Hi there, @launmolly.   You can enter a new password in the Account and Settings, so you can add older transactions to your account. Let me guide you how:  Click the Gear icon and select Account and Settings. Select the Advanced tab and click the Accounting section.  Enter a new password in the Closing date field. Once finished, select Save and then Done. After that, you can refer to the following articles for options to track older transactions, as well as some resources you can use when reconciling and preparing your business for the end of the year:   Reconcile transactions that are older than your opening balance Reconcile Workflow in QuickBooks QBO Year-end checklist If you have more questions, just drop a comment below. I'll be happy to help you out. Have a great day ahead. ... View more

Hi there, @rentalandrepair.   At this time, the option to process 1099-INT in QuickBooks Online (QBO) is unavailable. Currently, it only supports preparing and filing of the 1099-MISC form.   I agree that having the ability to process the 1099-INT form would be a great addition to QuickBooks, so I'm passing it along here on my end for consideration in the near future.     In the meantime, I strongly recommend checking out our common questions about 1099's article. This guide contains information on expense and vendor reporting that may help you if you decide to prepare and process the form manually. Also, I recommend contacting the Tax Agency (IRS) for guidance on how to fill out the form and which option best fits your business.   I've also attached an article that you can use when preparing your business for the end of the year: QBO Year-end checklist.   Let me know if there's anything else that I can help with. Just click the Reply button below to add a comment. Have a great weekend.  ... View more

Hi there, @elinobeauty.   Let me help ensure you're able to get rid of the message so you can get QuickBooks  up  and  running   again .    Despite having an active subscription, an error prompt such as this may happen when signing into a different company that has already expired. You might have accidentally logged into old trial accounts or use old login information. Let’s make sure to link the right company by following the steps below: Log in to your QuickBooks Online. Make sure to use the right login credentials to access the right account.  Select the right company and verify if it’s the one you’ve been using by looking at recent transactions.  If you logged in to the correct company, let's review your billing information directly from your Accounts and Settings so we can identify why your subscription is expired.   Here's how: Go to the Gear icon. Under Your Company, select Accounts and Settings. Select Billing & Subscription. On the QuickBooks Plan section, review your subscription details. Here's an article you can read to learn more about your subscription and update your payment information: Update your billing and subscription info.   I've also included this helpful article in case you need to print a receipt of your subscription: Print QuickBooks Online subscription receipt.   If there's anything else that I can help you with, please let me know in the comment section down below.  Have a great day ahead. ... View more

Hi there, @foundationsavers.    Let's get you back up and running so that you can make an employee inactive. The Payroll Tax Setup page needs to be completed in order to make changes in the employee profile. You'd have to complete his/her payroll details so you have the option to inactivate.    If you get the same results after checking the employee's profile, there are times that the browser is full of frequently accessed page resources, thus causing some errors and/or unusual responses.   To isolate, start with using a private browser, here's how:    For Google Chrome: Ctrl + Shift + N For Mozilla Firefox: Ctrl + Shift + P For Internet Explorer: Ctrl + Shift + P For Safari: Command + Shift + N If this works, this means that you just need to clear your browser's cache. Sometimes, it keeps either too many or outdated Internet files that may cause websites.    You can also check my colleague's post for more details and screenshots in changing an employee's status: How do I make an employee inactive?.   Also, you can check our year-end guide and checklist for additional resources in completing payroll tasks in QuickBooks Online.   Let me know if there's anything else that I can assist you with. I'll be here to help. ... View more

Congrats on your post in the Community, @d13.   You can contact our support by scheduling a callback through the Help icon. Let me show you how: Go to Help at the top right. Select Contact Us. Enter a brief description of your concern in the What can we help you with? field. Click Let's talk. Select Start messaging or Get a callback. They are available every Monday to Friday 6 AM – 6 PM Pacific Standard Time (PST) and on a Saturday at 6 AM – 3 PM PST.    Also, the Community is always ready to lend a hand. If you have any general questions or concerns, feel free to include them in your reply, and I'll do what I can to assist you.   For additional reference, the Browse by topic section is a resource hub for articles and videos by QuickBooks. I've also attached an article that you can use to check our available support hours and types, as well as for tips and other resources:  QuickBooks Online Support Help articles for QBO I wish you and your business continued success. Feel free to follow up with me if you have any other questions. I'll be happy to help you some more. ... View more

