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Welcome to Wednesday, campers! Whether you're a seasoned pro or you're just beginning your journey with QuickBooks, this reading list/guide is here to help you transition from QuickBooks Desktop to QuickBooks Online smoothly. We've gathered a variety of resources, guides, and tips straight from our community to help you succeed with QuickBooks Online, so you can spend more time enjoying your summer and less time stressing about accounting. We've got two articles from Experts with tips on making the move, and then we have some videos that will help you navigate your migration like a pro. Get ready to soak up some knowledge and enjoy your QuickBooks Online summer adventure! Quick Start with a Product Expert: Moving from QuickBooks Desktop to QuickBooks Online In this article, Vicki shares her top tips on how you can make your transition from QuickBooks Desktop to QuickBooks Online as smooth as possible. She is a product expert and has been
Welcome back to day two of the QuickBooks Community Summer Camp. Your camp counselors have come together to share their top tips on invoicing in QuickBooks Online, so check out what they have to say below! Resource Section: Create invoices in QuickBooks Online Enter billable expenses in QuickBooks Online Receive and process payments in QuickBooks Online with QuickBooks Payments
Resources Section: In the Know-Modern Reports QuickBooks Summer Camp Schedule of Events
Welcome to our first-ever QuickBooks Community Summer Camp! We are so excited to spend some time with you all (virtually of course) this upcoming week in July! You can expect all sorts of fun and helpful content shared throughout the week on topics including Modern Reporting, Cash Flows, Migration, & Sales tax. So pack your virtual camp bags and meet us here starting on Monday for a week filled with great information and resources to help you be more confident and successful when running your business. Make sure to meet your camp counselors and check out our camp schedule below!
Hello QuickBooks Community, and welcome to our deep dive into Modern Reports. In this article, we will take a look at what Modern Reports are, why they are being introduced into your accounts, when you can expect to see the Modern Report view, and how this change will improve your reporting experience, as well as answer some of the frequently asked questions on this topic. So let’s get into it! Why are Report Views Changing, and What are Modern Reports? When Will Reports be Transitioned to Modern View? What Reports Have Already Migrated to Modern View? Improvements in Modern View Coming Soon FAQs Why are Report Views Changing, and What are Modern Reports? Let’s begin with lining out what we mean by Classic Reports/Classic View and Modern Reports/Modern View. Classic reporting is what we call our legacy reporting system that’s been in use up until now. And the Modern reports, or modern view is the upgraded infrastructure that we are migrating our reporting
Hello Community! As we fast approach another quarterly filing date, I thought it would be beneficial to share some top questions asked in the Community regarding your 941 forms. So let’s not waste time and dive right into these Top 5 questions on all things quarterly taxes within your QuickBooks Online and QuickBooks Desktop accounts! 1. How do I electronically file my 941 forms in QuickBooks Desktop? I’m glad you asked! The 94X stated in this thread refers to 941, 940, and 940 forms. QuickBooks generates these forms for you so you can file them to the IRS. Let me guide you on how to set up 941 for e-filing: Go to the Employees menu, then select Payroll Center. Select the Payroll tab, then File Forms. Click Change Filing Method at the bottom under the Other Activities section. Select Federal Form 941 from the list, then click Edit. Select E-file, then click Finish. Once you’re done, here's how to e-file
What’s changing?We're changing how we handle automated taxes for QuickBooks Online Payroll customers. Instead of automatically withdrawing and paying payroll taxes when due, we’ll automatically withdraw taxes every time payroll is processed or when there’s a change in what you owe. Customers will be able to preview the withdrawal amounts when running payroll and see upcoming or past withdrawals in the Payroll Tax center. We'll roll out this change to new QuickBooks Payroll subscribers starting August 2024 through the end of October. On October 1, 2024, this change took place for existing customers who employ their entire workforce in the following 11 states: AZ, CA, FL, GA, IL, KS, NC, NV, TN, TX, and VA. These customers were notified beginning July 1, 2024. On January 1, 2025 this change took place for more customers in other states with automated taxes enabled. These customers received an email on October 1, 2024 and a notification was posted in QuickBooks Online Payroll. On Apr
For topics mentioned in this episode, check out the following links & timestamps: SBST: The Importance of Work-Life Balance for Your Employees (1:46s ) Setting up your payroll account (2:30s) Adding and managing your users ( 4:06s ) Editing or changing employee info (6:00s) Setting up and tracking their time off (7:12s) Quick Start with a QBTime Expert (7:56s) QBTime Free Live Webinar page (7:56s) Setting up payroll schedules (9:17s) For Community Resources: Community Chatter Episode 1: (Invoices) Community Chatter Episode 2: (Online Banking & reconciliation) Community Chatter Episode 3: (June product updates) Community Chatter Episode 4: (July product updates) Community chatter Episode 5: (The Importance of Community & Invoicing) Community Chatter Episode 6: (Reports & The Chart of Accounts) Community Chatter Episode 7: (Employees & Payroll) Community Chatter Episode 8: (Invoicing) Community C
Hello, my name is Sherissa, and I’m the QuickBooks Time Webinar Host here at Intuit. It has been my pleasure to host QuickBooks Time-focused webinars for customers like you since 2019 before I was a Customer Support Team Member answering your calls! My passion for customer service has only grown over the years, and my passion for time tracking has grown alongside it - making sure companies, like yours, are successful at tracking time. Today, I’m going to go over my Top 3 tips that I would tell any customer starting out with using our QuickBooks Time account. Let’s jump right into it! Tip #1 - Set Up | Your Company Settings Here I will quickly show you the areas that are often overlooked when setting up your QuickBooks Time Account. Making sure these areas are set up to fit your company’s needs is critical to the success of your account working for you! Account & Billing To get there, log in to your QuickBooks Time Account, click Com
Tune in to hear Emma and I chat about ways that you can support your employees with their work-life balance, especially during the summer months, in the video below!
