Hi there, @affeb1.   I'm happy to help share information about the banking transactions in QuickBooks Online (QBO).   Once your bank is connected with QBO, the transactions showing in the Bank Balance are the actual transactions on your bank that automatically sync to QuickBooks. On the other hand, the transactions showing up under the QuickBooks Balance are those transactions that you've manually entered inside QuickBooks.   In this case, you may need to record the deposit in QuickBooks manually. For further details, you can check this article: Deposit customer payments.   Keep in touch if you have any other deposits or banking questions. I'm always available to help! ... View more

Let me help check the payments you've entered in QuickBooks Online (QBO), @nickalbaugh.   There may be existing customer's balance reason why the balance on your receipt does not change. To verify this further, you may need to check the payment you've recorded and the invoice/transaction linked to it.   When recording a full payment in QBO, you may need to ensure that the amount received is the same as the amount of the invoice selected. For further details about receiving payment in QBO, you can check this article: Record a customer payment.   Let me know directly if you have any other questions about your payment receipt. I'm always here to help! ... View more

Hello there, @9130346847069896.   It's my pleasure to help share information about the State Unemployment Insurance (SUI) rate in QuickBooks.   The SUI is a payroll tax which employers are responsible to pay on behalf of their employees to their state unemployment fund. The amount of SUI the company pays is dependent on the SUI rates they're eligible for.   This is the reason why QuickBooks Online (QBO) only allows one field for the contribution/rate.   However, I'd highly recommend checking our payroll tax compliance to check your state unemployment tax further: Payroll Tax Compliance.   You can also check this article for further details about SUI tax rates: Enter or change state unemployment insurance (SUI) tax rates.   Keep in touch if you have any other questions about the SUI tax rate, I'm always here to help. Wishing you continued success! ... View more

It's nice to have you here on the Community page, @Caroleann.   I'd be glad to help share information about running reports in QuickBooks Online (QBO).   You can run reports in QBO and make the necessary customization to get the information you need. However, as of now, we don't have a report which composes the information same as the Certified Payroll Report in QuickBooks Desktop (QBDT).   As a workaround, you can run payroll reports, export the reports to Excel and make the necessary changes from there to get the information you need. On the other hand, I highly recommend getting in touch with a professional accountant to help generate the information needed accordingly.   For more information about the payroll reports in QBO, you can check this article: Payroll reports overview.   You can also check this article for additional reference about exporting reports to Excel: Export your reports to Excel from QuickBooks Online.   Feel free to leave a comment below if you have any other questions about running payroll reports in QBO. I'll be to lend a helping hand! ... View more

Hello there, @Kodakane.   Allow me to help share a little more information about the Audit Log report in QuickBooks Online (QBO).   Yes, the Audit Log in QBO works the same way with the Audit Trail in QuickBooks Desktop (QBDT). The audit log keeps and shows a list of all the activity in your company so you'll be able to see the changes made to your books and who made them. However, this doesn't show the detailed information or what changes (accounts) are being modified for the specific transactions/products.   As of now, I recommend running reports and check when was the items' accounts changes. Once done, go back to the audit trail and see the changes made on that date. This way, you'll be able to check who made the changes to your inventory items.   In case you have any other QuickBooks concerns in the future, you can always read our help articles: Help articles for QuickBooks Online.   Keep in touch if you have any other questions about the audit log in QBO. I'm always available to help! ... View more

Hello there, @pennybuffalo.   Let's check if WooCommerce can be integrated with QuickBooks Online (QBO) and GoPayment.   We have a website which consists of applications that can be integrated with QBO. You may need to look for the WooCommerce application from there to check if this can be integrated with QuickBooks. Here's the link: QuickBooks App Store.   If the application isn't listed on the website, you may need to reach our to your application provider (WooCommerce Developer) for them to communicate with the Intuit Developer and initiate a connection.   Keep in touch if you have any other QuickBooks questions, I'll be right here to help however I can. Wishing you continued success! ... View more

Hi there, @spittlbm.   I'd be glad to help you today so you'll be able to locate your xlt file.   First, you can search the file by going to your folder and look for xlt or the file name on the upper-right side of the page.   However, if you're using the Office 365 or Excel 2019, you may encounter the error message as stated in this thread. If so, I recommend getting in touch with our Support Team. This way, they'll be able to add you to the list of affected users and receive an email notification for the latest updates.   For the support's contact information, you can check it here: Contact the QuickBooks Desktop Customer Support Team.   Let me know if you have any other questions. I'm always available to help! ... View more

