDate>Mon, 09 Sep 2019 12:19:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/faq-payroll-tax-center-for-assisted-payroll-customers/01/369914#M8091
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T12:19:41Z</dc:date>
</item>
<item>
<title>Have you paid W-2 employees in the current year?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/have-you-paid-w-2-employees-in-the-current-year/01/369968#M8090
</link>
<description>
After you sign up with QuickBooks Online Payroll, we need to know if you’re new to payroll or switching from a previous payroll solution. Why does QuickBooks Online Payroll ask if I have paid any W-2 employees in the current year? This is important because if you are switching from a previous payroll solution or have paid employees in the current year, we’ll need to collect that information from you. When we calculate your payroll taxes, we’re required by the government to factor in all the payroll that you ran earlier in the year. It's also important for employers to know if your worker is a W-2 employee or a 1099 contractor to find out if you need to withhold income taxes and pay Social Security, Medicare taxes, and unemployment tax on wages paid to an employee. According to the IRS, the general rule is that an individual is an independent contractor if the payer has the right to control or direct only the result of the work, not what will be done and how it will be done. Review IRS: Understanding Employee vs. Contractor Designation for more details. Note: For New Jersey employers, we also need to know the number of weeks (Sunday through Saturday) in the quarter during which the employee worked. For more information about entering prior payroll in QuickBooks Online Payroll, ...
</description>
<pubDate>Mon, 09 Sep 2019 05:53:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/have-you-paid-w-2-employees-in-the-current-year/01/369968#M8090
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:53:41Z</dc:date>
</item>
<item>
<title>Social Security and Medicare (FICA) taxes</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/social-security-and-medicare-fica-taxes/01/369990#M8089
</link>
<description>
FICA stands for Federal Insurance Contributions Act. FICA is made up of two taxes, Social Security and Medicare. When switching payroll solutions and setting up Online Payroll for the first time, you may see only FICA in your previous pay stubs or payroll reports. If you only have FICA totals instead of Social Security and Medicare, see&nbsp;Entering Social Security and Medicare YTD Amounts for assistance. Also see Taxes and rates: wage bases and limits.
</description>
<pubDate>Mon, 09 Sep 2019 05:58:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/social-security-and-medicare-fica-taxes/01/369990#M8089
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:58:01Z</dc:date>
</item>
<item>
<title>Run payroll from your mobile device</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/run-payroll-from-your-mobile-device/01/185929#M8088
</link>
<description>
To manage payroll on your mobile device, you can download Intuit's Online Payroll app from the App Store and run payroll from your mobile device. It's free with your payroll subscription! Download the Android app here and the iOS app here. You'll be able to: Create accurate paychecks for employees and contractors E-pay taxes and e-file forms in all states Pay workers by direct deposit (it's free!) Get timely reminders on upcoming payday and tax deadlines View past paychecks Get free, expert payroll support Learn more about what you can do in the Intuit Online Payroll mobile app here for Android and here for iOS.
</description>
<pubDate>Mon, 09 Sep 2019 07:01:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/run-payroll-from-your-mobile-device/01/185929#M8088
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:01:47Z</dc:date>
</item>
<item>
<title>Ways to pay employees</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ways-to-pay-employees/01/369523#M8087
</link>
<description>
When you add an employee to your Quickbooks Online Payroll account, you can choose one of these payment methods: Pay methods Helpful links Pay by direct deposit Set up direct deposit for employees and contractors Connect your bank to Online Payroll Pay with a personal or company check Create a paper paycheck for a direct deposit employee in Quickbooks Online Payroll Pay by printing paychecks on preprinted check stock Print paychecks
</description>
<pubDate>Mon, 09 Sep 2019 09:57:34 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ways-to-pay-employees/01/369523#M8087
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T09:57:34Z</dc:date>
</item>
<item>
<title>Latest payroll news and updates</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/latest-payroll-news-and-updates/01/369199#M8086
</link>
<description>
Find information on the latest payroll update (21913)&nbsp;as well as earlier release updates. QuickBooks Desktop Payroll provides payroll updates to QuickBooks Desktop Payroll subscribers. These updates provide the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms and e-file and pay options. For more information about payroll updates, see Frequently Asked Questions (FAQ) about QuickBooks Desktop payroll updates. The latest Payroll Update is 21913, released July 18, 2019. In the sections below we provide information and links to recent and previous updates. What’s included in Payroll Update 21913 (July 18, 2019) Tax Table Update The Payroll Update includes other changes for: Idaho and Wyoming Forms Update For Enhanced payroll subscribers, this Payroll Update includes state forms that were updated for the following states: Alaska and D.C. e-File and Pay Update There are no E-File &amp; Pay changes in this Payroll Update. Find recent payroll updates For a complete overview of the most recent payroll update, select your product year from the list below: QuickBooks Desktop 2019 QuickBooks Desktop 2018 QuickBooks Desktop 2017 Summary of Past Payroll Updates Payroll Update Number Date Released 21912 06/20/2019 21909 05/16/2019 2190...
</description>
<pubDate>Mon, 09 Sep 2019 14:37:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/latest-payroll-news-and-updates/01/369199#M8086
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T14:37:08Z</dc:date>
</item>
<item>
<title>Payroll tasks: Resource hub</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/payroll-tasks-resource-hub/01/369556#M8085
</link>
<description>
Learn where to find important information about payroll tasks. We've compiled some key resources for you about Payroll Tasks. Follow these links for information you need. Use electronic services to pay and file your payroll taxes File quarterly tax forms Enroll to electronically pay and file taxes How to obtain a new hire report for an employee Enroll in direct deposit (DD)
</description>
<pubDate>Mon, 09 Sep 2019 09:59:04 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/payroll-tasks-resource-hub/01/369556#M8085
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T09:59:04Z</dc:date>
</item>
<item>
<title>Quarterly historical tax amount totals</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/quarterly-historical-tax-amount-totals/01/369991#M8084
</link>
<description>
For each payroll tax type listed in the Paycheck history quarterly detail page, enter the total amount for each quarter shown. You’ll need to have a report from your previous payroll solution or information that has payroll totals for each individual quarter in the current year. Providing quarterly historical tax amount totals when setting up QuickBooks Online Payroll The days that fall into each quarter are as follows: Jan 1 - Mar 31 (1st Quarter) Apr 1 - Jun 30 (2nd Quarter) Jul 1 - Sep 30 (3rd Quarter) Oct 1 - Dec 31 (4th Quarter) The totals you enter for each quarter should match the year-to-date totals you’ve entered for your company and employees so far. When the quarterly totals you enter doesn’t match the year-to-date totals displayed: Are the amounts entered correctly? Make sure that the amounts entered include all paychecks in that quarter and only in that quarter. Were all employees with paychecks in the current year added? Go back to review your employee list and their prior payroll information that you’ve entered. For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll.
</description>
<pubDate>Mon, 09 Sep 2019 05:58:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/quarterly-historical-tax-amount-totals/01/369991#M8084
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:58:03Z</dc:date>
</item>
<item>
<title>
Tax deadlines and important quarterly and year-end dates
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/tax-deadlines-and-important-quarterly-and-year-end-dates/01/369941#M8083
</link>
<description>
Learn about tax deadlines and important quarterly and year-end dates for QuickBooks Payroll Basic, Standard, and Enhanced. Want to keep up to date on key dates and deadlines? We outline key quarterly dates for you. Important Quarterly Filing Dates Any paychecks dated within a calendar quarter (regardless of the pay-period ending date) are included in that quarter's wage information. The quarters are as follows: Quarter 1 (Q1): January 1 - March 31 Quarter 2 (Q2): April 1 - June 30 Quarter 3 (Q3): July 1 - September 30 Quarter 4 (Q4): October 1 - December 31 The following sections outline important quarterly filing dates. March 31, June 30, September 30, December 31 March 31, June 30, September 30, and December 31 are the last days of their respective quarters. Any paycheck dated within the quarter (regardless of the pay-period ending date) will be included in your first quarter 941 and state tax filings. April 30,&nbsp;July 31,&nbsp;October 31, and&nbsp;January 31 April 30, July 31, October 31, and January 31 are the due dates for the following: Deadline for filing Federal Form 941&nbsp; Form 941 filings are due on the last day of the month following the end of the quarter. This does not affect your scheduled tax payment for 941. See Instructions for Form 941 for additional information Deadline f...
</description>
<pubDate>Mon, 09 Sep 2019 05:52:06 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/quarterly-employer-forms/tax-deadlines-and-important-quarterly-and-year-end-dates/01/369941#M8083
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:52:06Z</dc:date>
</item>
<item>
<title>
What does Intuit Assisted Payroll do with employee W-2 information?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/what-does-intuit-assisted-payroll-do-with-employee-w-2/01/369638#M8082
</link>
<description>
Overview What does Quickbooks Desktop Payroll Assisted do with employee W-2 information? Assumptions You have an active Quickbooks Desktop Payroll Assisted subscription, or, if you canceled service, you elected to have Quickbooks Desktop Payroll Assisted Service file the year-end returns on your behalf. Details As part of our service, Quickbooks Desktop Payroll Assisted files copies of employee W-2s and the employer W-3 with the appropriate federal and state agencies, including the Social Security Administration (SSA), on your behalf. Related Articles Tax forms filed by Intuit
</description>
<pubDate>Mon, 09 Sep 2019 05:10:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/what-does-intuit-assisted-payroll-do-with-employee-w-2/01/369638#M8082
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:10:16Z</dc:date>
</item>
<item>
<title>
Filed return is not available in the Payroll Tax Center
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/filed-return-is-not-available-in-the-payroll-tax-center/01/369672#M8081
</link>
<description>
Problem You cannot access a copy of a filed return in the Payroll Tax Center. Expected Outcome You can access a copy of a filed return in the Payroll Tax Center. Assumptions You have an active Assisted Payroll subscription. Details If you cannot find a filed payroll tax form in the Payroll Tax Center, it might be one of the following: Your company did not use Assisted Payroll service within the quarter and year you selected. The form is not yet available. Quarterly Tax Forms are available 35 days after the end of the quarter. For a list of Filing Schedule for Tax Forms filed by Assisted Payroll, see Assisted Quick Tax Guide. You are looking for withholding tax coupons, which are not displayed in the Payroll Tax Center. You are looking for an amendment or a W-2c, neither of which is displayed in the Payroll Tax Center. Amendments and W-2c's are sent to you through secure email to you when completed. For instructions on opening secure emails from Intuit see Set up a secure account to view email from Intuit. Your account was suspended (NSF) You had Entity Change in current year. If you can't access the Payroll Tax Center or download copies of tax returns Intuit has already filed, see Request copies of tax forms. In the Notes section of the request form, indicate that you can't ac...
</description>
<pubDate>Mon, 09 Sep 2019 10:34:33 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/filed-return-is-not-available-in-the-payroll-tax-center/01/369672#M8081
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T10:34:33Z</dc:date>
</item>
<item>
<title>Enter paycheck totals for your W-2 employees</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/enter-paycheck-totals-for-your-w-2-employees/01/370019#M8080
</link>
<description>
When we calculate your payroll taxes, we are required by the government to factor in all the payrolls that you ran earlier in the year. On each employee, you’ll enter totals for each pay type, deduction, and taxes they are set up for. Adding prior payroll totals for your employees Depending on the time of the year and when you paid your employee in the current year, you may be asked for their totals as of the last paycheck date (totals as of today) and their totals as of the most recent quarter ending day in the calendar year (totals as of Mar 31 for first quarter, totals as of June 30 for second quarter, or totals as of Sept 30 for third quarter). For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll.
</description>
<pubDate>Mon, 09 Sep 2019 05:59:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/enter-paycheck-totals-for-your-w-2-employees/01/370019#M8080
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:59:53Z</dc:date>
</item>
<item>
<title>SSN vs. ITIN</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-information/ssn-vs-itin/01/370016#M8079
</link>
<description>
Employers are required to collect employee’s information including Social Security Number (SSN). Employees must have a valid Social Security Number (SSN) Employers are required to collect each employee’s name and Social Security Number (SSN). At the end of the year, employers submit a copy of the W-2 to the Social Security Administration where names and Social Security Numbers are matched. To verify if the employee's Social Security Number is correct, see&nbsp;Verify Social Security numbers of employees for assistance. Individuals with an Individual Tax Identification Number (ITIN) are not eligible for U.S. employment Do not accept an ITIN in place of an SSN for employee identification or for work. An ITIN is only available to resident and nonresident aliens who are not eligible for U.S. employment and need identification for other tax purposes. You can identify an ITIN because it is a 9-digit number, beginning with the number "9" and is formatted like an SSN (NNN-NN-NNN). Online Payroll does not accept an ITIN when adding an employee. Visit IRS website for more details.
</description>
<pubDate>Mon, 09 Sep 2019 05:59:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-information/ssn-vs-itin/01/370016#M8079
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:59:43Z</dc:date>
</item>
<item>
<title>Create final employee paychecks</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-final-employee-paychecks/01/185947#M8078
</link>
<description>
Learn how to create final paychecks in Online Payroll. Do you need to create a final paycheck for an employee leaving your company? Online Payroll lets you create final paychecks for employees&nbsp;for either severance or termination. We'll show you how to do both. Understanding severance pay Severance pay is a payment package offered to employees based on certain length of service and salary requirements. As per Publication 525, severance pay must be paid and reported as income. And thus, subject to federal withholding, social security, medicare, and FUTA taxes. Since severance pay must be treated as supplemental wages, federal withholding depends on whether it was identified as separate from the regular wages. If the employee is exempt from federal income tax on the W-4, the employer should not withhold anything. There are two ways to create a severance paycheck: Option 1: Create severance pay as bonus only paychecks&nbsp;or&nbsp;commission only paychecks. This option lets you use the supplemental withholding tax rates. You won't be able to enter vacation or sick pay hours using this option. However, you can calculate it manually and include it in the bonus/commission amount. 22% - The flat rate on supplemental wages of 1 million dollars. 37% - Mandatory rate for compensation in excess of ...
