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Happy New Year! Welcome back to another Year End Top 5. Are you wondering how your employee can go about accessing their paystubs, how you can add historical payroll information within QuickBooks Online, or how to record a loan made to an employee? If so then you’ll want to keep reading as I will be covering a few of the most asked questions on the topic of payroll! So let’s get started and walk through these together! 1. How does my employee access their paystubs? Great question! Let me show you how to identify which email should be used so that your employee can view their pay stubs in QuickBooks. First, you’ll want to check and see that the email your employee would use to access their pay stubs is correct within their personal information in QuickBooks. You can verify that by following these steps: Go to the Payroll or Workers menu, and select Employees. Select the employee’s name, then click Edit ✎ next to Pay. Verify the email if it's the
We know how crucial it is for you to have access to the answers for your questions in a timely manner. In this episode of The Answer Room, our team will walk you through all of the support channels that are available so that you can feel confident, knowing that you can receive support when and where you need it. To stay up to date on all of our live events, or to connect with our social support channels, find us on social via the links below. Instagram Facebook X Threads
Hey there! Get ready for another exciting round of our Top 5 questions series. This time, we're diving into the world of Paying Taxes. If you've ever wondered how to fix incorrect sales tax, how to go about adding a new location that's not in your state, or how to enter your sales tax, then this one is for you. So keep on scrolling below! 1. Sales Taxes is incorrect in my QuickBooks Online account, how do I fix this? Let’s take a look at what could be going on! QuickBooks Online automatically calculates the total sales tax rate based on your customer's sales tax-exempt status, the location where you sell/where you ship, and your service or product's sales tax category. The total sales tax rates are the sum of state rates and local rates, including the city, county, and/or district rates. We can create a sales tax adjustment to record credit to match the sales tax payment. To do this, you'll need to create an account for the adjustme
With the end of the year approaching, it's crucial to ensure your financial records are in order for a smooth tax season, and QuickBooks Solopreneur can help you navigate these tasks seamlessly. To help you feel organized and prepared, we've compiled a handy year-end checklist to guide you through each step of the process. For a detailed breakdown of how to complete each step on this list, review the QuickBooks Self-Employed Annual Tax Guide. This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.
Understanding timing for your W-2s
Hey everyone, welcome back to another Top 5! Are you curious about how to handle month-end closing, fix beginning balance issues, or unreconcile a monthly statement that has already been reconciled? If so, then you're in the right place! I'll be covering some of the most commonly asked questions on Reporting & Closing the Books. Let's dive right in! 1. How do I perform a month-end close? Thanks for asking, let me go ahead and walk you through it! Here's how to close the books: Choose the Gear icon and select Company Settings. Choose Advanced. In the Accounting section, click the Edit icon. Check the box labeled Close the books. Enter a closing date. Transactions dated on or before the closing date cannot be changed without warning. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date: Choose Allow changes after viewing a warning to make a warning message appear. Choose Allow changes after v
As the year draws to a close, now is the perfect time to ensure your financial records are in top shape. Whether you're a seasoned user of QuickBooks Online or new to the platform, understanding how to effectively close your books and manage year-end payroll is crucial for a seamless transition into 2025. In our latest episode of The Answer Room, we delve into essential steps for using QuickBooks Online to close your books and navigate the year-end payroll processes with ease. We also highlight important dates you won't want to miss in 2025. Check out the video below to learn more about how you can tackle year-end like a pro and set the stage for financial success in the new year! To stay up to date on all of our live events, or to connect with our social support channels, find us on social via the links below. Instagram Facebook X Threads
Year End Guides to Check Out: QuickBooks Self-Employed Annual Tax Guide QuickBooks Desktop Year End Guide QuickBooks Online Year-end Guide QuickBooks Time Year End Guide
