QuickBooks lets you have multiple companies under the same QuickBooks online account. However, each of the company files is its own paid subscription but can be accessed easily with the same sign-in info. This simply lets you manage and switch between the companies more efficiently and without any hassle. However, merging two companies in QuickBooks online is not possible. But it lets you consolidate and compare QuickBooks companies easily. This article will help you create or add another company file to QuickBooks online. Let us check out the steps involved in the procedure later in this segment. However, for any queries related to QuickBooks online or QuickBooks desktop, you can give us a call at +1-844-499-6700, and connect with our technical support professionals.
In case you have various companies under separate accounts in QuickBooks online, you can move them all into one account by performing a simple set of steps.
Send an invite
You can send an invite to the email address, you wish to access all your companies with. Note that only the company admin can send invites and also ensure that you already have the Intuit account with this email.
Sign in to one of your QuickBooks online companies that can be accessed with the email you do not use now.
Further, Invite the new email to the company file. In case you see a user limit message, then you will have to add a license.
Now, select a user type and if you want the new email to manage other users and the company info, then you will have to choose Company Admin.
Navigate to the inbox for the new email and choose the link you might have got for the invite.
You will now be able to sign in to the company file using the new email.
For this, you need to visit the QuickBooks pricing page and choose the subscription option you want. This further opens one of two experiences. Let us evaluate:
In case you are signed in to QuickBooks, you will be asked to confirm the account you wish to sign in with. However, if the account displayed is one you want to use for the new company file, then simply choose Yes, that’s correct.
If you haven’t signed in recently, then you will be asked to create an Intuit account. Don’t fill this out unless you want to connect your new company file to a new account. Or else, look for adding a company to an existing account section and choose the sign-in link. You can sign in with the user ID password you use for QuickBooks.
Later on, carry out the onscreen prompts to create a new company file.
When you sign in, QuickBooks asks which company file you want to open. In order to switch between companies, you can choose the settings tab and further select switch company.
Manage Multiple companies in QuickBooks Online
When you quickly switch between multiple companies you have set up, they are still separate. Here are a couple of things that can be done to manage all data in your company files.
Users
Note that, users you set up for one company aren’t automatically granted access to the other. In case you want to give them access, then you can simply invite them.
Online Banking
In case you connect a bank or credit card account to one company, then it isn’t added or visible from the second one. This requires you to connect it separately for each company.
Lists
You can simply move your lists (vendors, customers, inventory, or chart of accounts) to the new company, so you do not have to start from scratch. Note that, your companies are kept separate for a reason and any changes you make in the future in one company won’t be updated in the other’s list.
Hopefully, the set of steps above might help you create or add a company file to QuickBooks online. However, if you aren’t sure about performing the process manually, you can simply reach out to our technical support team at +1-844-499-6700, and they will provide you with instant support and guidance related to all sorts of QuickBooks queries.
FAQs Related to Create Another QuickBooks Company in QBO?
How do I add another company file in QuickBooks Online?
You can add another company file in QuickBooks online using the steps below: 1. Select Buy Now or Free 30-day trial. 2. Select again from the same buttons under the subscription you want to avail. 3. On the Sign-up page, click the Add another company hyperlink. 4. Enter the login credentials you always use and select Add new company.
How do I import a company file into QuickBooks Online?
Log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online. Select Get Started. Click Select Destination, then sign in to your QuickBooks Online account.
Can you have 2 company files in QuickBooks?
It is possible to have multiple companies under the same QuickBooks online account. Every company file is its own paid subscription, but you can access them with the same credentials.
How do I open two companies in QuickBooks Online?
On the login page, select the Subscribe here link next to Already have an Intuit account? With the same credentials you have for your current company. If you want to have two separate sets of credentials, enter a new user ID. Follow the on-screen instructions to create a new company file.
Struggling with making payments to employees and contractors? Well, the QuickBooks direct deposit form is one of the most convenient ways to pay your employees and contractors. This eliminates the hassle of handwriting or printing paychecks each payday. It further helps employers collect relevant employee information to manage payroll. Moreover, the employer can collect employee bank details and essential authorization to pay salary with a standard direct deposit form. In case the employer wants the employees to enter their own personal, tax, and banking info, ensure employee self-setup is on. QuickBooks will automatically email them an invite through QuickBooks workforce.