Hello there, @SIL64.   I'd be glad to help share ways for you to pay your employees that don't have a bank account for direct deposit.   To be able to pay your employees through direct deposit, they must be set up for direct deposit in QuickBooks. To set them up, you must gather the employee's bank information and enter the information in your online payroll.   Since some of your employees aren't set up or don't have the bank account for direct deposit, you can write a manual check for them. To be able to, ensure to select Paper check for the employees' payment method.   Click on Workers at the left pane. Select Employees. Look for the employee's name under the Employees list. Click on the pencil icon beside Pay. Under How do you want to pay (name of your employee) section, select Paper check. Click on Done. Follow the steps for the rest of your employees that don't have the bank account set up. Once completed, you're now ready to run payroll or write a paper check for your employees. For the detailed steps, you can check this article: Create paychecks in online payroll.   You can also check this article for additional reference about setting up an employee for direct deposit: Set up an employee for direct deposit.   Let me know if you have any other payroll concerns, I'm always available to help. Have a great day ahead! ... View more

Let me have the pleasure to assist you in sending a private message to our Established Community Backer (Fiat Lux - ASIA), @Bogdiver.   To send a private message, you can simply click on someone's name you want to message and click on Send a message on his/her profile. To be able to send a private message to our Established Community Backer (Fiat Lux - ASIA), you can follow these steps:   In this thread (https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-remote-access/01/357509#M25849), click on the name Fiat Lux -ASIA above Established Community Backer. Once routed to this page (https://quickbooks.intuit.com/learn-support/user/viewprofilepage/user-id/577266), click on Send a message. Write your message under the Private messages page (https://quickbooks.intuit.com/learn-support/notes/composepage/note-to-user-id/577266). Click on Send Message when finished. I've added these screenshot for additional reference. Let me know if you have any other QuickBooks questions. I'll always be here to assist! ... View more

Thank you for adding a post here on the Community page, @matthewdealissia.   I'm here to help share information about the QuickBooks features so you'll be able to plan what software to use that's right for your business.   Creating invoices is available in QuickBooks Online (QBO) and QuickBooks Self-Employed (QBSE). However, creating estimates is only available in QBO. QBSE is a small business accounting software that fits for self-employed individuals required to file a Schedule C, such as freelancers, real estate agents, Uber drivers, and independent consultants.   For you to choose the right software the fits your business needs, you can check our plans and pricing articles:   QuickBooks products QuickBooks features and pricing You can also read these articles for additional reference about creating estimates and invoices in QBO:   Create an estimate Create an invoice   Let me know if you have any other QuickBooks concerns, I'm always available to help. Wishing you continued success. ... View more

Welcome and thank you for taking the time to reach out to us here on the Community page, @pwebby.   I've got the steps on how to zero out your S-Corp Health Insurance Liability account balance in QuickBooks Online (QBO). I'm happy to help share them with you.   First, you have to check the balance. If the balance is linked to a liability account, it means that it's payable and needs to be paid. The only way to zero out the amount is to create an expense transaction and use the liability account used on the S-Corp Health Insurance balance.   Here's how:   Log in to your QBO account. Click on the Plus (+) icon. Select Expense under Vendors. Fill in the necessary information (Payee, Payment account and others). Go to the Category details section, then select the liability account under the Category column. Enter the amount. Click on Save and close. For further details about recording expenses, you can check this article: How to enter, edit, or delete expenses.   You can also read these articles for more information about S-Corp health insurance:   Set up and record S-Corp health insurance S-Corp Owners Health Insurance   Leave a comment below if you have any other questions about handling your S-Corp Health Insurance Liability balance. I'm always here to assist you! ... View more

It's nice to have you here on the Community page, @hellogail-.   Let's check why QuickBooks just list one of your bank account, not the four accounts.   One possible reason why this happens is when the list of bank accounts was hidden/collapsed. To check this further, you may need to follow these steps:   Log in to your QuickBooks Online (QBO) account. Click on Banking at the left pane. Click on the drop-down arrow beside Bank and Credit Cards to see the list of accounts, or click on the arrow under Add account. Once completed, you'll now be able to view all of your accounts under the Banking page.   You can see attached screenshots for additional reference. If the banks are still missing, I recommend clearing your browser's cache and check the list again. The cache can be bogged down with older data which may cause issues while working with QBO. For the detailed steps, you can check this article: Delete or disable cache and temporary internet files in your web browser.   However, if the problem continues, I suggest getting in touch with our Support Team to check and investigate further.   I'm also attaching this article in case you have any other banking concerns in the future: Banking and bank feeds for QBO.   Feel free to drop a post if you have any other banking questions, I'll be happy to help however I can. Wishing you the best! ... View more