Hi Community! Today we’re going to be diving into the world of payroll. Our product expert Connie is sharing her top 3 tips on navigating QBO Payroll so you can feel even more confident. Connie will be the guest for this month’s Ask Me Anything on December 18th. If you have any questions regarding payroll, be sure to join from 10am-12pm PT. Link that will take you to the discussion board on December 18th: https://quickbooks.intuit.com/learn-support/webinars-and-events/ask-me-anything-with-product-expert-connie/ec-p/1515826#M1221 Let’s jump in and go over Connie’s top tips for payroll success and how it can benefit you during this time of year as we close out 2024. 1. Stay Alert for Email Updates: Occasionally, a direct deposit payment may switch to a paper check. Why? It's often because the employee's bank has informed Quickbooks of a necessary bank account update. If you encounter this, please check for emails from us detailing the issue. If the employee is uncert
We’re back with more Top 5 Questions and this time around we will be covering your top 1099 questions straight from our community. You can expect to see anything from using the 1099 wizard, 1099 reports, 1099 NEC mapping, and more! Get answers to some of your questions on this topic below! 1. When will the 2024 data become available in the 1099 Wizard to start preparing for any missing information? Thanks for asking! I can share some information about the 1099 wizard in QuickBooks Online. If you're using QuickBooks Online to prepare your 1099 forms, you can start the process as soon as the tax year ends on December 31. It's essential to begin the process early to ensure you have enough time to gather all the necessary data and correct any errors before the January 31 deadline for filing with the IRS and sending copies to your contractors. Then, you can start e-filing your 1099 before January 29. This is to ensure your 1099s can be postma
Welcome back to the latest episode of "What Would You Do?". This month, Katelynne had the pleasure of sitting down with Sofia to talk through three of the common scenarios that tend to pop up during this time of year. To hear how Sofia would preview W-2s, make W-2 corrections, and print her tax forms after filing, check out the video below. If you're interested in streamlining your payroll process, consider adding QuickBooks Online Payroll.
Hey there! To help you out during this busy season, the QuickBooks Community team put together a guide with the top three most popular videos from the Community Chatter series this year. These episodes are packed with helpful tips, expert advice, and solutions to common problems that our community members have found super useful. We're highlighting these top segments to give you easy access to the best content that can support your business during this busy season. 1. Common Reconcile Issues within QuickBooks Online Reconciliation in accounting is crucial for verifying the accuracy of your financial statements, but it can sometimes cause some bumps along the way. In Episode 10 of the Community Chatter series, we dive into common concerns like undoing reconciled accounts, finding missing transactions and more. If you're looking for ways to solve common reconciling issues, this episode is for you! Watch it here: Common Reconcile Issues within QuickBooks
As 2024 nears it's end, Katelynne and Emma dive into the most recent product updates, how QuickBooks Online users can prepare for year-end, and how small business owners can set themselves up for success in this busy time of year. Catch it all in this episode of QuickBooks Quick News.
Preview your W-2s
Reconciling your books is a crucial task all year long, but even more so as we approach year-end. Join Kiala in an interactive experience to learn all about the reconciling process, as well as some of the top troubleshooting tips you should know. Prepare to Reconcile How to Reconcile Correcting the Opening Balance Incorrect Ending Balance Prepare to Reconcile How to Reconcile Correcting the Opening Balance Incorrect Ending Balance
Hey everyone! It's that time of year again. If you've been thinking about W2s, then this Top 5 is just for you. Today, we're talking about E-Filling, printing, and editing W2s. Let's dive right in! 1. Questions regarding E-Filing W2s in QuickBooks Desktop I'm here to help provide clarifications about processing your W-2 forms. Paying your federal taxes and filing payroll forms on time is an essential task. The efile and epay functions are the fastest methods to accomplish these tasks and ensure your compliant with the IRS and state agencies. When filing W-2s electronically through QuickBooks, you'll no longer have to purchase pre-printed forms. If you're using the QuickBooks Desktop Payroll Enhanced payroll, let's set up the feature. Here's how: In your company file, head to the Employees menu at the top and choose Payroll Center. Open the QuickBooks Desktop Payroll Setup. From the Payroll Center, choose the File Forms