To brief you with the entire procedure to fill direct deposit forms, here we are with this piece writing sharing the complete set of steps and information. For more details, make sure to scroll through this piece of writing, or you can connect with our technical support team at +1-844-499-6700, and we will provide you with the right guidance instantly.
The direct deposit form gives authority to a third party i.e., often the employer for payroll to send money to a bank account by simply making use of the account details. An employer might require a canceled check to verify the accounting information. After the form is completed by the account holder, it must be signed and returned to the employer.
Note that, in order to make payments to your employees and contractors through direct deposit, you will be required to have a U.S. bank account that’s set up for ACH transactions. Also, there are fees to use direct deposit. You can check your payroll subscription for further related information.
Steps to set up direct deposit for employees
You can try performing the below set of steps to set up direct deposit for employees. Let us explore the steps one by one:
Step 1: Setting up company payroll for direct deposit
Identify and get access to your business, bank, and principal officer info
Connect your bank account
Verify your bank account
Set up your employee’s direct deposit
Step 2: Get a direct deposit authorization form
If your employees have filled out, signed, and dated a Direct Deposit Authorization Formand attached a voided check from the employee’s bank account, then choose your payroll for the next steps.
QuickBooks Online Payroll
You need to first head to taxes and further choose payroll tax.
Once done with that, choose filings and further opt for employee setup.
Heading forward, you need to choose bank verification next to authorization for direct deposit.
The last step is to choose the view option.
QuickBooks Desktop Payroll
You need to obtain a completed direct deposit authorization form and a voided check from the employee’s bank account. It should be noted that there is no need to submit the authorization form and void check to QuickBooks, as they are just for recording purposes.
In case the employee’s bank shows that the account should be tagged as money market, then inform the employee that QuickBooks desktop only accepts checking or savings accounts, so they should choose the checking option.
Here, you need to first choose employees and then opt for the employee center to open your employee list.
Once done with that, choose the employee’s name.
And further, opt for the payroll info tab.
You now need to choose the direct deposit tab.
In the direct deposit window, choose use direct deposit for the employee’s name.
Moving ahead, choose whether to deposit a paycheck into one or two accounts.
Followed by entering the employee’s financial institution information such as bank name, routing no., account no., and account type.
Now, if you are opting to deposit to two accounts, then you need to simply enter the amount or percentage that the employee wants to deposit to the first account in the amount to deposit field.
The remaining goes to the second account.
Further, you need to choose the OK tab to save the information.
And lastly, enter the direct deposit PIN when asked to.
Steps to get employee direct deposit authorization form
In order to get to the employee direct deposit authorization form in QuickBooks online, you need to first navigate to the filing resources window and further set up employees’ direct deposits in payroll. Note that the employees or contractors who will be paid by direct deposit should complete the employee direct deposit authorization form. To get this, you need to continue with the steps below:
Initially, head to the taxes menu.
Further, opt for payroll tax.
You now have to choose the filings tab, and also click on resources
Heading forward, in the filing resources window, you need to scroll down to the tax setup section.
And later on, choose setup forms.
Now, navigate to the employees tab.
Also, find the employee bank verification section and hit the view tab.
Now, you will be routed to the form’s PDF file.
From there, download and print the employee direct deposit authorization form.
After you are done with this, carry out the necessary steps to set up and manage employee direct deposit in the payroll listed above. Moreover, there are a variety of payroll reports that you can make use of to view information about the business finances and employees.
QuickBooks Online payroll gives you increased flexibility with employee self-onboarding by letting you enter some of their info. Moreover, you can further invite them to add the rest. Not just that, you can still print a direct deposit authorization form in case you want.
With this segment, we have tried to summarize the complete procedure to set up the QuickBooks direct deposit form. However, if you are doubtful regarding any step, or if you are stuck at any point in time, do not hesitate to connect with our technical support team at +1-844-499-6700, and let them help you with the procedure.
FAQs Related to QuickBooks direct deposit form
Does QuickBooks have a direct deposit form?
Yes, QuickBooks offers a direct deposit form that helps employers collect relevant information related to the employee and further manage payroll.
