Monthly Archives: March 2019

Adding EIN to Basic, Standard or QuickBooks Enhanced Payroll

In case you wish to add an Employer Identification Number to your QuickBooks Payroll 2018, simply read this blog. We have provided with the step by step procedure of for adding EIN in your Basic, Standard or QuickBooks Enhanced Payroll.     

Things to Consider Before Entering EIN

  • In order to run payroll in your accounting software, make sure you make use of the same registered accounting software version in all machines. This will enable all systems to use the same payroll subscription.
  • You need to note that QuickBooks Desktop Payroll supports only one company data file for each EIN. Using the same Employer Identification Number on multiple computers can lead to major errors.
  • To add a single payroll subscription you will require the contact information and payroll admin credentials.
  • The same DIY Payroll subscription can be used for multiple Companies at the time of paying employees using the Direct Deposit.
  • You will find a limit on the companies you can add on QB Basic, Standard and Enhanced. These limits do not depend on the overall number of the employees but are dependent on the total company data files.

Steps for Adding EIN in Standard, Basic and QuickBooks Enhanced Payroll

  • The first step is to Choose Employees from the top menu, and then click on Payroll and go to the – ‘Use My Current Payroll Service’ option.
  • Go to the Account Maintenance Window and Add a File.
  • In the Add to Subscription Number section, enter your zip code and select the option that says – ‘I have an existing subscription’
  • In case the Add to a Subscription Number field is not visible, then your payroll service has already been validated.
  • Get in touch with our team if you require any assistance in moving the EIN to your present subscription. We will also help you out if you already have a service key and wish to add an EIN number to your subscription.
  • Click on Next in order to add the company EIN at no extra cost when the Review Information window opens on your screen.
  • Choose the Print option and check your QuickBooks Desktop Payroll to verify whether the service is validated or not.
  • If the service is already validated, then the service will be added to your software automatically.
  • You now need to verify your Payroll Service Key. Follow the steps below in order to verify it: –
    • From the top menu, select Employees followed by My Payroll Service. Then click on Manage Service Keys.
    • You will find the View option through will you be able to check the status of your service key. Check whether it displays ACTIVE status or not.

Maximum Number of EIN for Different Payroll Versions

The number of EINs that you can use per payroll version is different from one other. Here is a table that shows the maximum limit of Employer Identification Number for each version: –

Service Limit of EINS
Basic Payroll 3
Standard Payroll 3
Enhanced Payroll 3
Enhanced Payroll for Accountants 50
Assisted Payroll Every EIN is charged individually. Discounts are applicable for multiple companies

What to Do When you have Purchased Payroll Subscription directly from Intuit

Here are the essential steps that you can follow if you have purchased your payroll subscription directly from Intuit: –

Step 1 – Attain the Service Key of the EIN

    • Make use of the Disk Delivery key or Automated Service Key tool.
    • Get in touch with our team to consult our professionals.
    • You will attain an original service key as soon as you give your EIN.

Step 2 –From the Enter Payroll Service Key from the top menu bar, simply select  Add and Enter the service key. Do not use any hyphens while entering the number.

Step 3- Now Click on Edit and then type the service key. Click Next and then Finish to complete the entire process.

We hope with this blog, you were able to get relevant help related to adding EIN number in Basic, Standard and QuickBooks Enhanced Payroll. Feel free to contact us for any queries with your QuickBooks desktop payroll subscription. We will be more than glad to help you out. We are available 24/7 to offer proper help and assistance to all our clients.

QuickBooks Enhanced Payroll Subscription Renewal – Process

When your payroll enhanced subscription is coming due, it is time for QuickBooks enhanced payroll subscription renewal. Generally, QB automatically reactivates it but there are times when the need for manual renewal comes up. The reasons could be – expiration of credit card/ debit card or any other form of payment failure.

In this blog, we will discuss the steps of renewal that you can perform in your accounting tool. In case of any issue with the steps we mention, feel free to contact us. QB Pro Solution has a team of accounting experts that handle each and every payroll inquiry with ease.

