About MaryGraceS

MaryGraceS

It's good to see you here, @Jnv062577. I'm happy to walk you through how to add license seats so more users can simultaneously access your QuickBooks Desktop company file. Here's how: In QuickBooks, go to the Help menu, then select Manage My License. Select Buy Additional User License. The page that opens gives you the option to buy additional licenses online or by phone. To find current pricing information, click the Add Seats Online link. You can refer to the articles below to purchase user licenses, to install and use QuickBooks Desktop in multi-user, as well as the tasks that can be performed: Add a user license to your QuickBooks software Set up multi-user network Features available and tasks you can perform in single or multi-user mode Feel free to hit that Reply button below if you have any other questions. I'll be happy to help you out. Have a great day.

MaryGraceS

Hi there, @agutierrez. You're on the right path in changing the account's name. Let me walk you through how you can change it in your Chart of Accounts in QuickBooks Online. Here's how: Select Accounting on the left navigation panel and choose Chart of Accounts. Click the drop-down in the ACTION column for the account and choose Edit. Enter the desired information in the Name field. Hit Save and Close. Also, you can refer to the following articles for additional insight and screenshots about editing accounts, as well managing your Chart of Accounts: Edit Your Chart of Accounts How to manage default and special accounts in the Chart of Accounts Understanding the Chart of Accounts Should you need further assistance, please let me know. I'll be happy to help you out.

MaryGraceS

Hello there, @jpowell. Currently, w e received similar reports from other users experiencing the same behavior when viewing prior payroll on reports or in pay stub YTD totals. Rest assured our product team is working for a solution. Also, I'd suggest to reach out to our Customer Care Team to add your account to the list of affected users. This way, you can get new information or update with the progress of the investigation. Here's how you can request a callback from within QuickBooks Online: Click the Help button in the top right corner. Select Contact Us. Enter Support in the field and choose Let's talk. From here you can select to receive a callback at a time that's convenient for you. Should you not see the option for Get a callback, you can toggle it by entering Support in How can we help?. For additional reference, you can use the following articles to learn more about processing payroll, taxes and forms: Payroll 101 Pay payroll taxes electronically or manually File quarterly tax forms Fill me in if you have further questions. I'll be around if you need any help.

MaryGraceS

Greetings, @MattO. Thanks for taking the time to visit the Community. There are just a few steps to access the billing rate levels in QuickBooks Premier 2019, and I'd be happy to show you how: Go to the Lists menu. Select Billing Rate Level List. From there, you can create and edit your billing rate levels. For more reference, you can use the following article about this feature, as well as how to create and assign them to your employees and vendors: Set up custom rates or prices for employees, vendors, or customers. Once you associate them with employees and vendors, each time you create an invoice with billable time, QuickBooks automatically fills in the correct rate for each service item. Please feel free to comment below if you have any other questions. I'll be here to help.

MaryGraceS

Greetings, @rvisnov. You can reactivate your subscription at any time once you update your payment details. To make sure your billing information syncs with your account, let's sign out of your QBO company. Then log back in and check to see if your account is activated. Here's how: Click the Gear icon. Select Account and Settings. Click Billing & Subscription on the left. From here you can see your Subscription status. If it still shows suspended, I suggest contacting our Customer Care Support team. They have the tools to securely access your account and ensure your subscription is activate. Here's how: Click the Help icon in the upper right of the screen. Select Contact US on the pop-up. Enter what you're needing assistance with in the How can we help? field and choose Continue. Click Get a callback. Enter your contact information. Select Call me. If you don't see the option for Get a callback, you can toggle it by entering Support in How can we help?. I'm including some articles about account suspension, as well as an additional reference while working with QuickBooks: Get help with your suspended subscription QuickBooks Blog I'm only a comment away if you have any other questions. Have a great day ahead.

MaryGraceS

Hello there, @BarbDi. You can use the audit trail to see the changes made to your books. Also, you can print and use it as a reference to make corrections. Here's how: Go to Reports at the top menu bar. Select Accountant & Taxes. Click Audit Trail. Click Customize Report button, then click Filter. Search Transaction Type and choose Invoice. Customize the dates in the report's page. Click Print. To print the report, select the drop-down arrow for Print tab and choose Report. You can select the Preview tab to review the report before clicking Print. Also, if you saved a backup of your company file, you can restore it to reinstate the original transaction. Here's how: From the File menu, select Open or Restore Company. Select Restore a backup copy and click Next. Choose Local Backup and then select Next. From the Look In drop-down, choose the location of the backup file. Select the backup file from the folder. The file name should appear as [Company Name].qbb. Select Open, then hit Next. From the Save in drop-down, choose the location where you want to save the restored file. In the File name field, type a new file name. Hit Save. Carefully read and respond to any messages that appear before restoration begins. I've also attached an article to customize reports, and some links about managing them in QuickBooks Desktop: Customize reports. Keep me posted if you need anything else. I'll be happy to help you some more. Have a great day ahead.