Where is the direct deposit form in QuickBooks?
You can find the direct deposit form in QuickBooks using the steps below: 1. Navigate to the payroll tab. 2. Further, choose employees. 3. Now, from the payment method, select Start or Edit. 4. Heading forward, from the payment method dropdown ▼, choose direct deposit.
How do I verify direct deposit in QuickBooks?
You can verify direct deposit in QuickBooks using the set of steps below: 1. Sign in using your Intuit Account login. 2. Now, move to the payroll info section under the direct deposit bank account. 3. After that choose verify. 4. Enter the payroll PIN and confirm. 5. Lastly hit submit to complete the procedure.
What is a direct deposit form?
A direct deposit authorization form is a form that employees fill out, in order to authorize the employer to deposit money straight into the bank account. Many businesses pay their employees using the direct deposit option.
Creating invoices in a few clicks is one of the best features offered by QuickBooks. In case you plan to get paid in the future for products and services you sell, you can send your customers an invoice. Not just that, you can add the product or service you are selling to an invoice and email it to your customers. Creating and sending invoices in QuickBooks online is now easier with the set of steps scribbled in this piece of writing. We have tried to cover the steps to create an invoice in QuickBooks Online and also how to review unpaid invoices. Thus, scroll down to unleash the complete information.
You can also speak to our technical support team in case you need our assistance in creating invoices in QBO or for any sort of QuickBooks-related queries. Ring us at +1-844-499-6700, and we will surely answer all your queries immediately.
Creating invoices involves a few simple steps. Your customers can pay their invoices online if you have QuickBooks payments. You can also handle the invoice and payment activities when you use an external payment processing platform. Note that your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience. Let us now explore the steps involved in creating an invoice in QuickBooks online.
Step 1: Create and send an invoice
Note that the steps for the new layout and the old layout differ. Let us explore the steps in both scenarios:
Condition 1: In case you are using the new layout
Well, there are multiple ways to create an invoice in QuickBooks. When you send an estimate to your customer, there are chances that the customer might approve it, in such case, you can convert your estimate to an invoice. Also, there is an option to create a new invoice from scratch.
The very first step is to choose + New
Now, opt for an invoice
The next step is to choose add customer and pick a customer from the ▼dropdown menu.
Ensure that all of the info entered is correct, especially the email address.
Now, review the invoice date, due date, and terms.
Enter the new dates or terms, if you need to.
The terms field contains the word net, which refers to the number of days until the payment is due.
You will then have to choose to add a product or service and go for a product or service from the ▼ dropdown.
Once done with that, choose how you want to calculate the charge amount- flat rate, by hour, or by item.
You will then be required to enter a quantity and rate if asked to.
To customize the info or design of the invoices, choose ⚙ manage tab.
Also, go for the options from the side panel.
QuickBooks keeps a check on your choices and further applies them to all existing and future invoices.
After you are done, there are various options for saving or sharing the invoice.
In case you are ready to send the invoice, choose review and send, to email the invoice to your customer.
Further, adjust the email if required.
Once done with that, choose send invoice.
To send the invoice later, choose save and close tabs.
In order to print a paper invoice, choose print and download.
Or if you have received a payment from the customer, then choose receive payment.
Now, in order to send your customer a link to the invoice through text message, choose the share link.
QuickBooks usually marks unpaid invoices in the accounts receivable account, which is visible on the balance sheet and other financial reports.
To review the invoices, you need to head to sales and choose invoices. Now, check the status column to see the status of the invoices in the sales process. There are a bunch of statuses that can show up. Let us evaluate each of the scenarios one by one:
Due in [days]: This means that you haven’t emailed the invoice yet.
Due in [days] sent: This indicates that you have emailed the invoice to the customer
Due in [days] viewed: This message shows up when your customer opens the invoice.
Deposited: It simply means that the customer has paid the invoice
Overdue [days]: This status indicates that the invoice is past due and unpaid.
Overdue [days] viewed: This appears when the customer has opened but didn’t pay the past due invoice.
Delivery issue: In such a case the invoice would be undelivered. You will have to check the email address and resend.
Voided: The invoice was voided in QuickBooks.
You can notify your customers about the upcoming invoice due dates. You can send them a reminder message.