QuickBooks Enhanced Payroll Renewal Inside your Desktop File

Follow the steps below in order to begin the process of payroll renewal inside your desktop file. If you wish to know about the QuickBooks desktop payroll pricing, call us now.

  • Open your QB tool and click on the Employees Menu. Then select the My Payroll Service option and look for Account and Billing Information tab.
  • Click on it and log in using your Intuit account login information. (Mostly, the login information pops up automatically.)
  • Look for the Service Information section and simply click on the Reactivate link option that is placed right next to the service status.
  • Verify whether or not your payroll service is listed. After that, check out.
  • Now, you need to choose a payment method – just add or update your payment information in the payment column and then click on Submit.
  • Click on Place Order, followed by Next and then re-open QB.
  • Cross check if the reactivation process is complete or not.
  • You can do that by logging into Employees > My Payroll Service and then clicking on Billing/Account Info. The service status will display Active if the renewal is done.

QuickBooks Enhanced Payroll Renewal – Online Process

Your QB enhanced payroll software can get a renewal through a web/online process as well. The steps for it are as follows: –

  • Log in to QuickBooks My Account Section using your login id and password.
  • Now, visit the Manage QuickBooks page and choose the service or product that you need to manage or modify.
  • After clicking on the Products and Service section, choose the payroll subscription option.
  • You will notice the status of your subscription as soon as you click on it.
  • If you see the status as ‘Canceled’ simply make use of the Resubscribe link in order to reactivate the service.
  • Check whether the information in the Reactivate Subscription is correct or not before going ahead with the reactivation.
  • Then Save all the changes you and then click on Continue.
  • Now, ensure that the billing info and subscription details are correct and then click on Reactivate.
  • A message will display showing the status of the subscription as ‘reactivated’, simply click on ‘GOT IT’
  • The renewal might take up to 24 hours to renew or reactivate. The tool will show ACTIVE status as soon as the renewal procedure completes.

Things to Do When You Get a Cancelation Notification Email

Most of the times when a user’s QuickBooks Enhanced Payroll fails to automatically reactive, an email of cancellation appears. This usually happens when there is a credit card/debit card payment failure. During a circumstance like this, you have to follow these essential steps: –

  • Select the Resubscribe button in the email. Doing so will take you to the QuickBooks ‘My Account’ page.
  • Go to your mail and click on the ‘Resubscribe’ link. When you click on it, you will reach the QuickBooks My Account page.
  • On this page, you need to sign in using your username and password,
  • Then, update your payment information or change the card details.
  • After that, click on Save followed by Continue.
  • Verify and go through all the information on the previous page.
  • Finally, choose the Reactivate button to end the process.
  • You will receive a message saying –  SUBSCRIPTION RENEWED
  • Wait till 24 hours for the renewal process to actually complete.


We hope that you now know the entire process of enhanced payroll subscription renewal. At QB Pro Solution, we have a team of accounting experts that deal with all kinds of payroll issues. So, if you wish to attain further information on enhanced payroll cost or activation call us at +1-800-469-4817.

How to Enter or Edit QuickBooks Payroll Service Key

QuickBooks offers a payroll option with all its accounting products. But in order to get started with it, a user requires to learn about it. In this blog, we will talk about the very first step of payroll i.e. enter and edit the QuickBooks payroll service key.

It is the security key that you need to enter in order to activate payroll in your accounting software. The steps are quick and easy but if you require any more help, don’t hesitate to contact our team at Account Cares. We’d more than glad to assist you with our payroll key management service.

Steps for Entering or Editing QuickBooks Payroll Service Key

There is a 16-digit key that every user attains after purchasing payroll. It is important to enter the key correctly in the right text box in order to start using payroll.

Here are the steps you need to follow in order to start payroll processing: –

Step 1: Find the QuickBooks Payroll Service Key

  • Check your email, the one you gave during the time of registration to attain the service key.
  • There is a possibility that you wouldn’t find the key in your email. This means you need to make use of the automated retrieval tool issue.
  • Simply log in using Intuit Account and recover your service key.

