Create a non-taxable reimbursement payroll item in QuickBooks in 2021

Learn how a non-taxable reimbursement payroll item can be created in QuickBooks Desktop payroll. In QuickBooks Desktop Payroll, you can create a non-taxable reimbursement payroll item for things such as mileage, travel, or non-taxable insurance reimbursements. Here’s how: Add a new payroll item The first thing you need to do is add a new payroll […]

Change your email, user ID, or password for QuickBooks Online and QuickBooks Self-Employed

Learn how to change your email address, user ID, or password for QuickBooks Online or QuickBooks Self-Employed. Need to make some updates? You can make changes to your accounts from your Intuit Account Manager. You can get there while you’re using QuickBooks, or sign in to the account manager directly. Change your QuickBooks user ID, email […]

Downgrade your QuickBooks Online Plan in 2021

Get help to downgrade your QuickBooks Online plan. in 2020. You can always choose what’s best for your business. If you think your current QuickBooks Online plan isn’t the right fit, you can switch to a different version. Here’s how to downgrade your subscription. Note: Downgrading removes all discounts you have on your current plan. […]

Setup bank rules to categorize banking transactions in QuickBooks

Learn how to use bank rules to automatically categorize transactions from your bank. When you download transactions from your bank, you need to categorize them so they go into the right accounts. Bank rules speed up this review process. You can create rules that automatically categorize transactions for you. The more QuickBooks uses your bank rules, the better it […]

QuickBooks resources and tax info for businesses impacted by the coronavirus (COVID-19)

COVID-19 continues to affect small businesses in unprecedented ways. Here are some of our latest resources for your business that may help during these challenging times. Keep up to date on programs and resources The Small Business Help Center is our front page for COVID-19 topics. Here are some of the top programs and resources. The […]

Importing Custom Invoice Templates into QuickBooks Online

In just a few steps, you will be able to import styles that bring enhanced flexibility to your invoices and let your brand shine! and get to know How Importing Custom Invoice Templates into QuickBooks Online.   Step 1 – Make sure you have enabled Import Styles in QuickBooks Labs Click on the Gear icon in the […]

Disconnect Bank Feeds for an account in QuickBooks Desktop

Learn how to Deactivate or Disconnect Bank Feeds for an account in QuickBooks Desktop. You can Use Bank Feeds to get Transactions from your bank and import them to QuickBooksqui to Disconnect Bank Feeds for an account in QuickBooks Desktop If you ever need to disconnect a specific account from your bank, follow the steps […]

Move your QuickBooks Desktop file to QuickBooks Online

Learn How to Move your QuickBooks Desktop file to QuickBooks Online. No need to start over again—just convert your desktop file to a QuickBooks Online company, and you’re done. Watch our video tutorial or follow the steps below to get it done: Moving from QuickBooks for Mac? See How to move your QuickBooks for Mac file […]