Hi @ellenbobertz,   It's possible to export your company data from one QuickBooks Online (QBO) company to the next.   Keep in mind there's no direct option for this process. Which means you'll have to enter your files by hand. You can also check out our QuickBooks App Store for 3rd party apps that can assist in this process.   It's no longer necessary to be included in your previous accountant's wholesale billing. You still have read-only access for a year (starting from the date the subscription ended) to your QBO company.   Once this issue's taken care of, you can refer to this article for the steps on how you can enter your credit card info: Update your billing and subscription info.   Feel free to leave a comment below in case you have other questions. I'll get back to you shortly. ... View more

Hi @COASTAL BYPRODUCTS,   Here are a few things you can check as to why a transaction doesn't show on the reconciliation page. The selected reconciliation period is incorrect. To resolve this, open the credit card's register, then confirm the actual dates on the transactions. Edit your reconciliation statement date as necessary. The transaction is marked as reconciled on the register. Same as above, open the credit card's register, then confirm the reconciliation status of the transactions. If they appear to be reconciled, then change their reconciliation status. I'm not sure exactly what product you're using, so I'll be sharing 2 different articles. For QuickBooks Online, see this article: Resolve reconciliation differences. For QuickBooks Desktop, see this article: Fix issues when you're reconciling in QuickBooks Desktop. Both articles provided have troubleshooting steps that you can use in this situation.   I'll be around in case you have other questions. Leave a comment below, and I'll be sure to get back to you. ... View more

Hi @dr_j_parker,   The investigation for this specific issue is still open. Our product engineers are working to get a fix deployed for this.   With that said, I'd suggest contacting our Technical Support team. They can add you to the list of our affected users, and with this, you'll receive a notification email whenever an update is available. As a reference, you can provide them this investigation number: INV-27926.   Here's how: Log in to your QuickBooks Online company. Click the Help menu. Select Contact us. In situations where you need to reprint an employee's paycheck, follow the steps provided in this article: Reprint a paycheck.   In case you have additional queries, post them in the comments below. I'll be sure to get back to you. ... View more

Hi @precisesolutions,   You have 3 options to change the PIN for processing a direct deposit payroll.   The 1st method is to change the PIN in the Payroll Account Management Portal. This requires you to have the current PIN, which I believe won't work in your situation, so we'll skip this part.   The 2nd method is to change the PIN in the Send Payroll Data window. This requires the Admin login and password credentials. You need to have successfully sent payroll in the past from the computer, and data file you're using as well.   Here's how: Log in to QuickBooks as Admin. From the Employees menu, select Send Payroll Data. In the Send/Receive Payroll Data window, select Send. In the Payroll Service PIN window, tap Forgot your PIN? Enter your Admin password in the Password field. Press OK. Enter a new PIN when prompted. Click Submit. If the steps above doesn't work for you, that would be the time to reset the PIN. You'll have to download the PIN request form from this article: Change PIN for processing direct deposit payroll. Scroll at the bottom and locate the Reset a lost or forgotten PIN section.   Do you have other questions in mind? Feel free to post them below, and I'll get back to you. ... View more

Hi @Mags5,   I'd appreciate it if you could provide the specific error message or error code you're getting. This way, we'll have a better idea of the issue, as well as provide the appropriate steps to resolve it.    At this time, I suggest you do the following: Open your browser's private window. We do this to isolate a possible issue that's browser-based, specifically the stored cache, since a private window disables cache and browsing history.  Google Chrome:  Ctrl + Shift + N Mozilla Firefox:  Ctrl + Shift + P Internet Explorer:  Ctrl + Shift + P Safari:  Command + Shift + N If the private window works, go back to your regular browser and  clear its cache . If you continue to encounter issues at this point, open a different browser to see if that helps.  In case you have sub-accounts for your credit card, you can look at this article for the steps on how to connect them as well:  About bank or credit card sub-account setup .   Feel free to drop a reply at the bottom if you have other questions. I'll be sure to get back to you. ... View more

Hi @StopChangingThings,   The Gear icon is still located on the upper right-hand side of your QuickBooks Online (QBO) page.    It may appear to be out of place since the Plus (+) icon was moved to the left-hand side. In case you're still having problems with the location, it's in between the Help menu and the Search button.   You can refer to this image for your reference.     You can visit this page from time to time to keep posted monthly updates applied to QBO: The QuickBooks Blog.    For additional questions, post them below, and I'll be sure to get back to you. ... View more