MaryGraceS

Hi there, @Veronika_M. Currently, there isn't a way to unmerge customers. When merging them, all the information from the "losing name" will disappear. In the meantime, you can edit the new customer's profile or restore a backup copy of your company file before you made the changes. Here's how: From the File menu, select Open or Restore Company. Select Restore a backup copy and click Next. Choose Local Backup and then select Next. From the Look In drop-down, choose the location of the backup file. Select the backup file from the folder. The file name should appear as [Company Name].qbb. Select Open, then hit Next. From the Save in drop-down, choose the location where you want to save the restored file. In the File name field, type a new file name. Hit Save. Carefully read and respond to any messages that appear before restoration begins. After that, you can merge customers again or inactivate the old profile. If you choose to merge them, please take note that only certain data goes from one customer to the other. So, make sure to create a backup before making any changes. If you want to deactivate them, here's how: Go to the Customers menu. Select Customer Center. Double-click the name in the left pane, and mark the Customer is inactive checkbox. I've also attached an article you can use if you want to let your customers pay invoices online: Online Invoicing. Please know that I'm just a few clicks away if you have any other questions while working with QuickBooks. I'll be happy to help you out.

MaryGraceS

Hello there, @cmdmfg. Having the option to combine the total of each bin for the same product is currently unavailable in QuickBooks Desktop. We recognize that each company has unique needs, and I can see how these features would benefit and empower your business. Rest assured that your feedback regarding this feature was shared with the appropriate department and team members. Your thoughts are important for learning, growth, and development and we take them all into consideration. I'd also suggest checking our websites to check for the new available features, as well as additional reference while working with QuickBooks Desktop. Here's how: Go to Help. Click New Features. Choose What's New. Please know that I'm always here to help if you have any other issues or concerns. Take care and have a good one.

MaryGraceS

Hi there, @nandersen81101. Payroll funds are posted to the employee's account if payroll was transmitted 5:00 PM PT 1 or 2 business day prior to the pay date. You can check the status of each paycheck in QuickBooks Online. Here's how: Go to the Workers panel. Select Employees. Click Paycheck list. You’ll see the status of the paycheck listed and a detailed description when hovering over the status. If you've missed the cut-off time, your payroll will be processed the next business day. Thus, your employees will be paid a day later. Additionally, you can use the following articles about payroll processing times, as well as paying your taxes: How will Federal banking holidays affect my direct deposit processing? Pay payroll taxes electronically or manually If you have any other questions, fill me in by clicking the Reply button below. I'll be happy to help you out.

MaryGraceS

Hi there, @rumorshairsllc. Yes, you can. Adding a bank account in QuickBooks is quick and easy. I'll be happy to show you how: On the left pane, select Accounting. Click the Chart of Accounts tab. Click New. Fill out an Account Type, Detail Type, Name, and Beginning Balance. Hit Save and Close. Once the bank is created, you can add transaction data in batches by uploading files obtained from your online banking website. Additionally, if you want QuickBooks to automatically downloads the last 90 days (or more) of transactions from your bank, you can use the Bank Feeds feature. The following articles contain more information about this feature, like how to sign up and download transactions: Connect bank and credit card accounts to QuickBooks Online Download, match, and categorize your bank transactions in QuickBooks Online Drop me a comment below if you have any other questions. I'll be happy to help you some more. Have a great weekend ahead.

MaryGraceS

Hi there, @arielw24. I don't want you to feel misled. We recognize that a price change like this can be difficult for business owners and, like us, you have to evaluate the value of each product and services you pay for your business. Here at Intuit, we certainly did not take this decision lightly and recognize the impact it has on our customers. We believe that, in order to maintain the level of quality as well as the support of our products, this change was necessary. With this, I'm adding an article you can read to learn more about the new updates and price increase for your product: FAQ - QuickBooks Online Price Increase for July 2019. I know that you already called our phone support, but I'm unable to access your account information in Community. To check your account about status, one of our QuickBooks Online Support members would be glad to answer them for you. They have the necessary tools to look into your account and see what options are available. Additionally, if you'd like to review new features, you can find them in the QuickBooks Blog. Thank you for being a member of the QuickBooks family. Please let me know if you have any other questions.

