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Set Up Auto Payroll Auto Payroll streamlines the payroll process by automating tasks and saving you valuable time. To utilize this feature, you must complete your initial payroll setup and run your first payroll through the platform. However, it's important to note that Auto Payroll is not suitable for commission-only employees, inactive employees, or 1099 contractors. It's also not recommended for hourly employees whose hours vary from pay period to pay period. Once your employees are enrolled, you’ll receive an email with the details of your upcoming payday, 2 business days before Auto Payroll processes. Then we’ll email you again after your Auto Payroll has been processed. You can sign in to QuickBooks Online to view or print paychecks. Make changes for the upcoming Auto Payroll Before your auto payroll kicks in and processes your payroll checks, you've got the chance to make some tweaks if needed. You can change things like your employee's pay de
Closely monitoring and categorizing your transactions is vital aspect of keeping your books organized and balanced. For this round of tips and tricks, our team takes a look at how you can connect your bank and credit card accounts to QuickBooks Online, how to manually trigger transaction updates, and best practices for keeping your transactions categorized. Connect Bank Accounts and Credit Cards in QuickBooks Online Categorize Transactions Update Bank Transactions Connect Bank Accounts and Credit Cards in QuickBooks Online Categorize Bank Transactions Update Transactions
In the latest episode of QuickBooks Quick News, Katelynne takes a look at some of our most frequently asked about processes in QuickBooks Online and QuickBooks Time, and then Emma dives into the relationship between small businesses and cybersecurity. Hear what they have to say below.
QuickBooks Payments makes receiving customer payments easier than ever. Navigate your way through the video below to follow along with Katelynne as she dives into accepting payments, deposit timelines, and issuing refunds with QuickBooks Payments. Accepting Payments Deposit Timelines Issuing Refunds Accepting Payments Deposit Timelines Issuing Refunds If you use QuickBooks Payments, customers can pay their invoices directly by credit card, PayPal, Venmo, or ACH transfer. We process and handle everything for you. When you get paid, QuickBooks puts transactions into the correct accounts.
In this month's Answer Room segment, Katelynne and Sofia take a deeper look into the world of banking in QuickBooks Online. Check out the video below to learn more about importing, categorizing, and managing your transactions. To stay up to date on all of our live events, find us on social via the links below. Instagram Facebook X Threads
Hello QuickBooks Community! We are back with more trending questions and answers. This time around, we will be sharing the top 5 questions asked on the topic of Employees & Payroll. We will specifically dive into questions pertaining to 941 forms, direct deposits, & recording loans. If this is something you’re looking to learn more about, make sure to keep on reading! 1. How do I find copies of all forms 941 filed last year? QuickBooks only shows one archived form from the last quarter of 2022. I need all 4 to file a worker comp audit. Thanks for asking! To start, let's access your QuickBooks account using a private browser. This step disables the cache from saving your browsing history, which also affects its performance. Here are the keyboard shortcuts: Google Chrome: Ctrl + Shift + N MS Edge and Firefox: Ctrl + Shift + P Safari: Command + Shift + N Once done, let's follow the steps below to view your Form 941 and ensure you've sele
For topics mentioned in this episode, check out the following links & timestamps: Small Biz Small Talk: Benefits of Going Cashless for your Business (00:14s) Handling Partial Customer Payments with Unpaid Late Fees and Deducted Transaction Fees in QBO (00:51s) Record Invoice Payments in QuickBooks Online (1:31s) Write off bad debt in QuickBooks Online. (2:47s) QuickBooks shows payment from customer under review (5:48s) Common Reasons for Holds (6:15s) Learn about Funds on Hold (7:30s)
Scheduled Reports Have you ever found yourself sending the same reports on a daily, weekly, monthly, or even quarterly basis? If so, then I’m here to guide you on how you can go about setting up Scheduled Reports for any Custom Reports you may have to automate this task! This is such a neat feature that lets you choose the time and frequency for sending out your scheduled reports. How awesome is that?! Note: If you have QuickBooks Advanced, you’re able to run all reports, as well as create your reports using the Custom Report Builder. You can also set up QuickBooks Online Advanced to send you the report via email or attach it as an Excel or Google spreadsheet. Now, let’s take a look at how you can go about doing this quickly and efficiently: Knowing how easy these steps are, let's get you started with using the scheduling feature today. Automate your tasks and get back to running your business!