Hi @mark96,   You can automatically bill a customer's credit card through a recurring sales receipt. This option isn't available for invoices.    First, let's go through with the steps on how to create this recurring template: From the Gear icon, select Recurring Transactions. Click the New button. On the Transaction Type drop-down menu, choose Sales Receipt, then hit OK. Type in a template name as you wish (this won't appear on the transaction itself). on the Type drop-down menu, select Scheduled. Find the customer in question under the Customer drop-down menu. You can tick the option Automatically send emails if you want to send a notification to your customer each time you process their payment. Set the interval to Monthly since this is a monthly subscription plan. Enter the Start and End Date (optional). Under the Payment method drop-down menu, select Credit card type. Tap Enter credit card details to record the customer's credit card info. Fill up the remainder of the form as necessary. When done, hit Save template.   You can refer to the image below. It's a screenshot of a sample recurring sales receipt template.     The next part is to generate a credit card billing authorization form. See the steps on how to do this via this article: Set up a recurring sales receipt. Scroll down at the bottom of the page and look for the Credit Card Billing authorization form section.   Feel free to drop a comment below, in case you have additional questions. I'll get back to you as soon as I can.  ... View more

Hi @kmyers1,   Let's go through the steps on how you can increase an employee's rate.   Here's how: From the  Workers  tab, go to  Employees . Click on the employee you wish to increase the rate. On the next page, look for the  How much do you pay [employee name]?  section, then tap the  Pencil  icon. Edit the employee's hourly rate as needed. When finished, press  Done . You have the option to enter up to 8 hourly rates for each employee. Take a look at this article as to how you can do this in QuickBooks Online Payroll:  Pay an employee different hourly rates .   Feel free to drop a comment below in case you have other queries in mind. I'll be sure to get back to you. ... View more

Hi @Curious3,   Since you mentioned that you're using QuickBooks Desktop Assisted Payroll, I recommend contacting our Payroll Support team for assistance.    They can help you set up a holiday leave payroll item. Here's how: On your QuickBooks homepage, go to the  Help  menu. Choose  QuickBooks Desktop Help . Tap the  Contact us  button. You can view this article for a list of deadlines and important quarter and year-end dates:  Deadlines and important quarter and year-end dates for Assisted Payroll customers .    Do you have other questions in mind? Post them below, and I'll get back to you. ... View more

Hi @jim a1,   I appreciate the amount of detail you've included in your post. Which in turn, helps us quite a lot.    Be advised, we currently have an ongoing investigation about this specific error message you mentioned. About this situation, I suggest contacting our Technical Support team for further help. Checking your account further requires an exchange of sensitive info, and our Technical Support team has the appropriate tools for this. For your reference, you can provide them this investigation number: INV-27926.   Here's how: Log in to your QuickBooks Online company.  Click the  Help  menu. Select  Contact us . If you have additional questions regarding QuickBooks Online Payroll, check out this article:  QuickBooks Online Payroll FAQs .   I'll be around in case you have other questions in mind. Post them below, and I'll get back to you. ... View more

Hi @scott53,   The sales tax update for QuickBooks Online (QBO) allows our users to easily collect, report, and pay their sales tax due.   To add a tax rate along with its agency, follow these steps: Go to the Taxes tab. Under the Related Tasks list on the right-hand side, choose Add/edit tax rates and agencies. Select New and choose either a single or a combined tax rate. Type in the name for the tax, as well as the agency you pay, and its percentage. Hit Save. Additional details with regards to this sales tax update can be found in this article: Sales tax in QuickBooks Online. Related links such as setting up and tracking sales tax can be found here.   Feel free to leave a comment below, in case you have other queries. I'll get back to you shortly. ... View more

Hi @TonyG1,   Thank you for your prompt reply, as well as the screenshot you provided earlier.   Although we can add the Ship To State as a column, the option to filter it isn't available at this time. I can see how this specific option can become handy to our users and with that, we've taken note of it. Meanwhile, I suggest you export the report to Excel and filter the Ship To State column from there.   Here's how:   Assuming you're already on the Sales by Ship To Address report, click the Excel drop-down menu. Select Create New Worksheet. Tick the options that you need. Press Export to proceed. Learn more ways of how you can edit reports in QuickBooks Desktop by viewing this article: Customize reports in QuickBooks Desktop. Related articles with regards to customizing your reports are listed here as well.   Post a question below, in case you have anything else in mind. I'll be sure to get back to you. ... View more

Hi @beau1,   For these 3 accounts you mentioned, are they all for QuickBooks Online (QBO)? Or the other one that doesn't sync is for a different product? I'd appreciate it if you could provide additional details.   On the other hand, I'd suggest giving our Technical Support team another call. I understand that you've spoken to them before, but an issue with regards to your Intuit account requires an exchange of information within a secure environment. And they're the ones who have the tools to handle your query.   Here's how to contact them: Log in to your QBO company. Click on the Help menu. Select Contact us. If in case the 3rd company you have that doesn't sync with the other 2 has a different email registered to it, you have the option to change it into the correct one. You can find the steps in this article: Sign in to multiple companies with one user ID.   Feel free to post a comment below, in case you have additional questions. I'll be sure to get back to you. ... View more