</description>
<pubDate>Mon, 09 Sep 2019 11:09:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/create-final-employee-paychecks/01/185947#M8078
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T11:09:07Z</dc:date>
</item>
<item>
<title>How do I order W-2, W-3, 1099, and 1096 forms?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-forms/how-do-i-order-w-2-w-3-1099-and-1096-forms/01/369604#M8077
</link>
<description>
Ordering tax forms through QuickBooks Desktop Payroll is easy. Note:&nbsp;To order tax forms you must have an active QuickBooks Desktop Payroll subscription. &nbsp; Before you order, did you know you can e-file your 1099s? For information on pricing, setup and other related topics check out&nbsp;1099 E-File: QuickBooks Desktop setup, troubleshooting, &amp; FAQs. How do I order W-2, W-3, 1099, and 1096 forms? Order tax forms by using the the Intuit Market Place: Conveniently order tax forms at our Intuit Market Place. The Intuit Market Place supports all of our different payroll services. If you aren't sure what to order, we are happy to help! Just give us a call at 800.548.0289. QuickBooks Desktop Payroll Assisted customers:&nbsp; Order W-2 forms for self printing Visit:&nbsp;<A href="https://intuitmarket.intuit.com/blankperfw2" target="_blank">https://intuitmarket.intuit.com/blankperfw2</A>. On the website, select your version of QuickBooks Desktop and confirm that Assisted Payroll is listed as your Payroll Version. If you want to order through phone, you can give us a call at 800.433.8810. Note:&nbsp;It is recommended that you order your year-end forms as soon as possible to ensure timely delivery and distribution. &nbsp; Need more help with tax forms? If you need additional information on tax forms, check out the following related resources: Tax forms filed by Intuit with Intuit Full ...
</description>
<pubDate>Mon, 09 Sep 2019 05:04:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-forms/how-do-i-order-w-2-w-3-1099-and-1096-forms/01/369604#M8077
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:04:51Z</dc:date>
</item>
<item>
<title>How to align preprinted paychecks</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/how-to-align-preprinted-paychecks/01/189505#M8076
</link>
<description>
You can adjust alignment of and print preprinted paychecks in QuickBooks Online&nbsp;Payroll Enhanced. Align and print your preprinted check stock Note: QuickBooks supports voucher-style preprinted check stock, with the check in the upper third and a stub in the bottom two thirds. You can order check stock from Intuit preprinted with your bank and company information. Here's how to align and print your preprinted check stock: Go to Settings, then select Payroll Settings. In the Preferences section, select Paycheck Printing Select Preprinted QuickBooks-compatible voucher check stock. Select Print 2 stubs or Print 1 stub, then OK. To start aligning the checks, select Open Alignment Window. A PDF opens with a sample check to print. Follow the instructions in the PDF and then close it. Select Align Checks. Another PDF opens. Print and then close the window. Follow the instructions then enter best fit letter and number. Select Update Settings and OK. Re-do these steps as needed to properly align checks. Printing troubleshooting tips The following are some of the scenarios that you may encounter when printing preprinted paychecks. Printing too high Choose a letter further down the list to move the information down the page. For example, if the current letter in the field for Which letter...
</description>
<pubDate>Mon, 09 Sep 2019 14:36:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/how-to-align-preprinted-paychecks/01/189505#M8076
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T14:36:45Z</dc:date>
</item>
<item>
<title>Employee totals and company totals do not match</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/employee-totals-and-company-totals-do-not-match/01/369947#M8075
</link>
<description>
When completing prior payroll, you may run into a mismatch error between the employee payroll totals and company payroll totals. Here are some of the reasons: Amounts typed incorrectly Select Back to review your entries for each pay date. Check to make sure that the amounts match your reports. Go back to your employees and review any prior payroll entered. Check that their totals match any reports or pay stubs you used to enter the information. Not all paid employees were included Review your list of employees in QuickBooks Online Payroll. All employees that were paid in the current your should be listed and have their prior payroll entered (including terminated employees). Not all past payrolls were included Select Back to review your totals by pay date. Make sure that all pay dates that occurred in the current quarter are represented by a column. Go back to your employees and review any prior payroll entered. Check that their totals include all paychecks in the current year. Additional paychecks have been issued since you started to set up QuickBooks Online Payroll Select Back to review your totals by pay date. Make sure that all pay dates that occurred in the current quarter are represented by a column. Go back to your employees and review any prior payroll entered. Check t...
</description>
<pubDate>Mon, 09 Sep 2019 05:52:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/employee-totals-and-company-totals-do-not-match/01/369947#M8075
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:52:31Z</dc:date>
</item>
<item>
<title>Add prior payroll totals by paycheck date</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/add-prior-payroll-totals-by-paycheck-date/01/369979#M8074
</link>
<description>
QuickBooks Online Payroll needs payroll totals by paycheck date in the current quarter to calculate taxes accurately and provide the correct information on payroll tax forms. Adding pay dates and payroll totals in the current quarter for prior payrolls In the Company payroll totals for this quarter page, select Add pay date for each individual paycheck date that occurred in the current quarter. Be sure to only enter the totals for each line item from that pay date. Your totals should be for all employees paid on that paycheck date. If you have more than one pay schedule or employees have different pay dates, enter each individual pay date and include only the totals for employees that were paid on that day. For more information about entering in prior payroll in QuickBooks Online Payroll see Prior payroll overview in Online Payroll.
</description>
<pubDate>Mon, 09 Sep 2019 05:54:33 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/add-prior-payroll-totals-by-paycheck-date/01/369979#M8074
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:54:33Z</dc:date>
</item>
<item>
<title>Set up seasonal employees</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-seasonal-employees/01/369263#M8073
</link>
<description>
Learn how to set up seasonal employees in QuickBooks Desktop and Maine employees in QuickBooks Online. If your state requires you to track your seasonal employees, here's a quick guide to help you. Add a seasonal employee QuickBooks Desktop Payroll Adding a new employee Update your QuickBooks Desktop and Payroll subscription. Go to Employees, then select Employee center. Select New employee on the upper left. Fill out all the information needed for your new employee. Select Employment info, then Employment. Under Employment details, choose Seasonal from the drop-down. Select OK. Edit an employee Go to Employees, then select Employee center. Select the name of your seasonal employee. Right-click the name of the employee, then select Edit employee. Select Employment info, then Employment. Under Employment details, choose Seasonal from the drop down. Select OK. QuickBooks Online Payroll, Maine Employers Only Intuit Online Payroll and Intuit Full Service Payroll Select the Employees tab. Select the employee's name from the employee list. Under the Employment section, select the blue Edit link. Select Seasonal. Select OK. QuickBooks Online Payroll, QuickBooks Online Full Service Payroll Select Workers &gt; Employees. Select the employee's name off of the employee list. Select Edit Emp...
</description>
<pubDate>Mon, 09 Sep 2019 14:39:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-up-seasonal-employees/01/369263#M8073
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T14:39:50Z</dc:date>
</item>
<item>
<title>
Not seeing a payroll item when entering prior payroll totals
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/not-seeing-a-payroll-item-when-entering-prior-payroll-totals/01/369552#M8072
</link>
<description>
When setting up payroll and entering company or employee prior payroll totals, pay types, deductions, and taxes listed should match those that you had in your prior payroll solution. If you are not seeing a specific pay type, deduction, or tax item listed as you enter company or employee prior payroll totals, here are some possible reasons: The pay type, deduction, or tax item needs to be added If you need to add or change a pay type, deduction, or tax on an employee, select Cancel on the prior payroll totals page and return to the employee’s profile to make your changes. You have more than one work location If you also have employees that work at a different location from what you entered as your business address, contact Payroll Support for assistance. The payroll item might be called differently in Online Payroll Some payroll tax items may be referred differently in your prior payroll solution. See&nbsp;Social Security and Medicare (FICA) taxes and&nbsp;Federal and state income tax. For more information about entering in prior payroll in QuickBooks Online Payroll, see Prior payroll overview in Online Payroll.
</description>
<pubDate>Mon, 09 Sep 2019 09:58:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/prior-payroll/not-seeing-a-payroll-item-when-entering-prior-payroll-totals/01/369552#M8072
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T09:58:43Z</dc:date>
</item>
<item>
<title>
QuickBooks Desktop Payroll: Additional Medicare Tax
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/quickbooks-desktop-payroll-additional-medicare-tax/01/369964#M8071
</link>
<description>
Overview The Additional Medicare Tax was legislated as part of the Affordable Care Act, and has been in effect since 2013. Under this mandate, in addition to withholding Medicare tax at 1.45%, employers must withhold a 0.9% Additional Medicare Tax from wages paid to an employee once earnings reach $200,000 in a calendar year. Employers are required to begin withholding Additional Medicare Tax in the pay period in which employee wages reach $200,000 and continue to withhold it each pay period until the end of the calendar year. Additional Medicare Tax is only imposed on the employee. There is no employer share of Additional Medicare Tax. All wages that are subject to Medicare tax are subject to Additional Medicare Tax withholding if paid in excess of the $200,000 withholding threshold. As a default, the Medicare Employee Addl Tax payroll item is set-up for all employees, regardless of their annual wages. We encourage you to revisit this article periodically for any updates and additional details. Frequently Asked Questions Is the Additional Medicare Tax still in effect? Yes. The Additional Medicare Tax remains in place for the upcoming calendar year. In addition to withholding Medicare tax at 1.45%, you must withhold a 0.9% Additional Medicare Tax from wages you pay to an emplo...
</description>
<pubDate>Mon, 09 Sep 2019 05:53:27 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/quickbooks-desktop-payroll-additional-medicare-tax/01/369964#M8071
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:53:27Z</dc:date>
</item>
<item>
<title>
What filing periods (years and quarters) are available in the Payroll Tax Center?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/what-filing-periods-years-and-quarters-are-available-in-the/01/370029#M8070
</link>
<description>
Copies of filed tax forms are available in the Payroll Tax Center for 4 years after the filing period ends for current Quickbooks Desktop Payroll Assisted customers. If a copy of a filed tax form isn't available in the Payroll Tax Center, you can request a copy for a fee by completing a request form and faxing it to the number shown on the form. Looking for more information about what forms Intuit files for you or how to access the Payroll Tax Center, see the links below in Related Articles. Related Articles How to access the Payroll Tax Center When are copies of my filed payroll tax forms available? Tax forms filed by Intuit Filed return is not available in the Payroll Tax Center What does the data on my filed tax form mean? Fix an error on my filed form or request an amendment
</description>
<pubDate>Mon, 09 Sep 2019 06:00:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/what-filing-periods-years-and-quarters-are-available-in-the/01/370029#M8070
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T06:00:31Z</dc:date>
</item>
<item>
<title>Contractor direct deposit</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/contractor-direct-deposit/01/369518#M8069
</link>
<description>
Learn the answers to frequently asked questions about contractor direct deposit in QuickBooks Online Payroll and QuickBooks Full Service Payroll. With an active payroll subscription, customers can pay contractors via direct deposit. What's new? Good news—You can now select a future payment date in QuickBooks Online Payroll, avoiding the need to log in on specific dates, reducing missed payments. Here's how To schedule a contractor payment on a future date: Select Workers, then Contractors. Choose contractor's name, then select Pay with direct deposit. On the Contractor payment window, complete the normal payment flow, then select your preferred pay date from the calendar. &nbsp; Also, you can now pay your contractors fast and on time with 24-hour direct deposit. Below's the lead time to guide you on scheduling your pay date. QuickBooks Full Service Payroll: Same day processing, given that all direct deposit payrolls are submitted and approved before 7:00 AM PT Friday (assuming Friday is the payday). QuickBooks Online Payroll:&nbsp;24-hour direct deposit, given that all direct deposit payrolls are submitted before 5:00 PM PT, 1 banking day before the pay date. Accessibility I have a QuickBooks Online account. Will I be able to use this feature? You need to subscribe to QuickBooks Online ...
</description>
<pubDate>Mon, 09 Sep 2019 04:55:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-payroll/contractor-direct-deposit/01/369518#M8069
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T04:55:25Z</dc:date>
</item>
<item>
<title>
E-file through the 1099 E-File Service (QuickBooks Online)
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/e-file-through-the-1099-e-file-service-quickbooks-online/01/369881#M8068
</link>
<description>
If you hire a contractor (also called self-employed or a vendor) to work for your business, you need to complete a 1099-MISC form if you paid them $600 or more in non-employee compensation during the year. For more information, go to the IRS instructions. This article is intended to help you through the process, which includes: (1) verifying your contractor details (2) preparing 1099s in QuickBooks and (3) e-filing them using the Intuit 1099 E-File Service and delivering them to your contractors. Need more help? Check our FAQs Before you start Check 2017 1099 dates and deadlines so you know what to do and when. We’ll also keep you posted about timelines and tasks in your QuickBooks Payroll account and by email. Make sure your contractors’ info is current before you file. When you start working with a contractor, you’ll get some personal and tax info that helps you track payments throughout the year and be prepared it’s time to file 1099s. This includes their name and mailing address, tax ID (SSN or EIN). Choose how you want to file your 1099s. You can use our 1099 E-File Service to file your 1099s with the IRS starting at $14.99 for the first 3 forms (for details and discount info, see 1099 E-File Service pricing). We’ll send online and printed copies directly to your contract...
</description>
<pubDate>Mon, 09 Sep 2019 05:45:19 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/e-file-through-the-1099-e-file-service-quickbooks-online/01/369881#M8068
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:45:19Z</dc:date>
</item>
<item>
<title>QuickBooks Online Full Service Payroll Hub</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/quickbooks-online-full-service-payroll-hub/01/369581#M8067
</link>
<description>
Here's a list of articles that will help you set up and process payroll, manage employees, pay taxes, and file tax forms using QuickBooks Online Full Service Payroll. If you're using QuickBooks Online Payroll, get help here. Paychecks and pay stubs Create Paychecks Edit a Paycheck Print Checks or Pay Stubs Edit Salary Amount On a Paycheck Create severance or termination checks Employees Add, edit or inactivate contractors in QuickBooks Online Add, edit or inactivate employees in QuickBooks Online QuickBooks Workforce (formerly ViewMyPaycheck): Online Payroll FAQs New hire reporting information for IFSP &amp; QBFSP Taxes and forms Taxes and Forms We File For You! Access payroll tax forms Need more help? Find more helpful articles here. Or contact us: Log into your QuickBooks Online company. Select Help at the top right of QuickBooks. Select Contact us. Tell us what you need help with, then choose your preferred support method (chat, call, or community discussion).
