About Angelyn_T

Angelyn_T

Thank you for dropping a post, @healthnowmedical. If you're referring to changing the account types of the accounts you've set up under the Chart of Accounts, then, you can simply follow these steps: Log in to your QuickBooks Online (QBO) account. Go to the Gear icon, then select Chart of Accounts. Look for the account's name (Office Furniture), then click on the drop-down arrow under Action. Click on Edit, modify the account type to Fixed Assets under the Account Type section. Click on Save and close. Select Yes to confirm the changes. You can see attached screenshots for additional reference. I'm also adding this article for your future reference about editing accounts in QBO: Edit Your Chart of Accounts. Feel free to leave a comment below if you have any other questions. I'll always be here to help!

Angelyn_T

Hello, @BevO. The dates of the report and the form is maybe different reason why it's showing other amount. To check this further ensure both periods or dates are the same. I've added these screenshots for additional reference. To learn more about managing sales tax payments, you can read this article: Manage sales tax payments. Feel free to post again if you have any other questions. I'm always here available to help!

Angelyn_T

Hello, @amtutoring. You can let your customer to open the email through a private window and pay the invoices from there. This helps us verify if the problem is with the browser he/she is using. To use a private browser, here’s how: Google Chrome: Ctrl + Shift + N Mozilla Firefox: Ctrl + Shift + P Internet Explorer: Ctrl + Shift + P Safari: Command + Shift + N If your customer can pay the invoices using a private browser, you can let them clear their browser's cache to start fresh. For the detailed steps, you can check it here: How do I clear my browser cache and temporary Internet files?. To learn more about letting your customers pay invoices online, you can check this article: Let your customers pay invoices online. Feel free to drop a comment below if you have any other questions. I'll be right here to help!

Angelyn_T

Hi there, @mikey007. If you don't have any recurring transactions on the Recurring Transactions page you should be able to delete or inactive your accounts under the Chart of Accounts. Since you're still receiving an error message about not being able to delete the account since it's used by a recurring template or scheduled liability payment, ensure to select All for the Template Type, Transaction Type, and Department to verify the list of your recurring transactions. If you're able to view your recurring transactions after the necessary customization, you have to find the template to be able to delete the account. If you don't have any recurring transactions from there, I recommend getting in touch with our Support Team to check and investigate this further. For the support's contact information, you can check it here: Contact the QuickBooks Online Customer Support team. To learn more about recurring templates, you can read this article: Create templates for recurring transactions. You can also check this article for additional reference about making accounts inactive in QBO: Remove accounts you no longer use. In case you have any other QuickBooks concerns in the future, you can also read this article: Help articles for QuickBooks Online. Keep posted if you have any other questions. I'll be right here to help!

Angelyn_T

Glad to join the thread and help guide you today so you'll be able to delete the deposit successfully, @nexgraphics. My colleague MirriamM is referring to the account where you've recorded the deposit. An example is if you've deposited the amount to BankAccount1, then you can locate the deposit to that bank account under the Chart of Accounts. I've added these screenshots for additional reference. On the other hand, if you're referring to the customer's payment/s that showing up under the Payments to Deposit page, you can locate delete the payment transaction itself. Here's how: Click on Customers at the top menu bar. Select Customer Center. Under Customers & Jobs. Pick All Customers under the drop-down arrow to show the inactive customers. Choose the customer's name, then go to the Transactions section. Look for the payment and open it. Click on the X or Delete icon if you wish to delete the payment. Click OK. For more insights about bank deposits, you can read this article: Record and make Bank Deposits in QuickBooks Desktop, I'm also attaching our help articles in case you have any other QuickBooks concerns in the future: Help articles for QuickBooks Desktop. Let me know if you have any other questions. I'm just a post away to help!

