Thanks for getting back to us and sharing this detailed information, @odatbyGrace.   On the screenshot you've provided, both family insurance is pre-taxes, that's why QuickBooks deducted it from the gross pay including the other taxes. Then, the difference was multiplied by the garnishment since it was set up to calculate based on net pay.   Since you only want the garnishment to be multiplied by the difference of the gross pay and the other taxes, you need to change the calculation of this item based on quantity instead.   Here's how:   1. Click the Lists menu at the top to go to the Payroll Item List. 2. Locate the garnishment item and double-click to edit. 3. Hit Next until the Calculate based on quantity section, then choose the Calculate this item based on quantity option. 4. Select Next again and pick net pay. 5. Once done, choose Next again, then Finish.   By doing this, you need to manually deduct the taxes from the gross pay and enter the result on the Quantity column on the paycheck. Here's a sample screenshot from the test account.       I can see how having QuickBooks calculate these payroll items based on you presented would be helpful for you and your business. Since this isn't currently an option, rest assured that I'm making it my top priority that your feedback reaches our Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance the program.   Please know that I'm only a post away if you have any other issues or concerns. I'm more than willing to help. Have a nice day! ... View more

Welcome to the QuickBooks Community, @Tab77.   There may be a saved password in the Windows Credential Manager different from this user's credentials. This a digital locker where Windows store login credentials that were used to sign in to websites or other software installed on your computer.   Since she often gets this prompt to enter the username and password in Outlook while working in QuickBooks, you can either delete the stored information in the Remove from Vault section or add her login credentials in Windows Credentials located on the computer's Control Panel. When doing this, I highly suggest consulting an IT expert for further assistance.   After that, she can now send sales orders and invoices in QB without being prompted to sign in.   Just in case, I'm adding this article for future reference: Set up email service.   Please let me know in the comment section if you encounter any other issues. I'm always here to help. Have a great rest of the day! ... View more

Thanks for joining this conversation, Rick108.   The Gear icon that they're referring to is only available in QuickBooks Online (QBO). For QuickBooks Desktop (QBDT), the option to turn off rounding of decimal places when creating transactions is currently unavailable. As a workaround, you'll need to update or change the amount manually.   I can see how this feature would be helpful for you and your business. Rest assured that I'm making it my top priority that your feedback reaches our Product Development Team.   In the meantime, I suggest visiting our Blog site. This is the place we post some updates with regards to newly added features.   I'm also adding this article for future reference: Rounded numbers cause discrepancies in tax calculations.   Please let me know if you have any other issues or concerns. I want to make sure everything is taken care of for you. Have a good one. ... View more

This is certainly not the experience we want you to have, @odatbyGrace.   I also replicated this on my sample company file and based it on the information previously provided, and I got the same result. Here are some sample screenshots of what my paychecks looks like:       I know you already followed the steps above, but to make sure that I'm on the same page can you please share a screenshot of the amount calculated on the paychecks? This will help me investigate further on what's causing the issue.   Just in case, I'll be adding this article for future reference: Set up a payroll garnishment item.   I look forward to hearing from you soon. Take care always! ... View more

Thanks for getting back to us, SBCondor.   Since you don't want to make a deposit yet, you can create a journal entry (JE) instead. Debit to Undeposited Funds (UF) and Credit to Accounts Payable. This way, the refund will go the UF account and not in your actual bank.   However, I suggest consulting your accountant for further assistance with the process to ensure your books are accurate  for your business.   Here's how:   Click the Plus icon to get to the Journal Entry. Enter the necessary information. Once done, hit Save and close.   For additional information, consider checking out these articles:   Create a journal entry. Enter a refund from a vendor.   Please leave a comment on this thread if you have any other issues or concerns. I'll be here to help. Have a wonderful day! ... View more

Thanks for getting back to us, @njabaters.   When you are in the Make Deposit window, you cannot use the default Undeposited Funds account for the Deposit To or the From Account drop-down. If the payments were already entered in QuickBooks, click the Payments option at the top and pick them to avoid this error.       However, if the Payments to Deposit window doesn't have any transactions, it's possible that you haven't entered them yet. If that's the case, create a sales receipt and make sure to select Undeposited Funds in the DEPOSIT TO field.   Here's how:   1. Click the Customers menu at the top to go to Enter Sales Receipt. 2. Select Undeposited Funds in the DEPOSIT TO field. 3. Enter the other necessary information, then hit Save & Close.     Once done, you can now pick them in the Payments to Deposit window when making a deposit and continue the process.   For additional resources, consider checking out these articles:   Understand how the Undeposited Funds account works. Deposit customer payments.   Please let me know if you encounter any other issues by leaving a comment below. I want to make sure everything is taken care of for you. Have a good one!   ... View more