</description>
<pubDate>Mon, 09 Sep 2019 10:31:06 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/quickbooks-online-full-service-payroll-hub/01/369581#M8067
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T10:31:06Z</dc:date>
</item>
<item>
<title>Pay a commission</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/special-payroll/pay-a-commission/01/186197#M8066
</link>
<description>
What is a Commission? Commission is a form of compensation that's typically based on an employee's sales performance or completion of a task. Commission can be paid in addition to a salary or instead of a salary. Hourly employees who also receive a commission must be paid at least the minimum wage for hourly workers. You can keep the default name we provide for the Commission pay type, or give it a unique name. In addition to being available for this employee, any custom pay types will be available when you add or edit your other employees. Pay a Commission (Intuit Full Service Payroll) Add the Commission pay type. Click the Employees tab. Select the employee name. In the Pay section, click Edit. Under Additional pay, select the Commission checkbox. Note: If the Commission pay type is displayed, click Show additional pay types. If it's not included in the pay type list, contact us. If you want to change the name of the pay type, click Edit and enter a unique name. Click Save. When you create a regularly scheduled paycheck or an unscheduled check for the employee, the Commission field appears in the compensation section of the Enter Employee Pay Details page. Create a regularly scheduled paycheck for the employee and enter an amount in the Commission field. OR Create an unsched...
</description>
<pubDate>Mon, 09 Sep 2019 12:50:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/special-payroll/pay-a-commission/01/186197#M8066
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T12:50:59Z</dc:date>
</item>
<item>
<title>Set up employee</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-employee/01/369272#M8065
</link>
<description>
Learn how to add an employee in QuickBooks Desktop Payroll. After knowing the basic information of processing payroll, it's about time to add your employee. So you can pay and withhold taxes for them. Here's how. Note: For Assisted Payroll, adding your employee is currently not available for Indiana and Wyoming. <A href="https://www.youtube.com/watch?v=oKTDmWLvj3w" target="_blank">https://www.youtube.com/watch?v=oKTDmWLvj3w</A> Areas to complete to add an employee When creating a new employee or editing their information, you need to enter information in any of these fields. Personal - Enter the employee's name and Social Security number. The other fields are optional. Address and contact - Enter the employee's home address, email address, and phone numbers. Additional info - Enter their employee number and billing rate level (if applicable). You can also define your own fields here, if necessary. Payroll info - Enter all payroll info associated with the employee, such as earning items, taxes, pay frequency, sick and vacation time, if applicable. Employment info - Enter the employee's hire date, release date (if applicable), and employment date. Leave of Absence: Enter the employee's leave details when applicable. Termination: If an employee gets terminated, enter the termination dates and details. Note: If a release date is entered, you need to rem...
</description>
<pubDate>Mon, 09 Sep 2019 07:38:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-employees/set-up-employee/01/369272#M8065
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:38:52Z</dc:date>
</item>
<item>
<title>Run payroll reports</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/run-payroll-reports/01/369201#M8064
</link>
<description>
Learn how to run payroll reports. Do you want to get a closer look at your business's finances? There are several payroll reports you can use to view useful information about your business and employees. We'll tell you about these reports and how to access them. List of payroll reports Here are the reports available in QuickBooks Online Payroll Enhanced and QuickBooks Full Service Payroll. Employee Details These reports contain employee data such as employment info, pay info, payroll details, and more. Employee Directory Use this report to verify employee's personal, work, pay, and tax info. Multiple Worksites This report shows the number of employees by month and total wages by quarter for the selected quarter. This helps you complete your Multiple Worksites Report (if required by your state). Paycheck List This report shows a list of your paychecks created. In this page, you can enter or modify check numbers, print pay stubs, and more. Payroll Billing Summary This report has all the charges billed to your online payroll account. Payroll Deductions/Contribution This report shows employees' total deductions and company contributions, as well as the plan total. Payroll Details This report gives you a detailed info of your employee's payroll. Payroll Summary by Employee It's a c...
</description>
<pubDate>Mon, 09 Sep 2019 06:28:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/run-payroll-reports/01/369201#M8064
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T06:28:23Z</dc:date>
</item>
<item>
<title>
ACH (Automated Clearing House) return code reference chart
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ach-automated-clearing-house-return-code-reference-chart/01/186327#M8063
</link>
<description>
Find out the meaning of ACH return codes in QuickBooks Online, QuickBooks Desktop Payroll, and Intuit Online Payroll. An ACH payment can be returned for a lot of reasons. And when that happens, we receive a return code. Here we'll walk you through various meanings and reasons for ACH return codes. A few things to remember: If you received an email from Intuit regarding an unsuccessful direct deposit or payroll debit with a return code, refer to the list of return codes below to identify the reason and possible course of action. Work with your financial institution first to ensure your bank will accept payroll debits from Intuit and that there are no other issues with your bank account. After working with the bank, contact Payroll Support for any additional questions regarding the rejection. Glossary: ACH - Automated Clearing House Network Addenda Record - An ACH record type that carries supplemental data needed to completely identify an account holder(s) or provide information concerning a payment to the RDFI or receiver. ODFI - Originating Depository Financial Institutions Originator - An organization or company that produces an ACH file and delivers it to an ODFI for introduction into the ACH Network. RDFI - Receiving Depository Financial Institutions ACH return code referen...
</description>
<pubDate>Mon, 09 Sep 2019 07:03:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/ach-automated-clearing-house-return-code-reference-chart/01/186327#M8063
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:03:07Z</dc:date>
</item>
<item>
<title>
What states support the Combined Federal and State Filing Program (1099)?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/what-states-support-the-combined-federal-and-state-filing/01/369544#M8062
</link>
<description>
Taxpayers can utilize the Combined Federal/State Filing Program (CF/SF) to file if their state supports the program. What states support the CF/SF program? The following states support the Combined Federal and State Filing (CF/SF) Program: Note:&nbsp;This table can also be seen in IRS Pub 1220, page 25. &nbsp; State Code* Alabama 01 Arizona 04 Arkansas 05 California 06 Colorado 07 Connecticut 08 Delaware 10 Georgia 13 Hawaii 15 Idaho 16 Indiana 18 Kansas 20 Louisiana 22 Maine 23 Maryland 24 Massachusetts 25 Michigan 26 Minnesota 27 Mississippi 28 Missouri 29 Montana 30 Nebraska 31 New Jersey 34 New Mexico 35 North Carolina 37 North Dakota 38 Ohio 39 South Carolina 45 Vermont 50 Virginia 51 Wisconsin 55 Note:&nbsp;The codes listed only apply to the CF/SF program and may not correspond to state codes of agencies or programs outside of the IRS. &nbsp; &nbsp; Does my state require me to file Form 1099-MISC? You're not required to file Form 1099-MISC with your state if your business is in the following states: Alaska (AK) Florida (FL) Iowa (IA) Illinois (IL) New Hampshire (NH) Nevada (NV) New York (NY) South Dakota (SD) Tennessee (TN) Texas (TX) Washington (WA) Wyoming (WY) Note: For all other states, check with your state agency for filing requirements. We don't file 1099s with the states for you. How do ...
</description>
<pubDate>Mon, 09 Sep 2019 04:57:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/what-states-support-the-combined-federal-and-state-filing/01/369544#M8062
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T04:57:39Z</dc:date>
</item>
<item>
<title>Commonly used articles to get started with Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/commonly-used-articles-to-get-started-with-payroll/01/369601#M8061
</link>
<description>
Here's a list of articles that will help you set up and process payroll, manage employees, pay taxes, and file tax forms using QuickBooks Online Payroll. If you're using QuickBooks Online Full Service Payroll, get help here. Paychecks and pay stubs Create Paychecks Create a reimbursement pay type Create Bonus Paychecks Print pay stubs Print Paychecks Employees IOP/QBOP: Set up or Edit an employee Set up pay stub access for an employee or contractor (PaycheckRecords.com) QuickBooks Workforce: Online Payroll FAQs Change employee payroll information Terminate, deactivate, or delete an employee Direct deposit Online Payroll – Direct Deposit FAQ Enroll in direct deposit (DD) Taxes and forms Enroll to electronically pay and file taxes Use electronic services to pay and file your payroll taxes Online payroll tax and form guide: Hub Taxes and rates: wage bases and limits Deductions and contributions Set up voluntary payroll deductions Set up a garnishment Create a payroll liability check Need more help? You can contact us too. Log into your QuickBooks Online company. Select Help at the top right of QuickBooks. Select Contact us. Tell us what you need help with, then choose your preferred support method (chat, call, or community discussion). &nbsp; &nbsp;
</description>
<pubDate>Mon, 09 Sep 2019 10:31:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/paycheck-forms/commonly-used-articles-to-get-started-with-payroll/01/369601#M8061
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T10:31:55Z</dc:date>
</item>
<item>
<title>Prepare for payroll tax setup</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/prepare-for-payroll-tax-setup/01/369984#M8060
</link>
<description>
As you add or update your company details and tax information in your online payroll account, it is important that the information you provide is accurate. This information is used to assist you with payroll tax calculations, form filings, and tax payments. Use the following guide and resources to help you get the right info: About&nbsp; the business and federal tax information Filing name and business address The filing name is the name on record for the company with the IRS. Some companies may be doing business under a different name from the filing name and we’ll need both. Filling address and business address The filing address should match what the IRS has on record for the company. This may be different or the same as the address of the business where the work is performed. Company type Common forms of businesses are: Sole Proprietorship S Corporation Limited Liability Company (LLC) Corporation 501(c)(3) FEIN Stands for Federal Employer Identification Number. See the IRS website if you want to learn more about the FEIN, do not have an FEIN yet, or misplaced the information. Form filing requirement Generally, employers file Form 941. However, small employers maybe notified by the IRS to file Form 944. See Employment Tax Due Dates and Quick Reference Guide for understanding fed...
</description>
<pubDate>Mon, 09 Sep 2019 05:54:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/prepare-for-payroll-tax-setup/01/369984#M8060
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T05:54:49Z</dc:date>
</item>
<item>
<title>Run reports by class</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/run-reports-by-class/01/372562#M8059
</link>
<description>
Learn how to run reports by class in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and&nbsp;set a budget by class. To get started, go to Reports, then select Standard. Once you're there, here’s what you can do. See sales performance by class Go to the “Sales and customers” group of reports. Then, run these reports: Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance. Sales by Class Summary. This groups your total sales by class. See your business spending by class Go to the “Expenses and vendors” group of reports, then run Purchases by Class detail. This groups your purchases by class. See your profitability by class Go to the “Business overview” group of reports, then run Profit and Loss by Class. This groups your income, expenses, and net income by clas...
</description>
<pubDate>Tue, 10 Sep 2019 08:41:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/run-reports-by-class/01/372562#M8059
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-10T08:41:23Z</dc:date>
</item>
<item>
<title>Track your transactions by class</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/track-your-transactions-by-class/01/372560#M8057
</link>
<description>
Learn how to assign classes to transactions in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. Once you’ve set up your classes, you can start to organize your customer and vendor transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip: You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Go to the Create ⨁ icon and select the type of transaction you want to record. Add the details of the transaction. Assign a class: To assign one to entire invoice or receipt, select the Class ▼ drop-down at the top. To assign one to each item (or row), add the class in the Class column. Tip: Need a new class? Select + Add new at the top of the drop-down list to q...
</description>
<pubDate>Fri, 13 Sep 2019 19:17:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/track-your-transactions-by-class/01/372560#M8057
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-13T19:17:37Z</dc:date>
</item>
<item>
<title>Set budget targets for each class</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-budget-targets-for-each-class/01/372506#M8056
</link>
<description>
Learn how to set budget targets for each class in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to plan ahead for each segment. You can create a budget by class based on profit and loss from last fiscal year. This helps you set more manageable budget targets for each part of your business. Then, you can run reports to see your progress towards your goal, so you can stay on track. We’ll show you how. Step 1: Review your profit and loss by class If you haven’t yet, check your profitability by class from your last fiscal year. Make sure the numbers are right. When you’re ready to add a budget, these figures will help you base your targets on last fiscal year’s financial performance. Go to Reports and select Standard. Search for and run the report Profit and Loss by Class. Go to the top of your report. Select the Report period ▼ drop-down. Then select Last year if your fiscal year starts in January. If not, select Last fiscal year. Select Run report. Step 2: Add a budget goal for each class Ready to plan ahead? Learn how to cre...
</description>
<pubDate>Tue, 10 Sep 2019 19:14:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/set-budget-targets-for-each-class/01/372506#M8056
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-10T19:14:56Z</dc:date>
</item>
<item>
<title>Create and manage your class list</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/create-and-manage-your-class-list/01/372505#M8055
</link>
<description>
Learn how to add, delete, or restore a class in QuickBooks Online Plus and Advanced. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. After you turn on class tracking, create a class for each segment in your business. You can organize your customer and vendor transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment. We’ll help you set up your classes. How to add a new class Remember, it’s best to keep it simple. Too many classes can sometimes become time consuming to work with. And the more straightforward your classes are, the easier it is to understand your reports. Note: Only admins in QuickBooks Plus and Advanced can create classes. If you don’t have Plus or Advanced, it’s easy to upgrade your plan once you’re ready to use class tracking. Go to Settings ⚙ and then All Lists. Select Class. Select New. Give this class a name. To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes. Select Save. Once you’re all set up, you can start to track your transactions by class. Getting a usage limit message? T...
</description>
<pubDate>Tue, 10 Sep 2019 08:40:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/create-and-manage-your-class-list/01/372505#M8055
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-10T08:40:58Z</dc:date>
</item>
<item>
<title>Understand your credit card processing statement</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payments-account/understand-your-credit-card-processing-statement/01/369341#M8054
</link>
<description>
Learn the answers to some of the questions about your statement. Your monthly statement shows your processing activity by date. You'll also find some totals that help you see how your business is doing and track the fees you pay for service. If your statement do not look like this, see Understand the monthly statement and rates for your Intuit QuickBooks Payments account. Frequently Asked Questions Why don't my fee counts match the number of transactions? Fees for some transactions processed near the end of the month may show on the next month's statement. Why don't deposits match my sales by date? You processed additional sales after daily batch time (3PM Pacific time). Intuit withheld funds for a time prior to deposit. How can I lower the fees I pay? Swipe cards whenever possible. Swiped rates are significantly lower. You can order a GoPayment Card Reader via the GoPayment mobile app. Reverse bad sales before batch time (to void instead of refund). If a card is declined, don't try again and don't charge a lower amount. Get signatures whenever possible to guard against charge backs. See if you qualify for a lower rate plan.