Angelyn_T

Allow me to join the thread and share some ways so you'll be able to reconcile your transactions successfully, @mauifun. You need to record the sales tax payment manually through the Sales Tax Center in QuickBooks Online (QBO) to reduce your liability account. Once completed, you can then match it to the sales tax payment showing up on the Banking page. To record a tax payment: From the left menu, select Taxes. Select the tax agency you're recording the payment for in the Sales Tax Owed list. Click the drop-down arrow and choose Previous Year. Choose Record Tax Payment at the bottom of the list. Enter the necessary information. If you don't need to print the sales tax check, select Record Tax Payment. If you need to print a check for the payment, check "Print a Check" and choose Record Payment and Print Check. For additional reference about managing sales tax payments, you can check this article: Manage sales tax payments. To match the payments: Click on Banking at the left pane. Look for the sales tax payment that's showing on the Banking page. Click on the payment, then select Find match. On the Match transactions page, select the sales tax payment manually recorded in QBO. Click on Save. For more insights about downloading, matching, and categorizing your bank transactions, you can read this article: Download, match, and categorize your bank transactions in QuickBooks Online. After following the steps provided, you'll now be able to reconcile your transaction/s. For the steps, you can follow this article: Reconcile accounts in QuickBooks Online. You can also check these articles in case you have any other sales tax and banking concerns in the future: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online Banking and bank feeds for Sales Tax Basics Keep posted if you have any other questions. I'll be right here to help!

Angelyn_T

Hello, @SJOFanClub. Your employees, have to go through the Plus (+) icon to be able to create an expense transaction successfully. Here's how: Log in to QuickBooks account. Click on the Plus (+) icon. Select Expense. Fill in the necessary information. Click on Done to save the transaction. If the employee still doesn't have the option to create a new expense from there, you need to review the employee's access. The employee should have the vendor access to be able to create expenses in QuickBooks Online (QBO). To learn more about the user types in QBO, you can read this article: Learn about user types in QuickBooks Online. I'm also adding this article for your future reference about adding, deleting, or changing user access: Add, delete, or change user access. Stay posted if you have any other questions. I'll be right here to help!

Angelyn_T

Hello, @2017rjm2. If you're referring to changing the dates on the previous payroll tax payment, you can simply delete and recreate it. To delete a tax payment in QuickBooks Online (QBO): Log in to your QBO account. Select Taxes at the left pane. Select Payroll tax. Select View tax payments you have made under Taxes. Select the name of the tax payment. Change the date range if necessary. From the drop-down, select Delete. Select Yes to confirm the deletion. Once completed, you can now recreate the payment. For further details, you can read these articles: Delete a tax payment Make tax payments On the other hand, if you're processing payments electronically, you won't be able to change it manually. With this, I highly recommend getting in touch with our Support Team for further assistance. For the support's contact information, you can check it here: Contact the QuickBooks Online Customer Support team. For more insights about paying and filing payroll taxes electronically, you can read this article: Pay and file payroll taxes electronically. Feel free to get back to us here on the Community page if you have any other QuickBooks concerns in the future. I'd be glad to help!

Angelyn_T

Hello, @nancy-tran. You have to be the company admin to be able to modify user's access in QuickBooks Online (QBO). To edit users: Log in to your QBO account as the master admin. Click on the Gear icon to be able to select the Manage Users option. On the Manage users page, look for the user's name and click on Edit under Action to be able to edit the user. On the other hand, if you're referring to modifying the employee's login for workforce to view their paychecks online, you don't have the option to edit them, only the users are responsible for there access. For more insights about adding, deleting, or changing user's access in QBO, you can check this article: Add, delete, or change user access. Let me know if you have any other QuickBooks questions. I'll be happy to help!

Angelyn_T

Thank you for choosing QuickBooks Online (QBO), @pickettsplantati. You can choose what QuickBooks version you'll use or subscribe to depending on the features you and your business needs. QBO Essentials has all the features and tools that a small business or even a contractor would need to keep track of vendors, customers, and financial accounts. You'll be able to pay bills, prepare payroll, and even print checks. However, if you wish to do things such as prepare budgets, keep track of employee time, and create purchase orders, you need to upgrade your account to QBO Plus and pay a higher monthly fee. To more information about the QBO plans and features, you can check it here: Compare QuickBooks Plans. You can also check this article for your future reference about the QBDT products and features: Choose your QuickBooks Desktop product. Feel free to leave a comment if you have any other questions. I'm always here to help!

