Payments
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I need help with a workaround and keep books clear: I received (2) customer payments, applied to invoice and deposited. Turns out they were for another vendor's invoices and I need to refund money. How do I properly credit so I can refund the customer the funds and back out payments on the invoice (full amount needs to show again as they will pay it later)?
Can you set up for the customer to pay credit card fees?
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Help with deposit hold review?
I'm using Quickbooks Mac Plus 2024. A customer sent a single payment for a number of invoices and mistakenly overpaid several of those invoices. I entered that initial payment and QB created an unapplied credit. The same customer later sent a single payment for a bunch of other invoices and applied the existing credit to the final amount due. When I try to Receive Payment for that second check, I get the message “Transaction is not in balance. Make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form.” regardless of whether I check off “Apply Existing Credits” or not — and I cannot save this new entry. What am I doing wrong? Is there a way to correct this so I can enter the most recent payment? TIA
I used to verify customer payment using Accounts and Setting ==> Payments ==> Manage Account. I would be able to see exactly who made each payment to my client's bank account. Now those same options take me to MY books. I can't seem to find a setting to stay in my client's books. The bank deposit that feeds to QBO does not give me client's names and I need to know who to attribute the payment to (we have many with the same exact amount). Thank you!!
Deluxe eChecks are not sending automatically from QBO for several of my clients. Nothing has changed on our end—vendor info and workflows are the same—but the eChecks just don’t go out. This happens whether we’re writing checks or using “Pay Bills.”There are no errors or flags—just missing payments. It’s inconsistent and making the system unreliable for payments.Please look into this issue and provide a fix. We need this integration to work consistently again.
I do not have access to record a check bounce. What other way can I tell the system a payment bounced? Scenario: A customer sent a check we never received. They reissued the check. Both checks then came in the same week. We deposited both checks, but of course the stopped payment check bounced. The good check is applied against the Invoice. The bad check is listing as overpayment. What is the best way to clear the available overpayment.
We keep some money in a QuickBook Checkings account, and a week or so ago two transactions occurred which completed drained the account. One was for the balance in one of our "envelopes" while the other was for the rest. Both transactions had a description of "Balance Refund." We're not seeing that money in any of our banks, and we can't find any more information through the online app. We've only ever transferred money into this account from one of our banks and have only ever transferred money out to the state to pay taxes. I was able to get the statement for the month and I see that these two transactions are labeled as "Adjustment" rather than "Debit" or "Transfer" or something like that. We haven't received any checks in the mail as far as I can tell. The other day we tried for an hour today to get through to support, but we keep failing the verification challenge and we're not sure what information we're not providing properly, so we've given up on that route for now. Our ac
We have a small business and are attempting to set up so we can receive credit card payments. We have QuickBooks Desktop 2019 version and are running into errors. Is it still possible to set this up in 2019 version? Or is that obsolete? Thanks!
Printed signature on checks
Multi-use payment link not showing when I want to create a link
The feature to add the logo to invoices is not working. When I upload a picture in the correct format it doesn’t let me save the added logo. It just hangs there and nothing happens.
Stripe collects our guests revenue then withholds their fee from our net deposit amount. How do I record and account for these fees and revenue in our QuickBooks? I've set up to create invoices for each guest, do I record the full amount or only the amount Stripe has deposited into our bank account? Do I create an expense account for the stripe fees? How do I account for the actual amount deposited into our bank account and would the stripe fees be a COGS or just an expense.
I was under the impression that ACH transfers were free. I just noticed I was charged $5.00 on an ACH transfer.
A bank transfer from your customer has been canceled due to a problem with their account. To keep your books accurate, you should follow the steps to handle a canceled bank transfer. Received the above message as an alert this morning. Has a link that says it will take to the steps to handle a canceled bank transfer, but it goes nowhere. Can anyone tell me these steps
After i signed up it specifically said "order your free card reader".
I have checked the Accounts and Settings> Sales, it is not set up to send past due invoice reminders. I do not have any recurring invoices setup., I dont not have any reminders setup under individual customers. I have followed all of the instructions that I can find and QB is still sending them out.
When I click the link in the email, it says that I have completed the setup. I just want to make sure my account doesn't get shut down as I have outstanding invoices.
This is terrible. Am I the only one?