Hello there, @watchmybooks.   I'll help ensure you'll be able to fix the error message you're getting when trying to deactivate your online services.   To start, you can download/install and run the file doctor to help fix company file and network issues in QuickBooks Desktop (QBDT). For the detailed steps, you can refer to this article: Fix company file and network issues with QuickBooks File Doctor.   Once completed, you have to update and back up QuickBooks. You should also check for any software updates. In QBDT, go to the Help menu and select Update QuickBooks Desktop. Running updates regularly is important to get ahead of errors.   I'm also attaching this article to resolve issues in case a data loss or corruption happens: Recover lost data with QuickBooks Auto Data Recovery.   However, if the problem continues, I recommend checking this with our Support Team for further investigation. For the support's contact information, you can check it here: Contact the QuickBooks Desktop Customer Support Team.   Keep in touch if you have any other QuickBooks questions, I'm just a post away to help. Wishing you the best! ... View more

Hello there, @kam9.   Allow me to help share information about running the Profit and Loss report in QuickBooks Online (QBO).   The Profit and Loss (P&L) report gives you a snapshot of your business whether it's operating at a profit or loss. The report is dependent on the transactions you've entered and what account you used when recording these transactions. This is what we called sources and targets.   For further details, you can check this article: Targets vs. Sources overview.   To account your transactions and run your report/s accordingly, you may need to consult with a professional accountant. This way, they'll be able to check and guide you further.   I'm also attaching this article for additional reference about the available reports in QBO: Available reports in QuickBooks Online.   Please feel free to add a comment below if you have any other questions about running the profit and loss report. I'll be happy to help however I can. ... View more

Hello there, @wveysey.   I'll help ensure you'll be able to record the tax payment with the correct bank account in QuickBooks Online (QBO).   One possible reason why this happens is when the payment is linked to the incorrect bank account. To resolve the issue you may need to select the bank where the payment was debited.   If you've manually recorded the payment in QBO, there isn't an option to edit the payment. However, you can manually delete the payment and recreate it.   To delete the payment:   Log in to your QBO account. Click on Taxes at the left pane. Select Payroll Tax. Click on View tax payments you have made under the Pay Taxes section. Look for tax payment. Click on the drop-down arrow under View and Print Form, then select Delete. Click Yes to confirm. Once completed, recreate the payment and ensure to select the correct bank account.   Click on Taxes at the left pane. Select Payroll Tax. Click on Pay Taxes. Select the tax type you want to pay, click on Create Payment. Please ensure to select the correct bank under the Bank Account section. Click on Record payment. You can check these articles for additional reference:   Make payroll tax payments Make tax payments Keep posted if you have any other tax payments questions, I'll be right here to help however I can. ... View more

Hi there, @peter-wyro.   I'm here to help you connect your bank account to QuickBooks Online (QBO).   As of now, you can use the bank's URL to ensure you're using the correct link when connecting the bank.   Here's how:   Go to your bank's website. Enter your user ID and password. Copy the bank's URL. Log in to your QBO account. Click on Banking at the left pane. Click on Add account. Paste the bank's URL in the Enter your bank name or URL search box. Click on the bank's name and sign in to your account. Once done entering your user ID and password, please follow the onscreen instructions to connect the account. You can also check this article to learn more about connecting bank/credit card accounts to QBO: Connect bank and credit card accounts to QuickBooks Online.   However, if the problem continues, I suggest getting in touch with our Support Team to check and investigate this further securely.   For the support's contact information, you can check it here: Contact the QuickBooks Online Customer Support team.   Keep in touch if you have any other banking questions, I'm just a few clicks away to help. Have a good day ahead! ... View more

Hello there, @tacktoday.   Allow me to provide information about the support's business hours for QuickBooks Online (QBO).   As of now, there isn't a direct email address to get in touch with a support representative in QBO. If you wish to message an agent, they're open Mondays to Saturdays 4AM-9PM, PST. However, if you want to get a callback, the lines are available Mondays-Fridays 6AM-6PM and every Saturday 6AM-2:30PM, PST.   On the other hand, the Community page is open 24/7, to address your concern immediately, you can post your QuickBooks concern here.   I'm also attaching this article for your future reference about QBO: Help articles for QBO.   Keep in touch if you have any other QuickBooks questions, I'm just a post away to help. Wishing you the best! ... View more

Hello there, @rrickman.   Allow me to help share information about filing the 1099-Misc forms in QuickBooks Desktop (QBDT).   After the 1099 form has been e-filed, QuickBooks does not let you make any corrections to the form. However, you can make corrections in a printed copy and mail it to the IRS.   For your guidance about correcting a 1099 form that has already been e-filed, you can check it here: IRS General Information for Certain Information Return.   You can also check this article for additional reference: Can I make corrections to my 1099 after I e-file?.   In addition, you may also read these articles for your future reference about filing 1099 forms:   Set up and file 1099 forms Set up a 1099 vendor and print forms 1099 E-File: QuickBooks Desktop setup, troubleshooting, & FAQs  Feel free to drop a post if you have any other questions about the 1099 form. I'll be available to help however I can. ... View more