Hi QuickBooks Community! Meet Leon! He's a Supportability Specialist with over a decade of experience, and he's here to share his top three tips when getting started with QuickBooks Online. Leon knows everything there is to know about the platform and is excited to share his expertise with you all. So, whether you're a small business owner or just getting started with QuickBooks, don't miss the chance to get your questions answered during our upcoming AMA event on Tuesday, September 24th at 9am PST. We hope to see you there! Let’s now take a look at what Leon has to share! 1. Set-up preferences before recording 1st transactions in QBO As a new user, it's important to adjust your account settings to optimize your experience. By customizing your dashboard, you'll be able to quickly track your business's profitability, expenses, income, sales, and cash flow. Taking the time to personalize your homepage allows you to
If you want to take payments on the go, check out QuickBooks Payments rates and apply. https://intuit.me/3XdnzrF Order a mobile card reader to swipe, dip, or tap credit cards with the GoPayment app.
Katelynne and Emma are back with the latest round of Quick News, where they take a look at recent QuickBooks Product Updates and What's Hot Right Now in the small business world. Check it out below!
Join Emma & Sofia in their chat about how technology is revolutionizing the way we do business and their overall thoughts on this trending topic.
Hello QuickBooks Community! September is here and we have more questions from our community. This month we will discuss the top 5 questions about Account Management in QuickBooks. Let’s go ahead and jump straight into this Q&A! 1. How do I upgrade my account to add another user? It's great to know that you're considering upgrading your QuickBooks Online (QBO) subscription to add more users to your company! Let's go to the Subscription and Billing section to get started. Here's how: Log in to QBO as a primary or company admin. In your company, navigate to the Gear ⚙ icon and select Subscription and billing under Profile. Make sure your payment information is up to date. In the QuickBooks Online section, click the Upgrade your plan link to view the list of plans. From there, review the features available in each online version. Next, tap the Choose plan button and follow the on-screen steps to complete the upgrade process.
For topics mentioned in this episode, check out the following links & timestamps: SmallBizSmallTalk: How Having. Business Bank Account Can Help Your Business Grow (0:21s) Fix Error 350 in QuickBooks Online (1:00s) Categorizing online bank transactions in QuickBooks Online (2:38s) I can't upload transactions. When I get the file selected and I try to select the Quickbooks account it is grayed out. (5:00s) Clear Cache and Cookies in QuickBooks Online (5:28s) System Requirements for QuickBooks Online products (6:08s) I linked my checking account to Quickbooks, but it does not show all of the months; I only see May to July, and it misses transactions from January to May. Why? (7:21s)
QuickBooks Payroll is here to make your life easier and to help alleviate some of the stress that comes along with managing your payroll. In this Quick Help with QuickBooks segment, Katelynne will walk you through the processes of backdating paychecks, making payroll corrections, and previewing your employees' W-2s. Click on the links below to get started. Backdate Paychecks Payroll Corrections Preview W-2s Backdate Paychecks Payroll Corrections Preview W-2s
Hi Community! We’re back with another Quick Start with an Expert to chat about 3 ways you can make the most of your QuickBooks Online account. Our expert this month is Clay Wilson, and with his 6 years of QuickBooks knowledge he has some tips and tricks up his sleeve to share with you all. Clay will also be hosting this month’s AMA in the Community and on our Facebook page, so if you want to ask him questions regarding your account then that will be a great opportunity. Clay will be available on August 28th from 8am-9am PST.You can find the link to the thread on our Events page under Webinars the day of here:https://quickbooks.intuit.com/learn-support/webinars-and-events/ask-me-anything-with-product-expert-clay/ec-p/1478066#M1195 Let’s jump right in! Custom Fields Custom fields in QuickBooks Online Advanced are a great way to get more specific insights into your business that fit you! You can set them up for customers, vend
Resources: How Can A Business Bank Account Help Your Small Business Grow? Connect bank and credit card accounts to QuickBooks Online
In this month's Quick News event, Katelynne and Emma bring you the latest QuickBooks Product Updates and What's Hot Right Now in the small business world. Check it out below!