</description>
<pubDate>Mon, 09 Sep 2019 08:46:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payments-account/understand-your-credit-card-processing-statement/01/369341#M8054
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:46:00Z</dc:date>
</item>
<item>
<title>
QuickBooks Online Enhanced Payroll and QuickBooks Online Full Service Payroll pricing update
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/intuit-account-billing/quickbooks-online-enhanced-payroll-and-quickbooks-online-full/01/369340#M8053
</link>
<description>
QuickBooks Online Enhanced Payroll (QBOP) and QuickBooks Online Full Service Payroll (QBFSP) pricing update effective November 1, 2018 Why is pricing changing and why is there a new pricing tier? To make services more attractive for emerging businesses, we’ve lowered the monthly base fee for existing users while increasing the monthly per employee fee. Also, to support you as you grow your business, once you reach 11 employees the monthly per employee fee drops for each additional employee you add to the service. What extra value am I getting for the price increase? We are constantly reinvesting to keep our product compliant with a continually evolving tax and regulatory landscape. &nbsp;In addition to this, we also continually innovate in order to deliver best-in-class payroll services. Examples of new features include: Same Day Direct Deposit: Keep your money until 7 AM PT on the day of Payroll with free same-day direct deposit. User permissions: &nbsp;Pay information can now be set at the user level, to limit visibility to sensitive information for additional QuickBooks users. Employee summaries. &nbsp;Detailed payroll summary reports by employee. When does the new pricing go into effect? This following pricing model change will go into effect November 1, 2018 for new and existing direct ...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/intuit-account-billing/quickbooks-online-enhanced-payroll-and-quickbooks-online-full/01/369340#M8053
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:54Z</dc:date>
</item>
<item>
<title>
What to do when payment for your QuickBooks Online Accountant discounted apps fails
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/what-to-do-when-payment-for-your-quickbooks-online-accountant/01/369339#M8052
</link>
<description>
Did payment for your discounted apps fail? No worries! Just log in to your QuickBooks Online Accountant firm then perform any of these three options: Option 1: Validate the credit card on file One option is to validate the credit card on file: Go to Settings ⚙. Under Your Company, select Your Account. In the Your Account page, go to the Manage app subscriptions section. Select the Manage discounted apps drop-down, then select Edit Billing Info. Verify the last four digits of the current credit card on file. Select the Edit button to change your billing info then select Save. Ensure the last four digits of the card match the correct card. Option 2: Ensure all open invoices are successfully paid Another option is to ensure all open invoices are successfully paid: Go to Settings ⚙. Under Your Company, select Your Account. In the Your Account page, go to the Manage app subscriptions section. Select the Manage discounted apps drop-down, then select Edit Billing Info. Locate any invoices with Unpaid status. Select Pay now to pay the invoice with the new credit card on file.(Note: You can also select Pay now once you have opened and viewed the invoice.) Once you have paid the invoice(s), confirm the status reflects Paid on all invoices. Option 3: Confirm if any app subscriptions have...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/what-to-do-when-payment-for-your-quickbooks-online-accountant/01/369339#M8052
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:48Z</dc:date>
</item>
<item>
<title>Set up PA Local Services Tax (LST)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/set-up-pa-local-services-tax-lst/01/370876#M8051
</link>
<description>
Overview This article will help you set up LST deduction for an employee. Intuit Online Payroll Click Employees &gt; employee's name Click Edit in the Deductions &amp; Contributions section. In the Deductions for Benefits section, click Add a Deduction. On the drop-down, select New Deduction &gt; Other deductions For Type, select Other after tax deductions. For the Description, enter LST. For Amount per period, select $ Amount or % of Disposable income, then enter the amount or percentage rate to deduct per paycheck in the field below. For Annual Maximum, enter the jurisdiction's annual maximum amount of LST (will typically be $52). Click Save. QuickBooks Online Payroll and QuickBooks Online Payroll Full Service Click Employees &gt; employee's name Under Employee details, click edit (pencil) icon beside Pay. Click edit (pencil) icon under the question about deduction. On the drop-down, select Deduction/contribution &gt; New deduction/contribution &gt; Other deductions. For Type, select Other after tax deductions. For the Description, enter LST. For Amount per period, select $ Amount or % of gross pay, then enter the amount or percentage rate to deduct per paycheck in the field to the right. For Annual Maximum, enter the jurisdiction's annual maximum amount of LST (will typically be $52). Click OK.
</description>
<pubDate>Mon, 09 Sep 2019 15:12:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/set-up-pa-local-services-tax-lst/01/370876#M8051
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T15:12:50Z</dc:date>
</item>
<item>
<title>
How do I access a ProConnect Tax Online (PTO) return in QuickBooks Online Accountant?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/how-do-i-access-a-proconnect-tax-online-pto-return-in-quickbooks/01/369337#M8050
</link>
<description>
Accessing a ProConnect Tax Online (PTO) return can be done in two ways: Option 1: Access a PTO return from within a QuickBooks Online Accountant firm. Option 2: Access a PTO return from within a client's company. &nbsp; &nbsp; Access a PTO return from within a QuickBooks Online Accountant firm To access a PTO return from within a QuickBooks Online Accountant firm: In QuickBooks Online Accountant, select the hamburger (☰) to expand the Navigation menu. From the left menu, under Your Practice, select Clients. Locate your client from the Client list. From the Tax Return column, choose the corresponding hyperlink. (Note: If the client does not yet have a tax return, hover over the empty Tax Return field to&nbsp;see the link, 20xx: Start tax return. This will open up ProConnect Tax Online in a new tab, for this client.) Access a PTO return from within a client's company To access a PTO return from within a client's company: Select the Briefcase icon to open the Accountant Tools menu. Select ProConnect Tax Online. Locate the client you are working with and use the drop-down menu in the Actions column to view their return or to create a new one. Now you know how to access a ProConnect Tax Online (PTO) return in QuickBooks Online Accountant.
</description>
<pubDate>Mon, 09 Sep 2019 08:14:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/how-do-i-access-a-proconnect-tax-online-pto-return-in-quickbooks/01/369337#M8050
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:39Z</dc:date>
</item>
<item>
<title>View and print past Payroll Confirmation reports</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/view-and-print-past-payroll-confirmation-reports/01/369336#M8049
</link>
<description>
If you have an active QuickBooks Desktop Payroll Assisted subscription or Direct Deposit service and have sent payroll to Intuit Payroll Services, follow the steps below to view and print past Payroll Confirmation reports, which you access differently than other employee and payroll reports. Details To view and print past confirmation reports: Choose Employees &gt; Send Payroll Data. Under Items Received, a list of previous reports appears, along with other payroll reminders. Select a report and click View. To print the report, click Print. Note: Payroll Confirmation reports are saved for as long as you are using Quickbooks Desktop Payroll Assisted or Direct Deposit with the Company file, unless they are deleted by a QuickBooks Desktop user. There is currently no way to download confirmation reports from previous payroll transactions if they are missing. If you are missing a confirmation report, use the confirmation email you received as well as the payroll liability check created in the bank register. To verify that your payroll transmitted successfully, look in your bank register. Green lightning bolts next to your employees' names means the checks were sent. You can also check previous payroll transmissions through the Account Maintenance page: Choose Employees &gt; My Payroll Se...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:35 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-reports/view-and-print-past-payroll-confirmation-reports/01/369336#M8049
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:35Z</dc:date>
</item>
<item>
<title>Error 15215</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15215/01/369335#M8048
</link>
<description>
Problem When downloading payroll updates, you receive the following error message: Error 15215: Unable to verify digital signature. This error is generally caused by a conflict with another application running in the background when you try to download a payroll update.&nbsp;The application could be a program that demands a lot of bandwidth, preventing QuickBooks Desktop Payroll from making a connection to the server.&nbsp;It may also be caused by a&nbsp;firewall or firewall setting which may be blocking QuickBooks Desktop Payroll from connecting to the update server. Click each step below for more details. Reboot the Computer Restarting the computer can force an application that is inhibiting QuickBooks Desktop Payroll to close or reset it's settings to relieve a blocked connection. If restarting corrects the issue, but you continue to get error 15215 on a recurring basis, double-check what programs are running on the computer that could cause the conflict. Continue with the steps&nbsp;below&nbsp;for a permanent solution. Run QuickBooks Desktop as the Window's Administrator. Running QuickBooks Desktop as the windows administrator allows QuickBooks Desktop to take priority over most other programs in Windows. This also tells Windows to allow QuickBooks Desktop to use any resources necessary in order t...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:33 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15215/01/369335#M8048
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:33Z</dc:date>
</item>
<item>
<title>What is my mobile payments User ID/login?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/recover-login/what-is-my-mobile-payments-user-id-login/01/369334#M8047
</link>
<description>
The mobile payments User ID is typically created at the same time as you complete the approval email. Certain situations may occur where that does not happen or you may need to confirm other mobile payments User IDs. The actual mobile payments User ID is only visible to you from within the online service center. For this reason only the merchant will have access to view this information. 1. Log in to the online service center with the email originally used to activate your account. (NOTE:&nbsp;This would be the same email that was used to complete the Approval Email for your payments account.) 2. Click on the Mobile Payments&nbsp;link. 3. The next window that is displayed will list all of your mobile payments users available. (NOTE: If no users appear then click the Invite User button to add your first mobile payments user.) 4. Click on the user link that appears under the User list. This will display a detail view of that user. 5. In the detail view of this user will appear a User ID field. This is the User ID to be used when logging in to the GoPayment app.&nbsp;(IMPORTANT: Although the email that appears here may also be the User ID, it may be different so always use this User ID when logging in to the GoPayment app.)
</description>
<pubDate>Mon, 09 Sep 2019 08:14:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/recover-login/what-is-my-mobile-payments-user-id-login/01/369334#M8047
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:29Z</dc:date>
</item>
<item>
<title>Apply for GoPayment</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/merchant-services/apply-for-gopayment/01/369333#M8046
</link>
<description>
You can apply for GoPayment credit card processing from your computer or your mobile device. If you have not installed GoPayment on your mobile device, are using an unsupported device or are applying from a computer, click the link below to sign up. GoPayment Sign Up If you have installed GoPayment, click the "I'm new here" and follow the steps below (this option only appears immediately after installing the GoPayment application). &nbsp; Enter your email address, select your password, confirm the password and click the Create Account button to continue.NOTE: If the email entered here is already tied to a GoPayment merchant account, you will be directed to log in or reset your password. Next, select the type of business&nbsp; you have. You will then be asked to enter your business information. You will then be asked which plan you would like for your account. Next you will be asked how much you plan on processing a month. Once you have entered in all of the information required and are ready to submit your application, select Submit Application. By doing this you also agree to Intuit's Terms of Service and Merchant Agreement.
</description>
<pubDate>Mon, 09 Sep 2019 08:14:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/merchant-services/apply-for-gopayment/01/369333#M8046
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:26Z</dc:date>
</item>
<item>
<title>
Change bank account for e-payment of tax liabilities
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/change-bank-account-for-e-payment-of-tax-liabilities/01/369332#M8045
</link>
<description>
Learn how to change the bank account where your e-payments for payroll taxes are withdrawn. You can easily change the bank account for that your payroll tax liabilities come from. We'll show you the steps to do that. Update your account for federal 940 and 941/944 e-payments If you wish to change your financial institution information, first determine if you want to make a permanent change. Or if you only need to change it for a single payment that you are making. If this is a permanent change Go to EFTPS.gov&nbsp;and&nbsp;select My Profile. Login using your current PIN and password. &nbsp;Under the Enrollment menu select Additional Taxpayer Enrollment Accept Privacy Act and Paperwork Reduction Act information. Input the new/changed information. (Note: The current financial institution information will display. You will need to type over this information with the updated information.) Select a new PIN number. Log out after you complete the new enrollment. Create a new Internet password. Login with the new PIN and password. If you only need to make the change with one payment On the tax payment page, select "change account" next to the banking information. Input new banking information. Sign and accept authorization. Select Complete. You can begin scheduling payments with the new account imme...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:22 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-payroll/change-bank-account-for-e-payment-of-tax-liabilities/01/369332#M8045
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:22Z</dc:date>
</item>
<item>
<title>My Account: Sign-in help</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/recover-login/my-account-sign-in-help/01/369331#M8044
</link>
<description>
My Account page is a quick and easy way for you to manage all of the important details about your company's Intuit account from one convenient location. To know more, see Use the Customer Account Management Portal Site (CAMPS). Note: For security purposes, Intuit automatically sends you an email notification to confirm any changes you make to your Login info (Password, Email, Security Question, Login Name, Phone, Name, or Address). I am asked for a confirmation code: Sign in to your <A href="https://camps.intuit.com" target="_blank">https://camps.intuit.com</A>. Select how you would like to receive your confirmation code and select Continue. If you no longer have access to the email listed, select the option Confirm my account a different way. Retrieve the confirmation code. It can sometimes take a few moments for the code to arrive. You may also want to check your bulk/junk/spam mail folder to see if the code went there. If the code does not arrive, you can select the Didn't receive a code link in the Check your email window to generate another code. Enter the confirmation code and select Continue. I don't have an account yet: Note: You're almost done! Within a few minutes, Intuit will send you an email with the link to complete the process in getting access to My Account. In the Sign In page, select Create a login. Enter your em...
</description>
<pubDate>Tue, 10 Sep 2019 08:41:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/recover-login/my-account-sign-in-help/01/369331#M8044
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-10T08:41:26Z</dc:date>
</item>
<item>
<title>Error 15241</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15241/01/369329#M8043
</link>
<description>
Problem You receive error 15241: The payroll update did not complete successfully. This error can occur if the QuickBooks Desktop File Copy Service (FCS) is disabled. Details To resolve the error: Windows 8, 7,Vista, or 10 (click here to expand) Close QuickBooks Desktop. Click the Windows Start button, right-click Computer and choose Manage. For Windows 10: Click on the Search button on the taskbar and search for Computer. Right-click on This PC and choose Manage. In the left pane, click Services and Applications. In the right pane, double-click Services. Double-click Intuit QuickBooks FCS. On the General tab, click the Startup type drop-down arrow and select Manual. Click Apply. Click Start, and then click OK. Open QuickBooks Desktop. Download the QuickBooks Desktop product updates. Update payroll tax tables. Windows XP (click here to expand) Close QuickBooks Desktop. From the Desktop, right-click My computer and select Manage. The Computer Management screen opens. Click Services and Applications &gt; Services. To the right the Services window opens. Scroll down and double-click Intuit QuickBooks FCS service. The Intuit QuickBooks FCS Properties window opens. On the General tab, click the Startup type drop-down arrow and select Manual. Click OK. Open QuickBooks Desktop. Download...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:12 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/error-15241/01/369329#M8043
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:12Z</dc:date>
</item>
<item>
<title>
Export information from the Merchant Service Center
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-information-from-the-merchant-service-center/01/369328#M8042
</link>
<description>
The Merchant Service Center has the ability to download certain data fields on to your computer. The files are downloaded in .csv (Comma Separated Value) format so the appropriate software will be required to read&nbsp;this data (contact your IT representative to obtain this software). NOTE: Credit card statements may also be downloaded as a .pdf file. Other than statements, only the following items are available to download form the Merchant Service Center: Transactions Deposits Fees Follow the steps below to download this information. Log in to the Merchant Service Center. From the Activity &amp; Reports menu, select the information you intend to export: Transactions Deposits Fees Select the date range you wish to view and click the Search button. Once the results are displayed, click the Export link to begin downloading. (Transactions window displayed above but the Export option will appear similarly for each window) Once completed, you may receive an option to&nbsp;Download&nbsp;or&nbsp;Open&nbsp;(if you have the appropriate software) the information selected.