Hey there, QuickBooks Community! Ever feel like accounting is a never-ending maze? No worries, we're here to help you navigate, especially when you're using QuickBooks Online. This month, we're putting a spotlight on Accounting - the bread and butter of your finances. We've rounded up the most burning questions about accounting - those head-scratching moments you've shared with us, and guess what? We’re all set to answer them. So, buckle up, folks! Let's make accounting a walk in the park! 1. How do I view past journal entries to check them? Great question! I’m happy to share the steps you can take to check Journal Entries in QuickBooks Online. Go to the Reports menu and locate Journal. In the report window, click the Customize button to filter specific Journal Entries. Select the Date under the Report period. From the Filter dropdown, mark check the Transaction Type and select Journal Entry from the option. Then, click Run Report. I’ve included these refer
In the latest Answer Room live session, Katelynne, John, and Kelly took a deep dive into the world of multi-factor authentication. Check out the video below to learn all about your account security and verification options, and stick around until the end to hear Kelly's answers to some of our top customer questions on the subject. Learn more about your account security here and find account recovery options here. To stay up to date on all of our live events, find us on social via the links below. Instagram Facebook X Threads
Today, June 5th, we celebrate World Environment Day! In 1974, the O.N.U brought to life World Environment Day, a global celebration marked in over 143 countries. Through many exciting initiatives and events, this annual day serves as the United Nations' goal for promoting environmental awareness and sustainability. Join the worldwide movement today and take a look at a few ways that you can bring your customers and business closer to nature below!
For topics mentioned in this episode, check out the following links & timestamps: Financial Systems Women Entrepreneurs Can Use (0:37s) Use the cash flow planner in QuickBooks Online (1:16s-4:30s) Use reports to track cash flow in QuickBooks Online (4:40s-6:37s) Optimizing your Cash Flow in QuickBooks Online (6:40s-10:50s) Top 5 Article- Banking (1:45s) Top 5- Year-End Reports & Closing the Books (5:20s) For Community Resources: Community Chatter Episode 1: (Invoices) Community Chatter Episode 2: (Online Banking & reconciliation) Community Chatter Episode 3: (June product updates) Community Chatter Episode 4: (July product updates) Community chatter Episode 5: (The Importance of Community & Invoicing) Community Chatter Episode 6: (Reports & The Chart of Accounts) Community Chatter Episode 7: (Employees & Payroll) Community Chatter Episode 8: (Invoicing) Community Chatter Episode 9: (Transitioning from Deskt
Hello QuickBooks Community! Today we have Trista, a QuickBooks Support Expert, sharing her top 3 tips when setting up your Direct Deposit Account in QuickBooks Online! A little bit about Trista is that she has over five years of experience at Intuit and has supported many QuickBooks Online and Desktop products. Currently, she assists large firms in the National Accounts Space. She loves spending the summer outdoors with her adventure pup, exploring hot springs, rafting, kayaking, hiking, and camping. When not outside, she enjoys playing video games such as Diablo 4 and FF7 Part 2 or creating custom photo-realism portraits or acrylic paintings! So, let’s get into it and hear her advice on getting started with your QuickBooks Payroll Direct Deposit Bank Setup. Tip 1: Choose your Primary Principal Phone Number Wisely When entering a phone number, it's crucial to choose the primary principal phone number wisely, as this is where a Mult
Join Emma and Sofia to discuss tips on financial systems women entrepreneurs can use, from Erin Confortini, a rising business owner and content creator. She's passionate about financial literacy and wants to empower young women to be more financially savvy.
