We have received 2 notices from the IRS about payroll taxes from 1st quarter not being paid. I have sent the notices to the tax resolution email address but I need to know for sure that this has been addressed, since the 2nd notice received this week was an Intent to Levy. No one replies to the emails; is there a number I can call to speak to someone directly and ensure this has been taken care of? ... View more

We recently did the upgrade from QB Desktop Pro Plus 2016 to Pro Plus 2019. Everything we read said that all the basic features were the same for the new version, and that the new one included current updates for payroll, etc.  Turns out that instead of 2 licenses, like we had with 2016, we now only have 1. And we're having issues when more than 1 user tries to log on to the account, even if we're in multi-user mode.  One of our users was trying to log in while I was in the file, and she got the attached message.  So in the new 2019 Desktop Pro Plus, how many users can access the file at the same time if we're in multi user mode? And how much would an additional license cost? I feel like we're being nickel and dimed here... ... View more

We currently have QB Desktop Pro Plus 2016 and need to upgrade to the 2019. A few questions:   1. Do I have to purchase the payroll software separately? 2. I know the price for the 2019 version, but is there still a yearly 'subscription' charge? What does that cover, exactly? 3. My annual subscription for the current 2019 is due in a few days; does it only cover 2016, or if I pay it will it cover the upgrade? 4. When I process the purchase, does it have to be downloaded immediately or will we get a link so we can access and download at a more convenient time?   This is my first time overseeing an upgrade, so want to make sure I know all the answers.    Thanks!! ... View more

Attempted to reconcile the petty cash account today but I found it has never actually been reconciled. It has transactions entered back to 2013, and the last payment to the account was in June 2018. When I clicked on Mark All and unclicked that last deposit, it actually reconciled.   I didn't click Reconcile Now, but is that what I should do? And then, how do I handle it from there? There are no entries since that June 2018 deposit. The current amount of petty cash available is much less than that deposit, but there are no records of how the funds were spent.   I came on board in January and have been keeping track of the account, but how do I reconcile with that 8 month gap? If I reconcile the old transactions (2013-2018), the new beginning balance would be equal to the deposit in June 2018. Would I then show the current petty cash balance as the ending balance? And how do I account for the complete lack of information as to how the funds were spent? As always, would appreciate any advice. And thanks for your patience... ... View more

There are some journal entries sitting in a particular vendor account. The account is the credit card-as-vendor and it looks like there was some confusion over entering the actual payments on the card and an entry was done to correct it. The credit card account itself was reconciled successfully, as was the checking account from which the payment was made, but there are 2 entries I can't figure out what to do with. When I click on the vendor name in the Vendor Center, the amount of the entries show as balance.  Entries are as follows: They debit the actual credit card and credit the Accounts Payable. The Accounts Payable line shows the cc-as-vendor under Name. How do I clear these so that the vendor shows a $0 balance?    ... View more

This is a bit complicated so I hope I explain it correctly, and I apologize in advance if I don't.   I recently started working at a new place and have been bringing the bank recs up to date. The procedure for recording payroll is as follows:  Direct deposits are initiated at the bank on a Thursday but are entered into the QB payroll account with the following Monday's date. A transfer of funds is also initiated that same Thursday, from the operating account to the payroll account to cover all paychecks.   The complicated part: while the paycheck/direct deposits are actually funded from the payroll account (a totally separate bank account and QB company file), they are recorded in QB in the operating account (for informational purposes I imagine). The problem is they don't actually clear from the operating account. What shows on our bank statement is the total funds transfer, which corresponds to all the paychecks entered, so it's a wash.   Here's the more complicated part... there was a funds transfer on January 31st, and it covered the payroll which was entered into QB as 02/04/19. The statement closes on 1/31/19; so the transfer appears, but there's nothing to apply against it and I won't be able to reconcile.  Is it just a matter of having to change the paychecks' dates? I can't reconcile items dated after the statement closing date, can I? ... View more