</description>
<pubDate>Mon, 09 Sep 2019 08:14:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-information-from-the-merchant-service-center/01/369328#M8042
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:09Z</dc:date>
</item>
<item>
<title>
Handle an e-payment that has been rejected by the agency
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/audit-log/handle-an-e-payment-that-has-been-rejected-by-the-agency/01/369327#M8041
</link>
<description>
Problem The e-payment you have submitted in QuickBooks Desktop has been rejected by the agency. Assumptions You have E-Pay set up in your QuickBooks Desktop and you just submitted an e-payment. Details If an e-payment is rejected, the rejected status will be recorded in the E-payment History window and in the audit trail for e-payment. To handle an e-payment that has been rejected by the payroll tax agency: In QuickBooks Desktop, open the E-payment History window. Go to Employees menu &gt; Payroll Center. From the Payroll Center, go to the Pay Liabilities tab. In the Payment History section, click E-Payments tab. If the status is not updating, toggle between the All Payments tab and the E-Payment tab. Doing so will refresh the list. In the Status column, if the status is Agency Rejected, then the agency has rejected the payment and sent a reason code and possible solutions. Click the Agency Rejected link. In the E-payment Rejected window, review the payment information and the problem and solution messages sent by the agency. Click Void Rejected E-payment. You may now either resubmit the e-payment or create a printed liability check. If you choose to&nbsp;resubmit the e-payment, it is important that you check the status again after resubmitting.
</description>
<pubDate>Mon, 09 Sep 2019 08:14:05 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/audit-log/handle-an-e-payment-that-has-been-rejected-by-the-agency/01/369327#M8041
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:05Z</dc:date>
</item>
<item>
<title>
W-2 print test to check and adjust preprinted forms alignment
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/w-2-print-test-to-check-and-adjust-preprinted-forms-alignment/01/369326#M8040
</link>
<description>
The print test will help you in making sure that the text on your W-2 form will align correctly with the boxes on a preprinted form. When you perform a print test, you use a blank paper so you avoid wasting preprinted forms. Details &nbsp; Assumption: You are in the Print W-2 and W-3 Forms window in QuickBooks Desktop. Note: Your adjustments remain in effect until you change them, so be sure to check alignment when you are ready to print a different type of form. Load your printer with blank paper. In the Print W-2 and W-3 Forms window, click Print Test. This will print the text on your W-2 forms only. Put the printout above your preprinted form or vice versa (whichever has thinner sheet). Hold them up to the light and check the alignment. If the text aligns with the boxes on preprinted forms, you can now print the form using the actual preprinted forms. If the text does not align with the boxes on preprinted forms, proceed to the next step. In the Print W-2 and W-3 Forms window, click Align. In the Preprinted forms alignment window, adjust the alignment of the text. Use only positive numbers. Enter 0 (zero) if the horizontal alignment is correct. Horizontal alignment: Select Left or Right to indicate direction, and then enter the distance (Inches) you want the text to move. Vertic...
</description>
<pubDate>Mon, 09 Sep 2019 08:14:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/w-2-print-test-to-check-and-adjust-preprinted-forms-alignment/01/369326#M8040
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:14:02Z</dc:date>
</item>
<item>
<title>
Adding or removing authorized users from your account
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-users/adding-or-removing-authorized-users-from-your-account/01/370875#M8039
</link>
<description>
Overview This article details how to both add and remove authorized users to your Intuit Online Payroll or QuickBooks Online Payroll account. Details You may grant both employees and non-employees (such as your accountant) user access to your account. Enabling another user grants complete access to your account, giving the user the same privileges as you. These privileges include creating paychecks, making tax payments, generating forms, and modifying account information. Grant a user access to your Intuit Online Payroll account: Select&nbsp;Setup. Under Security and Access, select&nbsp;Payroll Account Access. If the prompt "Do you want to give others permission to work on your payroll?" appears, select Yes. Select&nbsp;the Add a User link at the bottom of the employee list. Enter the user's information and select the access checkbox. Select&nbsp;OK. The following message appears: John Doe is now set up as a user for your payroll account. Give John Doe the following security code : 18789. The first time John Doe logs into your payroll account, we will prompt for this code. &nbsp; We have also sent an email to John Doe with a temporary User ID and password. John Doe will need both the security code and the temporary User ID (with password) to log in the first time. Please make sure that the security co...
</description>
<pubDate>Mon, 09 Sep 2019 15:12:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-users/adding-or-removing-authorized-users-from-your-account/01/370875#M8039
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T15:12:40Z</dc:date>
</item>
<item>
<title>
Update your QuickBooks Self-Employed billing and subscription details
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/intuit-billing-updates/update-your-quickbooks-self-employed-billing-and-subscription/01/369325#M8038
</link>
<description>
Get help with making changes to your QuickBooks Self-Employed subscription. You can make most changes yourself from within your account. View your subscription details, update your payment details, make changes to your billing address, or even cancel your subscription, all from your QuickBooks Self-Employed account. &nbsp;Important: These steps are not applicable if you subscribed through Google Play or iTunes. You will need to modify your billing information with them. Update payment or billing information Open QuickBooks Self-Employed in your web browser. Note: These changes can't be made in the app. Go to Settings ⚙ and select Billing info. Select Edit ✎ in the Payment Information section. Update the credit card information. Select the checkbox off screen to acknowledge and confirm your subscription. Note: If this is not checked, you will get an error “Invalid data. Please double-check the information below”. To update your billing address, fill out the current and correct address in the next section. Select Update and Close (X) when done. Cancel Subscription Go to Settings ⚙ and select Billing info. Under Cancel Subscription, select Cancel Now. Note: If you cancel your subscription, you can only access QuickBooks Self-Employed through the end of your billing period. We will sto...
</description>
<pubDate>Mon, 09 Sep 2019 08:13:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/intuit-billing-updates/update-your-quickbooks-self-employed-billing-and-subscription/01/369325#M8038
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:13:55Z</dc:date>
</item>
<item>
<title>Notice of Discrepancy</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-notifications/notice-of-discrepancy/01/370874#M8037
</link>
<description>
Overview You received a notice of discrepancy from your payroll tax agency regarding an overpayment, balance due, or missing return and want to know what to do with the notice. Details What do I do with a Notice of Discrepancy for overpayment, balance due, or missing return? On the rare occasion that you receive such a notice from a payroll tax agency, Intuit's tax specialists will research the case and work directly with you to provide proof of payment or filing on your behalf. Before forwarding the notice to Intuit, check the following: What type of tax is the notice for? Intuit handles IRS forms 941, 940, and W-2, state unemployment insurance, state withholding tax, and local withholding taxes. Notices for other business taxes, such as sales tax, corporate income tax, and franchise tax, should be directed to your accountant or tax advisor. To what period does the notice pertain? Intuit's Reporting Agent Authorization takes effect with the first payroll you process. For assistance with tax issues or penalties incurred before your enrollment, contact the person or company who handled your payroll at that time. After confirming that the notice pertains to a payroll tax filing or payment prepared by Intuit, email the notice to taxnoticeresolution@intuit.com. If you are unsure w...
</description>
<pubDate>Mon, 09 Sep 2019 15:12:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-notifications/notice-of-discrepancy/01/370874#M8037
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T15:12:36Z</dc:date>
</item>
<item>
<title>
Customer are receiving "Invalid State" or "Data you are trying to modify is already in use" when selling items from a Customer Order
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/customer-are-receiving-invalid-state-or-data-you-are-trying-to/01/369316#M8036
</link>
<description>
What you may be experiencing: Customers are encountering an error or no confirmation after Selling Items from a Customer Order. Cannot execute the Command: Invalid State. The Data you are trying to modify is already in use by this workstation. What you can try now: Try right-clicking on the Windows Task Bar and choose Cascade Windows to bring the payment modal window back into focus and complete the transaction. Current Status: We are aware of this issue and appreciate your patience as we continue to research root cause and possible solutions. Next Update: 09-12-2018
</description>
<pubDate>Mon, 09 Sep 2019 08:13:35 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/help-articles/customer-are-receiving-invalid-state-or-data-you-are-trying-to/01/369316#M8036
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:13:35Z</dc:date>
</item>
<item>
<title>
Create and print annual, quarterly and W-2 forms for years prior to QuickBooks Desktop Payroll Assisted service
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/create-and-print-annual-quarterly-and-w-2-forms-for-years-prior/01/369315#M8035
</link>
<description>
Overview This article explains how to create and print W-2 and other tax forms for the year before you subscribe to QuickBooks Desktop Payroll Assisted service. E-file and E-pay do not work after you activate QuickBooks Desktop Payroll Assisted service. Details To print W-2 forms for the years before you subscribed to QuickBooks Desktop Payroll Assisted service: Choose Employees &gt; Payroll Tax Forms &amp; W-2s &gt; Process Payroll Forms. Select Annual Form W-2/W-3 Wage and Tax Statement/Transmittal. Click Create Form. Under Select Filing Period next to Year, enter the year for the W-2 forms you want to print and click OK. Note: This year must be before you subscribed to QuickBooks Desktop Payroll Assisted service. The following message might appear: QuickBooks Desktop only stores one version of each tax form. Click OK. Follow the onscreen instructions to create the forms. To print other quarterly or annual forms for the years before you subscribed to QuickBooks Desktop Payroll Assisted service: Choose Employees &gt; Payroll Tax Forms &amp; W-2s &gt; Process Payroll Forms. Select the federal form or state form that you want to print. If you don't see the state form from the list: In the File Forms tab, click on the Forms botton. Select Make a New Form Active. Note: If you don't have an employee ...
</description>
<pubDate>Mon, 09 Sep 2019 08:13:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-forms/create-and-print-annual-quarterly-and-w-2-forms-for-years-prior/01/369315#M8035
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:13:31Z</dc:date>
</item>
<item>
<title>Run End of Day Procedure</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/run-end-of-day-procedure/01/369314#M8034
</link>
<description>
Once the retail day is over, it's time to tally up the sales, count the money, exchange information with your financial software, and back up your data. Important In a multi-worktstation configuration, the End of Day procedure must be run from the server workstation if you wish to include a data back up, Financial Exchange, and Store Exchange. To perform End of Day in Point of Sale From the I want to drop-down, choose End of Day. Check all applicable actions that you want to perform: Run End of Day Report Back up your company data Send data to remote stores Exchange data with QuickBooks Select Start and wait for the process to finish.
</description>
<pubDate>Mon, 09 Sep 2019 08:13:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/point-of-sale-services/run-end-of-day-procedure/01/369314#M8034
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:13:25Z</dc:date>
</item>
<item>
<title>How to create 1099 summary or detail reports</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/how-to-create-1099-summary-or-detail-reports/01/369312#M8033
</link>
<description>
Overview This article describes how to create 1099 summary and detail reports. Reports relating to 1099 forms are located under the Vendor and Payables sub-menu on the Reports menu. These reports can be very helpful in troubleshooting why 1099's are not produced as expected. The reports available are: 1099 Summary (which shows a vendor by vendor total), and 1099 Detail (which shows individual transactions subtotaled by vendor). Expected Outcome You can create 1099 summary and detail reports. Assumptions You have an active, up-to-date version of QuickBooks Desktop. Also, you have a created a 1099 vendor and paid the vendor in QuickBooks Desktop. Details To create a 1099 report: Click on Reports on the top menu bar. Select Vendors and Payables. Select either 1099 Summary or 1099 Detail. Note: Reports will default to the Last Calendar Year, so be sure the report is set up for the correct date range next to Dates at the top of the report. If the 1099 Summary or 1099 Detail reports do not appear, you may not have activated the 1099 feature in QuickBooks Desktop. To activate the 1099 feature: Choose Edit &gt; Preferences. Click Tax: 1099 on the left. Click the Company Preference tab. Next to Do you file 1099-MISC forms? select Yes. Click OK to save the preference.
</description>
<pubDate>Mon, 09 Sep 2019 08:13:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/1099-misc-payroll-forms/how-to-create-1099-summary-or-detail-reports/01/369312#M8033
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:13:10Z</dc:date>
</item>
<item>
<title>About multistate employment payroll situations</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/about-multistate-employment-payroll-situations/01/370873#M8032
</link>
<description>
Learn the things you need to know if you have multiple work locations in different states. Dealing with multistate employment situation can be complex. Consult an accountant or a tax advisor for an advice. You can also contact us with regards to your payroll. From the Help section in your online payroll, select Contact us to connect to a payroll support. &nbsp; Setting up work locations The first business address that you enter in your account is your primary work location. Enter additional work location as needed: QuickBooks Online Payroll Enhanced Go to Settings and select Payroll Settings. Under Business Information, select Work Locations. Select Add a Work Location, and enter the work location address. Select Save. Intuit Online Payroll Go to Setup. Under Business Information, select Work Locations. Select Add a Work Location, and enter the work location address. Select Save. Note:&nbsp; Add a Work Location option is only for Intuit Online Payroll Enhanced users.&nbsp; If you are using Intuit Online Payroll Basic, upgrade your payroll subscription to Enhanced. QuickBooks Online Payroll Full Service and Intuit Online Payroll Full Service Contact us to help you enter a new work location in your payroll account. From the Help section in your product, select Contact us to connect to a payrol...