MaryGraceS · Re: I made a deposit on 12/28/18 amount of 8389.72...

Let me help you sort this out, @EForbes. If your bank account is connected to QuickBooks Online, it's possible that the deposit is not added to the bank register. You can check the Banking page to find the transaction. Here's how: On the left pane, select Banking. Select the For Review tab. From the Funnel drop-down, enter the date. Click Apply. If the transaction is not there or if you're not using bank feeds, it's possible the transaction is deleted. Let's check the audit log to see the changes made to your books. Here's how: Click the Gear icon. Select Audit Log. From the Filter drop-down, choose the appropriate Date and Events filter to narrow the results. Hit Apply. If you get the same result, it's possible the deposit was not recorded last year. You can enter that in QuickBooks Online (QBO) by using the Bank Deposit feature, but this will affect your books for 2018. I suggest consulting an accountant for more ways to record it. You can use the following article about adding bank deposits and methods available in QBO: How to Record Bank Deposits. I'm just a post away if you have any other questions. I'll be happy to help you further. Have a great day ahead.

MaryGraceS

Hi there, @vgardner218. You can enter historical tax payments to remove paid liabilities showing as overdue in the Pay Liabilities section, and to mark them as paid. Also, if it shows more transactions after the correction, its probably because the date entered is incorrect. To avoid this, you can run the Payroll Liability Balance Report to view the unpaid liabilities. From there, you can filter the report by month or quarter to enter the liabilities quickly. After that, you can record all tax payments for that date in the Prior Payments of Taxes and Liabilities window. Here’s how: Click the Help menu at the top and select About QuickBooks. On your keyboard, press Ctrl + Alt + Y to open the Setup YTD Amounts window. Select Next until you reach the Enter prior payments section. Click Create Payment. Enter the Payment Date and For Period Ending date accordingly. In the Taxes and Liabilities field, choose the payroll tax item you’ve already paid and then enter the amount. Click on Accounts Affected button and select Do not affect accounts. By doing so, the prior payments will not affect your balances or show up in the bank register. Continue to the next by selecting Next Payment. Once all payments have been entered, click Done to save your work. Hit Finish to close the window. You can refer to the following article for the detailed steps, as well as some screenshots for some steps: Enter historical tax payments in Desktop payroll. I've also attached some articles below about paying scheduled liability and payroll forms electronically: Set up and pay scheduled or custom (unscheduled) liabilities Understanding the E-File and E-Pay services Stay in touch if there's anything else I can do for you. I'll be happy to help you some more. Have a great day ahead.

MaryGraceS

Hello there, @kellytsmm. When merging customers all the information from the "losing" name will disappear. Thus, the option to unmerge them is unavailable. If you make a copy before merging, you can enter the customer's contact information manually or import them into your QuickBooks Online account. Here's how: On the left panel, select Sales. Select the Customers tab. From the New customer drop-down, select Import customers. Select Browse and find and select the Excel file. Click Open, then select Next to continue. Map your data then select Next. Adjust your data if necessary then select Import. The following article contains more information about importing contacts from Outlook, Excel, or Gmail, as well as other kinds of imports like bank transactions and products and services: Import customer or vendor. Drop me a reply below if you have any other questions while working with QuickBooks. I'll be happy to help you some more.

MaryGraceS

Hi there, @bracem. I appreciate you for letting us know what you've experienced when printing bill payments. Let's get this sorted. QuickBooks prompts you to enter a check number if the Assign check number option is selected in your bill payments window. This option is used to manually write the check or record the bill payment without printing the transaction. Thus, QuickBooks saves the payment automatically after you enter the check number. You can change it To be printed , so you'll have the chance to print the check right after creating the payment. Let me show you how: Go to the Vendors menu, then select Pay Bills. Select the bill you want to pay from the table. Enter the payment date and method. Choose the To be printed radio button. Select Pay Selected Bills, then click Print Checks. Make sure the correct bill is selected. Enter the check number. Click OK. For more reference, you can use the following article about processing bill payments using different methods like credit card and direct deposit: Pay bills in QuickBooks Desktop. Let me know if you have any follow-up questions. I'll be happy to help.

MaryGraceS

Hello there, @tricia9. Generating a report which contains the hire date of your employees is quick and easy. I'll be happy to show you how: On the left pane, select Reports. Select Employee Details. From the Employee drop-down, choose an employee or All Employees. Select a specific work location. Click on Run Report. You can find the hired date in the PERSONAL COLUMN. Also, you can print or export the report to Excel. Simply go to the Share drop-down at the top right and select Printer Friendly or Export To Excel. If you choose to export the report, you can edit the file to view the information you need. For additional reference, you can use the following article for some employee reports you can run in QuickBooks Online, like Payroll Details and Payroll Summary: View Employee Reports. If you have more questions, don't hesitate to hit that Reply button. I'll be happy to help you some more.

