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MMTNewco
August 25, 2021
Question

Direct Deposit

  • August 25, 2021
  • 3 replies
  • 0 views

I have tried multiple times to get this question answered through QuickBooks support; hopefully someone here can help me. I feel like it should be simple, I just need pointed in the right direction to click a button, I suspect.

 

The message about needing to update your payroll account for direct deposit due to new federal guidelines won't leave me alone. I can't update my info because we don't use direct deposit so I don't have a pin number. I can't get a pin number because I don't use direct deposit. Under each of my employees, "use direct deposit" is NOT selected. I end up going in an endless circle of frustrating dead ends. How do I turn off direct deposit totally, so that QB knows I don't use it? Ya know, other than having "no" selected on every employee and not actually using it. Thanks for any help.

    3 replies

    G
    GlinetteC
    August 25, 2021

    Good to see you here, MMTNewco.

     

    I can help you get direct to our Payroll Support concerning turning off direct deposit totally in QBDT.

     

    As much as I'd wanted to review your account, I'm unable to do it here since this is a public forum. We have a dedicated team who can discuss to you in detail why you're receiving a message about needing to update your payroll account for a direct deposit where you don't use it. 

     

    Here's how to contact them:

     

    1. Go to the Help menu of the company file, then select QuickBooks Desktop Help.
    2. Hit the Contact us link.
    3. Enter your concern, then tap Continue.
    4. Click Start a chat or Get a callback.

    Our Customer Support Team for Basic, Enhanced or Standard Payroll is available from 6 AM - 6 PM PT (Monday - Friday). For assisted Payroll, any time, any day.

     

    You might want to check this article about creating a summary report to see what you've paid out: Create a payroll summary report.

     

    I'll address any other concerns you might have for QuickBooks Desktop and the payroll. 

    M
    MMTNewcoAuthor
    August 25, 2021

    I HAVE tried this. Multiple times. I have yet to reach a person who can help. My account should not need to be reviewed, this is a question about your software that should be able to be answered hypothetically. It's not like the answer would change from customer to customer.

    F
    FRI - DB
    November 11, 2021

    Hello,

     

    I actually just had a QB gentleman help me with this and he figured it out. So log in as Admin, go to Employees --> Manage Payroll Cloud Services --> Turn off WorkForce. If you can not and you need a pin or don't know your pin go to Employees-->Send Payroll Data. Click Send All and it will ask you for your pin. If you don't have your pin please click forgot pin. Once you get a new pin do those same steps exactly and that should fix it. That notice will eventually go away he said. It is just a reminder for now. :) I hoped that helps.

     

    Thanks,

    DB

    L
    LongtimeUser
    October 23, 2021

    Not sure what version of desktop you use, but here is what I found in using 2019. 

     

    Do you use QuickBooks work force (the cloud service that is supposed to be "free" so that you can upload your paystubs for your employees to access) ? if you do, i have found that  those "vague" messages about "you need to update your payroll" is really QuickBooks wanting you to upload your paystubs to the server so that they can charge you the per user fee.   When you don't update to the server, then you get stuck in this endless loop of not being able to do payroll and not being able get rid of that message.

     

    Hope this helps.  

     

    J
    jamespaul
    November 11, 2021

    Hello, DB. 

     

    I appreciate your time to reach out to our support agents and doing what you can to turn off the setting. I'll hop aboard and give a couple of solutions to help you turn off the direct deposit feature. 

     

    Have you tried turning on the Manual Payroll setting? If not, you'll want to go to the Preferences and tick the box. Here's how: 

     

    1. Go to the Edit menu, then select Preferences.
    2. Click the Payroll & Employees tab. 
    3. Go to Company Preferences.
    4. Check Manual Payroll.
    5. Click OK. 

     

     

    Take note that turning on this feature will require you to enter and calculate those payroll taxes, and file the forms manually. 

     

    More details about the payroll preferences can be found here: 

     

     

    If you haven't done it yet, you can also uncheck the Use Direct Deposit box on the Preview Paycheck screen (when running payroll). 

     

     

    If QuickBooks still prompts you to do the Direct Deposit (or if you're encounter the same issue as MMTNewco), I would recommend giving our support agents a chance again. They can securely pull up your account and fix what's preventing you from doing the manual payroll. 

     

    Instead of chat, you'll want to select the phone option instead. In case you need help, here are the steps: 

     

    1. Press F1 to open the Help window. 
    2. Click the Contact Us button at the bottom. 
    3. In the box, type something like "Turn off Direct Deposit only." 
    4. Hit Continue. 
    5. Choose Get a callback or the phone option. 

     

    If you need help checking your current payroll liabilities, this article will guide you through the process: Run payroll liability balances report. 

     

    Do you have any other concerns with your payroll account? Let me hear your thoughts and I'll help you out. I can also help you with any other processes in QuickBooks. 

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