</description>
<pubDate>Mon, 09 Sep 2019 15:12:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/payroll-taxes/about-multistate-employment-payroll-situations/01/370873#M8032
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T15:12:14Z</dc:date>
</item>
<item>
<title>QuickBooks Online Accountant Apps Program Guide</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/audit-log/quickbooks-online-accountant-apps-program-guide/01/369310#M8031
</link>
<description>
Accountant Apps Program (AAP) is Ending While more accountants and small businesses use apps with QuickBooks than ever before, the overwhelming majority of accountants prefer to enroll in apps outside of the Accountant Apps Program. In fact, only 3% of Certified QuickBooks ProAdvisors were using the program. With the discontinuation of AAP, Intuit will no longer provide consolidated billing for your firm’s apps. If you have an active subscription through this program, you'll get more information from the app developer soon including details about whether the price of the app will change. You will need to enter your billing information directly with each app developer to continue your app subscription. We don’t expect any disruption to the app services, so you and your clients may continue to use them as normal. Additionally, you will still be able to explore and install apps for your firm and your clients through the Apps tab in QuickBooks Online Accountant. What is changing / not changing? With the end of the Account Apps Program, you will no longer have the ability to purchase discounted apps and received consolidated billing. You WILL still be able to search for apps and provision apps for your clients from the Apps tab in QuickBooks Online Accountant. When will this change...
</description>
<pubDate>Mon, 09 Sep 2019 08:13:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/audit-log/quickbooks-online-accountant-apps-program-guide/01/369310#M8031
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:13:01Z</dc:date>
</item>
<item>
<title>Healthcare: Health Savings Account</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/healthcare-health-savings-account/01/369309#M8030
</link>
<description>
This category includes contributions (deposits) you make to a Health Savings Account (HSA), which is a type of special savings account for healthcare expenses. If you make contributions to a Health Savings Account (HSA) and have a high-deductible health plan (HDHP), you may be able to deduct your contributions from your annual taxes. Whether the contributions are deductible depends on a number of factors, such as having a high-deductible health plan (HDHP) and more. When you complete your healthcare profile (Gear icon &gt; Healthcare), we can help determine your eligibility and estimate what the deduction might be. &nbsp;
</description>
<pubDate>Mon, 09 Sep 2019 08:12:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/employee-direct-deposit/healthcare-health-savings-account/01/369309#M8030
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:53Z</dc:date>
</item>
<item>
<title>Income: Business Income</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/income-business-income/01/369308#M8029
</link>
<description>
Any positive transaction (deposit) you mark as Business is considered Business Income. Business Income is part of the calculations we do for estimated taxes, so it should only include money that comes from your self-employed work. Generally, this is gross receipts or sales, including amounts reported on 1099 forms issued by clients or others for whom you provided services. Other types of income you can report include any bad debts you recovered (if they were written off on prior-year tax returns) and interest on business bank accounts. What not to include as Business Income: Other deposits, such as a "regular" paycheck from an employer (as long as it has taxes taken out) should be marked as Personal. Personal Income transactions are excluded from the calculations we do for estimated taxes. Also, any money you invest in your business should be categorized as an Owner's Deposit. For these types of deposits, select Transfer &gt; Owner's Deposit in the Category list. That way, they're excluded from your taxable Business Income.
</description>
<pubDate>Mon, 09 Sep 2019 08:12:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/income-business-income/01/369308#M8029
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:50Z</dc:date>
</item>
<item>
<title>Schedule C: Travel expenses</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-travel-expenses/01/369307#M8028
</link>
<description>
This category is specific to the cost of business travel (not personal). This category does not include any expenses for local meals or travel in or around your home location. Note: You are not required to keep receipts for amounts less than $75, but you do need to document the purpose of the expense and how it relates to your business. Examples include: Important: Meals you eat while traveling away from home, either by yourself or with clients, don't fall into this category. Use the Meals and entertainment category instead. Air, train, or bus fare for business travel Hotel costs for business travel (except not meals) Rental car expenses Taxi, shuttle fares and transportation tips while out of town on business Gas, oil, parking fees and tolls while out of town Computer rental costs when away on business Internet access fees when away on business Phone calls when away on business Tips while traveling (except for meal tips, which are only 50% deductible) Dry cleaning if you have to stay overnight for business Cost of shipping baggage, supplies, products, equipment necessary for business Cost of storing baggage and equipment during a business trip Late check-out charges, if you are required to stay overtime for business
</description>
<pubDate>Mon, 09 Sep 2019 08:12:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-travel-expenses/01/369307#M8028
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:46Z</dc:date>
</item>
<item>
<title>Income: Personal Income</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/personal-income/income-personal-income/01/369306#M8027
</link>
<description>
Any positive transaction (deposit) you mark as Personal falls into the Personal Income bucket. Personal income should be any positive amount deposited to your accounts that doesn't come from your self-employed work. This means that payroll paychecks from employers—as long as they have taxes taken out—are considered personal income. Here's an example: Let's say you have a "regular" W2-type day job, but you also work nights and weekends as a personal chef. Your day job gives you a paycheck every 2 weeks, and it already has taxes and other deductions taken from it. Your chef job pays you per job, in full, without any deductions. To us, your day job money is considered Personal Income, and your chef job money is Business Income. Personal income isn't included in the calculations we do for estimated taxes, but business income is. Tip! If you share bank accounts with a significant other, their paychecks and deposits should be marked "Personal" in the app as well.
</description>
<pubDate>Mon, 09 Sep 2019 08:12:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/personal-income/income-personal-income/01/369306#M8027
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:43Z</dc:date>
</item>
<item>
<title>Amazon integration with QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/amazon-integration-with-quickbooks-self-employed/01/369305#M8026
</link>
<description>
You can import Amazon order information into QuickBooks Self-Employed for an easier experience categorizing your business transactions! The feature is currently only available to via QuickBooks Self-Employed labs to select test users. In order to integrate your Amazon account: Select the gear in the upper right corner Select Labs Select&nbsp;Turn It On Enter your Amazon credentials Allow the connection to complete Once you've connected to Amazon, you'll see a few orders at first (don't worry, it's still working in the background to pull in more, back to Jan 1, 2018). Hover over transactions imported from connected Amazon account to see the Order details. They will be identified with how many order items have been attached. You can then&nbsp;Split the transaction&nbsp;by Order Item. When splitting in QuickBooks Self-Employed, the transaction defaults to a split by item, with the shipping and sales tax for the order allocated proportionally across the items. You may check a box to split out the sales tax and shipping as separate expense lines. Some things to keep in mind: No new&nbsp;transactions are created. Existing transactions imported from your bank or credit card are matched to orders on Amazon and the order details are added to them. For Amazon order details to appear in QuickBooks Self-Empl...
</description>
<pubDate>Mon, 09 Sep 2019 08:12:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/amazon-integration-with-quickbooks-self-employed/01/369305#M8026
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:40Z</dc:date>
</item>
<item>
<title>"Downgrade" to QuickBooks Self-Employed only</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/downgrade-to-quickbooks-self-employed-only/01/369304#M8025
</link>
<description>
We have a great Tax Bundle subscription that includes both QuickBooks Self-Employed and Turbo Tax Self-Employed for one subscription price. It gives you use of both our app and Turbo Tax Self-Employed, plus free e-filing for one federal and one state return. If you signed up for the bundle, but want to use a different tax prep method, you can change your bundle to QuickBooks Self-Employed only. Here's what to do: Select the Gear from any page, and then choose Billing info. At the bottom of the Billing Info page, select Cancel now. Select the Keep QuickBooks Self-Employed option. Select Change subscription. If you make the change before the end of your billing cycle, you'll receive a prorated refund for your bundled price. This should happen automatically, but if it doesn't, contact our support team. iOS Leave the QuickBooks Self-Employed app and go to your Device Settings. Select Your Name. Select iTunes &amp; App Store. Select Subscriptions. Select QuickBooks Self-Employed. Select the standalone offer. Confirm the changes. Important!: Older Apple subscribers may find they do not have the option to downgrade. This is because only recent version of the app's billing have made this option available. If you are following the steps above and do not see the option to downgrade, you wil...
</description>
<pubDate>Mon, 09 Sep 2019 08:12:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/downgrade-to-quickbooks-self-employed-only/01/369304#M8025
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:36Z</dc:date>
</item>
<item>
<title>Health Insurance Premiums</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/health-insurance-premiums/01/369303#M8024
</link>
<description>
If you meet certain criteria, you may be able to claim a self-employed health insurance deduction for premiums you pay for health insurance. (Dental and vision insurance may be deductible too). Eligible if: You’re self-employed Have a net profit for the year Pay insurance premiums yourself Have a policy listed in your name (or your business name) Not eligible: If you declined or opted out of health insurance offered to you by an employer, your spouse’s employer, or your parents Good to know: If you meet the eligibility criteria listed above, you can also deduct the premiums you pay for your tax dependents (score!) Your deduction is limited to the amount of your business income, minus a few other adjustments the IRS throws in to make the math harder. (TurboTax or your accountant can help you with the specifics.) Caveats Whether the premiums are a deduction for annual taxes depends on a number of factors. When you complete your healthcare profile (Gear icon &gt; Healthcare), we can help determine your eligibility and estimate what the self-employed health insurance deduction might be. We determine your eligibility and estimate deduction amounts with the end goal of making sure your quarterly tax estimates are accurate so you don’t pay too much. Come annual tax time, other factors a...
</description>
<pubDate>Mon, 09 Sep 2019 08:12:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/health-insurance-premiums/01/369303#M8024
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:32Z</dc:date>
</item>
<item>
<title>
Filing for a federal tax extension through TurboTax
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/filing-for-a-federal-tax-extension-through-turbotax/01/369302#M8023
</link>
<description>
If you aren't able to complete your Federal Tax return by the April deadline, find out how and when to file for an IRS extension here. &nbsp;
</description>
<pubDate>Mon, 09 Sep 2019 08:12:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/filing-for-a-federal-tax-extension-through-turbotax/01/369302#M8023
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:29Z</dc:date>
</item>
<item>
<title>How we approach sales tax</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/how-we-approach-sales-tax/01/369301#M8022
</link>
<description>
Managing sales tax requires a little bit of effort, but not too much. Here's how to deal with sales tax in our app. How do I categorize sales tax? When you receive income that includes sales tax, mark the entire transaction as Business Income don't separate out the sales tax amount. Then, when you make the sales tax payments to your government, mark that expense as Business and categorize it as Taxes &amp; Licenses: Sales Tax. If you're an online seller or take payments electronically, the service you use may automatically keep track of your sales tax totals, making it easy for you to submit the payments to your state, county, or city. If not, you may need to keep track of these manually or use a separate tool to help you do this. Can I apply sales tax in an invoice? You can make a separate line item for it, but we don't calculate it for you. If you need to manage sales tax in invoices, we recommend QuickBooks Online. I'm an Etsy seller. How do I handle sales tax? On Etsy, you'll see your sales tax collected, but it won't show up in a separate transaction in our product. Use the sales tax totals you find on Etsy to make your sales tax payments. Then, when your bank processes the payments, come back to our app and follow the categorization steps above.
</description>
<pubDate>Mon, 09 Sep 2019 08:12:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/how-we-approach-sales-tax/01/369301#M8022
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:25Z</dc:date>
</item>
<item>
<title>Why don't certain deductions export to TurboTax?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-don-t-certain-deductions-export-to-turbotax/01/369300#M8021
</link>
<description>
If you're a tax bundle subscriber, you can export your QuickBooks Self-Employed data directly into TurboTax. There are, however, certain deductions that won't export to TurboTax because they require a little more attention on your part. Here's what you need to do. Step 1: Review these deduction types - Interest paid. Only the interest portion of business loan and credit card payments is deductible. Make sure to categorize the correct amount for these expenses before filing your tax return. - Home office. We use the simplified method for calculating this deduction: multiply your home office square footage by a set amount (currently $5 and not to exceed 300 square feet). For filing your annual taxes, TurboTax (or your accountant) compares the simplified method with the standard method (actual expenses over the year) to see which is most beneficial to your tax return. - Vehicle loan interest. The "Interest paid"note above applies here, too. - Other vehicle expenses. Some vehicle expenses such as fines, tickets, and the principal portion of an auto loan aren't deductible. Exclude these types of payments to get the most accurate deduction total for your tax return. - Healthcare expenses. Certain healthcare expenses may be considered business, while others may be considered personal...
</description>
<pubDate>Mon, 09 Sep 2019 08:12:22 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-don-t-certain-deductions-export-to-turbotax/01/369300#M8021
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:22Z</dc:date>
</item>
<item>
<title>QuickBooks Self-Employed - Annual Taxes Guide</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/business-assets/quickbooks-self-employed-annual-taxes-guide/01/369299#M8020
</link>
<description>
Another year is behind us, which means it’s time to get ready for taxes.&nbsp;We put together a time-based to-do list for self-employed, freelancers, and independent&nbsp;contractors to make the prep work simpler for you.&nbsp;We made this article into an interactive to-do list! Download and save&nbsp;the PDF for easy tax prep. December-January To-Do's Complete the Tax Checklist Review transactions and connect your bank accounts. If you have any unreviewed transactions from the year, be sure to designate transactions as business or personal. If needed, give uncategorized transactions a category so your deductions are accurate. If you haven’t connected your bank, consider doing so you can quickly download expenses. Once they're imported, mark them as business or personal. Double-check your tax profile before you file. Your tax profile is the most important way to ensure your estimated taxes are accurate. You should review your profile every year or if you go through a life event like getting married or having a child. Review your mileage. Business miles can be one of the biggest tax write-offs. Make sure you’re getting the most out of this self-employment deduction. If you tracked any miles outside of QuickBooks, be sure to add them now. To claim mileage, the IRS requires certain info about your v...
</description>
<pubDate>Mon, 09 Sep 2019 15:12:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/business-assets/quickbooks-self-employed-annual-taxes-guide/01/369299#M8020
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T15:12:03Z</dc:date>
</item>
<item>
<title>Categories in QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/categories-in-quickbooks-self-employed/01/369298#M8019
</link>
<description>
You gave us feedback that you wanted help organizing your expenses more accurately. We heard you! We updated existing categories and created new ones. Rest assured, we didn't delete any. We simply renamed many of them so it's easier to identify where your expenses belong. We applied these changes to your past expenses so that all your expenses are consistently categorized. You can pick up right where you left off. Heads up: If you can't find a specific category, don't panic. All our categories feed into broad (and sometimes not intuitive) IRS Schedule C categories. (This is the form for claiming self-employed income and expenses.) Select whichever category makes the most sense to you and we'll make sure your expenses go where they belong in Schedule C. Categories we renamed Assets: Computers | New name: Computers (asset, usually &gt; $200) Copiers | New name: Copiers (asset, usually &gt; $200) Furniture | New name: Furniture (asset, usually &gt; $200) Phone equipment | New name: Phone (asset, usually &gt; $200) Photo/Video equipment | New name: Photo/video equipment (&gt; $200) Software package/suite | New name: Apps/software/web services (&gt; $200) Tools/equipment | New name: Other tools and equipment (&gt; $200) Business income: Business Income | New name: Income Car and Truck: Car &amp; Truck | Ne...