Hi there, @sales110.   We received reports about the latency when processing payroll in QuickBooks Online Payroll. Our Product Development Team is working to identify the cause to provide a solution and will provide you with updates regarding the status of this issue via email.   I would recommend contacting our Support, so they can get your company information in a secure environment and add it to the list of affected users. For easy tracking, you can share this number with them: INV-37454. Click the Help button in the top right corner. Choose Contact Us at the bottom of the panel. Enter Payroll in the field, and click Continue. From here you can choose to schedule a callback for a time that is convenient to you. For more tips to manage your payroll account, as well as the most viewed and most recent articles, visit our QBO Payroll Resource Center.    The Community will always have your back. Let me know if you need anything else by clicking the Reply button below. Take care. ... View more

Hi there, @byjoconstruction.   The time it takes to process payments can vary based on several factors, such as the time of day. For QuickBooks Online Payments users, credit card payments typically deposit in about 2-3 business days and free ACH Bank Transfer payments deposit in about 2-7 business days.   Also, the time of funding varies depending on the financial institution where the funds are to be deposited, and how long it takes for them to process electronic deposits. It’s best to contact your bank and verify if there are changes made when it comes to their funding process.   However, if the transaction is not deposited into your account within the given period, I encourage you to contact our Merchant Services Team. They’ll thoroughly trace why the deposit is withheld. Once they've identified the issue, our support specialists will provide instructions on how to get the funds.   I've included some links about when will the funds posted in your account and additional reference while working with your account:  Find out when QuickBooks Payments deposits your money QuickBooks Payments Self-Help Don't hesitate to let me know if I can be of additional assistance. Cheering your business to continued success. ... View more

Hi there, @jamo1.    The information QuickBooks displays in your reports depends on the transactions you created in the account. To run a report for 2020, you can change how the information looks to get the data you need. Let's me guide you how.   To start, filter the data to focus on the specific information you need or change what information QuickBooks displays. All reports have a preset or "default" date range. You can change the date range to cover a different period of time, as well as filters to change the scope of a report.   Here's how:  On the left pane, select Reports menu. Find the and select the report you want to run. Click Customize.  Under Report period, click the dates drop-down list at the top of the report and choose a different date range. Click Customize. You can apply filters either one at a time or in combination with each other. Each additional filter you apply further restricts the content of the report. Select Run report. If you get the same result, we can do some troubleshooting steps to get past this unexpected behavior. To start, open an incognito mode or private browser. This prevents browsing history from being stored.   You can use the keyboard shortcuts below: Chrome: Ctrl+Shift+N Internet Explorer: Ctrl+Shift+P Firefox: Ctrl+Shift+ Safari: Command+Shift+N If that works, then let's go back to your regular browser and clear the cache. Deleting the cache makes the browser reload the webpage from server again.   I've also attached an additional resource to customize reports, as well as how to memorize a report which let you create similar reports without having to reenter the settings each time, share them: Manage your reports.   Leave a comment below if you have any other questions. I’ll be here and ready to help.  ... View more

It's good to see you here, @tricoperformance.    Yes, you can. You have the option to create secondary company files that are entirely separate from each other.   Here’s how:   Open QuickBooks and click File on the top menu bar. Select New Company from the drop-down list, and click Express Start. Enter the new company’s name, address and contact information in the appropriate fields, and click Create Company. Repeat the process to set up other companies.  To switch between companies, click File from the top menu and select Open Previous Company. Navigate to the company file that you want and click Open.   I've attached some articles below for more details about creating a new company, as well as how to manage the new account in QuickBooks:  Start a new company file Create new company files from existing ones in QuickBooks Desktop QuickBooks Desktop user guides You can always reply to this thread if you need anything else with creating company files in QuickBooks. I'll be happy to help you some more. ... View more

