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Nofit
February 14, 2023
Question

Held Funds

  • February 14, 2023
  • 2 replies
  • 0 views

Hello,

Not long ago we opened our quickbooks online account, we use it to create and send invoices for our clients.

We never intended to accept money via quickbooks, I never activated this option nor linked my bank account to QB. To my surprise, one of our clients made a payment through an invoice that was sent to her. I had to link my bank account to QB so I could get the money, but again, surprise(!!), it went into a quickbooks checking account(?!?!).

After a long conversation with QB support I was told that now the money would transfer to my bank account, but then I discovered that QB are "looking into the payment" and are requesting more info from me (even though they got it all when I opened my account and later when I verified my bank account) - the only thing missing is a phone bill, which I don't have on the business name! meanwhile QB are holding $2,700 of mine in their hands!

 

I called again to their support line but it seems like no one there can really take action, and asking for a supervisor didn't help, they never have one available to take a call.

 

Please help! 

 

2 replies

G
Giovann_G
February 14, 2023

I can see how difficult this has been for you, Nofit.

I appreciate your patience for bringing this to our attention. I'll do my best to help you.

It's strange that your customer can pay the invoice online even though you haven't enabled the online payment feature or opened a QuickBooks Checking account. You may had accidentally accepted a pop-up notification about this added service.

We've submit a request on your behalf to the Payment Tier 2 team to release the fund and transfer it to your bank account. If that team need additional details on this matter, they might contact you in the upcoming days. I suggest regularly checking your email or Community profile for the latest information.

If you have other questions or concerns, don't hesitate to post again. We're always available to assist you here in the Community space.

N
NofitAuthor
February 15, 2023

Thank you for your response and your help Giovann, much appreciated!

 

I will definitely stay up to date with the community, hopefully it would resolve my issue.

C
CharleneMaeF
February 15, 2023

Glad to know we're able to provide the solution that you're looking for, Nofit.

 

If you need additional help managing your invoices and payments, please let us know. We're always here to help you out.

 

I've also added our View All Help article for future reference. There, you can search topics that'll help you in completing your other QuickBooks tasks.

 

Please know that it's our priority to ensure your books are accurate. Have a great day ahead!

E
EdG68
November 13, 2023

A customer paid me on the 22nd of Oct. QB cleared his bank on the 23rd. I was notified they held my funds and to provide documents. I provided them and on the 30th of Oct they said the finds were cleared. The funds never came to me. after about 15 calls I am still getting nowhere. For over a week I keep getting told they would open a new case in my resolution but they have not. I am at a loss. How do I get my money from Intuit. I have uploaded the documents several times now. I have at least 15 case numbers (non) that show up in my resolution center. Please any help appreciated..

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IrizA
November 13, 2023

I understand the challenges you faced in making numerous calls without receiving the necessary assistance, EdG68. Know that we value your time and your business greatly. Let me guide you to the right support that can offer the assistance you need. 


Since our access is limited to public forums, I recommend that you reach out to our Online Team Support since they have the necessary tools and expertise to address your concerns.

 

Please follow these steps to contact them:

 

  1. In your QBO account, select Help (?). 
  2. Click Contact Us.  
  3. Type your concern, and then click Let's Talk. 
  4. Choose a way to connect with us:

  • Start a chat with a support expert.
  • Get a callback from the next available expert.
  • Get the number so you can call us when it's convenient for you.

You can check out this article if you want to learn more about funds: Why are my funds on hold?

You're always free to reply if you have further questions or any ideas that are related to QuickBooks Online. We're always here to help you. Stay safe. 

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