Sometimes an Automated tool may not work due to the following reasons: –

  • Your company system contains too many payroll orders.
  • Purchasing your payroll product from a retail store also brings this issue.
  • When the phone number you have given does not match the saved that is saved on Intuit.

Step 2: Open the QuickBooks Payroll Service Key Window

  • You need to open the QuickBooks window of Payroll Service Key.
  • There is a chance that you will find any payroll service option in your company file. In that case, click on Employees > Payroll and lastly on Enter Payroll Service Key.
  • In case you already have a payroll service then, select Employees, Go to the My Payroll Services section and then manage payroll services as you like.

Step 3: Enter/Edit the QuickBooks Payroll Service Key

Now that you reached the desired window, you can enter the 16-digit by following these steps: –

  • Click on the Add button if you cannot find any listed payroll service.
  • Make use of the Edit option in case the payroll is already listed.
  • Save the Service Key by clicking on the Edit option for future reference.
  • Visit your QB Desktop and eliminate the service key.
  • Choose Next again and check if you find any unread payroll update.
  • Press OK if you find any payroll update.
  • Take a look at the Service Status and check whether it is ACTIVE or not.
  • If you find that it is already Active, then move ahead and press OK.

Making use of all these steps will help you enter or edit QuickBooks payroll service key. With this blog, we only wanted to help payroll beginners to start with the activity. At QB Pro Solution, we provide the best payroll and cloud hosting services.

With a team of experts, we ensure that each and every payroll query is solved. We want to give the best payroll experience for our clients. In case of any issue or suggestion, do call us at +1-800-469-4817 at any time.

Growing Your Business Using QuickBooks Basic Payroll

When we talk about a business from a financial view, ensuring that your employees are paid on time is a very important element. The main reason for this is that you have many responsibilities as the owner and this is one of those which can not be neglected at any cost.

Managing your business’s QuickBooks basic payroll is one part of the job- you have to handle all the other things that are related to payroll as well, like taxes and other deductions that have to be made before the checks are finalized. The taxes have to be calculated correctly as any errors will result in additional problems and headaches for you, the owner.

This is why your company’s payroll can get quite complicated to deal with, especially if you have a small business. The number of employees does not matter- you may have just hired your first staff member, or have a seasoned team of 5-15 personnel- as long as you have the workforce, providing timely payroll will have to be on your list of priorities.

QuickBooks basic payroll can make life easier for you by making your payroll and tax work completely correct and organized, thereby helping these tasks get completed faster. However, it is highly necessary for you to understand certain things before you decide to start using payroll.

Begin With QuickBooks Basic Payroll

The first thing to know is exactly what you are getting with the basic version. After that, you can move on to the steps to help set this up on your accounting software. It is important to note that your accounting software need not be QuickBooks, in order to use the basic payroll feature.

Before we begin with the steps though, it is advisable that you keep certain data that will have to be entered available with you. It will help things go more smoothly and speed up the payroll process for you.

Keep in mind that these points are not necessarily ‘steps’ to be followed in the exact same order by every QuickBooks user. These are some tips and useful points to help you understand better about the details of QuickBooks Basic Payroll. These are the points given below:-

  • Maintain and keep any data related to your organization, employees and other details close at hand.
  • In case you want to access any of the above data, just look for a gear icon that is typically used for Settings and select the Payroll Settings option. It is usually located on the upper right corner, like in QuickBooks Online.
  • Most of the information was entered by you or your accountant when you had signed up on your accounting software. This includes your company details such as contact and office location information along with employee data.

Fill any missing information and ensure that all of the data entered is accurate and complete.

  • It is recommended that if you have an accountant or CPA, let them handle and customize certain sections of QuickBooks Basic Payroll like the Accounts Chart.
  • Don’t forget to mention the Pay Schedules for your employees. This can be customized by clicking Create and selecting the required period as per your company’s payroll policies.
  • Once that is done, enter and check the date you want to generate the first payroll for. You have to enter two dates to set the time period of the payroll- the start as well as the end date.
  • You can make adjustments in the following sections as well-
    • Vacation/Sick leave
    • General Pay Policies- Deductions/Contributions
    • Health and other insurance benefits
    • Child Support
  • Taxes- Aside from payroll, taxes need to be calculated correctly. This is because any incorrect information can lead to filing mistakes and penalties.