Hi @Sam_JF,   The first thing I'd suggest you do is to update your QuickBooks Desktop to the latest release. This way, you can ensure that your QuickBooks Desktop (QBDT) version is up-to-date.   If the same issue persists, you can repair your QBDT installation. Here's how: From the Start menu, select Settings. Tap Apps. Look for your QuickBooks Desktop version on the list and click on it. If you see the Modify button, press it. That will start the repair install process. If you see the Modify button but it's grayed out, then you can uninstall and reinstall QBDT. If you don't see the options I mentioned above, or if you're unsure, it would be best to speak to our Technical Support team for help. They can walk you through with this process.   Here's how: On your QuickBooks homepage, go to the Help menu. Choose QuickBooks Desktop Help. Tap the Contact us button. Once you get this issue wrapped up, you can consider viewing this article about the Shipping Manager: Set up and use QuickBooks Shipping Manager. It has a list of steps on how you can process a shipment with FedEx, UPS, or USPS.   Let me know if you have other questions in mind by dropping a comment below. I'll get back to you shortly. ... View more

Hi @Daren,   Thank you for your prompt reply, as well as sharing an update on your situation. I understand how it can become frustrating when the app you use isn't working as expected.   As my colleague @Jen_D stated, our product engineers are working to get this issue fixed in the shortest time possible. Although there isn't a turnaround time provided, I suggest you contact our Technical Support team for assistance. They can add you to the list of our affected users. This way, you'll receive an update via notification emails.   You can check out The QuickBooks Blog page to keep updated on the monthly features added to QBO. For the new Capital feature, open this article: What is QuickBooks Capital.   Feel free to leave a comment below in case you have additional queries. ... View more

Hi @Gwyn,   If you haven't tried to do a clean install with your QuickBooks Desktop, that's what I suggest. A clean install can fix issues that keep you from accessing your company file, such as what you mentioned above.   Back up your company file before you proceed. Once that's done, follow the steps below on how you can uninstall QuickBooks: From the Start menu, select Settings. Press Apps. This will open the Apps & features window. Search for QuickBooks on the list, then uninstall it. Next, you need to run the Clean Install Tool. This can be found in the QuickBooks Tool Hub which can be downloaded from the link I provided.   To run it, follow these steps: In the QuickBooks Tool Hub, select Installation Issues. Select Clean Install Tool, then press OK. Choose your QuickBooks version and product version, then hit Continue. Select OK when you see the message "Please install your copy of QuickBooks to the default location.” Once it's finished, that when you're ready to reinstall QuickBooks Desktop.   Additional details along with related article links can be found here: Clean install QuickBooks Desktop.   If you have other questions in mind, leave them in the comments below. I'll be sure to get back to you. ... View more

Hi @Awashi9325,   If you subscribed by error and wish to use a different version of QuickBooks Online (QBO) instead, you can either downgrade or upgrade your subscription. If you purchased your subscription from either iTunes or Google Play, check out this article: Cancel a QuickBooks Online subscription purchased through an app store.   If you got the subscription from us, here are the steps to cancel: Log in to your QBO company. From the Gear icon, select Account and Settings. Go to the Billing and Subscription tab. In the QuickBooks section, select Cancel. Follow the on-screen instructions to cancel your subscription. It's sad to hear you go, but I hope in the future, you'd still consider QBO for your business.   Be advised, your QBO company will have read-only access within a year starting from the date of cancellation. This is in case you want to back up your files or print them. If you resubscribe within a year, your company will still be intact. If it's already past a year, then your company will be blank, and you'll need to start from scratch.   Do you have other questions? Post them below, and I'll get back to you. ... View more

Hi @jba,   The ads that you see within QuickBooks Online (QBO) is a marketing strategy by Intuit to let our customers know of new features that we think you'll need.    At the moment, we don't have an option to turn this off. You can always close them so they won't stay on screen.    If in case you're referring to ads you receive through emails, then here are the steps to turn it off: Log in to your QuickBooks Online (QBO) company. From the Gear icon, select Account and Settings. On the Company tab, look for the Communications with Intuit section. Click the Marketing Preferences link. On the new page that appears, tick the options where you don't want to receive ads (phone, mail, or email). Press Next when done. Fill up the form that appears. You'll be asked for your personal information so we can be sure that these ads will be turned off for the correct Intuit account.  Follow the prompts to finish. Outside of QBO, you can also access the marketing preferences page with this link: Marketing Preferences Center.   If you have any other questions in mind, post them below, and I'll get back to you shortly. ... View more