For more information on this discontinuation and migration process, please make sure to check out the following resources listed below: QuickBooks Desktop 2021 service discontinuation policy Move your QuickBooks Desktop file to QuickBooks Online For the full list of subscription features, check out the QuickBooks Online pricing page. Upgrade your QuickBooks Desktop version If you have any questions or concerns about this topic, feel free to reach out to us here in the community. We’re happy to help answer any questions.
Hello QuickBooks Community! With the evolving world of finance, it's important to stay up-to-date and informed. That's why this month, we're focusing on banking within QuickBooks Online. We've gathered the top five most frequently asked questions from our community on the topic, and we're excited to share our insights with you. So, let's dive right in! 1. How do you add a bank account? This is an awesome question! When you link your online bank with QuickBooks, the transactions will automatically download and get categorized. This feature makes it super easy and quick for you to update your bank feeds. All that's left for you to do is simply review and approve the transactions. Here’s how you can go about doing this: Step 1: Connect a bank or credit card account Go to Transactions, then select Bank Transactions (Take me there). Select Link Account. Enter the URL or name of your bank in the Search field, then select the ban
Hello QuickBooks Community! The quarterly 941 filing deadline is right around the corner, so check out this short video on what you should know about 941 forms and the filing process.
For topics mentioned in this episode, check out the following links & timestamps: Undoing a reconciled account (1:59s) Finding missing transactions (4:07s) Updating your Bank in QuickBooks Online to download the latest data (5:00s) Checking your Bank or Credit Card’s website (5:38s) Updating your bank info in QuickBooks (6:22s) Running a Reconciliation Report (8:01s) For previous Community Chatter Episodes: Community Chatter Episode 1: (Invoices) Community Chatter Episode 2: (Online Banking & reconciliation) Community Chatter Episode 3: (June product updates) Community Chatter Episode 4: (July product updates) Community Chatter Episode 5: (The Importance of Community & Invoicing) Community Chatter Episode 6: (Reports & The Chart of Accounts) Community Chatter Episode 7: (Employees & Payroll) Community Chatter Episode 8: (Invoicing) Community Chatter Episode 9: (Transitioning from Desktop to Online)
Hi Community! Today our expert Mike Santos is sharing his top 3 tips on how you can migrate from QuickBooks Desktop to QuickBooks Online. You can also catch him during this month's AMA360 here in the Community and on Facebook on April 23rd at 1PM PST, as he’ll be answering questions regarding the migration process! Mike has lots of experience in this area and can’t wait to help out. Let’s dive into Mike’s top 3 tips. 1: Take a look at the “Compare QuickBooks Online to Desktop” chart to make sure QuickBooks Online is the right fit for your business. The first step is deciding whether or not QuickBooks Online is right for you! The page linked above is a great way to easily compare both products and what they have to offer. If you decide switching to Online is the right choice for your business, then let’s move on to step 2! 2: Review the Learn how features and data move from QuickBooks Desktop to QuickBooks Online article to understand how your d
Welcome back to another round of 60 Second FAQs. QuickBooks Solopreneur was recently released, and our latest Answer Room FAQs are focused on our top highlights to help you get familiar with this exciting new product. Looking for more QuickBooks Solopreneur tips and tricks? Check out the videos linked below. Quick Help With QuickBooks Getting Started with QuickBooks Solpreneur
Are you ready to Spring clean your business?! Join Emma and Sofia to learn how to go about reconciling your accounts to ensure you're taking care of all your business needs, alongside some other useful tips to prepare you for this new season. For more details and resources on each of the steps listed for reconciling your account, make sure to check out the article here.
Let’s dive in and see the 7 things you didn’t know about Taxes that TurboTax shared: #1 Did you know it would take a single person 27 years to process all the individual income tax returns (153 million) the IRS received in 2017 if each return were processed at a rate of one per minute? That's like watching every single episode of "The Simpsons" 77,758 times! For info and resources on filing W-2 forms, check out this article here. #2 Did you know that the federal tax code has grown to over 70,000 pages since it was first created in 1913? That's enough pages to wallpaper the entire outside of the Washington Monument! #3 The IRS issues more than 800 types of tax forms and schedules! That’s more than the world’s population of Siberian tigers. #4 New York City has the highest corporate tax rate in the world, followed by Illinois! Both rates are higher than national corporate tax rat
Are you getting started with QuickBooks Solopreneur or simply want to learn more?? If so, make sure to hear us chat about 3 tips Daniel, a QuickBooks product expert, suggests when it comes to getting started with Solopreneur. You can check out his full article here.
