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With year end around the corner, there’s no better time to review your QuickBooks Time account and ensure that everything is accurate and up to date. Read on to learn how you can review your account and close out the year feeling organized and prepared. Review Your Company Settings Manage Your Team Run Reports QuickBooks Workforce Mobile App Review Your Company Settings If you use QuickBooks Time with a QuickBooks Online integration, your company settings can be managed via your QuickBooks Online account. You can learn more about how this integration setup works here. Otherwise, you can review and manage your primary QuickBooks Time company settings by following the steps below. Open Company Settings on the left hand navigation bar Select and review the following settings for accuracy Pay Schedule Overtime Time Options Time Off Once you have reviewed your company settings and chosen to Save any applicable changes, you can close this w
Seasons greetings from the QuickBooks Community team! We have enjoyed spending time with you this year and wish you and yours all the best in the new year. May your days be merry and filled with joy.
Looking for some last minute help with your year end tasks? No worries, we've got you covered with a handy round up of all of the year end resources available. Click below for: Important Year End Dates Calendar Holiday Payroll Calendar All of the year end content in our blog (videos and Q&A) Year End Resources (articles and videos)
Hello! Welcome back to another Top 5. Are you wondering how to go about performing a month-end close, fixing beginning balance issues, or knowing more about the 1099 transaction detail report? If so then you’ll want to keep reading as I will be covering some of the most asked questions on the topic of Reporting & Closing the Books! So let’s go through these together. 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 on 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 Allo
Hello Community! Today we will be going over best practices for closing out your year and preparing for filing. Instagram Facebook Threads In our last Answer Room event, hosted on the QuickBooks Community Facebook page, we covered what steps you should take when you end the year to ensure that your books are in good standing as you step into 2024. The tips we covered are specific to QuickBooks Online. If you are closing out your year using a different QuickBooks product, or if you would like to view the detailed year end guide for QuickBooks Online, please select it from the list below for a year end guide that is tailored to your product. QuickBooks Desktop QuickBooks Self-Employed QuickBooks Online QuickBooks Online Payroll Quickbooks Desktop Payroll So let's review what we discussed! Review your fiscal year settings Review Customer and Vendor Account Balances Clear Outstanding Deposits and Reconcile Accounts Run your Year End Reports Fi
Get ready for tax time with this overview of how to process Form-1099 in QuickBooks. Our product expert, Tiffany will guide you through the process, and you will have the opportunity to ask questions and interact with other QuickBooks users. So, whether you're new to QuickBooks or a seasoned pro, join us to learn more.
Hello and welcome back to another exciting Top 5 article. Do you have questions about how to find prior year W-2s or how to go about generating your employees' W-2s? If so, then you’re in luck because today we will be going over some of the most talked about questions regarding your W-2s here in our Community. So let’s get to it! 1. How do I find prior year W-2? Great question! I can help you out with that. The previous year's W-2s are saved under the Filing History in the Payroll Center. To access and print them: Click on the Employees menu. Select Payroll Tax Forms & W-2s, then click Process Payroll Forms. Under Filing History, find the prior year's W-2. To access and print your W-2 information, click on the link under the Saved PDF column. That’ll do it! This will show your prior W-2's. You are more than welcome to print or view them at your leisure. 2. How do I print my W-2 forms in QuickBooks Desktop Enhanced? I’m glad you asked!
Hello Community! Welcome back to another Top 5. Are you wondering what the cost for 1099 MISC’s are or how you can go about resending a 1099 invitation? If so, then you’re in luck because this time around, we are going over the top questions on the topic of 1099s. We want you to feel prepared this Year's End so go grab a cup of coffee and make sure to keep hanging around. Let’s dive in and take a look! 1. What is the cost of 1099 MISC? Great question! Let me share with you some information about the cost of 1099 MISC for QuickBooks users. QuickBooks Online has a great time-saving feature that allows you to run and pull up 1099 forms. You have the option to e-file or mail them to the IRS. If you're referring to the 1099 E-File service, it starts at $15. This includes creating and e-filing up to three 1099-MISC forms to the IRS. For each additional form, the price is $3.99. I advise you to check this link for more details and available discount
Katelynne and Emma are back with the latest in QuickBooks product updates.
Hello Community! Welcome back to another Top 5. If you’ve been wondering how to go about making a direct deposit correction, how to delete a payroll item, or even how to cancel a scheduled payroll then you’re in the right place. This time around I’m going to be focusing on the top Year End Payroll questions asked directly from our community. So let’s go through these together! 1. How can I make a Direct Deposit correction in QuickBooks Desktop? Great question! Let me walk you through how you can go about voiding Direct Deposit paychecks in QuickBooks Desktop. Note: The direct deposit is scheduled to offload at exactly 5 PM Pacific Time two days prior to the paycheck date. If you need to make any changes to a direct deposit paycheck, you must void the payment you already sent before the offload schedule. To void a direct deposit paycheck, you can follow these steps: At the top menu bar, click the Employees. Select Edit/Void Payc
Hello Community! I’m back with another recap of our latest Answer Room session. With the holiday season upon us, there is no better time to discuss how you can join in on the festivities and incorporate Hashtag Holidays into your social media strategy. 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 the Hashtag Holidays that will be happening between now and the end of the year. While this article will also serve to highlight the current holiday season, 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 in the new year. What Are Hashtag Holidays? November Hashtag Holidays December Hashtag Holidays What are Hashtag Holidays? Hashtag holidays
Hello Community! We’re back with another round of tips for managing your QuickBooks Desktop data. This week we asked Daniel, one of our amazing Senior Service and Support Specialists, what tips he gives customers to have a successful experience when it comes to data management. So let's dive in to what he has to share! Tip #1. Plan to Fail & Don’t Fail to Plan Don’t think that data loss cannot happen to you. This could be caused by a virus/malware/ransomware, physical drive failure, or theft of the PC in a business break-in. Because of this, backups should be redundant in multiple routines. When setting up the PC that holds the actual data files it’s wise for the IT department to provision a PC with two hard drives. One for the operating system and installed products like your QuickBooks Accounting software, and a second drive just for the data files and all supporting documents that are user-created. Some will be tempted to save money by
Hi there! Do you want to make sure that you're staying informed on everything you should know about Generative AI? Well, if so, then you'll want to take a look at the 5 things everyone should know in regards to this topic!