Step 3: Receive payments for invoices
In case you use QuickBooks payments, then your customers can pay the invoices directly by credit card, PayPal, Venmo, or ACH transfer. Intuit processes and handles everything for the user. Once the payment is made, QuickBooks will put the transaction into the correct accounts.
However, just in case you make use of an external platform to process payments, then you can simply keep track of those payments in QuickBooks.
The set of steps enumerated above is enough to create an invoice in QuickBooks online successfully. However, if you have any queries at any point in time, or if you need our technical assistance in creating invoices in QBO, then feel free to ring us up at +1-844-499-6700,, and our technically sound certified QuickBooks ProAdvisors will ensure that all your queries are addressed immediately.
FAQs Related to Creating Invoices in QuickBooks Online
How do I create an invoice in QuickBooks Online?
You need to perform a handful of steps: 1. Choose + New 2. Select the invoice and add customer 3. Review the invoice date, terms, etc. 4. Choose add product or service 5. Select the process to calculate the charge amount 6. Customer the info or design of your invoices. 7. Choose Manage. 8. Select the options from the side panel. 9. Save and share the invoice
Does QuickBooks Online have invoicing?
Yes, using QuickBooks online you can minimize missed payments, and reduce administrative hassle by sending recurring invoices on a schedule. Even let your customers set up autopay.
How do QuickBooks invoices work?
In QuickBooks Online, users can simply create invoices when they sell products and services but expect customers to pay for them in the future. These forms key details about the sale and further lets you track the open and completed sales.
Are QuickBooks invoices free?
Yes, you can use the invoice generator for free in QuickBooks.
Can I make changes to an invoice once I have created it?
Well, you can make necessary changes to an invoice after you have created it. However, it might show some exceptions and errors when reconciling, especially if the invoice has been filed already.
Can you batch change VAT codes, classes, or locations on invoices?
No, only an accountant can batch change VAT codes on invoices.
Form W-3 stands for Transmittal of Wage and Tax Statements. It summarizes W-2 employee information about the total W-2 earnings, FICA wages and tax amount withheld. It further consists of the federal income wages and tax amount withheld. In certain cases, you don’t need to file a W-3 form. Filing form W-3 is based on how your W-2s are filed with the social security administration. But if you are required to file for W-3, then this segment will help you in learning the complete procedure to print w3 form in QuickBooks. Let us explore the complete set of steps in detail.
On the other hand, if you are seeking professional guidance to carry out the procedure to file and print W-3 in QBO or for any related to intuit forms, then do not hesitate in connecting with our technical support team at +1-844-499-6700, and they will provide you with immediate solutions.
What is w3 form?
W3 form is a tax form that is used by the employers to report an employee’s total income to the Social Security Administration and to the Internal Revenue Services (IRS). Employees who get more than one W-2 Form from their employers need to be addressed to the IRS and Social Security Administration about their total salary payments and withholding amounts. This is done by filling W3 form by the employers and sending it to the respective authority.
As a business, you might need to print various forms in QuickBooks. Below we have stated the steps to print W-3 form in QuickBooks online payroll. Note that in QuickBooks online, printing W-3 forms depends upon how you pay and file the form.
Condition 1: When Intuit pay and file w-3 form for you.
In such a scenario, the form will be emailed to your employees starting January 16-31. In case you need to, you can reprint them on plain paper on January 13. The current year’s or any previous year’s form can be printed from when you started using QBO payroll.
Also, opt for print both employer and employee copies of your w-3 form.
The next step is to choose view on the transmittal wage and tax statements (W-3)
In case you are printing employee copies, then you will see those who want a paper copy and those who want to opt for paperless.
A printed copy won’t be provided to the ones chosen paperless.
You will now have to click on the view tab.
In case you come across a question asking if you or your employees contributed to a retirement plan outside of QuickBooks online, you will have to select yes or no, and carry out the steps above to get back to the W-3 form.
The last step is to click on the print tab on the Adobe Reader toolbar.
For this, you need to first head to the taxes menu.
Further click on payroll tax.
And also choose filings and opt for resources.
Once done with that, click on Archived forms and filings and also set the date range you need, or search the QuickBooks forms you need.
The next step is to choose the view on the w-3 form that you want to print.