Angelyn_T

Hello, @mbstevens. The special characters will only show up if there's a security filter to the customer's email. Some words or letters maybe replace with special characters because of this. To verify this further, you can send the same email to your personal email address to check if you're experiencing the same issue with your customer. If it works fine on your end, then it justifies that the problem is not within QuickBooks, your customer may reach out with their email provider to check this further. On the other hand, if you're getting the same experience, I recommend contacting our Support Team to check and investigate this further. To contact support, you can check on the steps laid out in this article: Contact the QuickBooks Online Customer Support team. For more insights about sending invoices, you can read this article: Send an invoice. You can also read this article for your future reference about sending invoices and letting customers pay them online: How to let customers pay their invoices online. Keep posted if you have any other concerns. I'll be right here available to help!

Angelyn_T

Thank you for joining the thread, @bobbie7. I can share some insights about the new Paid Family Leave tax in Massachusetts. Last October 1, 2019, the state of Massachusetts has implemented the new Paid Family Leave program. The total insurance premium is .75% for 2019 and is calculated on employee's gross wages up to the Social Security limit. Employees and employers may split the payment of the full program. In addition, if you have less than 25 covered individuals, your combined rate is .38%. You can check the Massachusetts Paid Family and Medical Leave website for more insights: Paid Family and Medical Leave Information for Massachusetts Employers. I'm also adding this article for your future reference about determining what tax rate you are subject to and how to split up the employee and employer tax rates: Massachusetts Paid Family Leave. Let me know if you have any other questions about the Massachusetts Paid Family Leave. I'll be right here to help!

Angelyn_T

Hello, @pete13. This usually happens if you've signed up QuickBooks Online (QBO) separately. One for the trial version and the paid subscription. If you wish to delete the trial subscription, you can cancel it. I'm glad to help you with the detailed process. First, locate the trial version of QuickBooks, if you have important data from there, you need to export the file for your future needs. For further details, you can read these articles: Export your reports to Excel from QuickBooks Online Export reports, lists, and more Once completed, you're now ready to cancel the trial version of QuickBooks and continue using the paid subscription. Log in to your QBO account. Go to the Gear icon. Select Account and Settings. Select the Billing & Subscription tab. In the QuickBooks section, select Cancel Trial, Follow the steps on the screen to cancel your subscription. For additional guidance, you can also read this article: Cancel your QuickBooks Online subscription or trial. When signing in to your QBO account, the canceled account, will not be listed under the Canceled Companies section on the Please select the company you want to open page and will be deleted on the scheduled time set by QuickBooks. In case you have any other QuickBooks concerns in the future, feel free to read our help articles: Help articles for QuickBooks Online. Let me know if you have any other questions. I'll be right here to help!

Angelyn_T

Allow me to join the thread and share additional insights, @headwing88. If you collapse the report from QuickBooks, then it's also the same information that's showing on your Excel the same as with expanding the report from QuickBooks. If you wish to group the exported report, you have to do it manually as suggested by RenjolynC. For more insights about exporting reports to Excel, you can read this article: Export reports as Excel workbooks in QuickBooks Desktop. I'm also adding this article in case you have any other QuickBooks concerns in the future: Help articles for QuickBooks Desktop. Keep posted if you have any other questions. I'll be right here to help!

Angelyn_T

Hello, @ctalavera. I'd be pleased to help guide you today so you'll be able to correct your accounts or transactions in QuickBooks Desktop (QBDT). If you're referring to account under the Chart of Accounts that's linked to a different category or type, you have to edit the account itself and link it to the correct category. Here's how: Open your QuickBooks Desktop (QBDT). Click on the Lists menu. Select Chart of Accounts. Look for the rental account, right-click on the account's name, then select EditAccount. Make the necessary changes or edit the account type beside the Account Type section. Click Save and close. On the other hand, if you're referring to the account type linked to the item when creating transactions to your tenant, you can change it by going to the Item List. Click on the Lists menu. Select Item List. Look for the item. Right-click on the item name and select Edit Item. Modify the account from there. To understand more about the QuickBooks chart of accounts, you can read this article: Understand QuickBooks Chart of Accounts. Let me know if you have any other questions, I'll be right here to help!