Did you know that you can navigate QuickBooks Online faster using keyboard shortcuts? It's a great way to save time and streamline your workflow. Plus, it's easy to use! These keyboard shortcuts are compatible with popular browsers like Internet Explorer, Firefox, and Chrome. If you are a Mac user, simply use the CMD ⌘ key instead of Alt or CTRL for some shortcuts. Today, we’ll be sharing 3 powerful shortcuts that you can start using right away to help save you time! Let’s take a look: You can download and print the QuickBooks Online Keyboard Shortcuts reference guide. This handy guide provides a comprehensive list of shortcuts for both PC and Mac users. If you prefer a more interactive experience, you can access the guide within QuickBooks Online. Just hold Control + Option (Alt) + ? (for Mac), and the screen will pop up. We’ll be going over more keyboard shortcuts and tips on automating your experience within QuickBooks so make sure
Happy August QuickBooks Community! Do you have questions concerning invoice layout and formatting? Look no further! Today, we'll be covering how to change the currency format, revise line items, eliminate QR codes from modern invoicing, and more. We're here to address your top questions from last month, so keep on reading to learn more. 1. Why are my invoiced amounts set up with commas instead of periods? Let’s take a look at why and how you can go about resolving this! The currency format with commas instead of periods in your invoiced amounts in QuickBooks Online is likely due to the number format settings configured based on your region or home currency settings. In some countries, such as many European and Latin American countries, commas are used instead of periods to separate the decimal portion of a number. Here's how to resolve this: Head to the Gear icon and select Accounts and Settings. Go to the Advanced tab and scroll
The Answer Room Replay is back, and this time our hosts dive into what customers can expect with Modern Reports. Find out more about what reports are available in Modern View here. To stay up to date on all of our live events, find us on social via the links below. Instagram Facebook X Threads
Hi Community! I hope everyone is getting ready for our upcoming Ask Me Anything on July 30th with our talented product manager, Kai. In light of the upcoming AMA, let’s chat about Third Party Integrations and how you can use them in your QuickBooks Online account to improve your business. Click here to learn more about the AMA next week! Now let’s jump right in and go over different ways that Apps can help optimize your experience with QuickBooks. When in your QuickBooks Online account, you’ll find Apps on the left-hand navigation bar. With over 750 apps that can integrate with QuickBooks, you have tons of options to choose from. Here are a few categories to help you get started! 1. Get all your data in QuickBooks Streamline data entry by combining apps you may already use for your business. Data flows automatically into your books and then you can review everyt
Welcome to our look back at QuickBooks Summer Camp! Last week, we blazed trails through modern reporting, managed invoices for small business owners, provided summer must-reads, broke down sales tax, and hosted a QuickBooks Scavenger Hunt. If you missed any of these exciting events, don't worry because we've listed them all below for your convenience alongside the answers to all the scavenger hunt questions. So please sit back and join us in revisiting the highlights of our QuickBooks Summer Camp! Welcome to Summer Camp! Trail-Blaze Your Way to Summertime & Modern Reporting In this video, your camp counselors talked about how Small Business owners can take advantage of the Summer Season and then jump straight into an introduction to Modern Reporting. Camp Cash Flow - Managing Invoices for Small Businesses Your camp counselors came together to share their top tips on invoicing in QuickBooks Online, so check out what they had to say! C
As our QuickBooks Community Summer Camp comes to a close, we wanted to finish on a high note with an exciting Scavenger Hunt! Thank you for joining us on this adventure-filled week, and let's make the most of our last activity together. We'll be sharing all the answers to these questions next week so keep an eye out if you aren't able to get them all! Scavenger Hunt Questions: Do you know how to find all the summer camp community content that we shared this week? What social media platforms does QuickBooks offer support on? Hint: Try searching for QuickBooks Community on Instagram and other social handles to find out! What topic(s) were covered in Thursday’s Summer Camp event? Where do you go on our page to ask the community a question? Hint: You can find the link to navigate the QuickBooks Community here. Tell us which articles off our summer reading list you found most helpful Which camp counselor likes sharing quick tips to
Welcome back to Summer Camp, day 4! We know sales tax can be confusing, so our Camp Counselor Emma is reviewing the basics today. For more resources on this topic, make sure to check out these articles: Learn how QuickBooks calculates Sales Tax Switch to automated sales tax in QuickBooks Online