Thanks for joining this conversation, tjmoore.   You're trying to enter PayPal fees, correct? If so, the process to do this is the same as the link provided above. Record the transaction first with the full amount. When you receive the payment, make sure to select Undeposited Funds in the DEPOSIT TO field.   After that, deduct the processing fee upon depositing the payment that you received in QuickBooks Desktop (QBDT).   Here's how:   Click the Banking menu located at the top to get to Make Deposits. Choose the correct payment. On the next line, select the account where the fee should be posted. Enter the processing fee as a negative amount so it will be deducted on the Amount section. Once done, hit Save and Close.   For additional resources, check out these articles:   Deposit customer payments. Set up, use, and pay credit card accounts.   Please let me know in the comment if you have any other issues or concerns. I'm more than willing to help. Have a good one! ... View more

Thanks for reaching out to the Community, caryn3.   Beginning balance discrepancies can be caused by one of the following:   The amount or account of a previously reconciled transaction was deleted or changed. The status of a previously reconciled transaction was changed from reconciled (R) to cleared (C) or neither (blank), or an unreconciled transaction was changed to reconciled (R). The account's opening balance is incorrect.   To isolate this, let's check if the register has downloaded transactions that cleared the bank before the statement's start date. If it has, delete them to correct the beginning balance. Here's how:   Click the Accounting menu at the left pane to go to the Chart of Accounts. Choose View register on the right side of the account under Action column. Locate and select the downloaded transactions and hit Delete.   If it doesn't have, I recommend checking out this article for additional troubleshooting steps that can help fix the discrepancy: Fix an opening balance to match a bank statement.   Please let me know in the comment section if you have any other issues or concerns, and I'll get back you right away. I'm always here to help. ... View more

Thanks for joining this conversation, Alison5.   Yes, the investigation (INV-15216) about being unable to access the Projects page in QuickBooks Online (QBO) has been resolved. If you're still having the same issue, let's perform some troubleshooting steps that can help us fix this.   Try logging into your QBO account using a private (incognito) browser. There are times that the browser is full of frequently accessed page resources, causing some unusual responses. Here's how:   Press Ctrl + Shift + N (Google Chrome). Ctrl + Shift + P (Firefox or Internet Explorer). Control + Option + P (Safari).   Once logged in, access the Projects page again to double-check. If it works, return to your default browser and perform clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. If the issue persists, try using other supported browsers.   Please let me know you encounter any other issues by leaving a comment below. I'm always here to help. Hava a great rest of the day!     ... View more

Thanks for joining this conversation, jslup55.   When you view customer's invoices, they should display in numerical order based on the transaction numbers.   If you already tried sorting the list as what my colleague mentioned above, and the issue persists, let's try running the QuickBooks built-in diagnostic tools called rebuild and verify data utilities. These tools comb through, repair, and notify you of data damage within the file.   Here's how:   Click the File menu to go to the Utilities and Rebuild Data. Choose OK. Follow the prompts to save a backup. Hit OK when you see Rebuild has completed. Now, go back to File, then Utilities and select Verify Data this time.   If QuickBooks detected no problem with your data, click OK. You can continue using the company file.   However, if the verify finds an issue, check out this article for additional troubleshooting steps for QuickBooks Desktop (QBDT) Mac: Resolve data damage on your company file.   Let me know if you have any other issues or concerns in the comment section below. I'm more than willing to help. I look forward to hearing from you soon. ... View more

Thanks for reaching out to the Community, kjwells.   You can set up the Rep Payee bank as the parent account, then the clients as the sub-accounts in the Chart of Accounts. This way, you're able to pay out of their account and reconcile the parent account.   Here's how:   Click the Lists menu at the top to go to the Chart of Accounts. Select the Account drop-down located at the bottom, then New. Choose Bank as the Account Type and Continue. Enter a name and other necessary information. Once done, hit Save & Close.   To set up your clients as sub-account, refer to these steps:   Follow steps 1 - 4 above, then place a checkmark in the Subaccount of box and pick the parent account in the drop-down. Tick Save & Close.   I'm also adding this article for future reference: Understand QuickBooks Chart of Accounts.   I want to make sure everything is taken care of for you, so let me know if you have any other issues or concerns. I'm always here to help. Have a good one. ... View more