Hi there, @mpaplham.   Let me share some troubleshooting steps to get past the "transaction not balanced" prompt you're getting. You can get this warning message if you change the amount due but the total amount in the detail areas, like Expenses and Items tabs in checks, does not equal the amount due at the top.     Since the balance is correct, clear the form, then reenter the details and try saving it again. If you get the same results, this unexpected behavior can be caused by a corrupted file. I recommend resetting QuickBooks update and run the Verify/Rebuild utility to detect the data damage. This can help fix minor bugs or unexpected behavior with the product and data issues within your company file.   Here's how to update QuickBooks Desktop to the latest release: Click Help. Select Update QuickBooks Desktop. Go to the Update Now section and check the Reset Update box. Click Get Updates, then select OK to confirm. After that, please secure a backup of your company before running the Verify and Rebuild tool to avoid data loss. Once done, please refer to the following article for the steps: Verify and Rebuild Data in QuickBooks Desktop.   Feel free to hit the Reply button if you have any other questions. Have a great one.  ... View more

Hi there, @pete16.   I'd be happy to help you change the page margins of your invoice layout. You can make the invoice print it lower on the paper by resetting the margins. Let me guide you how:  At the top menu, go the Gear icon and select Custom Form Styles. Locate the invoice template you’d like to modify then click Edit. Go to the Design tab. Scroll down and click on Edit print settings. Adjust the Page margins.  Hit Done to save the changes.  Once done, you can click on Preview PDF button after your changes to see how it would look like on the actual invoice. If not, you can go back to the settings and make manual adjustments.   Additionally, you can use the following link to set up printing alignment for your invoice and other sales forms: Print sales forms.   For additional information on how to change the look of your invoices, like how to set one of your other custom templates as the default and personalize your email message, refer to this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online.   Please know that I'm just a post away if there is anything else you need about QuickBooks Online. I'd be happy to help. ... View more

Hi there, @Ashinicole.    We received reports from other users that the Edit Vendor button is non-responsive. We already submitted a notification about this, and our engineers are now working to fix this as soon as possible.   As a workaround, you can perform the recommended steps by clearing the cache. Clearing them out usually resolves these issues and here's how you can accomplish this in all supported browsers: Internet Explorer Firefox Chrome Safari (for Mac computers) Safari (for iPad/iPhone) QuickBooks Windows App (for QuickBooks Online users) Microsoft Edge With that said, I suggest you contact our Technical Support team so they can add you to the list of our affected users. By doing so, you can receive email notifications whenever an update on this investigation is available. You can refer to this investigation number: INV-38761.   Here's how to contact Technical Support: Log in to your QuickBooks Online company. Click the Help menu. Select Contact us. Enter your specific concern.  Select Let's talk.  Choose a way to connect with a live agent.  For additional information, you can use the following articles to manage vendors, as well as some FAQs when preparing 1099 forms:  Vendors overview Common questions about 1099s Prepare and file 1099s Please know that I'm just a post away if you have any other questions. Wishing you and your business success.  ... View more

Hi there, @pdebord.   When previously cleared and reconciled transactions were voided, deleted, or modified some transactions may get unreconciled which affects your balance. Also, you can get the same result if the data file is damaged or corrupted. Let's get this sorted out.    To fix the incorrect ending balance, let's start with running the Reconcile Discrepancy report. Use this report to identify the transaction causing the discrepancy.   Here's how:  Go to the Reports menu. Select Banking from the drop-down list then select Reconciliation Discrepancy. Choose the appropriate Account, then select OK. If you find a discrepancy, note the transaction date and the Entered/Last Modified, which will tell you when the change occurred. If the transactions show they were changed, you'll need to make the necessary corrections. For further assistance, I suggest  consulting   your   accountant . If you have to add entries or you have modified previously reconciled transactions, you can perform a mini-reconciliation. Before doing so, make sure to  create a backup of your company file to avoid data loss.    However, if you find no discrepancy in the report, I recommend following the solutions outlined in this article for possible data damage: Fix your QuickBooks Desktop company file.   For additional reference, I've attached links which you can use to prepare for year-end: QuickBooks year-end guide Year-end checklist for QuickBooks Desktop Payroll Drop me a comment below if you have any other questions. I'll be happy to help you some more.  ... View more