Setting up Payroll may seem like a very difficult task but it becomes much simpler with the right kind of assistance. If you would like more help regarding QuickBooks Basic Payroll, you can always get it from our experts.


QuickBooks Small Business Payroll

Learning the Aspects of QuickBooks Small Business Payroll

Ever since the payroll feature was introduced through QuickBooks, small business owners have been able to do more tasks related to their company’s finances like payroll and taxes. This service is especially beneficial to those business owners who know how and can afford the time to do these things.

This is why QuickBooks Small Business Payroll could be important for your organization. Once you have hired at least one employee on your payroll, it is time to officially begin using this service on your accounting software.

With the help of small business payroll software, you can complete tax management as well as processing payroll for your employees. There are some other works that you can do apart from the two most important ones mentioned above, such as saving and printing paychecks and calculating your employees’ taxes through the tax calculator.

You can also have certain reports generated based on your requirements and usage. These reports can show data according to the forms that you might need to fill for taxes and other purposes. Of course, you may not require all those features in your QuickBooks Small Business Payroll as you may have already hired an accountant for these tasks.

That is why there is more than one option o choose from, based on whether or not you need certain functions that are offered by small business payroll software. It only makes sense that the more features you opt for, the more money you have to spend on the overall product.

Different Aspects of QuickBooks Small Business Payroll

Depending on what tasks you want to be able to handle yourself and what you want the software and QuickBooks experts to do for you, there are three choices.

Here, we have listed them along with the features that are offered in each edition:-

Basic QuickBooks Small Business Payroll

As the name suggests, this version of payroll provides the least amount of functions as compared to the rest. This is because Basic Payroll was launched for those business owners who do not do any of the payroll tasks themselves.

This software is used by those owners who hand over the job of taxes and such to an accountant that they appoint. With Basic payroll, you or your accountant get to do the following-

  • Calculating the amount of taxes for every employee
  • Generating payroll and paychecks after tax deductions instantly
  • Preparing reports in order to use while preparing for taxes

Enhanced QuickBooks Small Business Payroll

There are more features in Enhanced as compared to the Basic version. However, there are fewer functions than Full-service.

The Enhanced Edition is actually ideal for those businesses whose owners have more knowledge and the time to finish these tasks without a CPA or an accountant’s assistance.

Besides the Basic functions, you can complete some more tasks with this variant, like

  • Calculating all of your taxes that will be involved- federal, state and even local, but it won’t make those payments for you.
  • For W-2 staff members in your organization, there is the option for printing their forms.
  • You can allow the software to automatically fill the forms on your behalf before you make use of them.
  • You may get yourself reminded by QuickBooks when it is time to start filing for taxes.
  • Also, you get a choice while filing these tax forms and can choose to do this via E Payment.

Full-Service QuickBooks Small Business Payroll

The Full-Service version has the maximum benefits and therefore, the largest price-tag. Still, it is a favorite among those who neither have an accountant, nor a lot of time or know-how to do these tasks on their own.

One can say that it is a complete solution to all the tax and payroll-related needs of your organization. Not only does it have the Basic and Enhanced functionalities but also more facilities in addition.

This service basically means that QuickBooks payroll accountants will make sure that your tax forms are filled as well as paid accurately and timely. On the off-chance that there is any mistake, it is rectified and any penalties resulting from that are covered by the service providers.

These are the three variants of QuickBooks Small Business Payroll along with their aspects. You can easily identify what type will suit you the best with the help of the details covered here. As always, if you find anything about payroll or taxes difficult to understand, our experts are there to help at any time.

payroll mistakes

How to Fix Payroll Mistakes in QuickBooks

QuickBooks Payroll enables you to skip a lot of complicated calculations during taxes and payroll. It is because this software does all of the related calculation instantly and automatically. This is done through data retrieval from the QuickBooks Desktop Payroll application.

