Integrations
Connecting QuickBooks Time to QuickBooks Desktop: What to Know
A step-by-step look at the approved way to link QuickBooks Time to QuickBooks Desktop, including version requirements, single-user mode, and sync setup.
Community Issues
Problems, outages, and quirks that QuickBooks users are reporting — tracked and explained by the desk.
Payroll
Clearing Overdue or Red Scheduled Payroll Liabilities in QuickBooks Desktop
QuickBooks Desktop may show payroll liabilities as overdue or in red even after payment — here is how to reconcile the records and clear the warning.
Payroll
Adding a New Company EIN to an Existing QuickBooks Payroll Subscription
Users managing multiple companies can attach a new EIN to an existing payroll subscription, though the process varies between QuickBooks Online and Desktop editions.
Conversions & Migration
What Moves and What Doesn't: Desktop-to-Online Migration in Canada
A field guide to the terminology shifts and feature gaps Canadian users encounter when migrating from QuickBooks Desktop to QuickBooks Online.
Conversions & Migration
What Moves and What Doesn't When You Switch from QuickBooks Desktop to Online
A practical reference for QuickBooks Desktop users planning a move to QuickBooks Online, covering terminology differences and features that do not carry over.
Reporting
Spreadsheet Sync Report Building in QuickBooks Online Advanced
A guide to creating and customizing reports through Spreadsheet Sync in QuickBooks Online Advanced and Accountant, covering templates, categories, and available data.
Self-Employed
QuickBooks Self-Employed: What It Does and Who It's For
QuickBooks Self-Employed helps sole proprietors and independent contractors track income, expenses, mileage, and Schedule C tax categories throughout the year.
Payroll
QuickBooks Direct Deposit Limit Blocks Payroll Runs — How to Resolve It
QuickBooks users hitting per-payroll or per-person direct deposit limits can request an increase or switch affected workers to paper checks.
Conversions & Migration
Post-Conversion Verification for QuickBooks Online Migrations
A structured checklist for verifying data, confirming settings, and assigning workflows after migrating a company file from QuickBooks Desktop to Online.
Conversions & Migration
Migrating QuickBooks Desktop to QuickBooks Online: What Stops the Move
Moving a Desktop company file to QuickBooks Online hits walls at every step — file size, hosting, payroll timing, and the migration window. Here is what to check.
Migration & Conversion
Migrating QuickBooks Desktop Canada Files to QuickBooks Online
Canadian QuickBooks Desktop users moving to Online should understand feature gaps, file-size limits, and Enterprise restrictions before starting the migration.
Conversions & Migration
Migrating from QuickBooks Desktop to QuickBooks Online: What You Need to Know
Moving from QuickBooks Desktop to QuickBooks Online requires a pre-migration checklist — file size limits, data verification, and subscription timing determine whether your migration succeeds.
Tax Updates
IRS Working Families Tax Cuts and What QuickBooks Users Should Watch
The IRS Working Families Tax Cuts page outlines individual tax provisions that do not require QuickBooks adjustments but matter for year-end filing and W-4 planning.
Payroll & Compliance
IRS Tax Posters for Workplaces: What QuickBooks Users Should Know
QuickBooks users managing payroll and compliance can access required IRS and Department of Labor workplace posters directly from official government sources at no cost.
Security
IRS Security Summit Warns Tax Pros About Phishing and Email Scams
The IRS Security Summit is urging tax professionals to stay vigilant against phishing emails and other schemes that can compromise client data and QuickBooks files.
Tax & Compliance
IRS rolls out automatic penalty relief for eligible taxpayers
The IRS has introduced a streamlined, automatic penalty relief process that removes the need for eligible taxpayers to submit a separate written request.
Payroll
IRS Moves Forward With Saver's Match Regulations Under New Executive Order
Treasury and the IRS have begun implementing a new executive order by announcing plans for proposed regulations on the federal Saver's Match retirement contribution program.
Tax Forms & Compliance
IRS Fact Sheets Are Not Built Into QuickBooks — Here's What to Do
QuickBooks does not include IRS fact sheets or tax publications. Users needing that reference material must access it directly from the IRS website.
Tax & Compliance
IRS disaster tax relief: what QuickBooks users need to track
When the IRS grants disaster-area relief, filing and payment deadlines shift automatically — but QuickBooks users must update forms and records manually.
Business Taxes
IRS Business Tax Account: What QuickBooks Users Need to Know
The IRS Business Tax Account lets eligible business owners view and manage federal tax obligations online — here is how it works and where QuickBooks fits in.
Reports & Financial Statements
How QuickBooks Desktop Users Can Track Cash Flow With Built-In Reports
QuickBooks Desktop offers a Statement of Cash Flows report alongside Profit & Loss and Balance Sheet detail reports to help users monitor money moving in and out.
1099s & Tax Forms
Creating and Filing 1099 Forms in QuickBooks Desktop
How QuickBooks Desktop users can create, print, and electronically file 1099-NEC and 1099-MISC forms for contractors and vendors during tax season.
Banking & Reconciliation
Beginning Balance Discrepancies in QuickBooks Desktop Reconciliations
QuickBooks Desktop users encountering wrong or zero beginning balances during reconciliation can trace the cause and apply targeted fixes using built-in reports and journal entries.
Reporting
Balance Sheet and Inventory Valuation Disagree on Inventory Asset
QuickBooks users find the Balance Sheet and Inventory Valuation reports show different totals for Inventory Asset — here is how to track down the cause.