Also, click on the print icon on the reader toolbar.
After that, choose print again.
Condition 2: In case you pay and file electronically or manually
In case you pay and file your W-3 form electronically or manually. You can print the W-3 form starting January 1. And can print the current year or any previous form from when you started using QBO payroll.
Printing the current year or a year prior
For printing the current year or a year prior W-3 form, you need to perform the set of steps below:
Navigate to the taxes menu.
Followed by clicking on the payroll tax.
And further choose filings.
From there, you can further choose to print both employer and employee copies of W-3.
Once done with that, choose archive or view on transmittal of wage and tax statement.
In case you are printing employee copies, you will see the following:
For W-2 Print setting: 4-part or 3-party perforated paper. Opt for the change setting, in case you need to change your paper type.
Employees who need a printed W-2 and those who want a paperless W-2. Note that, the employees who need paperless won’t be selected and won’t get a printed copy. You will then have to click on view.
A question might appear asking if you or your employees contributed to a retirement plan outside of QBO. Choose yes or no accordingly and further perform the steps above to get back to your W-3 form.
The last step is to choose the print icon on the Adobe Reader toolbar. Also, click on print again.
Now that you know the steps stating how to print W3 in QuickBooks online and desktop, it is time to implement those steps. However, in case you have any queries or if you get stuck at any step, feel free to ring our QuickBooks support team up at +1-844-499-6700, and they will help you with the procedure smoothly. Our technical team consists of professionals having sound QuickBooks knowledge. Thus, reach out to us in case of any queries related to QuickBooks.
FAQs Related to W-3 forms in QuickBooks
What is w3 form?
W-3 in QuickBooks payroll is Transmittal wage and tax statements that summarize W-2 employee information about: Total w-2 earnings, etc.
How do I print tax forms in QuickBooks desktop?
In order to print tax forms in QuickBooks, you can perform the steps below: 1. Move to the employees menu. 2. Choose the payroll center. 3. After that, select the file forms tab. 4. Now, select view/print forms and W-2s
Can I print w2 from QuickBooks desktop on plain paper?
You can print W2 on plain paper by clicking on W-2 printing settings. Under how do you want to print form W-2? you need to click on employee W-2 forms on plain paper. After that click on ok tab and this will print it for you successfully.
Where is W3 in QuickBooks Desktop?
You can find W-3 and print it using the steps below: 1. The very first step is to choose taxes. 2. After that, opt for payroll tax. 3. Now, choose filings. 4. You will see your W-2s and W-3 listed, but you can only file them from here. 5. Choose resources, and further click on W-2s or W-3s. 6. Once done with that, perform the steps to print it successfully.
Mistakenly turned-on sales tax, and now unable to turn it off in QuickBooks Online? Well, here is a quick guide for you. Automated sales tax is an amazing feature in QuickBooks. However, if you mistakenly turn on sales tax, but don’t want it to affect your overall invoices or do not charge sales tax, then you have an option to turn it off. In simple words, if you have the setting turned on in your QuickBooks online account, you will have to turn it off before using the new invoices experience. This will further help you in setting up your account for hassle-free use later on.
To help you out with the process to turn off sales tax in QuickBooks online, we have curated this piece of writing sharing how to turn off sales tax in QuickBooks online? For more details, stick around to this piece of writing till the end, or you can further get in touch with our technical support team at +1-844-499-6700, and let them help you out with your QuickBooks online sales tax queries and more.
Well, the ability to disable sales tax is available to all customers on both classic and automated sales tax from September 13, 2023. However, this is possible only if you haven’t created a transaction with sales tax in the past. In case you have any, you will have to delete these first. Removing the tick from the taxable box on the invoice will simply not work. You will have to manually remove sales tax transactions. And this can be done using a couple of steps enumerated below:
You will first have to sign in to your QuickBooks online account.
Heading forward, navigate to the reports tab.
Once you reach there, look for and open the sales tax liability report.
Now, set the report period to all dates. All agencies and tax items are displayed in the report.
Followed by selecting the taxable amount, in order to open a report with all transactions having global sales tax on them.
To continue, carry out the steps below:
Note down the details of the transactions.
Further, you need to delete the transactions. Note that the transactions deleted can be viewed in the Audit log.
