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Katelynne and Emma are back with the latest round of QuickBooks Product Updates and What's Hot Right Now in this March Quick News session.
Happy April QuickBooks Community! As we jump into spring, I want to make sure you feel confident when it comes to managing your account. For that, I’ve pulled together some of the top 5 questions asked by our community in regards to this topic. So let’s take a look at what these are and jump right in! 1. Can you manage multiple company's books from one user account in Quickbooks Online? Yes, you totally can! The nice thing is that you can have as many companies as you'd like under the same QuickBooks Online account. Each company you create requires an additional subscription, but you can access them with the same sign-in info. This lets you quickly switch between companies so you can manage everything more efficiently. To add a new company: Go to the QuickBooks pricing page and select the subscription you want. You’ll see a page that asks you to create an Intuit account to buy QuickBooks. Scroll all the way to the bottom and
For topics mentioned in this episode, check out the following links & timestamps: Getting your Desktop File Ready (1:17s) Total Targets & Running Reports (2:27s) Moving from Desktop to Online (5:33s) Getting Ready to Use QuickBooks Online (7:25s) What won't come over from Desktop to Online (7:52s) How QuickBooks Online accounts for Inventory (8:56s) Connect your bank or credit card account. (9:20s) Create and send invoices to your customer. (9:20s) Set up location-based sales tax (9:20s) Track your bills and learn how to pay them in QuickBooks. (9:20s) Get started with QuickBooks Online. (9:20s) 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) Communi
Hello Community! In our latest Answer Room session, we talked about reconciling your accounts and the migration process from QuickBooks Desktop to QuickBooks Online. Check out the video below to learn more! If you want to join in on the discussions or attend any of our live events, you can join us on social media by clicking the following links. Instagram Facebook X Threads
Welcome back to another round of 60 Second FAQs. This week we are taking a look at three of our favorite helpful features in QuickBooks Online: Recurring Bills, Bank Rules, and Budget Forecasting.
Welcome back to #SmallBizSmallTalk, this month Sophia and Emma talk about what it means to be a female small business owner and share tips and encouragement from some local small businesses.
Hello Community! We are back with another Top 5, but this time around we will be discussing questions on the topic of Payments. If you’re looking to know more about what an ACH fee is, how you can set up an ACH payment, how to refund a customer on an overpayment & more, then you’re in the right place. So let’s go ahead and dive into these questions! What is a QuickBooks ACH fee?? I’m glad you asked! I'm happy to share some information with you about ACH payments or processing fees in QuickBooks Online. If you use QuickBooks Payments to take payments, there's a fee each time you process a transaction. It varies depending on whether the card is swiped (2.4%), invoiced (2.9%), or keyed (3.4%). ACH payments have a charge of a 1% fee (max $10) on each transaction. For more information, feel free to check out this article: What are the fees for QuickBooks Payments? Furthermore, if you want to know when QuickBooks deposits customer pay
Hello Community! Spring is upon us, and that means The Answer Room is bringing you a fresh list of hashtag holidays to add to your marketing calendars. If you’d like to catch our Answer Room sessions live, stay up to date on our latest content, or chat with our social support team, feel free to use the links below to find us on social media. Instagram Facebook X Threads In our last Answer Room event, we covered some of the Hashtag Holidays that are coming up over the next few months. In addition to the holidays highlighted in this article, there are tons of Hashtag Holidays throughout the entire year, so be sure to check those out if you want to continue to participate in the trends all year long. What are Hashtag Holidays March Holidays April Holidays May Holidays What are Hashtag Holidays? Hashtag holidays are fun opportunities to change up your marketing and improve your online presence. Most everyone is familiar with the well known ho
We are back with another round of 60 Second FAQs, this time with a focus on managing vendors, vendor bills, and vendor reports.
Hello Community! I want to introduce you to Daniel, a Customer Experience Lead. Daniel has been with Intuit for a little less than a year. He is passionate about creating delightful customer experiences and removing friction for you. Customer Obsession, a pillar value at Intuit, is the one Daniel finds most important and continues to incorporate in all aspects of his day to day! Today, he is going to walk you through his Top 3 tips that can help you get started with our new QuickBooks Solopreneur product. So let’s take a look at what he has to say! Tip #1: Connect A Bank Connecting a bank unlocks the ability to track income and expenses automatically without the need to manually create or upload transactions from bank statements. Transactions coming from a connected bank are auto-categorized but customers can toggle between business and personal, select categories, and match transactions to payments (if QuickBooks Payments is enabled).
Make it easy for Customers to pay you and manage it all in QuickBooks. Explore QuickBooks Payments
Simplify payday and set payroll to run automatically in QuickBooks. Explore QuickBooks Payroll.
Hello Community! Today we will cover what we talked about in our most recent Answer Room live event. If you want to join in on the discussions or attend any of our live events, you can join us on social media by clicking the links below. Instagram Facebook X Threads In our latest Answer Room event, hosted on the QuickBooks Community Facebook page, we went over all of the great product updates we’ve seen over the past few months, ranging from project based reports to our latest product release of QuickBooks Solopreneur. So let’s dive into what we discussed! Project Based Reports Subdivided Budgets Faster Bill Pay Payments Revenue Recognition Forecasting in QBO HR in Product QuickBooks Solopreneur Project Based Reports Kicking us off for our recent product updates are the new and improved project based reports. For those customers using QuickBooks Online Advanced, there are three new reports available: Work in Progress Invoices vs. Estimates Esti
For topics mentioned in this episode, check out the following links & timestamps: Creating Credit Memos (3:25 ) Applying Credit Memos (3:48s) Creating a Delayed Credit (4:41s) Applying a Delayed Credit (5:42s) Open Invoices Report (6:28s) Sales by Customer Detail Report (7:52s) Transaction List by Customer Report (8:30s) 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)
Tune in to hear us chat about online banking and goal setting tips you can use to start this new year off on the right foot!