Welcome to the Community, m.klein.   Yes, there is! GoPayments uses QuickBooks Online (QBO) as a way to separate address book. If you have QBO account, here's how you can connect or integrate them:   Click the Gear icon to go to the Account and Settings. Pick Payments from the left menu. In the Existing account section, hit Connect Quickbooks will search for any Merchant accounts associated with your user id. Confirm that the correct Merchant account is listed and select Link account to link the account.   For additional resources, consider checking out these articles:   Use GoPayment to accept QuickBooks Online invoice payments. Mobile Payments items in GoPayment app FAQs.   Please let me know in the comment section below if you have any other concerns. I'll be here to help. Have a good one! ... View more

Thanks for getting back to us, @   Yes, that's right! The information in the top corner is that open and overdue balance for that specific vendor. It is showing zero since the credit, and the deposit was already linked. While the negative amount at the bottom is the total of all the vendor transactions.     For additional information, consider checking out this article: Enter a refund from a vendor.   I hope this response finds you with a smile. Please let me know if you have any other issues or concerns in the comment section below. I'm more than willing to help. Have a good one! ... View more

Thanks for reaching out to the Community, lauraatnash.   It's possible that other customer's transactions used a different template causing the custom field not to show on the report. If that's the case, let's open them double-check.   1. On the custom report, double-click each transaction that doesn't have the custom field. 2. Under the Template drop-down, choose the correct one. 3. Toggle the customer's name to refresh the transaction, then hit Save & Close.   For additional information, consider checking out this article: Use QuickBooks Desktop custom fields.   On the other hand, if they're already using the correct template, run the QuickBooks built-in diagnostic tools called rebuild and verify data utilities. These tools comb through, repair, and notify you of data damage within the file.   1. Click the File menu to go to the Utilities and Rebuild Data. 2. Choose OK. Follow the prompts to save a backup. 3. Hit OK when you see Rebuild has completed. 4. Now, go back to File, then Utilities and select Verify Data this time.   If QuickBooks detected no problem with your data, click OK. You can continue using the company file. However, if the verify finds an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below.   1. Find and check the Find QBWin.log or QuickBooks.log files. 2. Scroll to the bottom for the most recent Verify information. 3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.   I'm also adding this article for future reference: Resolve data damage on your company file.   Please let me know if you encounter any other issues or concerns by leaving a comment. I'll be here to help. Have a good one! ... View more

Thanks for getting back to us, @HoytUSA.   Since you don't have the Express Start option, you can try pulling using a sample file instead of creating a new one. Here's how:   1. Close/logoff the company by selecting it under the File menu. 2. In the No Company Open window, click the Open a sample file drop-down and choose any sample. 3. Add a test item, then open it and run a QuickReport.   If everything looks fine, return to your main company file and run the  Verify and Rebuild Data utility tool as mentioned by my colleague @MaryGraceS above. Here's how:   1. Click the File menu to go to the Utilities and Rebuild Data. 2. Choose OK. Follow the prompts to save a backup. 3. Hit OK when you see Rebuild has completed. 4. Now, go back to File, then Utilities and select Verify Data this time.   If QuickBooks detected no problem with your data, click OK. You can continue using the company file. However, if the verify finds an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below.   1. Find and check the Find QBWin.log or QuickBooks.log files. 2. Scroll to the bottom for the most recent Verify information. 3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.   For additional information, consider checking out this article: Resolve data damage on your company file.   Please let me know if you encounter any other issues or concerns by leaving a comment. I'll be here to help. Have a good one! ... View more

Welcome to the Community, metroretro.   In QuickBooks Online (QBO), every time you drill down or you go back and forth on a specific account in the balance sheet report, the transaction report always returns to their default setup.   Although you're able to save the customization, however, you can only access it through the Custom Reports tab in the Reports menu.   Click the Reports menu located in the left pane, to get to the Balance Sheet. Drill down or tick the amount on a specific account to open the Transaction Report. Make the necessary changes, then hit the Save customization (green) option on the upper right. Enter a report name and choose Save once done.   To access it, follow these steps:   Return to the Reports menu, and click the Custom reports tab. Select the name to open.   For future reference, consider checking out these articles:   Understanding the Balance Sheet: Asset, Liability and Equity. How to Save Customized Reports.   I can see how this feature would be helpful for you and your business. Rest assured that I'm making it my top priority that your feedback reaches our Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.   I highly suggest visiting our Blog site to learn what new updates are being rolled out. Here's the link: https://quickbooks.intuit.com/blog/.   Please let me know in the comment section if you have any other issues. I'm more than willing to help. Have a great day! ... View more