Both payroll and taxes are computed by this type of accounting applications regularly. These are done based on each of their percentages, like Social Security, SUI, State Disability Insurance and Medicare.

However, mistakes are unavoidable during this process and can happen either by you or some issue with the software. If you have made an error and want to know how to fix payroll mistakes in QuickBooks, then you can learn about this below.

As a user, it is very important for you to check whether your software is always updated, along with the tax table. You must also make sure that any data that you are entering regarding employee information or money correctly. This helps in fewer payroll mistakes, especially in the long run.

Even if you are adding more information into the application more carefully, there can be certain problems that can cause inaccuracies in the final tax or payroll calculations. These can be caused due to more than one reason and they have to be determined if we are going to fix them.

Why You May Face QuickBooks Payroll Problems

If you can uncover the reason behind the mistakes in your QuickBooks Payroll, then this will prove to be very useful in understanding how to fix payroll mistakes in QuickBooks. The list given below can help you find this out-

  • Wrong or outdated billing details in the software data
  • One or more corrupted files in the application, such as the company or the tax-table file
  • An unregistered user in QuickBooks Desktop Payroll
  • Outdated version of the software

These are some of the most common details which are often neglected and therefore, cause all sorts of problems at payday or tax day.

In order to determine the exact cause of your payroll error, simply take a look a the error code that is displayed, like ‘15240’, ‘PS032’, ‘PS077’ and so on. These codes are specific to the reason and are of great help when someone tries to fix such issues in accounting software like QuickBooks.

Learn How to Fix Payroll Mistakes in QuickBooks

Now that we have understood the various places where the user or the software can get in trouble because of their negligence, it should be a little easier to fix them. In all cases, there are certain methods with steps that can always be followed easily.

There is a high possibility that your problem gets solved just by performing these steps carefully. Some of these important methods and steps are-

Method 1– Use these tools to find differences in entries and data mismatches There are quite a few tools, such as the Payroll Details Review Report and Payroll Checkup Tool that will allow you to look back and find the mistakes made, if any, in payroll items, pay details, tax amounts and other related information. If you find anything that doesn’t match, you can make changes and re-evaluate your data.

Method 2– Check if your QuickBooks Desktop Payroll is working properly

  • You can do this through the ‘Add or Remove Programs’ section in the Control Panel of your desktop Windows.
  • Select QuickBooks from the list of programs displayed and click “Change/Remove”.
  • You will find the option for repairing the program once you select “Next” on the windows that appear.
  • Once the repair is completed, select “Finish”. In case the issue still exists, you can try re-installing your program.

Keep in mind that these are general solutions that can help with every type of problem in your accounting software. There is still a chance that your problem is not fixed even after applying these methods.

Hence, if your issue persists, it might be a wise choice to consult an expert who knows how to fix payroll mistakes in QuickBooks very well, like us. We can give you effective QuickBooks help anytime.

Processing Payroll in QuickBooks

The Easiest Steps for Processing Payroll in QuickBooks

With a little help from the right source, a lot of tasks that come under business accounting, such as processing payroll in QuickBooks can be managed easily. This is one of the accounting software that enables organizations to handle payroll inside of their businesses in a swift manner, irrespective of their size.

Although this takes some time to set up initially, the process of maintenance is a lot simple and fast afterwards. This makes QuickBooks one of the best alternatives to smaller business organizations.

It is because they can save a lot of money this way, instead of outsourcing their company’s payroll to a third party. As soon as you have saved your employees’ data into the software, you only need to click a button to get their paychecks printed.

We have discussed the steps to achieve this below-

Steps for Processing Payroll in QuickBooks

Before we proceed, it is vital that you keep the following information already entered in your software. In case you entered these details, please do so before you move further to running payroll-

  • Details regarding the working hours of your employees
  • The bank account in connection with your organization

Once the above data is stored, you can move forward with the procedure of processing payroll in QuickBooks.

