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As the year comes to a close, it's time to focus on organizing your books and prepping for tax season with QuickBooks Online. To help you stay on top of these essential year-end processes, we've created a concise checklist to guide you through the necessary steps. For a detailed breakdown of how to complete each step on this list, review the Year-end Guide for QuickBooks Online. 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.
We're excited to kickstart our 12 Days of Winter here in the QuickBooks Community! Over the next two weeks, we'll be diving into insightful content that will help you get ready for Year End so you can have a successful holiday season. Whether you're a seasoned pro or new to QuickBooks, we have something special for everyone. From handy tips and tricks, to comprehensive Year-End guides, get ready to wrap up the year smoothly and start the next one on a positive note. Let's make these two weeks productive, enjoyable, and festive together! Check out all the informative content we have designed for you:
Setting up automatic payments for your recurring invoices has never been easier! With QuickBooks Online's Autopay feature, you can let your customers settle their payments effortlessly, provided you have QuickBooks Payments enabled. If you'd like to let your customers set up autopay for recurring invoices, check out QuickBooks Payments rates and apply. Let's take a closer look at how you can take advantage of this feature and get started today! For more details and resources, make sure to check out this article.
Hello Community! Happy December. If you’ve been wondering how to go about accessing your direct deposit forms, running bonus checks, canceling a payroll that you already ran, & more, then you’ll want to keep on reading. This time around I’m going to be focusing on the top Year End Payroll questions asked directly from our community as we’re now officially entering our end of the year season. Let’s go through these together! 1. How do I access a direct deposit form for my employee? Great question! If you’re trying to access the direct deposit authorization form for your employees, just visit the Payroll tax section in QuickBooks Online (QBO). This way, your employees can start to fill out and sign. Here’s how: Go to Taxes and select Payroll Tax. Choose Employee Setup. Select Bank Verification, then View and Print. Also, you can directly use this information to print an authorization form for direct deposit. Then refer t
Remember to shop small and support local businesses this holiday season. Small businesses offer unique gifts and personalized service that can't be matched! Hear how our team plans to support small this holiday season.
Plan ahead and remember to support local businesses during this upcoming holiday shopping week! Shopping small isn't just about finding unique gifts but also about making a positive impact on your community. Make sure to check out the following websites for more info and resources on Small Business Saturday and Giving Tuesday below: https://www.sba.gov/about-sba/organization/sba-initiatives/small-business-saturday https://www.givingtuesday.org/
How to Void or refund customer payments in QuickBooks Online
The holiday season is here, and there are a handful of celebrations to prepare for in the coming weeks. Along with the well-known holidays like Thanksgiving, the calendar is packed with hashtag holidays that businesses can incorporate into their marketing and sales strategies. Check out the video below to learn all about hashtag holidays and how your small business can get involved. 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
If you’re interested in streamlining your payroll process or automating some of the work, consider adding QuickBooks Online Payroll. https://intuit.me/48WbsVs For topics mentioned in this episode, check out the following links & timestamps: Launching the payroll setup (0:48s) Understand guided setup for QuickBooks Online Payroll (1:05s) The Setup Flow (3:00s) Can I add historical data to payroll in QB Online from the current paystub or do I have to start from the beginning? (6:15s) Understanding automated quarterly payroll taxes (7:40s)
Hi Community! Today our expert Katie will be sharing her top tips on using and getting the most out of QuickBooks Payments. Katie is a senior product designer here at Intuit and will also be the guest for this month’s Ask Me Anything on November 21st. She’ll be answering all of your Payments related questions, so be sure to catch her there from 9-10am PST. Link to sign up for the AMA: https://quickbooks.intuit.com/learn-support/webinars-and-events/ask-me-anything-with-product-designer-katie-quickbooks-payments/ev-p/1504824 Let’s dive in and hear Katie’s tips on the ways that Payments can benefit your business and ease your stress. Offers your customers flexibility: Give your customers the freedom to pay how they prefer. QuickBooks Payments lets you accept credit cards, debit cards, ACH bank payments, plus digital wallets Apple Pay, PayPal, and Venmo. We suggest keeping all options on to give your customers the most flexibility. You can always change which pa
Check out the full article in the QuickBooks Blog here. If you’re interested in streamlining your payroll process, consider adding QuickBooks Online Payroll. https://intuit.me/3Cb90ye
Katelynne and Emma are back with the latest QuickBooks product updates and small business trends. In this episode of Quick News, you'll learn about anomaly detection, the W-9 management module, setting up recurring payments, how to grow your online presence, and so much more. To turn on payment options, check out QuickBooks Payments rates and apply.
Welcome back to another episode of "What Would You Do?". This month Katelynne is joined by Stone, and they walk through a few scenarios that customers may see when using QuickBooks Online Payroll, as well as some of Stone's top tips. Check it out below.
Did you know that you can enhance your business processes with the automated workflow feature in QuickBooks Online Advanced? You can say goodbye to repetitive tasks and unlock a new level of efficiency and productivity. This feature allows you to effortlessly set up reminders for invoice reviews, payment collection, and transaction approvals. You can look forward to no more missed deadlines or forgotten follow-ups. All you have to do is define the conditions, and our system will handle the rest, promptly notifying your team or customers as needed. The best part? You can choose from our library of pre-designed workflows or craft your own custom ones. Here’s how you can create a workflow: Interested in using automated workflows? You can upgrade to QuickBooks Online Advanced.