Angelyn_T

Hi there, @yoyashomehealth. I'm glad to share some tips on how you can check your direct deposit payroll status. You'll receive a direct deposit confirmation report and confirmation email after submitting your payroll or once we have successfully debited funds from your account. However, if you haven't received an email from us, I'd recommend checking your junk and spam folders. If you're missing the confirmation email, you can use the payroll liability check created in the bank register by looking into your bank register to verify that your payroll is transmitted successfully. Green lightning bolts next to your employees' names means the checks were sent. On the other hand, you can also get in touch with our Support Team to check the status of your payroll securely. For the support's contact information, you can check it here: Contact the QuickBooks Desktop Customer Support Team. For more insights about processing direct deposit payroll and paying bills for vendor through direct deposit, you can check these articles: Send payroll and direct deposit paychecks in QuickBooks Desktop Payroll Manage direct deposit for independent contractors in QuickBooks Desktop Payroll Pay bills for vendors through Direct Deposit View and print past Payroll Confirmation reports Let me know if you have any other direct deposit questions. I'll be right here to help!

Angelyn_T

Hello, @bfranz. Thank you for adding a post here on the Community page. I'm glad to help you today so you'll be able to get the information you need. If you're referring to the rate of your QuickBooks Online (QBO) subscription, you can check this article for the plan comparison and pricing: Compare QuickBooks Plans. On the other hand, if you're referring to the sales tax rate, you can read this article to find your sales tax rate: Find your sales tax rate for your state. For more insights about sales taxes, you can also read these articles: Set up your sales tax Set up and use automated sales tax Sales tax in QuickBooks Online Let me know if you have any other questions and if you're referring to something else. I'll be right here to help!

Angelyn_T

Hello, @willsadhna. You have to enable the option of tracking expenses and items by customer as well as making expenses and items billable under the Account and Settings to be able to get the customer field when trying to add expenses to customers. I can help guide you on how. Log in to your QuickBooks Online (QBO) account. Go to the Gear icon. Select Account and Settings. From the Bills and expenses section, select Edit. Select the following: Show Items table on expense and purchase forms Track expenses and items by customer Make expenses and items billable (Optional) Set up the following: Markup rate Billable expense tracking Sales tax charge Bill payment terms Select Save, then Done. Once completed, you'll now be able to select a customer when entering expenses, ensure to put a check-mark in the box under the Billable column to make the expense billable to your customer. For more insights about entering billable expenses, you can read this article: Enter billable expenses. You can also read this article for your future reference about entering billable time by job: How to enter billable time by job. Stay posted if you have any other questions. I'll be right here to help!

Angelyn_T

Hello, @marvinsgardeninc. When you stop your QuickBooks Online (QBO) subscription, you have read-only access to your data for one year after you cancel your subscription. To save a backup of your data or file, you can export your reports, list, transactions, and attachments to Excel. I'd be pleased to help guide you on how. To export your reports to Excel: Log in to your QBO account. Select Reports. Search for and select the report you want to export. At the top of the report, select the Export icon. Then select Export to Excel. Save the file somewhere you can easily find, like your Downloads folder or your desktop. You can also follow these steps to export your report or list: Go to the Gear icon. Under Tools, select Export Data. On the Reports tab, set the desired date range. Add or remove items from the Reports and Lists tabs by toggling the slider. Select Export to Excel. Once completed, you'll then be prompted with confirmation that the data has been exported. For more insights about exporting data to excel, you can check these articles: Export your reports to Excel from QuickBooks Online Export reports, lists, and more You can also read these articles to learn more about canceling a subscription and what will happen after cancellation: Cancel your QuickBooks subscription What happens to my QuickBooks Online data after I cancel? Feel free to drop a comment below if you have any other questions. I'll be happy to help!

Angelyn_T

Hello, @barkah-ibrahim40. Allow me to join the thread and share additional insights about setting up a PayPal account to QuickBooks Online (QBO). This will usually depend on how you set up PayPal. There are two setups that you can follow. It's either Sync with PayPal or PayPal Online Banking. If you have used the Sync with PayPal, then invoices that are paid through PayPal or sales receipts will be created under the undeposited funds where you have to create a bank deposit so it'll be posted on your account. You also need to create a bank deposit so the sales or payments received will be closed and marked as paid. For more insights about syncing and connecting to PayPal, you can check these articles: Connect to PayPal FAQ Connect to PayPal App for QuickBooks Use the Connect to PayPal app Sync with PayPal You can also read this article for your future reference about switching from Sync with PayPal to Connect to PayPal: Switching from Sync with PayPal to Connect to PayPal. Stay posted if you have any other questions. I'll be right here to help!