</description>
<pubDate>Mon, 09 Sep 2019 08:12:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/categories-in-quickbooks-self-employed/01/369298#M8019
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:13Z</dc:date>
</item>
<item>
<title>Schedule C: Commissions and fees</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/general-1099-misc/schedule-c-commissions-and-fees/01/369297#M8018
</link>
<description>
These are the commissions you’ve paid outside of a 1099-MISC payment Heads up: If you paid an independent contractor or freelancer $600 or more for commissions on a project and did not withhold any type of taxes, you are required to send that contractor, and the IRS, a 1099-MISC. We automatically categorize these transactions for you as commissions and fees: Transaction/processing fees Referral/broker/selling fees You can also enter these as commissions and fees: Finder's fees Sales commissions Fees for legal referrals Shared commissions (common in real estate) Commissions paid to managers and agents who are not employees Fees for drop shippers Fees for online referrals
</description>
<pubDate>Mon, 09 Sep 2019 08:12:04 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/general-1099-misc/schedule-c-commissions-and-fees/01/369297#M8018
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:04Z</dc:date>
</item>
<item>
<title>Transfers: Owner's Deposit</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/owner-s-deposits/transfers-owner-s-deposit/01/369296#M8017
</link>
<description>
Use this category for deposits where you add your own money to your self-employed finances. This type of deposit differs from business income because it's not money that was paid to you by someone else for work you did. And it differs from personal income because you're making the money available for your self-employed work—you're investing in your work. Because this type of transaction is a "transfer," we exclude it from our calculations for estimated taxes or business income.
</description>
<pubDate>Mon, 09 Sep 2019 08:12:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/owner-s-deposits/transfers-owner-s-deposit/01/369296#M8017
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:12:01Z</dc:date>
</item>
<item>
<title>Quick links to federal tax forms</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-forms/quick-links-to-federal-tax-forms/01/370872#M8016
</link>
<description>
Find IRS links and support information for federal tax forms. We've gathered together information on federal tax forms for you. In order to view these IRS forms and support materials, you'll need to have Adobe Reader installed. Install Adobe Reader Go to <A href="http://get.adobe.com/reader/" target="_blank">http://get.adobe.com/reader/</A>. The web page automatically detects your OS and Reader version. If the web page indicates that a newer version is available, choose Install Now. Select the downloaded file and follow the instructions. IRS Tax Forms Form 941 For a PDF of the form see: IRS Form 941 For IRS instructions see: IRS Instructions for Form 941 For troubleshooting steps see: How QuickBooks Populates The 941 Form 940 For a PDF of the form see: IRS Form 940 For IRS instructions see: IRS Instructions for Form 940 For troubleshooting steps see: How QuickBooks Populates The 940 Form 944 For a PDF of the form see: IRS Form 944 For IRS instructions see: IRS Instructions for Form 944 For troubleshooting steps see: How QuickBooks Populates The 944 Form 1099 For a PDF of the form see: IRS Form 1099 For IRS instructions see: IRS Instructions for Form 1099 For troubleshooting steps see: QuickBooks Desktop behavior: 1099 Form W-2 For a PDF of the form see: IRS Form W-2 For IRS instructions see: IRS Instructions for Form W-2 For troublesh...
</description>
<pubDate>Mon, 09 Sep 2019 15:11:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-forms/quick-links-to-federal-tax-forms/01/370872#M8016
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T15:11:57Z</dc:date>
</item>
<item>
<title>
Error "POS got stuck for a second and needs to be closed.." while processing credit cards, after updating to v18 R3 or v12 R13
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/process-credit-card-payments/error-pos-got-stuck-for-a-second-and-needs-to-be-closed-while/01/369295#M8015
</link>
<description>
What you may be experiencing: Merchants are reporting error "POS got stuck for a second and needs to be closed.." , after updating QuickBooks Point of Sale v12 to R13 or v18 R3. Current Status: Great News! This is now resolved&nbsp;with the latest Point of Sale versions of 2012 Release 14 &amp;&nbsp;2018 Release 4. You can download the manual patch&nbsp;within the following article:&nbsp;<A href="https://support.quickbooks.intuit.com/Support/ProductUpdates.aspx" target="_blank">https://support.quickbooks.intuit.com/Support/ProductUpdates.aspx</A> &nbsp;
</description>
<pubDate>Mon, 09 Sep 2019 08:11:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/process-credit-card-payments/error-pos-got-stuck-for-a-second-and-needs-to-be-closed-while/01/369295#M8015
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:49Z</dc:date>
</item>
<item>
<title>Troubleshoot tag printer issues</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/use-products-or-services/troubleshoot-tag-printer-issues/01/369294#M8014
</link>
<description>
You may encounter any of the following errors and issues with your Tag Printer. Follow the steps outlined below to make sure you get back to printing tags in no time! Error: Barcode Active X class not registered ActiveX TBarcode 3.0.ocx Printer appears to function properly but the labels are either blank or have very faint printing Tags not printing Available designs field is blank or only showing Avery labels Jewelry tags are printing in between the tags and cutting off while using the Zebra LP 2824 Plus printer Printing issues may occur if: Printer is not compatible with QuickBooks Desktop Point of Sale Thermal paper is not properly placed in the printer Printer is not connected to the computer Printer is not configured on the Point of Sale preferences Printer is offline You are attempting to print to non-thermal tags Damage to the Zebra printer driver installation Some Zebra printers were shipped with incorrect power supplies that did not supply sufficient voltage to the printer Printer drives are damaged Solution 1: Ensure the printer is turned on, cables are properly connected, and paper is available Disconnect and reconnect the cable running from the printer to the computer at both ends. Ensure that the printer is powered on and properly plugged in. Check that the paper ...
</description>
<pubDate>Mon, 09 Sep 2019 08:11:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/use-products-or-services/troubleshoot-tag-printer-issues/01/369294#M8014
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:36Z</dc:date>
</item>
<item>
<title>
My QuickBooks Self-Employed from TurboTax Self-Employed is expiring
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/my-quickbooks-self-employed-from-turbotax-self-employed-is/01/369293#M8013
</link>
<description>
Is your QuickBooks Self-Employed account expiring? It may be because you didn’t file your taxes with TurboTax Self-Employed in 2018. When you file with TurboTax Self-Employed, you automatically get a free QuickBooks Self-Employed subscription for a year and it'll last until April 30 of the next tax year. If you chose a different method for filing your taxes (no judgement from us), the free subscriptions ends after April 30, 2018. To continue tracking expenses with QuickBooks Self-Employed, you need to pay for a subscription. Good news, though: We’ll give you a special discount offer. Choose between: QuickBooks Self-Employed (basic). You’ll get the same great expense tracking year-round: business spending and income, mileage tracking, invoices, receipts, and more. Come tax time, use the built-in reports to help file your taxes with whatever method you choose. QuickBooks Self-Employed + TurboTax Self-Employed (tax bundle). In addition to expense tracking year-round in QuickBooks, you’ll be able to file your tax return with TurboTax Self-Employed at no extra cost. You just export your info directly to TurboTax. One federal and one state return is included. Important!: The special discount cannot be redeemed in the mobile app. If you are in the mobile app, you will see the app sto...
</description>
<pubDate>Mon, 09 Sep 2019 08:11:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/my-quickbooks-self-employed-from-turbotax-self-employed-is/01/369293#M8013
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:32Z</dc:date>
</item>
<item>
<title>Privacy and security in our product</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-risks/privacy-and-security-in-our-product/01/369292#M8012
</link>
<description>
At Intuit, we build privacy and security into everything we do. We know that your information is valuable and you can’t afford to take any risks with it.. We understand that and place the highest importance on protecting you and your online data. You can feel confident when entrusting your personal and financial information to us. Why we ask for your bank information We ask for your online banking credentials (username and password) so we can establish a secure, one-way connection with your financial institution, whether it’s a bank, credit union, or credit card company. Once we connect to your bank, our product downloads your transactions automatically and securely. Using data that already exists at your bank saves you from having to manually enter and record transactions. Each time you sign-in to our product, we automatically update, sync, and download your financial transactions so you have the latest information. How we keep your information secure We rely on advanced, industry-recognized security and virus safeguards to keep all your financial data private and protected. With password-protected sign in, firewall protected servers, and the same encryption technology (128-bit SSL) used by the world's top banking institutions, we have the security elements in place to give y...
</description>
<pubDate>Mon, 09 Sep 2019 08:11:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-risks/privacy-and-security-in-our-product/01/369292#M8012
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:29Z</dc:date>
</item>
<item>
<title>How can I reset my password?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-passwords/how-can-i-reset-my-password/01/369291#M8011
</link>
<description>
Do you need to change or reset your QuickBooks Self-Employed password? Follow the steps below to get back into your account. Change your password Open QuickBooks Self-Employed in a web browser. Select the Gear icon&nbsp;&nbsp;at the top. Select Profile. Select Edit&nbsp;next to&nbsp;Password. Follow the rest of the instructions to change your password. Reset your forgotten password or user ID Go to the Sign In page. Select I forgot my User ID or Password below the&nbsp;Sign in&nbsp;button. Follow the rest of the instructions to retrieve your login credentials. Note: Changing your password for QuickBooks Self-Employed changes it for any other&nbsp;Intuit products you might have, such as TurboTax or Mint.
</description>
<pubDate>Mon, 09 Sep 2019 08:11:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-passwords/how-can-i-reset-my-password/01/369291#M8011
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:25Z</dc:date>
</item>
<item>
<title>
Fixing banking error 324 in QuickBooks Self-Employed
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/direct-feeds/fixing-banking-error-324-in-quickbooks-self-employed/01/369290#M8010
</link>
<description>
Error 324 means QuickBooks Self-Employed is unable to find the account(s) when logging in to your bank's website or if the account has been closed at the bank and therefore no longer shows up on the website. To resolve this issue, please contact our support representatives. For more information on errors with connected bank accounts, see our article on&nbsp;common online banking errors.
</description>
<pubDate>Mon, 09 Sep 2019 08:11:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/direct-feeds/fixing-banking-error-324-in-quickbooks-self-employed/01/369290#M8010
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:20Z</dc:date>
</item>
<item>
<title>Schedule C: Office Expenses</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/pay-schedules/schedule-c-office-expenses/01/369289#M8009
</link>
<description>
These include the costs you’ve incurred during this tax year that were related only to your office space. We automatically categorize these transactions for you as Office expenses: Office supplies/postage Shipping fees You can also enter these as office expenses: Stamps, labels, envelopes, and mailers Shipping materials Storage and filing boxes Memo and message pads, Post-it notepads Whiteboards and markers Cleaning supplies Calendars and planners Staples, staplers, paper clips, and scissors Tape, tape dispensers, and rulers Calculators Business membership fees to superstores like Costco and Sam's club Pickup and delivery services Bottled water delivery Shredding services Backup data and archiving services Office cleaning Handicap access expenses Office decorating expenses Separate cable line for your office Separate security system for your office
</description>
<pubDate>Mon, 09 Sep 2019 08:11:17 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/pay-schedules/schedule-c-office-expenses/01/369289#M8009
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:17Z</dc:date>
</item>
<item>
<title>Estimated taxes explained</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/estimated-taxes-explained/01/369288#M8008
</link>
<description>
What the heck are estimated taxes? Here’s a rundown. The IRS has two basic ways of taxing a person's income: Withholding.If you work for a company as an employee, your employer takes taxes out of each paycheck, known as "withholding." The withholding goes toward income, Social Security, and Medicare taxes. Estimated taxes. If you're self-employed, you work for yourself, and you have to do your own withholding. You have to estimate your income, expenses, and deductions and pay taxes on the estimates on a quarterly basis. Sometimes called “quarterly” taxes, you’re required to make payments on these estimates 4 times a year. These payments go towards your self-employment tax, which is a tax that covers your share of Social Security and Medicare taxes on the self-employed money you earned.&nbsp;Because you’re your own employer, you get to be the one to set aside money to cover the tax and send it to the IRS throughout the year. Good news: You don’t have to figure out the correct estimate amounts all by yourself. QuickBooks Self-Employed calculates these for you and helps you pay them. We calculate estimated taxes for self-employed people with service-based businesses. We calculate your federal quarterly payments for you. Types of taxes we don't calculate We don’t calculate other types ...
</description>
<pubDate>Mon, 09 Sep 2019 08:11:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/estimated-taxes-explained/01/369288#M8008
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:13Z</dc:date>
</item>
<item>
<title>
Use rules to speed up reviewing and categorizing transactions
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/matching-rules/use-rules-to-speed-up-reviewing-and-categorizing-transactions/01/369287#M8007
</link>
<description>
You can use rules to always mark certain transactions a certain way. For example, let's say you bought some office supplies from Staples. As soon as you mark the transaction as Business, you'll see the Add Rule&nbsp;button appear. Select Add Rule to automatically mark any new transactions from Staples as Business. Note: Rules only apply to new spending or income going forward, unless you check the box to apply to past transactions as well.&nbsp;If you turn a rule off, you won't change any of the work you've done in the past. Change or correct past transactions Create a new rule. Check the box to apply it forward and backward. Modify or delete existing rules Select&nbsp;Rules from the cogwheel drop down in the upper right corner. From the Rule page, select edit to modify a rule and the drop down arrow next to edit to delete one. For mobile: Create new rule iOS Tap the Cogwheel in the upper left corner. Tap Rules. Tap the Plus sign (+) in the upper right corner of the Rules page. Add a description and choose whether to match exactly. Select the category you want all future transactions with this description to have. Select a specific account you wish to apply the rule. Tap Save in the upper right corner. Select whether to apply this rule to all past and future transactions or only transactions...