These are some of the simplest instructions that you can find on the internet. Just read them properly and execute them in the same order as we have written them below:-

Step 1- Go to the “Employee” section in the Payroll Center. You will find it at the top in the menu-bar of your program window, right beside the option for Online Banking.

Step 2- Select “OK” to begin QuickBooks online full-service payroll.

Step 3- You will be directed to the next window, where you have to enter all of the necessary details that are asked regarding payroll. This will include the following-

  • New Employee data, in case you have any freshly appointed recruits or if you haven’t added the required info.
  • All the other details involving your employees like the names, personal ids (such as a Social Security Number), birth dates and so on. These can be filled by opening the respective form of each and every employee.
  • After this, make adjustments if necessary to the “Payroll and Compensation” tab while you are on this page. The items under this section include the payment measure that needs to be decided for the employee’s wages- monthly or hourly.
  • Don’t forget to take a look at the working hours of all of your staff and make sure that the entries are all correct before you move on to actually processing payroll in QuickBooks.
  • Choose between printed checks and handwritten ones.
  • Set a time period for which you need to generate the payroll. Also, set the frequency for pay under every employees’ name.
  • Once all of the details have been added and verified, select the “Continue” option.

Step 4– This is an important step- tax withholding. You can fill in the details for this in the Federal, State and Local sections in the Taxes column of your window. Make sure that the information entered here is correct according to your jurisdiction. Enter the required details and then select “OK”.

Step 5– Select Pay Employees>Scheduled Payroll under “Employee”. Click the payroll that you want to get printed from the options listed.

Step 6– If you are getting the paychecks printed, then you need to specify the date that you wish to show on those checks. This date should be the one that you pay all of your employees on, known as the “payday”.

Step 7– Select your preferred bank account to deduct the checks from.

Step 8– Choose the employees who are currently active, i.e., working in your organization at present by ticking the check-boxes next to their names. Select “Continue” so that QuickBooks makes the relevant calculations.

Step 9– Ensure all of the info mentioned so far is completely accurate and select “Print Paychecks”.

Congratulations! You’ve successfully completed processing payroll in QuickBooks for the first time. Now, all you have to do is pay attention to the screen and check the number of paychecks that got printed.

You can also see if any checks were set to be directly deposited and those that have not been printed yet. For any other issues or if you are having difficulty in any of the above steps, please let our specialists know- we are always ready to help.

QuickBooks Payroll Summary for One Employee

How to Run QuickBooks Payroll Summary for One Employee

Understanding how to implement and manage QuickBooks payroll summary for one employee is necessary if you want to maintain the entire company and employee data, including the expenses for payroll. We shall talk about the importance of this in our blog below.

Once you have learned how to make a Payroll Summary, it will be a whole lot easier to find and look at various information that is related to Payroll, like net pay, tax withheld, gross pay and so on.

You will also be able to adjust the size of the report to view data from a specific day or time, according to your need. Although you can get a general report that shows details of every employee, with QuickBooks payroll summary for one employee your search gets reduced in case you only want to print the details of a specific person.

Given below are all of the steps and related information that might be required to create the report for one employee. If there is a doubt in any part, please don’t hesitate to reach our expert ProAdvisors.

What is the Need of QuickBooks Payroll Summary for One Employee?

This is done when you need to concentrate on the details of one employee at a time. It may be required during the management of their incomes or for determining the number of employees who are working in your organization at present.

This method is also useful in case you have to calculate the remaining paid-time that an employee may have. In short, this summary report is a helpful tool to analyze the payroll and the employer’s expenses in the form of salary to the employees.

You can generate the QuickBooks payroll summary for one employee for either a particular date or even a time range that you have to mention as per your requirement. This makes it a great function if you want to confirm the pay for a quarter, a month, a year and so on.

Now that you know when to use this feature, let us move further toward the details that you can see in such a report, as well as the steps to do so.

What Does a QuickBooks Payroll Summary for One Employee Consist of?

