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lsf2
June 17, 2022
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Access to previous W2s from Quick Books online

  • June 17, 2022
  • 2 replies
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How do we access W2s after switching to  online Quick Books payroll? I've been trying to communicate through customer service and am VERY baffled . Almost like Intuit is really not the parent company of both quick books online and quick books desktop ....I'm shuffled back and forth  and left without an answer.  Surely there is a way to access this information after paying for the service for 20+ years.  

Best answer by ReymondO

Yes, that would work perfectly except with lots of urging from Intuit we switched to Quick Books online and now we cannot access that from Quick Books Desktop.  


Thanks for getting back to this thread, @lsf2.

 

Once you receive an error message that you need to upgrade, it means the product you're currently using has already expired or is unsupported.  Intuit will suggest upgrading QuickBooks Desktop to the latest version or migrating to QuickBooks Online (QBO) Payroll.

 

Since you've mentioned that you're using an Assisted Payroll, I'd recommend contacting our Payroll Support Team. This way, they can provide the W-2s that were previously submitted by the system. 

 

Simply fill out the information in this link to connect with them: https://public-consumer-chat.app.intuit.com/app/ccs/consumer?experienceId=sbsegUsDtPremAsstOop&

 

In preparation for tax season, you can get answers to the most common W-2 questions in this article: How to Understand and Fill Out a W2.

 

Let me know in your comments if there's anything else I can help you with. The Community will always have your back.

2 replies

MariaSoledadG
MariaSoledadG
June 18, 2022

I can see how you want QuickBooks to work to address your business needs. I'm here to provide some information on how you can access W2, lsf2.

 

There are several limitations when importing payroll data to QuickBooks Online since the Desktop has more payroll features. For now, migrating payroll forms is unavailable. You can open the previous forms from QuickBooks Desktop. Just make sure to check the file path where payroll forms are being saved. To learn more about what are those imported, I've added this article for more details: Learn How Features and Data Move From QuickBooks Desktop to QuickBooks Online.

 

Furthermore, learn how to file and how W2 works in QuickBooks Online. Read this article for your reference: How to Understand and Fill Out a W2. Also moving forward, file your W-2 electronically.

 

Reach out to us if you have any concerns about payroll forms. Remember, we're here to assist you further.

L
lsf2Author
June 20, 2022

Thanks. Could you please verify how to check the file path where the forms are being stored?  I've tried to access the forms through quick books desktop and an error message indicates we need to upgrade.

J
jamespaul
June 20, 2022

Hello, lsf2.

 

I'll share some information on how you can check for the file path to access those locally saved W-2 and other tax forms. 

 

The file or folder where the payroll forms are being stored is located where the company file is saved. 

 

We can check the file path by pressing on F2 while QuickBooks Desktop is opened. Check the Location section under FILE INFORMATION. 

 

Alternatively, we can contact the IRS and request for the old W-2 forms that you filed, provided that you're unable to get the old W-2 in your local drive.

 

Visit this page for their contact details: https://www.irs.gov/help/telephone-assistance.

 

For more details about accessing your payroll tax forms, take a look at this article: View your previously filed tax forms and payments.

 

Need to run payroll reports to verify your employees' data in QuickBooks Online after the switch? I'm sure you'll find this article helpful: Run payroll reports in QuickBooks Online Payroll. 

 

If you have questions about your employee's W-2 or any other payroll forms, let me know and I'll share some details with you. Need help with QuickBooks Online's features and functions? Share the details on what you need to achieve and I'll work with you. 

E
Eddie1219
January 17, 2024

Hi my name is [removed] Rivas I’m trying to get access to my W2s ?

A
Archie_B
January 17, 2024

Hello there, Eddie1219.

 

I'd be happy to assist you in accessing your W-2 in QuickBooks Online Payroll.
 

Before we begin, may I know if you're an employee attempting to access your W-2 form online? If so, have you received an email invitation from your employer and created an Intuit account for QuickBooks Workforce?
 

If you haven't received any email invitations from your employer, I recommend reaching out to them and requesting an invite for QuickBooks Workforce. This will grant you access to your W-2 form online. Once you receive the invite, you can set up your own Intuit account and easily view your W-2.

 

On the other hand, if you're an employer who needs to view an employee's W-2, you can follow the steps below:

 

  1. Go to Taxes, then Payroll tax.
  2. Choose Filings.
  3. Click on Resources.
  4. Select W-2s.
  5. From Employee W-2s, select Manage W-2s on W-2 Copies B, C, & 2 (employee) for the current year.
  6. Hit View then print the W-2s.

 

I'm adding the following articles as references:

 

 

Let me know if you still have follow-up questions about W-2s or any payroll-related concerns. I'll be here to assist. Have a great day!

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