Once done with that, turn off the sales tax feature.
And further refer to the sections for manual or automated sales tax.
Towards the end, re-enter the deleted transactions.
Turn off Sales Tax in QuickBooks Online (Automated Sales Tax experience)
Now that you have removed transactions having the sales tax, it is time to turn off the sales tax. The below steps are related to turning off sales tax in the automated sales tax experience. Let us have a look:
Initially, head to the taxes tab and further choose sales tax.
Once done with that, opt for sales tax settings
Followed by selecting turn off sales tax.
You now have to choose yes to confirm.
Turn off Sales Tax in Manual Sales Tax Experience
If you want to turn off sales tax in manual sales tax experience, then the steps might differ from the automated ones. The steps involved in this procedure are:
Navigate to the taxes tab and further opt for sales tax.
You now will see an option to go to the new sales tax experience, where you will have to choose do it later tab.
Once done with that, choose edit sales tax settings under related taxes.
After that, you will see a tab asking Do you charge sales tax? where you need to opt for No option, in case you don’t charge sales tax.
Delete Sales Tax Rates and Agencies in QuickBooks Online
Deleting sales tax rates or tax agencies in QuickBooks online isn’t possible. However, you can deactivate the tax rate or rename the tax agency, in case you no longer need or use them. It should be noted that, if you are unable to spot the settings below, it indicates that you are using Auto sales tax feature. Let us explore the steps to deactivate the tax rate.
Steps to Deactivate a tax rate in QuickBooks Online
Before you perform the steps below, note that you cannot reactivate a tax rate. Thus, if you deactivate this one, you will have to create a new one in future.
For deactivating a tax rate, you will first have to navigate to taxes.
Now, choose sales tax
Followed by heading to the related tasks section in the sales tax center.
Once done with that, choose add/edit tax rates and agencies.
Here, you need to choose a tax rate name, and opt for deactivate option.
The last step is to choose the continue tab on the dialog box.
Steps for renaming a tax agency
This process requires you to first head to the taxes tab.
Once done with that, choose sales tax.
Followed by heading to the agency name table in the sales tax center.
Also, choose rename for the agency name you want to edit
The next step is to make changes you want and choose save.
Alternate Solution (unable to turn off sales tax in QBO)
Another effective option is to manually edit the invoices and select a 0% tax rate to remove the automated taxes. In case this rate isn’t available, then create a custom rate and make use of it to calculate the sales tax when creating the invoices. Let us have a look at the steps below:
Steps To add the rate:
You need to first move to the taxes menu and further choose sales tax settings
Once done with that, click on add rate from the custom rates section.
Further click on single or combined and enter the name of the custom rate.
You will then have to choose the agency you file payments to and enter the rate.
The next step is to press save.
Steps to use the rate on invoices:
For this, you need to first open the invoices you want to edit one by one.
After that, on the select tax rate section, click on the drop-down and select 0%.
Enter in the required information.
Followed by clicking on save and close.
Note that this function works perfectly when you create an invoice directly in QuickBooks online.
Turning off sales tax in QuickBooks online can be a crucial feature for many businesses. It is believed that the above discussed steps might be of some help in successfully turning off the sales tax in QBO. However, if you are stuck at any point in time, or if you need any sort of technical assistance in carrying out the procedure, then in that scenario, we recommend you to connect with our technical support team at +1-844-499-6700, and let our certified QuickBooks professionals help you with all your queries.
To turn off sales tax in QuickBooks online, you simply need to perform the steps below: 1. Head to taxes tab and choose sales tax 2. Once done with that, choose sales tax settings 3. Choose turn off sales tax 4. And now, choose yes to confirm
How do I turn off VAT in QuickBooks online?
Note that, once you set up VAT in QuickBooks online, it can’t be turned off. However, you can set the default VAT to No VAT and stop VAT from showing in future transactions.
How do I remove GST from QuickBooks?
To delete GST adjustment, you need to perform the below steps: 1. Head to the settings tab first and then choose chart of accounts. 2. Once done with that find the income or expense account you used to add an adjustment. 3. You will now have to choose run report 4. Followed by selecting the adjustment you need to delete and further choose delete tab. 5. Click on confirm to end the procedure.