Hi there, @jbingham1981.   The available credit in the Receive Payment window is listed in the customer it is assigned. Since the deposit was assigned to the parent customer, make sure it is selected when recording the invoice payment. Let me show you how:  On the left pane, select Sales.  Go to the Customers tab and select the parent customer on the list.  Under the Transaction List, find the sub customer's invoice then click the Receive payment link. Select the parent customer's name from the Customer drop-down. Under Credits, select Deposit.  Verify that the total to pay is correct after applying the deposit. Click Save and close. I've also attached some articles you can use about how to let customers pay their invoices online, as well as other ways to record them in QuickBooks:  Send invoice Receive and categorize invoice payments Let me know if there's anything else you need. I'll be here to help you some more. Wishing you all the best and take care! ... View more

Hi there, @Tdodge.   The Payment Card Industry Data Security Standard (PCI DSS) is responsible for approving businesses that follow the security standards. You can go to their website to get a report to all of Intuit's products and their compliance information. If you search for Intuit, you'll find our divisions that have been validated with Visa for PCI DSS. Here's how to find Intuit and the list:   Go to the Validated Payment Applications site. Under Find a Validated Payment Application, select Company from the first drop-down menu. Enter Intuit Inc. into the search box. Click Submit. From there, you will find us listed under both Acceptable for New Deployments as well as Acceptable for Pre-Existing Deployments. Also, you click the EXPORT LIST button to get a copy of the information.   For additional information, you can use the following articles for some FAQs about PCI Service, how to check the fee on your statement, and the total number of transactions processed, as well as some resources available to counter cyber threats:  QuickBooks PCI Service FAQs Tools and services included in QuickBooks PCI service Drop me a comment below if you have any other questions. I'll be happy to help you some more.  ... View more

Hello there, @george21.   Yes, you can add a prefix to your invoice numbers. You can manually start customizing your invoice transaction number by entering it on the INVOICE # field.   Additionally, QuickBooks will automatically follow the next sequence of number format base on your entry in chronological order. For more information, I've got you these articles to learn more ways to create a customer's invoice, payment, and manage template: Create an invoice in QuickBooks Desktop Record an invoice payment Let your customers pay invoices online Use and customize form templates If there's anything else that I can help you with, please let me know in the comment section down below. I'm always around happy to lend a helping hand. ... View more

Hi there, @ruzinedward.   The Community is loaded with QuickBooks experts and ready to lend a hand. If you have any general questions or concerns, feel free to include them in your reply and I'll do what I can to assist you.   If you prefer to speak with someone over the phone or chat, please contact our dedicated Support Team by following the steps below: Go to Help at the top right. Select Contact Us. Enter a brief description of your concern in the What can we help you with? field. Click Let's talk. Select Start messaging or Get a callback. For additional reference, the Browse by topic section is a resource hub for articles and videos by QuickBooks. I've also attached an article that you can use to check our available support hours and types, as well as for tips and other resources:  QuickBooks Online Support Help articles for QBO Please know that the Community has your back if you need assistance. Have a great day ahead.  ... View more

Hi there, @JA_718.   Let's reset the data in your mobile app to get past the error and so you can get back with your business tasks in QuickBooks. Using the Reset App Data option download updates, or apply recent changes to the application.   Here's how: Go to the Help menu on the navigation bar at the top. Click Reset App Data. Allow a moment for the process to complete, and then close the app. Be sure to right-click the app and Run as Administrator when re-opening. If the same thing happens, I recommend contacting our QuickBooks Online Care Team. They will be able to check your account's server and further investigate or help open an investigation for this unexpected behavior.   Here's how to get support: Go to Help and click on Contact Us. Enter and type in 504 Gateway Time-out in the What can we help you with? field. Click on Let's talk. Choose either Start messaging or Get a callback. I'm just a post away if you need anything moving forward. Have a good one. ... View more