MaryGraceS

Hello there, janecanosa. I'm here to share some information about direct deposit. The QuickBooks Direct Deposit fee varies based on your payroll subscription. Since I can't pull up your account to check your subscription, I suggest calling our Payroll Support. They can provide you the detailed information about your account and check the fees to enable direct deposit in your QuickBooks. Here's how: Go to: http://payroll.intuit.com/support/contact/ Click the Payroll button. Click the View Contact Info button. You can check this article for future reference: Direct Deposit requirements, signup, and activation for QuickBooks Desktop payroll Overview of the Service Agreement for QuickBooks Direct Deposit service Feel free to leave a comment below if you have any additional questions about direct deposit. I'll be glad to answer them for you.

MaryGraceS

Hello there, helen. Let's get this straightened out so you can see your client's account. Have you tried using a different browser? There are times that the browser is full of frequently-accessed page resources, thus causing some errors and/or unusual responses. If it doesn't work, I'd suggest working with your client to have them resend the invite. You can refer to this article for the steps in sending the email invitation again: https://community.intuit.com/articles/1145953. If the same thing happens, I suggest contacting our QuickBooks Online Customer Care. They can check why you can't see your client's books, and assist you further. Let me know if you have other questions about QuickBooks Online. I'd be happy to help.

MaryGraceS

Hi mickey777. I'll be happy to provide you information about changing the Master Administrator. It would be easy to change the administrator's role if the old Master Admin will transfer it to an existing Company Administrator with an email account. Here's how: Log into QuickBooks Online using the Master Administrator's user ID and password. Click the Gear icon at the top right and select Manage Users. Click the Transfer Master Administrator button on the left side of the screen. If this button does not appear, you are not signed in as the Master Administrator. In the Transfer To drop-down list, select the name of the new Master Administrator. Click Finish. Sign out. An email will be sent to the person being invited to become the new Master Administrator. That person will need to accept the invitation from the email. For detailed steps when transferring the administrator's role, check this out: Transfer the Master Administrator role. If there's no way to contact your old accountant, please call our phone specialists. They have the additional tools needed to help you further. If there's anything else that I can help with, feel free to visit us again in the Community.

MaryGraceS

Hi kfcoronacpa. Good news! It's possible to transfer a client's data file from one accountant's QuickBooks Online Accountant to another. The accountant who'll take over that company will need to move the clients' subscription into their Wholesale Billing subscription. Here's how: In QuickBooks Online Accountant, click the Gear menu at the top right. Select Your Company. Click the Move clients to wholesale button. Place a check-mark (✔) next to each client you wish to move. Click Next. Click Move Clients. They will see a screen that advises if all clients were correctly migrated and a list of clients whose migration failed. Once done, the previous accountant can also remove this client's company from their wholesale subscription. For more information and detailed steps, please check this article: Adding or removing QBO and QBSE companies from wholesale billing For additional support, you can also reach out to our Customer Care Team. Please know that I'm just a post away if you need anything else. I'll be glad to help.

MaryGraceS

Good day, Brian Steck. Applying an automatically imported sales receipt to an open invoice is currently unavailable in QuickBooks Online. With the imported sales receipt, the payment portion is part of the transaction, and the status is automatically set to "paid". To avoid duplicate transactions in your income account, you can delete the invoice keeping the sales receipt. For more information about Sync with Paypal, please check this out: https://community.intuit.com/articles/1509484. If there's anything else I can help you with, don't hesitate to leave me a comment below. Have a great day.

MaryGraceS

I appreciate you for taking the time posting in the Community, @Chris_COO_ HireEffect. The engineers are currently investigating the issue with users being unable to download bank feeds. Though, we can't give you a specific time frame on when it will be fixed, rest assured, we will update this thread for any updates. Also, you can call our phone specialists so your name will be added to the list of those affected users, and receive email notifications. Here's how: Click the Help icon in the upper right of the screen. Select Contact us on the pop-up. Enter your question in the How can we help? field and choose Continue. Click Get a callback or toggle it by entering Support in How can we help?. Enter your contact information. Select Call me. For additional reference, you can use the following article to record bank deposits, as well as how to add the bank or processing fee and remove a specific payment from a deposit: Record and make Bank Deposits in QuickBooks Online. Thanks for your patience while this is being worked on. As always, I'm just a few clicks away if you have any questions. Hope you have a good rest of your day.