Hi @steve94,   Yes, that's possible in QuickBooks Desktop. Healthcare, alongside retirement and child support deductions, may apply to the bonus amount.    It would be best to consult your accountant/financial advisor on how it would be best recorded in your books, in a way that meets your company's needs.    You can refer to this article for additional details on this query: Pay A Bonus On Separate Paychecks In QuickBooks Desktop Payroll.   Have other questions in mind? Drop them in the comments below, and I'll get back to you. ... View more

Hi @staxmoscow,   Thank you for providing a very detailed explanation of the issue at hand. I agree with what the Commerce Sync Technical Support representative mentioned to you.   It's best to create a single invoice with the total amount matching the deposit. This way, you won't have any issues with the match process. You can then proceed to the Banking page and match your deposits to those invoices you created.    You can refer to this article on how you can enter your total daily sales: Record your total daily sales.   Let me know if you have other questions by posting a comment below. I'll get back to you shortly. ... View more

Hi @psychonaut_dmt_5,   I appreciate you for sharing your experience. This specific issue you mentioned has an open investigation.    Our product engineers are working as quickly as they can for the fix to be deployed. I suggest you contact Payments Support for assistance. They can add you to the list of affected users, and with that, you'll receive a notification email whenever an update becomes available.    In case you have other questions regarding how to access your Merchant Services account, open this article: Access your Merchant Services account FAQs.   Feel free to post a question below, in case you have anything else in mind. I'll get back to you shortly. ... View more

Hi @bblaize,   What you mentioned earlier is correct. You'll have to go to the Banking menu, then select Enter Credit Card Charges.   Then, instead of the Purchase/Charge radio button, select Refund/Credit instead. Fill up the form and choose the appropriate amount and accounts, then hit Save & Close.     This way, you're only recording the credit card credit provided by your credit card company.   Additional details regarding credit cards are in this article: Set up, use, and pay credit card accounts. You can see a list of steps on how you can pay credit card charges after reconciliation.   Do you have other questions that I can assist you with? Drop them in the comments below, and I'll be sure to get back to you. ... View more

Hola @damariszavala898,   Tenga en cuenta que estoy usando Google Translate, así que tengan paciencia conmigo.   Si se refiere a importar transacciones bancarias utilizando un archivo de Excel, siga estos pasos: Descargue sus transacciones bancarias y guárdelas como un archivo CSV. Inicie sesión en su empresa de QuickBooks Online. Desde el ícono de Gear, seleccione Importar datos. En la página siguiente, seleccione Datos bancarios. Seleccione Examinar y elija el archivo que descargó de su banco. Seleccione Siguiente, luego elija la cuenta bancaria correcta para el archivo CSV. Presione Siguiente, luego asigne los campos de la declaración de acuerdo con su formato de archivo CSV. Marque las casillas de verificación de las transacciones que desea importar. Para continuar con la importación, presione Sí. Toca ¡Vamos! completar. Puede ver este artículo para obtener detalles adicionales sobre cómo puede importar transacciones bancarias: Importe transacciones bancarias utilizando archivos CSV de Excel.   En caso de que desee importar sus productos y servicios a QuickBooks Online, consulte este artículo: Importar productos y servicios desde Excel.   Si tiene otras preguntas, publíquelas a continuación. Me pondré en contacto con usted tan pronto como pueda. Hi @damariszavala898,    Note that I am using Google Translate, so be patient with me.   If you are referring on how to import banking transactions using an Excel file, follow these steps:   Download your bank transactions and save them as a CSV file. Log in to your QuickBooks Online company. From the Gear icon, select Import data. On the next page, select Bank data. Select Browse and choose the file you downloaded from your bank. Select Next , then choose the correct bank account for the CSV file. Press Next , then map the statement fields according to your CSV file format. Mark the check boxes of the transactions you want to import. To continue with the import, press Yes . Press Let's go! to complete.   You can view this article for additional details on how you can import bank transactions: Import bank transactions using Excel CSV files.   In case you want to import your products and services to QuickBooks Online, see this article: Import products and services from Excel.   If you have other questions, post them below. I will get back to you as soon as I can. ... View more

Hi @kfine,   The 2019 forms for 1099-MISC won't be available until the end of December up to January.   Once they become available, you follow the same steps provided by @MichaelDL above.   You can take a look at this article as well: Prepare and file 1099s. Here you can find the steps on how to prepare and file your 1099s.   Do you have additional questions? Leave them below, and I'll get back to you. ... View more