QuickBooks Q&A

I e-filed the Employer's Fed Form W-2/W-3 on Jan 23, 2026 through TurboTax Enhanced Payroll.  As of today, Jan 29, 2026, the status shows NO response (acceptance NOR rejection) from the SSA/Agency.  How long is it taking SSA to process these submissions?  

Hello - I started at a new company and the accounting is all over the place with the P&L being a real mess. I need to create a more logical order for revenues and expenses, as well as create and determine the proper accounts and sub accounts for each of the account numbers.My question is what is the best practice for this type of situation and what are the second- and third-order effects that I need to look out for especially since there is over 10+ years of past data? Should I just change the account number/name/subaccount of the existing account to the new one? Should I leave existing accounts alone, create new accounts, and determine a date I want to start recording data in the new accounts (like first of the year)? Some other option I have not considered? What should I be on the lookout for? Thank you!

I've enabled the feature in QuickBooks Online so that people can send an invoice to the special address, and QuickBooks successfully says "Anyone can autofill multiple receipts or create bills and expenses by sending files to: [redacted][email address removed]". When I first set this up and tested it, incoming emails were treated as new QuickBooks "Bills", just like I expected and wanted (under Expenditures > Bills). However, recent incoming emails are treated as QuickBooks Receipts (under Transactions > Receipts). I don't want this: I want them to be Bills so I know they still need to be paid. How can I force them all to be treated as QuickBooks Bills?

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I need a copy of a SOC 1 Type 2 report

In 2006 we switched over our payroll processing. As a result, our staff would have missed a paycheck.  At this time, we provided them with an advance in pay which is to be paid back when the employee separates, whenever that may be.  The funds are taken out of their last paycheck. We recently switched to QBO Advance.  How do we enter the advance which was actually paid out 20 years ago.  How do we show the repayment?  We do not use the payroll function in QBO.  We enter payroll as an expense in our books.  The actual payroll function is outsourced.

Need help applying new CA break rules to timesheet

Looking for a report that I can say give me contact info for employees that worked between such and such a date. It seems that would be a report available. Why can't I take a report like Employeee Earnings Summary add in columns for address. Any solution?  

What steps to take if my QuickBooks account is closed but I have funds in envelopes

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Hi, I printed a check from QB a few months ago and reconciled with the bank. I want to apply that check to some open invoices.  

I have a N/P account that was paid off in 2024 that still shows on my Balance Sheet. It has a $0 balance. Even when I check Show "non-zero" rows and columns, it is listed.There were only 2 transactions in the account: 1 JE to add balance, 1 JE that removed balance.Similarly, there is a bank account that was closed in 2024 with a $0 balance that I cannot seem to remove.  

I have a N/P account that was paid off in 2024 that still shows on my Balance Sheet. It has a $0 balance. Even when I check Show "non-zero" rows and columns, it is listed.There were only 2 transactions in the account: 1 JE to add balance, 1 JE that removed balance.Similarly, there is a bank account that was closed in 2024 with a $0 balance that I cannot seem to remove.  

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I printed both the 1099-MISC and 1099-NEC forms in QB Desktop, but when I click on File > Print Forms > 1099s/1096, it takes me back to the Wizard again. See screenshot. I do not see where to print the 1096 forms to send to the IRS. I've never had an issue printing these before. I have done multiple searches and nothing is working. Please help! Thanks! Katrina 

I submitted my payroll as usual, and when I entered the amounts to transfer to our 401(k) company, I show a negative balance in the QB 401(k) payroll liability account. After digging deeper, one of my employee's deduction and company contribution isn't showing up. As far as I know nothing has changed since last payroll. When I pull up the retirement plans report, the amounts show correctly. And the amounts show on his pay stub, just not in the 401(k) payroll liability account. Where could it possibly be?

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Elite payroll says that it will AUTO pay for OHIO SD but the settings are on, the employee is set up for deduction, but it has a green PAY button to do it manually? The other payroll taxes was paid by QBO. Do does QBO pay the Ohio SD taxes?

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I don't want to use adobe to send emails.

I saw a pop-up about this but was not able to catch it.

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I am unable to exclude a transaction due to the following message, Partially matched: -$0.01 remaining out of -$78.31.. How can I fix this issue an exclude the transaction. Thanks. I