MaryGraceS

Hello there, @Red29. What I can suggest is to check if the transactions in the Undeposited Funds are already posted in your bank. You can print bank statements as a reference. Once confirmed, you can deposit the payments into a one lump sum amount . This way, QuickBooks matches your bank records. Here's how: Select Create. Select Bank Deposit. From the Account drop-down menu, choose the account you want to deposit the money into. Select the box for each payment you want to combine. Make sure the deposit total and selected payments match your deposit slip. Select Save and close. For additional information, you may refer to the following article about tracking deposits, as well as including a processing fee: Record and make Bank Deposits in QuickBooks Online. If the payments were reconciled or you want to avoid changing transactions for previous years, you can clear the balance in Undeposited Funds using a journal entry. You have to select the JE and its equivalent sales transaction on the Bank Deposit screen to zero out the amount. Before doing so, I suggest you consult your accountant to get more alternatives for this. Check out the video tutorial in this article to learn more about JE: Create a journal entry. Please leave a comment below if you have any other questions or need more assistance. I’m always here to help. Have a good one!

MaryGraceS

Hello there, @bcowen. Thanks for providing an additional screenshot and performing the steps shared by my colleague. I replicated your situation using my sample company file to confirm that the result is the same. Based on your screenshot, you selected the Warranty Repair Expense account in the Expense Account field. The items for product and services are recorded in income accounts. To track the invoices, you need to select the Warranty Repair Expense account as the income account. Attached are screenshots below for your visual reference. Be sure to hit that Reply button if you have other concerns. I'll be more than happy to help you some more. Have a great day ahead.

MaryGraceS

Hello there, @JLE59. I appreciate you for letting us know the troubleshooting steps you've tried to resolve this error. Let me help you fix it by checking your bank connection and QuickBooks company file. Before following the steps, please make sure to back up your company file. After that, create a test company file and connect it to your bank. By doing so, we can check if the error is caused by a problem with your bank, or damaged data in QuickBooks. Here's how: From the File menu, select New Company. Select Express Start. In the Setup window, enter all required info, then select Create Company. Set up account for Bank Feeds. Download Bank Feed transactions. If you get the same error, it's possible there’s a problem with the connection from your bank. Since you recently upgrade to QuickBooks 2019, some banks need you to confirm your identity before you can use any of their online services. Log in to your bank account on a browser, then check if you have any bank security notification. If there’s none, contact your bank directly to help you verify this. If you don’t get any error, this could be caused by data damage. To resolve this, you can run verify and rebuild data on your company file. Then, ensure the online bank information is correct and reset the connection to your bank to refresh your banking services. If you get the same result, let's check if there's an Accountant's copy restriction. If so, you may need to remove it to change your account customer ID. You can use the following article for the things you need to take note before removing it and for detailed steps: Remove the accountant's copy restriction. Once done, you can refer to this article to update the customer ID in the Charts of Accounts or check the online banking credentials, and reconnect to your bank: Invalid Customer ID number. Drop me a comment below if you have any other questions. I'll be happy to help you some more. Have a great day ahead.

Browse by Topic

Training

Community

Resources

Re: i need to set up multiple users

Re: Change name of account. Currently Quickbooks c...

Re: RE: online payroll. Why are my YTD totals (tha...

Re: Which Desktop versions provide Billing Rate Le...

Re: Just changed my credit card number for payment...

Re: HELP! What would result in a change to AP and ...

Re: Merged Customer Data Now Missing

Re: Is there a way for an invoice to combine the t...

Re: Will payroll go out today?

Re: Can I manually add a bank account to my online...

Re: Dishonesty at Quickbooks

Re: I made a deposit on 12/28/18 amount of 8389.72...

Re: Pay Taxes & Other Liabilities Overdue message

Re: I ACCIDENTLY MERGED TWO CUSTOMERS ACCOUNTS, CA...

Re: assign check numbers

Re: How do I generate a QBO report that contains t...

Hello there, janecanosa. I'm here to share some in...

Hello there, helen. Let's get this straightened ou...

Hi mickey777. I'll be happy to provide you informa...

Hi kfcoronacpa. Good news! It's possible to transf...

Good day, Brian Steck. Applying an automatically i...

Re: I am unable to get bank feeds from Amex, after...

Re: Need help creating a specific report

Re: Tracking the Cost of Warranty Repair

Re: Cannot disconnect banking accounts