Hello Community, and welcome back to another round of The Answer Room Replay, where I break down exactly what we talked about in our latest Answer Room live event. If you want to join in on the discussions or attend any of our live events, you can join us on social media by clicking the links below. Instagram Facebook X Threads In our most recent Answer Room event, hosted on the QuickBooks Community Facebook page, we went over the importance of community, and how you can get involved as both an individual and a small business. So let’s go over what we discussed! Community and the Role that it Plays How to Get Involved Community and the Role that it Plays What is Community? Community is defined as a group of people living in the same place or having a particular characteristic in common. It’s also defined as a feeling of fellowship with others, as a result of sharing common attitudes, interests, and goals. When we refer t
. Hello Community! Today our expert is Vicki, and she is sharing her top tips on how you can make your transition from QuickBooks Desktop to QuickBooks Online as smooth as possible. Vicki is a product expert and has been with Intuit for 19 years. She is passionate about helping customers and wants to make sure everyone has the tools they need to succeed. Integrity without compromise, a pillar value at Intuit, is the one Vicki finds most important and continues to incorporate in her daily interactions with customers. You can also catch her at our next AMA360 here in the Community, and on Social next Thursday the 22nd where you can ask her questions regarding this topic from 10 AM PST - 11 AM PST. Great, let’s jump into Vicki’s tips! Number 1: Make sure your QB Desktop file is clean and up to date, and create a current backup file. Backing up your desktop file is a crucial step. Since you are saving eve
Katelynne and Emma from our Social team are back to share January's product updates.
Hello Community and happy first week of February! With the start of this new year, I want you to feel confident managing your employees and payroll so this Top 5 article will cover questions like how to go about setting up sick leave, removing a state you no longer pay taxes to, adding an employee that hasn’t received a SSN and more! So if you’re curious to learn more, make sure to keep on reading. Now let’s get into it! 1. How do I add an employee who has applied for a SSN but not received it in QBDT? Great question! I’ll show you how you can go about adding an employee in QuickBooks Desktop (QBDT) without having a Social Security Number. Before adding an employee to QBDT, getting their information is a necessary step. With the new payroll update, the SSN is an essential requirement. If you're unable to add them through the Employee Center, you can do so from the Payroll Setup page. Here’s how you can go about doing this: Go to Em
Hello and welcome to another Top 5! This time around, we will be focusing on more year-end questions regarding Paying taxes; such as how to correct the state tax credit for unemployment taxes, deleting a sales tax payment, and seeing past sales tax payments. So make sure to grab your favorite drink and keep reading if you’re interested in hearing more! 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 Period Beginning section. Choose how you want QuickBooks to handle the deposit. From the Taxe
Tiffany is back to help you get ready for tax time with this overview of how to process Form-1099 in QuickBooks. She will guide you through the filing process, and demo our new 1099 corrections workflow.
Hi there! Today we are back with some top Year End related questions that are frequently asked here in our community. So if you’re wanting to learn more about sending your W-2s, aligning W-2 forms & more, then this Top 5 on W-2s is just for you. Let’s dive in and take a peek at these questions! 1. How can I send W-2s to QuickBooks Workforce after being filed within my QuickBooks Desktop account? Let me show you how your employees will see their W-2s in QuickBooks Workforce. With or without the copy of the W-2s you’ve filed, you can still enable the option by following the steps below:1. Go to Employees on the top menu and select Payroll Center.2. Click the File Forms tab.3. Under the File Forms section, double-click Annual Form W-2/W-3.4. Select Employees and Filing period, then hit OK.5. On the Payroll Tax Form screen, click Submit Form.6. Place a checkmark on the box
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 export 1099 info to Excel, 1099 e-filing, 1099 corrections & 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 can I export 1099 information to Excel for my CPA? Thanks for asking, I’m happy to help guide you in the right direction! If you don't have the option to generate the 1099 form from within your QuickBooks Online, then you’ll want to run a custom report to export your vendor information to your accountant. You can run a custom Transaction List by Vendor report. What you’ll want to do next is filter it so only your contractors with 1099 transactions are included. You can check out this article for more details about the customization process: Customize reports in QuickBooks Online. Once you’re re
Hello! Welcome back to another Year End Top 5. Are you wondering how your employee can go about accessing their paystubs, how you can go about entering payroll manually, or how you can add in a back-dated payroll? 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 same as what your employee is us
Welcome back to another round of Top 5 questions! This time around, we will be focusing on the topic of Paying Taxes. If you’re interested in knowing more about how to go about fixing incorrect sales tax, adding another location that is out of state, or how to enter your sales tax, then this one is for you. Let’s go through these questions together! 1. Should I enter my sales tax as an expense every time I pay it or is that automatically figured into my profit and loss statement from the sales tax program? Thanks for the question! When you charge your customer's sales tax, it posts to the Sales Tax Liability account (as a credit) in your chart of accounts. When you pay the collected tax to your state revenue department, you would post that payment to the same Sales Tax Liability account (as a debit) to reduce your liability. Generally, the sales taxes would not go through your P&L. Now if you are talking about sales taxes you pay on purchas