Welcome back to the Community, bspeed.   Let's pull up the Sales Tax Liability report (STLR) and check all the possible transactions that might cause this balance.   Here's how:   Click the Reports menu located at the top to go to the Vendors & Payables and Sales Tax Liability. Change the reporting period to This Month in the Dates drop-down. Double-click the amount in the Sales Tax Payable as column. Either adjust the date of these transactions or ending date of the report to include or exclude applicable sales tax payments, journal entries, adjustments, or checks.   For additional information, I recommend checking out these articles:   Sales Tax Liability Report and Pay Sales Tax window do not match. Track sales tax on purchases from vendors.   Let me know in the comment section if you encounter any other issues or concerns. I want to make sure everything is taken care of for you. ... View more

Thanks for dropping by the Community, bclsolatube.   Employees should show under the payee drop-down (bottom part) when writing checks in QuickBooks Online (QBO). Make sure that their status isn't inactive.   If they're active and still not showing, try logging into your QBO account using a private (incognito) browser. There are times that the browser is full of frequently accessed page resources, causing some unusual responses.   Here's how:   Press Ctrl + Shift + N (Google Chrome). Ctrl + Shift + P (Firefox or Internet Explorer). Control + Option + P (Safari).   Once logged in, write a check again to verify. Please follow these steps:   Click the Plus icon at the top to get to the Check. Pick the employee you are paying in the Payee drop-down and choose the bank account you use for your payroll expenses. Select Employee Cash Advances from the Account drop-down, then enter the amount. Hit Save and close once done.   For additional information, consider checking out this article: Pay an advance.   If it works, return to your default browser and perform clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. If the issue persists, try using other supported browsers.   Let me know in the comment section if you have any other issues or concerns. I'm more than happy to help. Have a good one! ... View more

Welcome to the Community, charms3.   If your bank account is already connected to QuickBooks Online (QBO), the system will automatically download transactions (bank feeds) every night around 10 PM PT. So you don't have to add them manually.   For most banks, transactions are available for QBO to download the day after they post to your bank's website. Some may take a little longer.   If they are still not showing, you can manually update the account to get the latest available transactions. Here's how:   Click the Banking menu at the left pane to go to the Banking page. Hit the Update button located on the upper right. If you see a message about additional authentication, follow the onscreen instructions.   On the other hand, you may also upload them into the system. This process is called WebConnect. Here's how:   Sign in to your Bank's website and follow the instructions on how to download transactions (.QBO file). In your QBO account, go back to the Banking page. Select the small arrow icon beside the Update button. Hit File upload.   Refer to this article for more information: Manually upload transactions into QBO.   For additional resources, consider checking out this article: What to do if bank transactions won’t download.   Let me know in the comment section if you have any other issues or concerns. I'm always here to help. Have a great day! ... View more

Thanks for reaching out to the Community, @kidbeck1.   Are you getting any error messages? This will help me make sure that I can provide the best resolution.   In the meantime, try logging into your QuickBooks Online (QBO) using a private (incognito) browser as an initial troubleshooting step. There are times that the browser is full of frequently accessed page resources, causing some unusual responses.   Here's how:   Press Ctrl + Shift + N (Google Chrome). Ctrl + Shift + P (Firefox or Internet Explorer). Control + Option + P (Safari).    Once logged in, try to create a test invoice to double-check. This can be done by clicking the Plus icon and selecting Invoice under Customers column.   If it works, return to your default browser and perform clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. If the issue persists, try using other supported browsers.   Please let me know in the comment section if you have any other issues or concerns. I'm always here to help. Looking forward to hearing from you again. ... View more

Welcome to the Community, @mjleptak.   To answer your question, yes! There's a fee when you process direct deposit (DD) in QuickBooks, and you can set it up to come out of your bank account. However, in this scenario, the amount to be paid for their employees will be taken out of your account as well.   Below are the requirements in signing up for DD:   A supported version of QuickBooks. Active Payroll subscription. Federal Employer Identification Number (EIN). Internet access. A bank account that can handle Automated Clearing House (ACH) transactions within the United States.   To sign up:   Click the Employees menu located at the top to go to the My Payroll Service and Activate Direct Deposit. Complete and review the form. Tick View Agreement and place a checkmark in the I have read and agree to the terms of service agreement. Answer the questions given in the Check Security Limits section, then hit Submit. A confirmation page appears with the Next Steps instructions, then click Return to QuickBooks.   For additional information, consider checking out these articles:   Set up direct deposit. Set up, edit, and remove direct deposit for employees in QuickBooks Desktop.   Let me know if you have any other issues or concerns in the comment section below. I'm always here to help. Have an amazing weekend! ... View more