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Welcome to our Top 5 Questions series dedicated to Reports & Accounting. Whether you're a seasoned accountant or a small business owner starting to navigate financial statements, today we’ll be addressing your burning questions. We'll guide you through viewing and understanding past journal entries, efficiently categorizing credit card payments, implementing processing fees for credit card transactions, and more. So let's dive right in! 1. How do I view past journal entries to check them? First, we can pull up a Journal Report to see all transactions made through journal entries. From there, we can tap the amount or the transaction to see specific information. Before that, let's filter the dates to include the past entries. Here’s how: Go to the Reports menu and search for Journal. In the report window, click the Customize button to filter specific Journal Entries. Select the Date under the Report period. From the F
When starting your own business, it can be difficult to know where to begin, so let's go over three of our tips for you to keep in mind as you begin working toward making your small business dreams come true. Tip 1: Have a plan in place Having a plan in place is crucial when starting a small business because it provides a roadmap for achieving success. It helps set clear goals and objectives, and outlines the steps needed to achieve them. A business plan also allows entrepreneurs to identify potential risks and challenges, and develop strategies to mitigate them. By having a plan in place, small business owners can make informed decisions, allocate resources effectively, and ultimately increase their chances of achieving long-term success. Without a plan, entrepreneurs may be susceptible to unforeseen circumstances, which could negatively impact their business and hinder growth opportunities. Therefore, having a plan in place is crucial for st
Stay ahead of the curve by catching all of the latest QuickBooks Online updates and small business trends. In this episode of Quick News, we unveil exciting new features like automated 1099 filing and Intuit Assist, designed to save you time and boost efficiency. We also dive into strategies for setting and achieving your business goals in the new year. Discover how to identify your top priorities, create a detailed roadmap for success, and stay motivated throughout the year. Whether you're a seasoned business owner, or just starting out, this episode is packed with valuable insights to help you thrive in 2025. Watch it below and make this your most successful year yet.
What would you do if you wanted to master your QuickBooks Online banking processes? This month, Vicki joins Katelynne to explain exactly what she would do in three different banking scenarios. By hearing her insights into keeping transactions organized, and resolving banking error codes, you can learn new tricks to make managing your bank feeds a breeze. Watch the video below to take your confidence in transaction management to the next level.
Learn how to navigate the QuickBooks Learn and Support site to find answers to all of your QuickBooks questions. This episode of The Answer Room walks through all of the features of the site, including how to search for specific topics, find video tutorials and webinars, and connect with experts and fellow business owners. Tune in below.
E-file your 1099-NEC
Use our e-file service for your 1099-NEC forms
Hello QuickBooks Community! We are back with more trending questions and answers. This time around, we will be sharing more top questions asked on the topic of paying taxes. We will specifically dive into questions pertaining to correcting state tax credit, deleting and recreating a sales tax payment, removing a state that you don't pay taxes to, & more. If these are topics you're curious about, make sure to keep on reading. 1. How can I correct the state tax credit for unemployment taxes? Great question! To correct this you can take these steps on what to do when a taxing agency withholds a portion of the refund for a separate balance due: Go to the Employees menu and select Payroll Taxes and Liabilities. Then, click Deposit Refund Liabilities. Click the name of the vendor who submitted the refund check. From the Refund Date field, enter the deposit date and then, input the first day of the pay period that the refund affects in the For Per
E-file your 1099-NEC forms
You can navigate directly to your QuickBooks Online account here: https://intuit.me/42iNBhu
E-file your W-2s
Create and file 1099s with QuickBooks Online
Hello and welcome to another Top 5! This time around, we will be focusing on Year End W2 questions again and covering some of the most asked questions; such as W2 printing, amending W2’s, etc. So make sure to grab your favorite drink and keep reading if you’re interested in hearing more.Let’s jump in! 1. Why is my W2 not aligned on pre-printed forms? No problem, I'd like to share some steps to help you with the alignment. When the alignment is off, this can be caused by a variety of reasons. Since all printers are different, many of the troubleshooting steps below require you to have knowledge of your particular printer's setup. If you're unsure of the process, please contact your IT person or the printer manufacturer's tech support directly. Before we start, please make sure to perform the following: Update your QuickBooks Desktop to the latest release. Ensure your computer is connected to the printer and that the printer software is installed
Review and file state forms and make tax payments (form names, due dates, and lead times vary by state).
Use Prep for taxes to map and export your clients’ tax info
As we continue through the heart of tax season, there are a handful of dates that should be kept front-of-mind to avoid any late tax filing or payment penalties. There is also a list of tasks specific to self-employed individuals that needs to be addressed as the year progresses. Catch our latest Answer Room episode to learn all about the upcoming tax deadlines, and take a deep dive into the process of self-employed tax preparation.
Hello and welcome to another Top 5! This time around, we will be focusing on Year End 1099 questions again and covering some of the most asked questions; such as how to submit a 1099 for a contractor you missed the first time, amending 1099’s, how to email your 1099’s to your contractors and more. So make sure to grab your favorite drink and keep reading if you’re interested in hearing more. Let’s dive into it! 1. How do I amend a 1099? QuickBooks Online only lets you file your 1099 once. For updates or corrections, you can do it in a printed copy and manually mail it to the IRS. You can file the amended formr by following the steps below: Order 1099-NEC IRS forms online at IRS Online Ordering for Information Returns and Employer Returns. Fill out the 1099-NEC form and make sure to enter the correct Social Security Number. Tick the Corrected box. Once done, mail the form to the IRS. I'm adding these articles for additional guide: How to correct or change 1099s
Understanding the timing for your W-2s
Being in-the-know on tax processes and deadlines can help to ensure a smooth and stress-free tax season. In this episode of Quick News, Katelynne walks through everything you need to know regarding filing your W-2s with QuickBooks Online Payroll, Sofia answers common year-end questions, and Emma takes a deep dive into the 1099 filing process in QuickBooks Online.
