- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
DIRECT DEPOSIT ERRORS
CPA Firm doing payroll for a multitude of customers. Several customers have DD .. no problems at all. Trying to sign a client up for DD and all of a sudden major issues! Spent 3.5 hours on the phone with support yesterday and my issues are still not solved!
Requirements of submitting all business contact info, the principal officer info and the bank account...which had to be done manually, because as an agent, we don't want online access to a clients bank account; however, in this circumstance our client does NOT use online banking. Therefore the banking information can not be done 'live' The manual entry of the bank account, routing number, etc., has been filled out, and the system says it will take about 5 minutes. My system has been spinning around and around and around for 35 minutes so far, and nothing is being done. If I X out the screen, it won't save the info (as I found out yesterday).
So here I sit, investing time I don't have to try to tackle a SIMPLE project of setting up DD. Why did QuickBooks make it almost impossible all of a sudden? Anyone have ANY ideas on how to get this activated? Thank you!!