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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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12/26/11 11:21am PST
Viewed by asker 12/30/11 8:15am PST

Opening Client files and payroll tax table update pops up

When I use my Accountant's Edition to restore or open a client's file on my own computer, which I often do to resolve data entry errors or confirm their setup, I get a pop up for the tax table subscription. If I am opening the same year QB as they use, I am asked to let QB confirm the subscription. If I open an older file in my newer QB 2012, which I will do to have the newer tools, I am asked to allow the data file to confirm it has been updated for the latest tax table.

I don't have a payroll subscription service, but many of these data files do.

I would like to be able to diagnose their data issues while having as much updated functionality as possible, of course.

I have avoided allowing this to confirm the tax table under either scenario, but then I have trouble working with the client via phone or with comparing the file, since the tax tables changed frequently in 2011.

For instance Payroll Checkup on my computer doesn't have the same tax table as one of the files on the client's computer, even though we just made the portable or backup a few hours earlier and had no tax table update on their computer in the meantime.

My questions are:

1. When using the same year and release of QB as the client, should I or should I not allow the tax table update to function on my computer? Will it update on my computer?

2. When using a newer year QB than the client, should I or should I not allow the tax table update to function on my computer? Will it update the client's default in the Payroll tax table service records, implying that the client is now on a newer QB year, impacting their ability to work in their own file on their own computer?

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12/27/11 7:54am PST

Why would you want to avoid updating the tax table?  It seems like you'd actually want to go ahead and get the latest one when prompted...

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12/27/11 3:16pm PST

I want to confirm that allowing a data file to access the payroll update service while the data file is open on my computer, perhaps using a newer QB program than they use, doesn't cause this payroll subscription not to work at the actual client's computer.

I don't want the payroll tax table service to "verify you now are using QB 2012" when the client still is using QB 2010, for example. Just because I restored and updated their file at my office, to run reports and check their errors and issues, I don't want it to impact them and their computer and their file and their services at their office.

QB has so many internal links to product service monitoring, I just don't know what is actually stored by Intuit or if this is just like any other computer update process and nothing was recorded by Intuit for the company data file. I am aware of the Advanced Services Administrator links, for instance.

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12/28/11 2:50pm PST
The solution

Doing the update doens't cause your client any issues.

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12/28/11 4:00pm PST
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