</description>
<pubDate>Mon, 09 Sep 2019 08:11:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/matching-rules/use-rules-to-speed-up-reviewing-and-categorizing-transactions/01/369287#M8007
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:10Z</dc:date>
</item>
<item>
<title>
Why can’t I send info to a TurboTax account with a different email address?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-can-t-i-send-info-to-a-turbotax-account-with-a-different/01/369286#M8006
</link>
<description>
For your security, we have to send your tax data to the TurboTax Self-Employed account that uses the same sign-in you use in QuickBooks Self-Employed. It’s easy, and it saves you time entering all of your self-employed tax info by hand. But there’s a workaround if you really want to use a different account: Sign in to QuickBooks Self-Employed. Go to Reports. Find Tax details and select the year you want. Download and open the report. In a new browser window (or in the TurboTax app), sign in to TurboTax and begin or resume filing. In your Tax details report, find the information TurboTax needs you to provide. Manually enter that information in the correct fields. Continue filing as usual. If you have any additional questions, please don't hesitate to contact us!
</description>
<pubDate>Mon, 09 Sep 2019 08:11:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/why-can-t-i-send-info-to-a-turbotax-account-with-a-different/01/369286#M8006
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:07Z</dc:date>
</item>
<item>
<title>
Record returned or exchange of items in Point of Sale
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/record-returned-or-exchange-of-items-in-point-of-sale/01/369285#M8005
</link>
<description>
This article outlines the steps on how to accept a returned or exchange of product in Point of Sale. From the Home screen, select I want to and select Accept Return/Exchange. Search for the desired transaction and click to select the checkbox on the right side of the desired transaction. Select Return and then, Add selected items. Select the appropriate payment method and follow the prompts. Select Save Only or Save &amp; Print.
</description>
<pubDate>Mon, 09 Sep 2019 08:11:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/regular-payroll/record-returned-or-exchange-of-items-in-point-of-sale/01/369285#M8005
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:11:03Z</dc:date>
</item>
<item>
<title>QuickBooks Self-Employed and Etsy</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/quickbooks-self-employed-and-etsy/01/369284#M8004
</link>
<description>
Great news! QuickBooks Self-Employed enables you to integrate with Etsy sellers in the United States. As an Etsy Seller, you need to secure your shop's financial data for Tax time. We are glad to introduce to you an easy way to export your data from your Etsy account to QuickBooks Self-Employed and you will also have the option to upgrade your account to QuickBooks Self-Employed Tax Bundle with Turbo Tax. Want to try out how the service works for you? Click this link and sign up for a free trial account: <A href="https://selfemployed.intuit.com/etsy" target="_blank">https://selfemployed.intuit.com/etsy</A> Steps: Select Get Started or Try it for free. Complete the steps in creating your Trial account. After account creation, you will be asked to sync your Etsy data or you can do it later. This is a one time prompt. If you choose to sync your data at a later time, you can always go to Bank Accounts page and search for "Etsy". If you choose to connect your Etsy account right away, select Let's do it. Sign In your Etsy account to complete the process. When setting up the Etsy integration, keep in mind Etsy will only sync current calendar year transactions. For example, if you integrate with Etsy on October 13th of 2017, Etsy will only bring over transactions beginning January 1st of 2017 through October 13th of 2017. Prior year transactions can ...
</description>
<pubDate>Mon, 09 Sep 2019 08:10:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/mobile-and-apps/quickbooks-self-employed-and-etsy/01/369284#M8004
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T08:10:59Z</dc:date>
</item>
<item>
<title>Sales tax overview</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/sales-tax-overview/01/369283#M8003
</link>
<description>
With the freedom of being self-employed comes the sole responsibility for paying sales tax, a state-mandated surcharge on sales that varies from state to state.* Before you dig too deep on this topic, check with your state and local governments to find out whether you need to take care of it at all. (Tip: Consult the government website for your state. Often you'll find a section that contains detailed information about taxes in the state.) If you're supposed to collect sales tax and don't, then you can be personally liable for that amount. * Delaware, Montana, New Hampshire, and Oregon don't collect sales tax. (Lucky you, if you live there.) Exceptions may apply if you sell goods or products online to customers in states that do collect sales tax. We suggest you do some research if this sounds like you, or check with a tax pro to be sure.* What is sales tax? A sales tax is a fee imposed by many state and local governments. The seller charges it at the point of sale when you purchase or sell goods and services. The amount of tax you pay is typically figured as a percentage of the sale price. (Example: a 5% sales tax on a $10 purchase would be 50 cents.) Sellers, merchants, and service providers collect the tax and submit it to the state periodically throughout the year. What is...
</description>
<pubDate>Mon, 09 Sep 2019 07:39:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/sales-tax-overview/01/369283#M8003
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:59Z</dc:date>
</item>
<item>
<title>Schedule C: Supplies</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-supplies/01/369282#M8002
</link>
<description>
These are the things you buy to sell or turn into something you sell. It's the costs of raw materials, packaging, and shipping that ultimately become part of the products you sell or create. Examples include: Art supplies Fabric and other craft materials Wood and metal supplies Food and beverages that you sell as packaged or that you use as ingredients Fitness equipment you sell to clients Learning materials (books, notebooks, flash cards, and so on) that you sell to students Organization materials or systems that you sell to clients Home furnishings you restore or upcycle and re-sell Specialized paper for photos or print-making &nbsp;
</description>
<pubDate>Mon, 09 Sep 2019 07:39:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/schedule-c-supplies/01/369282#M8002
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:56Z</dc:date>
</item>
<item>
<title>Custom categories in QuickBooks Self-Employed</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/custom-categories-in-quickbooks-self-employed/01/369281#M8001
</link>
<description>
Many of you have asked for the ability to create your own categories. It's actually our most requested feature since we launched QuickBooks Self-Employed. In order to make sure we provide the best possible solution, we're actively researching how we could approach this so that it solves for the primary concerns raised by you while also preserving the integrity of the categories as your country defines them (ie. Schedule C in the United States) to ensure your Estimated Taxes aren't negatively impacted. We'll keep you in the loop on our progress and will share any details as soon as we have them.
</description>
<pubDate>Mon, 09 Sep 2019 07:39:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/tax-topics/custom-categories-in-quickbooks-self-employed/01/369281#M8001
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:52Z</dc:date>
</item>
<item>
<title>How healthcare deductions affect your taxes</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/how-healthcare-deductions-affect-your-taxes/01/369280#M8000
</link>
<description>
Deductions for healthcare and taxes are a tad tricky to understand. We’ll do our best to give a basic overview here. Types of healthcare deductions We help determine your eligibility (and estimate amounts) for 2 types of healthcare deductions: Health insurance premiums, if you’re eligible, are deductible only for self-employed folks. The IRS doesn’t hand out a lot of perks for the self-employed, but this is one of them. Health savings account (HSA) contributions In contrast to premiums, HSA contributions are deductible for everyone, as long as their plan meets IRS qualifications. Where do healthcare deductions show up? Both types affect your household’s overall tax picture. But neither are a part of your self-employed expenses, deductions, or profits. And they won’t appear on your Schedule C either. They’re personal deductions, not business ones, so they affect your adjusted gross income. Confused? Maybe a super-simplified diagram will help: In our app, the Taxes &gt; Annual Taxes page shows totals for your healthcare spending and deductions. They’re listed in their own section below the Schedule C categories. Note that totals for the healthcare categories won’t appear until you complete your health profile and start categorizing these transactions. &nbsp;
</description>
<pubDate>Mon, 09 Sep 2019 07:39:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/insurance-and-medical-benefits/how-healthcare-deductions-affect-your-taxes/01/369280#M8000
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:47Z</dc:date>
</item>
<item>
<title>Errors Connecting a Bank</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/set-up-bank-connection/errors-connecting-a-bank/01/369279#M7999
</link>
<description>
If you're having trouble connecting a bank, here are a couple of things to keep in mind: Did you enter the right information? Use the same user name and password that you use to access the bank account itself. Confirm your security answers (if you've forgotten them) with your bank. Some security answers are case-sensitive. For some banks, the questions and answers need to be in the exact same order as they are listed on your bank's website. If you know you're using the correct sign-in information, it might help to change your password on your bank's website and then come back here to re-enter it. It might also help to use the minimum character limit allowed by your bank. &nbsp; If we don't support your bank, you may be able to import those transactions from our website using a CSV file exported from your bank. If you're having trouble finding your bank, try these tips:&nbsp; Verify the spelling. This is a pretty obvious tip, but it’s one of the most common mistakes people make. Try entering your bank's URL instead. For example, to find Compass Bank, try searching for "compassweb.com." Search for the name of the issuing bank. You can find the issuing bank's name on the back of your card. For example, "Chase," "MBNA,' or "Bank of America" will work, while "Visa" is too generic. Enter more...
</description>
<pubDate>Mon, 09 Sep 2019 07:39:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/set-up-bank-connection/errors-connecting-a-bank/01/369279#M7999
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:41Z</dc:date>
</item>
<item>
<title>
Resolve receipt printer issues and cash drawer will not open
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/cash-drawers/resolve-receipt-printer-issues-and-cash-drawer-will-not-open/01/369278#M7998
</link>
<description>
When printing a report or a receipt, you encounter one of the following receipt printer errors: Cash drawer won't open and the receipt printer won't print. Thermal receipt printer prints blank receipts. Receipt printer is cutting the receipt many times before it finishes printing. When displaying or printing a report or receipt the font is very small or compressed. Here are some troubleshooting steps to get your receipt printer back on track, please see which issue best describes what you are experiencing and follow the provided steps. Cash drawer won't open and the receipt printer won't print The following can cause this issue to occur: The printer is unplugged or has no power. The printer status is paused. The print spooling process is damaged. The wrong printer driver has been installed. More than one instance of the printer has been installed. To verify if issue is resolved, test the printer and cash drawer after each numbered step: To test the printer from within Point of Sale: Choose File &gt; Preferences &gt; Workstation. Select Documents &amp; Printers and click Print Test Page. To test the cash drawer from within Point of Sale: Choose File &gt; Preferences &gt; Workstation. Select Cash Drawer, ensure the Receipt Printer and Cash Drawer Connection are properly configured, and click Op...
</description>
<pubDate>Mon, 09 Sep 2019 07:39:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/cash-drawers/resolve-receipt-printer-issues-and-cash-drawer-will-not-open/01/369278#M7998
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:36Z</dc:date>
</item>
<item>
<title>Uninstall QuickBooks Point of Sale</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/uninstall-products/uninstall-quickbooks-point-of-sale/01/369277#M7997
</link>
<description>
Create a backup before uninstalling your Point of Sale. To uninstall Point of Sale on your computer: Save any files you may have open and then exit all programs. On your keyboard, press Windows logo+R to open the Run command. Enter Control Panel and select OK. Select the View by dropdown and select Small icons. Select Programs and Features. Right-click QuickBooks Point of Sale XX, and select Uninstall Note: XX represents the version of your QuickBooks Point of Sale for Desktop. If a User Account Control window is displayed, select Continue and follow through the program removal. After the uninstall process is complete, rename the QuickBooks Point of Sale XX folder (the default location is C:\Program Files\Intuit\QuickBooks Point of Sale XX). Rename the C:\ProgramData\Intuit\QuickBooks Point of Sale XX folder. Rename the QBPOSDBSrvUser folder located in C:\Users. Remove the QBPOSDBSrvUser Windows login: On your keyboard, press Windows logo+R to open the Run command. Select User Accounts Select Manage another account and select Continue on the User Account Control window Select QBPOSDBSrvUser and select Delete the account. Confirm the deletion and then close all open windows. Restart the computer.
</description>
<pubDate>Mon, 09 Sep 2019 07:39:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/uninstall-products/uninstall-quickbooks-point-of-sale/01/369277#M7997
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:32Z</dc:date>
</item>
<item>
<title>How to track time in QuickBooks Online Accountant</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-teams/how-to-track-time-in-quickbooks-online-accountant/01/369276#M7996
</link>
<description>
You can configure team members’ access to use timesheets. Note:&nbsp;Your team members need to have access to Customers and Accounts Receivable as well as Vendors and Creditors (in Your Firm’s books)&nbsp;to be able to use timesheets. Other accountants at the firm (firm users) only need View Only access. Give timesheet access to a new team member Here's how to give timesheet access to a new team member: From the Navigation menu, select Team. Select Add User. Enter the name and email address and select Next. Select Custom for Access. Under Your Firm Administration, change the Firm users to View only. Under Your Firm books, select Yes for the Customers &amp; A/R and Vendors &amp; Creditors. Select Save. Give timesheet access to an existing team member Here's how to give timesheet access to an existing team member: From the Navigation menu, select Team. Choose the team member you want to give access to. Select Firm Administration and Books, then Your Firm Books. Under Your Firm Administration, change the Firm users to View only. Under Your Firm books, select Yes for the Customers &amp; A/R and Vendors &amp; Creditors. Select Save. Access and use timesheets in Your Books Here's how to access and use timesheets in Your Books: Select Your Books. Select&nbsp;Create ⨁. Select Single Time Activity or Weekly Timeshee...
</description>
<pubDate>Mon, 09 Sep 2019 07:39:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/accountant-manage-teams/how-to-track-time-in-quickbooks-online-accountant/01/369276#M7996
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:25Z</dc:date>
</item>
<item>
<title>Unable to receive Intuit email</title>
<link>
https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-account/unable-to-receive-intuit-email/01/369275#M7995
</link>
<description>
Find out what to do if you can’t receive any emails from QuickBooks Payments. In QuickBooks Payments, you should receive an email within 1 hour after any transaction. Some emails you usually receive are: Approval emails User invitations Confirmation code Notifications from a transaction, deposit, or recurring charge (ReBill) Forms requested from the Merchant Service Center (MSC) If you don’t receive an email within an hour, it might be caused by any of the following: The email was moved to your Junk or Spam folder. You use a custom email domain (example: johndoe@mycompany.com) or an email client (Outlook, Exchange, AOL, Thunderbird, etc.). Your internet service or domain provider blocks the QuickBooks Payments email address. Follow these steps so you can receive important emails from QuickBooks Payments again. Step 1: Check your email folders Open your email and check your Spam or Junk folder. If it’s there, move the email to your Inbox. If not, proceed to step 2. Step 2: Add QuickBooks Payments to your contacts To ensure that you will receive emails from QuickBooks Payments, you need to add Intuit’s email addresses to your contact list. Here’s how: Add the following email addresses to your contact list: BusinessServices@intuit.com Payments@intuit.com Notification@email.mercha...
</description>
<pubDate>Mon, 09 Sep 2019 07:39:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-account/unable-to-receive-intuit-email/01/369275#M7995
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-09T07:39:09Z</dc:date>
</item>
</channel>
</rss>