Today we are sharing a video from Emma and Katelynne on our Social team as they go over October product updates.
Hello! Are you curious to know more about some practical ways that you can incorporate Generative AI into your business or personal life? Take a look below to learn more! For more info and resources on this topic, make sure to check out the full article here.
Hello Community! Are you wanting to learn more about what Generative AI is? If so, take a look below!
Hello Community! Today we will dive into Form 941, managing payroll tax filings and payments, as well as payroll deadlines. 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 QBCares X Spaces, we went over 941 tax forms, the automatic and manual payroll filing processes, tax payments, and so much more. So let’s jump into what we discussed! Form 941 Payroll Taxes - Automatic Filings Payroll Taxes - Manual Filings Filing Deadlines and Status Managing Tax Payments Handling Tax Notices Form 941 For anyone who may be new to the game, form 941 is the Employer’s Quarterly Federal Tax Return and employers use it to report income taxes, Social Security tax, or Medicare tax withheld from employee's paychecks. They also use this form to pay the employer's portion of Social Securi
For topics mentioned in this episode, check out the following links & timestamps: Inviting your new employees to QuickBooks Workforce (1:40s) Inviting your existing employees to QuickBooks Workforce (2:27s) Viewing paystubs, time off, and year-to-date pay in QuickBooks Workforce (3:32s) Getting email reminders once a paystub is available (4:25s) Payroll Summary Report (4:53s) Payroll Summary by Employee Report (5:54s) Customize Reports (6:43s) Instagram for Small Business (7:25s) 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)
Tune in to hear us chat about Marketing strategies you can use to reach new customers for your small business! Make sure to also check out the full blog article in the QuickBooks Community here.
Hello Community! We’re back with another Top 5, but this time around, we’ll be focusing on some of the most asked questions on the topic of banking. If you’re wondering how to go about manually adding a bank account, merging bank accounts, or fixing a deleted reconciled transaction then this article is for you! Let’s go over these together! 1. Can I manually add a bank account in QuickBooks Online? Yes! You can manually add a bank account in QuickBooks Online easily. Let me show you how. From the left menu, click Accounting. Select Chart of Account. Click New, then fill out an Account Type, Detail Type, and Beginning Balance. Select Save and Close once finished. That’s it! For more resources, here's an article you can read to learn more about how you can manually add a bank account: Create subaccounts in your chart of accounts in QuickBooks Online. 2. Am I able to merge bank accounts? You can totally merge bank accounts with
Hello Community! Today we will cover the top five conversations that are trending across our social platforms. 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 QBCares X Spaces, we went over vendor expenses, customer forms, insights and reporting, best practices for account management, and the differences between QuickBooks Online and QuickBooks Desktop. So let’s dive into what we discussed! Vendor Expenses Customer Forms Reports and Insights Best Practices for Account Management QuickBooks Desktop and QuickBooks Online Vendor Expenses Checks You can either record on the spot expenses as checks or even create and print checks to pay bills in QuickBooks Online. One of the really cool features you’ll notice when making your checks in you
For topics mentioned in this episode, check out the following links & timestamps: Basics of Reporting (1.45s) Running reports for specific accounts (3:33s) Transaction Lists with Splits Report (4:00s) Sales by Product/Service Summary Report(4:52s) The Chart of Accounts (6:27) Removing transactions from an account(6: 55s) Adding transactions to an account register (8:17s) Facebook for Small Businesses(9:30s) For Community resources: Check out the full blog post for more details and more feature updates here 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)
Hello Community! Today’s your lucky day because I am here to introduce you to Stone, a senior support specialist, who is on our Human Assisted Experience team for Accountants. Having started his support experience in QuickBooks Online, Stone spent his first 4 years at Intuit between National Accounts and Next Level Help Tier 2 Support. When it comes to working in a new QuickBooks Online account, there are so many moving pieces to consider that it can sometimes feel a bit overwhelming! That’s why Stone is here to provide you with his Top 3 focus areas when getting started with reporting in QuickBooks Online so you can be set up for success. So let’s dive in and take a look at what he recommends! Tip #1: Many businesses have different ways they need to run reporting, so don’t forget that you can customize your reports. Once you customize a report, you can save that customization for future use! Try playing around with different reports to start
Join Emma and I today to chat about the benefits that GenAI can have on your small business! You won't want to miss out!
Happy September! Welcome back to another Top 5 questions here in the Community. We hope these have been helpful for you as today we have another round of top questions asked that you won’t want to miss. If you’ve been running into some roadblocks when it comes to running reports or simply want to learn more in regards to reporting and accounting within your QuickBooks Online account, then this one is for you. Let’s go ahead and dive in! 1. How do I run a report that will show all payments received during a certain time period for a few select accounts? Thanks for asking! You can do this easily by running a Transaction List by Customer Report. This report displays all the transactions and subtotals of income and expenses per customer. Let me show you how you can go about customizing this report. Here’s how: Select Reports from the top menu bar. Choose Customers & Receivables, then select Transaction List by Customer. Click the Customize Rep