Angelyn_T

Hello, @kbriganti. The browser's cache may cause the issue about the missing Create (+) icon and Gear icon on your QuickBooks Online (QBO). For now, you can try the basic troubleshooting steps to narrow the cause of this unexpected behavior. I can help guide you on how. First, access your account using a private browser or an incognito window. To open QuickBooks using a private browser, you can use either of these shortcut keys: Google Chrome: Ctrl + Shift + N Mozilla Firefox: Ctrl + Shift + P Internet Explorer: Ctrl + Shift + P Safari: Command + Shift + N If you're able to see the menus when logging in to QuickBooks using a private browser, I recommend clearing your browser's cache to start fresh and optimize its performance. For the detailed steps, you can check it here: How do I clear my browser cache and temporary Internet files?. However, if you're getting the same experience, try switching to another supported browser to resolve the problem. If the issue persists, I'd highly suggest getting in touch with our Support Team to check and investigate this further. For the support's contact information, you can check it here: Contact the QuickBooks Online Customer Support team. In case you have any other QuickBooks concerns in the future, you can also read our help articles and look for the topic you need: Help articles for QuickBooks Online. Let me know if you have any other QuickBooks questions. I'll be right here to help!

Angelyn_T

Hello, @jorpe34. If you're referring to not being able to log in to QiuckBooks Online (QBO) or having issues while working with QuickBooks, I recommend trying the basic troubleshooting steps to resolve issue. I'm here to help guide you on how. First, log in to your account using a private browser to check if the problem is within the browser you're using. To open QuickBooks using a private browser, you can use either of these shortcut keys: Google Chrome: Ctrl + Shift + N Mozilla Firefox: Ctrl + Shift + P Internet Explorer: Ctrl + Shift + P Safari: Command + Shift + N If you're able to work fine using a private browser, I recommend clearing your browser's cache to start fresh and optimize its performance. For the detailed steps, you can check it here: How do I clear my browser cache and temporary Internet files?. However, if you're getting the same experience, try switching to another supported browser to resolve the problem. Let me know if you're referring to something else and if you have any other QuickBooks concerns. I'm just a post away to help!

Angelyn_T

Hello, @martja50. It'll be my pleasure to share some insights about upgrading to a higher version of QuickBooks Desktop (QBDT). Since your QBDT Pro 2017 will expire on 03/24/2020, you need to upgrade the service before the said date. You have the option to upgrade it at the end of 2019 or wait until March 2020 given that the subscription is still active. As long as it is active, you'll still be able to access the add-on services and your product will continue to work for you. To learn more about upgrading to a newer version of QuickBooks, you can check this article: Upgrade to a new QuickBooks Desktop version. You can also read this article for your future reference about the QBDT 2020: What’s new in QuickBooks Desktop 2020. Let me know if you have any other questions about upgrading QuickBooks. I'll be right here to help!

Angelyn_T

I'm here to help check the error you're getting, @ulisesmeza82. If you're experiencing this issue when trying to edit your invoices using the web browser, then, we can try the basic troubleshooting steps to isolate the issue. To start, you try accessing your account using a private browser to help us verify if the problem is within the browser you're using. To use a private browser, here’s how: Google Chrome: Ctrl + Shift + N Mozilla Firefox: Ctrl + Shift + P Internet Explorer: Ctrl + Shift + P Safari: Command + Shift + N If it works fine, you have to clear your browser’s cache to optimize the browser’s performance and your QBO experience. If you're getting the same result while using a private browser, I recommend switching to another supported browser. However, if the problem continues, I recommend getting in touch with out 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. Let me know if you have any other QuickBooks questions. I'd be glad to help!

Angelyn_T

Hello, @alex35. It's nice to have you here on the Community page. I'm glad to share some insights about recording shareholders' contribution in QuickBooks Online (QBO). If you're referring to tracking shareholders' contribution by class, then, yes, you can do it in QBO. You can simply turn on the class tracking feature and record the shareholder's deposit. To turn on and set up your class list, you can check this article for the detailed steps: Get started with class tracking in QuickBooks Online. Once done, you can now record a deposit and ensure to select an equity account under the Account column, to track the share by class you can add a class under the Class column. For more insights and future reference, you can check these articles: Add an owner or partner to your books Track personal money or investments to your business Let me know if you have any other questions. I'm always here to help!

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