The following are some of the information and details specific to the employee that you can get in such a report-

  • Total pay of the employee
  • Details regarding various deductions like taxes and unpaid leaves
  • Number of days for vacation
  • Number of days for sick leave
  • Pay adjustments and the gross amount

Steps to Create QuickBooks Payroll Summary for One Employee

Read the steps given below carefully and follow them in the same order to create your own summary report-

Step 1– Click “Employee Center” located on the menu bar.

Step 2– Select the particular employee from the options under this section.

Step 3– Open “Payroll Summary” if you want all of the details.

Step 4– Choose the date range by either clicking on the calendar or entering the specific dates by yourself.

Step 5– You can Customize Reports if you want to make adjustments and remove the unrequired details from the report. Just tick all the check boxes of the information that you actually need, such as the paid time off or a quick report.

Step 6– Once you’re done customizing, click on Print to get your report printed.

Additionally, you can get this information exported to an Excel Spreadsheet, if you prefer. Just follow the steps mentioned below for ease-

Easy Method to Export a Payroll Summary to Excel

Step 1– Select the arrow button for Excel at the bottom of the report.

Step 2– Choose whether you want to create a new worksheet or update an existing one.

Step 3– Continue with “Browse..” if you want to specify the workbook to update a pre-created worksheet.

Step 4– For further adjustments, click “Advanced”.

Step 5– After you’ve made the changes, select “OK” and then “Export”.

You can try these steps and open a payroll summary report sample a few times with different settings. Once you’re satisfied with your report and the process, you can save your report by typing any name you wish and clicking on “Save”.

If you’re having trouble with any of the steps or some other complication, simply contact our ProAdvisors for expert guidance and easy resolution of any problem regarding QuickBooks.


Import Transactions into QuickBooks Online

A Step-by-Step Guide to Import Transactions into QuickBooks Online

Here, we are going to cover how to import transactions into QuickBooks online, such as linking bank accounts, importing transactions manually with the help of a CSV file or entering credit card charges.

It is no surprise that QuickBooks makes accounting tasks easier to complete, or that millions of people know this- which is why they are using one version or the other for their businesses worldwide.

However, some of the tasks may require a bit of help, especially if you have to import your data into different software. If we talk about importing bank accounts, then there is a certain time period of 90 days up to which you can do so more easily.

For any time later, we will have to use a particular type of file- either a QBO or a CSV file- which is in the Excel format. It may all sound difficult but it is still important and very easy to link your bank account to QuickBooks.

Before we move to the steps on how to import transactions into QuickBooks online, there are certain details that you need to have with you. These include the user id for the bank account which you want to have linked to your software, along with the password of course.

This will be required for just one time, after which QuickBooks online can start downloading the transactions on a daily basis.

Steps to Import Transactions into QuickBooks Online

Step 1– You first have to determine if your bank is mentioned in the list of banks that allow users to import transactions.

For this, type the name of your bank in the search box under the “Banking” section. If it is there, then select it. If not, then you will have to import by a different method- using the CSV file.

Step 2– The next step is to log into the account that you wish to connect to QuickBooks Online. This is where you will use the user id and password mentioned a few lines before. Be patient as it could take a little time to connect.

Step 3– When it connects, just select the desired bank account if there is more than one mentioned, with a click. Once you have selected the relevant accounts, click on “Add Account”.

Step 4– At this point, there will be some fields that will require information referring to the bank account. These details also include certain information like the type of account, description, name and detail. Finish filling the same and then click “Save and Close”.

Step 5– Set the time range for which you need to import your details. It is necessary to specify the exact range here if you want data from less than 90 days before. Otherwise, the previous unrequired data will also be imported.

Step 6– Take a quick look to check if all of the details, like the choice of bank account, that you have filled are correct and then click on “Connect”.

This is when the downloading will begin which will take time, based on your requirement to import transactions into QuickBooks online.

Don’t forget to check the transactions that have been downloaded into your QuickBooks Online once the message has been displayed. This can be done in the “Banking Center”.

Why it is Necessary to Import Transactions into QuickBooks Online

The main advantage that you will get by doing this is that you will save plenty of time and effort. This is because here you just download your transactions all at once, automatically.