Welcome and thank you for posting here on the Community page, @christy.smith.   I've got the steps on how to change the state for payroll in QuickBooks Online (QBO). It's my pleasure to help share them with you.   If you're trying to update the address/state for work location, you can follow these steps:   Log in to your QBO account. Go to the Gear icon. Select Payroll Settings. Click on Work Locations under the Business Information section. Update the address or add a new work location under the Add Work Location page, Click Save. For further details, you can check this article: Add another work location.   On the other hand, if you want to update your employees' address, you can follow these steps:   Click on Workers at the left pane. Select Employee. Click on the employee's name under the Employees list. Go to the Employee details section. Click on the pencil icon beside Profile. Update the necessary information (address/state) Click on Done. I'm adding this article for additional reference: Change employee details.   You can also check this article for further details about setting up payroll in QuickBooks: Get started with Payroll.   Feel free to add a comment below if you have any other payroll questions. I'll be right here to help however I can. ... View more

It's nice to have you here on the Community page, @bengw1218.   Allow me to help provide information about the automated sales tax in QuickBooks Online (QBO).   I've checked that we've received several issues reported by other users affected about the automated sales tax which shows a balance that cannot be identified. A ticket was already submitted about the issue and our engineers are currently working for an immediate resolution.   To check this further securely, I recommend getting in touch with our QuickBooks Support Team. If verified that you're affected in this investigation (INV-32755), they'll be able to add you to the list of affected users. Once added, you'll automatically receive an email notification with the latest updates.   For the support's contact information, you can check this article: Contact the QuickBooks Online Customer Support team.   I'm also attaching these articles for further details and future reference about sales tax:   Switch to Automated Sales Tax Sales tax in QuickBooks Online Manage sales tax payments Please stay posted if you have any other sales tax questions, I'm always available to help. Wishing you the best! ... View more

Hello there, @tsmoot.   Let's check further why your sales discount is applied to the cost of the item.   When applying a discount to the customer's invoice, the discount won't affect the item's cost, rather, this applies to the sales price (total amount of the sales/invoice). Since the discount applies to your item's cost, it's possible that the discount was not properly recorded. For now, ensure to record/apply the discount correctly.   To apply a discount to your sales/invoices, you can either create a discount item or apply a discount when paying the invoice.   To create a discount item:   Go to the Lists menu. Select Item List. Click on the drop-down arrow beside Item. Click on New. Under Type, select Discount. Add the item name and select the account. Click OK. Once completed, use the discount item when creating an invoice to apply the discount.   On the Invoice page, fill in the necessary information. Add an item with the amount. After the item selected, add the discount item created on the next line with the discount amount. Click on Save and close. To apply the discount when paying the invoice.   On the Customer Payment page, click on Discounts and Credits. Enter the discount amount beside the Amount of Discount section. Select Done. The discount is now applied to the invoice, click Save and close. That should help you get to the right track on how to record the discount accordingly.   For further details, you can check this article: Record a payment for an invoice.   I'm also attaching these articles for your future reference:   Create an invoice in QuickBooks Desktop Resolve common issues when applying a payment towards an invoice If you have any other questions, just add a comment below. I'll be always here to help. Have a great day ahead! ... View more

Hello there, @krosser.   Allow me to share additional insights about sales taxes in QuickBooks Online (QBO).   As mentioned by my colleagues above, QuickBooks analyzes and calculates taxes depending on what information you've entered in your account. To ensure tax exemptions and taxes are calculated correctly, I highly suggest checking your customers' information.   In addition, I'll also take note and submit your feedback to our product engineers. This way, they'll be able to revisit and ensure this feature is fully integrated and compliant to all applicable tax regulations and policies.   Keep in touch if you have any other taxes concerns. I'm here available to help however I can. ... View more

Hello there, @mrallo.   Allow me to help share information about the Wells Fargo transactions that are not updating in the register.   We've received several issues reported by other users affected about the Wells Fargo bank balance that isn't updating in your bank feed. A ticket was already submitted about the issue and our online banking team are now currently investigating for an immediate resolution.   To be added to the list of affected users and receive an email notification for the latest updates, I suggest getting in touch with our QuickBooks Support Team. For the support's contact information, you can check it here: Contact the QuickBooks Online Customer Support team.   Keep posted if you have any other banking questions, I'm just a post away to help. Wishing you the best! ... View more