Hi there, @sarah74.   Let's go to your Payroll Settings to make the employees' salary and hourly wages posted to a separate expense account. Let me show you how:    At the top right, select the Gear icon.  Click Payroll Settings.  Under Preferences, select the Accounting link. Go to the Wage Expense Accounts section. Find and select the I use different accounts for different wages radio button.  From the Salary and Regular Pay drop-downs, select a different expense account for each item.  Scroll down and click OK.  In the Want to update existing transactions, too? section, enter an effective date.  Hit Update then the OK button.  I've also added some articles you can use about ways to edit, save, and send the report. Also, a list of payroll reports available in QuickBooks:  Customize your reports Run payroll reports Feel free to leave a comment by clicking the Reply button below. Have a great day ahead.  ... View more

Hi there, @paul14.   Currently, we're unable to turn off the pop-ups permanently. The ads in QuickBooks are designed to guide and suggest you how to optimize your QuickBooks Online experience.    Rest assured, we listen to customers’ ideas and suggestions as it contributes significantly to developing product enhancements. In the meantime, you can click on the X or No, thanks buttons to prevent the pop-ups from showing up again.   Meanwhile, you can change the settings in the Marketing Preferences Center to stop receiving emails about a loan. From there, make sure to select the box for Please do not mail me to stop receiving promotional brochures through the US mail.  You can always visit the QuickBooks Online Blog site to check the latest feature added to the application. From there, you can also check for related articles and accountant advice that you can use while working with QuickBooks.   Please know that the Community is always here if you have any other questions. Wishing you and your business continued success. ... View more

  You can speak with an agent by scheduling a callback through the Help icon, @alisia1.    I can also address your concern, so you don't have to wait on the line to talk to our phone support and help save time. Just click on Reply and provide further details about it.   If you'd like to speak with one of our experts, you can request a callback by logging in to your QuickBooks Online (QBO) account. If you have a case number, provide it to the next agent so we'll be able to connect you again.   Here's how:  From the Help menu, choose Contact us. Enter your concern and click on Let's talk. Choose Get a callback and enter your information. Click on Confirm my call. You can also check out our support hours in this link: Intuit Support hours and types.   I've also added a link where you can find articles that cover common questions in QBO as future reference: Help articles.   Thanks for dropping by.  Please know that the Community has your back if you need assistance. Wishing you and your business continued success. ... View more

Hello there, @lezliem.   The information you see in the paystub depends on the current information in the employee's profile. However, if you make any changes after processing payroll, the changes will reflect on the new paychecks. To confirm, you can check the employee's profile.   Here's how:    From the top menu, select Employees then click Employee Center. Double-click the employee name, and in the Edit Employee screen, go to the Payroll Info tab. Select Sick/Vacation, then verify and adjust the following data as needed. For additional information about how to set maximum hours for carryover sick pay, as well as how to update and verify the tax table version, I recommend the following articles:    Sick Pay Maximums Get the latest payroll tax table update If you have any questions or need clarifications, let me know in the comment section. I’ll be here to help.  ... View more

Hi there, @Crisg1.   Let's reset the QuickBooks release patch in addition to the tax table update. This way, you can see the option for the Misc. Data for the correct Withholding Method Year (2020) and make this feature work correctly.   Here's how:    Go to Help at the top menu and select Update QuickBooks. Click the Options tab, then select Mark All and then select Save. Go to the Update Now tab and mark the Reset Update checkbox. Hit Get Updates. When the update is finished, close and reopen QuickBooks Desktop. Also, if prompted to install the updates, select Yes.   You may refer to the following article for the latest available release for your QuickBooks version, other ways to download it, and how to enable automatic updates: Update QuickBooks Desktop to the latest release.   After that, setup/edit employee profile, taxes, and exemptions. You can use the following article as an additional reference about W-4: 2020 State Payroll Tax Changes.   If you get the same result, I recommend contacting our Payroll Support for further assistance. Our QuickBooks Desktop Payroll Support Team is available 6:00 AM-6:00 PM Mondays - Fridays PST, and 6:00 AM-3:00 PM on Saturdays PST.    Here's how:    Select the Help menu and choose Support. Scroll down to the Additional resources section and click on the Contact us link. Select the Need to contact Intuit Support link. Then, choose either Get Phone Number or Start a Message. Drop me a comment below if you have any other questions. Take care.   ... View more