There is no need for you to enter each and every transaction separately by hand. Otherwise, it could get very complicated to do it the manual way. That is why most of the big banking corporations have enabled this feature to connect to your QuickBooks software.

In Conclusion

If you need help on how to import credit card transactions into QuickBooks online or want to spare some time and get it done by professionals instead, then you can get in touch with our ProAdvisors at QB Pro Solution and they can do this for you without wasting any of your precious time.

We can also help you with other related tasks like how to import PayPal transactions into QuickBooks online. Just let us know!

Quickbooks payroll direct deposit form

Cancel QuickBooks Payroll Direct Deposit Form In Simple Steps

Direct Deposit is undoubtedly one of the best functionalities that QuickBooks payroll offers. But what if the need to cancel it arises? With this blog, we will guide you through the cancellation process of the QuickBooks payroll direct deposit form.

It is a common query that many users across the globe have. So, our team presents you with a step-wise format. You may connect with one of the experts at QB Pro Solution if you have a hard time understanding the steps given in the blog.

Verify the Payroll Status

Before moving ahead and cancelling the QuickBooks payroll direct deposit form, it is important for you to check the payroll status. The steps for it are as follows: –

  • Choose Employees from the tab, choose the My Payroll Service and Account/Billing Information.
  • Now, make use of the login credentials to log in to your QuickBooks account.
  • After that, View Payroll Activity in the Direct Deposit section.
  • Enter your Direct Deposit PIN code.

Things to Keep a Note of Before Cancelling QuickBooks Payroll Direct Deposit Form

  • The process of cancellation can only take place before 5 pm and two banking days (QuickBooks payroll deadline for direct deposit) prior to the paycheck date.
  • After processing the QuickBooks payroll direct deposit form for ACH, the QB team cannot undo it. It will appear in your employee’s bank account.
  • If you wish to a stop request for the direct deposit form, do it before 5 pm or and two days prior to the date of the paycheck.

Steps to Cancel QuickBooks Payroll Direct Deposit Form

Easy steps for cancelling the QuickBooks payroll direct deposit form: –

  • Look for the Employees Void/Edit Paychecks option and click on it.
  • When the edit page opens, choose the Show Paychecks option. You can make use of the Tab button on the keyboard to move from one paycheck date to another.
  • Click on Void and check the entire question.
  • In the prompted dialogue box, type Yes and click on Void.
  • Go through the entire terms and conditions section of the paycheck.
  • Check if all the checks have been voided and then exit from the void/edit paycheck window.
  • Now, click on Employees and proceed to send the entire payroll related data.
  • After clicking on the Send option.
  • You will see a memo that will show the modifications that you made.

Please do not skip any step in between otherwise you will not be able to cancel the QuickBooks payroll direct deposit form. Not following a proper format leads to confusion and the payment process going haywire.

What to Do if Voided Direct Deposit Form is Not Visible

In some cases, the changes are not visible on the paycheck. During a circumstance like that, make use of the following corrective measures: –

  • Go to the voided paycheck in question.
  • Visit the voided paycheck section.
  • Erase off everything available in the Memo field.
  • Check the QuickBooks direct deposit deadline
  • Save everything before closing the window
  • Open the paycheck again.
  • Right-Click and Choose ‘Void Paycheck’
  • Click Save and Close Again.
  • The voided paycheck will now be clearly visible in the Send Payroll Data window.


The QB Pro Solution team works hard to provide the best solutions to customers. Our QuickBooks experts have years of experience and offer easy-to-understand options that users can make use of.

With this blog, we hope your query of related to the cancellation of QuickBooks payroll direct deposit form is solved. For any further queries, feel free to contact us at +1-800-469-4817.


We are an independent team of experts and ProAdvisors for QuickBooks. All the logos, brand names, and trademarks used on this website remain the property of their owners and do not suggest any direct connection. The information provided on this site is purely for illustrative purposes. Individuals who visit this website agree to accept all the risks and take full responsibility for any damage or loss that they face.