Payments

We are working with direct to consumer retailers that make payments to us referencing only the customer PO numbers.  Any smart ideas on how to match those PO numbers to the QB invoices to more efficiently apply these payments?  I am currently downloading orders from QB to excel and sorting by PO (we put the PO # in a memo field) but I still need to manually match the payment with our invoice #.  Some of these PO #s are over 17 digits and with hundreds of order every week it is too time consuming.

Hello everyone i have a website 60fps.On this website i plan on selling few products i would like to know if there is an easy to setup payment integration on it. 

Why was my account upgraded? It happened more than once in 4 months. Started at $26 / Month and 6 months later was being charged $180.

Customer needs to make initial deposit of $15,000 with a credit card . How much does quickbook charge ?

Client has supplier who invoices in EUR.  Client has paid via the US$ bank account.Automatic bank feed brings up US$ payment in US$ accountHow can I match this payment to the original EUR invoice? I have read suggestions to delete the original EUR invoice and create a new supplier profile in US$ and "create" a US$ equivalent invoice, but I don't know in advance which bank account client will make payments from, so this could mean duplicating work.  This can happen quite frequently as the account used will depend on which account has funds available, and I don't want to be addition invoices twice.  Does anyone have a simple solution?Many thanks

It seems there was an update to the sales page filter (found under Invoicing->All Sales->then select custom filter) and it introduced a bug. I can no longer get just one day in the past, I have to filter for two days. For example if I want to only see sales for 8/18/22, I used to be able to select this date for both the start and end date. Now it seems an update made it where I have to select the next day so instead of getting only one days worth of sales, I now have to get two days. Ex. now I must select start date as 8/18/22 and end date of 8/19/22 instead of end date 8/18/22   

I have created one bill for a vendor in QB that I have been partial paying each month.  When the total of the bill is reached, how do I show it as paid-in-full?   While partial payments of invoices is a common issue discussed here, I have not encountered how people deal with bills. 

I just checked my audit log because the client received a notice about his bank account being locked out which is why I checked the audit log.  The audit log says that I edited a scheduled payment several times during the middle of the night.  I did not do this, I was sleeping.  Why does the audit log have that as a recording and what it going on?  Is QB doing something to send out that scheduled payment?

I need an itemized report showing how much a specific customer paid in 2021 only.  I tried pulling a statement report but it's dragging the balance owed from the previous year into the figure.  I just want to know which invoices were specifically paid in 2021 by this customer. Thanks in advance!C

Hello, I have a bill for a 1099 contractor, and I need to reimburse someone who paid a part of the bill on their own. I need to reimburse them via Melio/billpay, but still show that it was the company that paid the 1099 contractor the full amount. What would be the best way to process this on Quickbooks? Thanks for your help!George

Hello I use QB Point of Sales. I have one quick question. We use POS and desktop integration. We enter sales receipt in POS. We have a few transactions where we need to edit sales receipt like cases wherein we have enter payment received by cash instead of card and some cases wherein we have entered wrong amount in sales receipts. How do we edit sales receipt in POS in those cases?

I went to banking, selected link account, typed in PayPal credit and clicked search, clicked on PayPal credit and crypto and clicked next.  For some reason it connects to PayPal and not PayPal Credit.  How do I get PayPal credit to show up in my QBO account?

I recently purchased a long standing Assisted Living business and kept everything the same with the exception of my new EIN number and started my own Quickbooks account. We setup qb to continue the same as previous owners with multiple ACH payments every month. Right away we were successful with our first ACH but the second was placed on hold.. We gave them all the info requested but in the end they decided to close our account stating we were too new.  Yet they will not release the large amount of money on hold nor will they return it to the customer.. What are my options?

We just started using Quickbooks Payments. All of our products and services have classes attached to them. However, when someone purchases one of our products with their card through Quickbooks Payments, the sales receipt that QBO automatically generates does NOT have the class listed. And when the payment is deposited, the deposit slip that QBO automatically generates also does NOT have the class listed. So when I run a report based on class (which is very important for us), none of those payments show up because they are listed as "Not Specified" for class. Can you please help me figure out how to make those payments go to the class that they are assigned to in the product??

I turn the go payment off but every time I log back into my account it is turned back on and I have to wait days to get my money and I get charged

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How does everyone handle the credit card fees in desktop. when i get a payment in the bank it is short the fees. when I apply the received amount to my inv. i will still have an open inv. for the amount of the fees. What is everyone doing to clear that amount and get it charge to the right account

My customer paid VIA Quickbooks Online Payment and I can see the payment in my chart of accounts. The payment is currently sitting in my Quickbooks Checking Account.I do not see the Online Payment as an option to apply to my customer's open invoice. I have read to Edit the Payment in the Chart of Accounts, however I do not have "Accounts Receivable" in the "Account" Column.Is there a step that I am missing?

Hi,One of my vendor's, vendor A, paid the bill of another vendor, vendor B. So the money did not come from my bank but the vendor's A bank. The vendor A will bill me for that amount. How do I show in my QB desktop that vendor B got paid the full amount and I do not owe any money to that vendor? In additon, when I run the vendor report I want to show the amount vendor B got paid including the amount he received from vendor A.Thanks,NG

Hello, A customer handed us a check and on the same day, his accountant paid the open invoice online through the quickbooks invoice. We have already recorded the check as being deposited, but it has now bounced. Now we have a bounced check and an online payment for this invoice. How can I fix this?

Hi everyone, Were experiencing a few errors with payments and was hoping for some help/insight on to what we might be doing wrong. I already reached out to Quickbooks Payments support who was unable to tell me what was wrong, despite doing a screenshare. 1. We are getting occasional double-entries of payment long after they are actually received.  For example, we recorded a payment for this customer (Refered to as Customer A). The payment is dated 6/24, the deposit it was a part of was dated 7/8. (see pictures below.)   Then randomly, yesterday on 8/15, our QB bank didn't match our actual bank. We were reconciled up until Friday 8/12, so this payment showed up either 8/15 or over the weekend  We found this second payment to "Quickbooks Customer" for the same amount with the same CC info. Payment and deposit are both dated 7/8 in this case. Keep in mind, we only ACTUALLY received any money once. This is just a duplicate entry. (QB shows us ha

Hi folks, I'm really confused. What is this "Company ID for ACH"? I'm using QuickBookOnline product for my LLC. I'm planning to use QBO's banking feature to send money and receive payment. The customer company sent over a document (attached here) requires me to fill out "Company ID for ACH". Where can I find it? I assume it is different from account number and credit card number?Thanks so much! 

are my deposits going to my bank of America checking account?

Hi, I'm creating an invoice for a client but am running into an issue on the order of product/services listed on our invoices. I am needing them to be placed in a specific order and have manually moved around the items into the correct order, but when I go to view it, the order is completely different and showing by date. I tried attaching two screen shots to show the difference but since I could only add one, it's showing the incorrect order. Any thoughts?

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