Hello, QuickBooks Community! As we approach the busy season, we want to address your recent banking concerns. We've compiled a list of the top five frequently asked questions to help you resolve any issues you may be facing. Whether you're wondering how to align your QuickBooks bank balance with your actual bank account balance, connect your bank account, or import transactions, we've got you covered. Let's dive into these questions and ensure that you're taken care of during this crucial time. 1. How do I get my balance in quickbooks to equal my actual account balance in my bank account ? Great question! There are several reasons why QuickBooks and your actual bank balance don't match. Let me show you what may be causing this discrepancy. Please know that QuickBooks balance is affected by the transactions you've entered and added to the register. Meanwhile, the bank balance is dependent on the information provided by your bank. Since t
As our week of Fall Tricks & Treats comes to an end, we have one final treat for you. This special episode of Quick Help with QuickBooks is an interactive journey through our virtual corn maze. Choose your path and collect your seven pumpkins as you navigate your way through videos on topics such as payroll, tax management, reporting, and more. Should you find yourself lost in the maze, or if you simply wish to follow the fast-track route through the maze, you can follow the maze map under the 'Spoiler' tag below. QuickBooks Corn Maze Map From Introduction, go Right to Payroll (Pumpkin 1) From Payroll, go Left to Reconciliation (Pumpkin 2) From Reconciliation, go Left to Fall Reminders (Pumpkin 3) From Fall Reminders, go Straight to Payroll Reporting (Pumpkin 4) From Payroll Reporting, go Left to Tax Management (Pumpkin 5) From Tax Management, go Right to Financial Reports (Pumpkin 6) From Financial Reports, go Straight to Fall Rea
Join us in today's showing to learn how you can incorporate payroll and financial reports into running your business. For topics mentioned in this episode, check out the following links & timestamps: Payroll Reports (1:00s) Create a Payroll Summary Report (2:20s) Payroll Summary by Employee Report (3:13s) PTO Reports (3:47s) Financial Reports (4:52s) Balance Sheet Report (5:59s) Income Statements (6:28s) Cash Flow Statements (6:56s) Statements of Retained Earnings (7:27s) Additional Features When Running Reports (8:20s) Reports included in your QuickBooks Online subscription
Join Emma and Sofia as they explore why the holiday season is critical for many small businesses and share tips on how you can go about strategically preparing for the upcoming busy season.
Fall has officially arrived, and so has the time to start prepping for Year-End and tax season! My team and I in the QuickBooks Community want to make sure that you are ready and well equipped to tackle this season with no spooky surprises. Let’s go over all the steps you should be taking in your QuickBooks Online account to ensure success. 1. First and foremost, reviewing the first month of the fiscal year is an essential step so let’s start here. Check when your accounting period starts. By doing this, it allows QuickBooks to clear accounting ledgers while you work on other year-end activities. Here’s how: You’ll go to Settings > Account and settings. Selected Advanced. In the accounting section, select the pencil icon. Select the First month of fiscal year dropdown, then select the month where you start your fiscal year. Select Save. 2. Next, it’s always a good idea to check each customer’s account balances to not only make sure their informati
Fall has arrived, which means it is time to begin preparing for year end and setting yourself up for a smooth and stress-free tax season. Our team has come together to compile some of our top tips and tricks for ensuring that your QuickBooks account is organized and your books are in a good state as you close out the year. Check out our top three fall reminders below. Reconciliation Payroll Review Tax Filings Reconciliation Payroll Review Tax Filings
We know that small business owners already have enough on their plate with day-to-day business, without having to keep track of seasonal to-do's, so we have compiled a list of some of the additional tasks and deadlines to keep in mind this fall season. 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.
Get ready for some spooky fun this fall! We'll be diving into Small Business preparation for the holiday season and Year End Prep. We'll also be exploring payroll and financial reports to help you stay on top of your finances. Be sure to join us in the QuickBooks Community next week for all the tricks and treats you need to succeed this season.
Hi Community! In preparation for our upcoming AMA event, our expert of the month Danae will be sharing tips when it comes to best navigating Projects in QuickBooks Online. Danae is a Senior Service and Support Expert that has been with Intuit for 6 years. She’s excited to answer all your questions during the Ask Me Anything event this Thursday, October 24th! So let’s dive into some of the tips and tricks from Danae that you can utilize while tracking your Projects. Did you know that QuickBooks Online Advanced allows you to compare your income and expenses for project estimates? Let’s learn how you can forecast your project income and costs in QuickBooks Online Advanced. In Advanced, you’re able to compare income and expenses with what you originally estimated for a project, and you can add project estimates and break them down by each product or service you plan to use. With forecasting, you’re also able to share this information with your customer so they know what to expect
With the quarterly 941 filing deadline just around the corner, Katelynne and Sofia used the most recent Answer Room segment to take a deeper look at what a 941 form is and who should be filing it. In addition to form 941, they also take a look at how QuickBooks Online can help automate the tax filing and payment process, as well as what payroll filing deadlines small business owners should be aware of throughout the year. To stay up to date on all of our live events, find us on social via the links below. Instagram Facebook X Threads --
Welcome to our latest series, What Would You Do?, where Katelynne sits down with one of our product experts to talk through a few common scenarios and learn exactly how our experts would handle the situations. This month she is joined by Chance, and he shares his best practice tips, how he would remedy a reconciliation error code, and what he would do if he encountered an opening balance issue.
