Payments
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Hello, we're trying to solve a problem we're currently dealing with and would greatly appreciate the help.We are looking to integrate QuickBooks Online with our product and want to see if QBO provides the functionality we require.1) What we want to do is have users input their information and buy different packages in our product, and have QBO generate invoices against them that we can show the users inside our product.2) Then we want QBO to make entries of these users with the information they have provided that we can then see on its dashboard with the package cost as Amount Receivable.3) We also have users upload a "proof of payment" image in our product when they use the invoice and complete their payment. When users upload their "proof of payment", we want QBO to update its user entries to show this "proof of payment" image and send us a notification of it doing so.Is all of this achievable within QBO? What relevant APIs would we need to integrate our product (in-product invoice g
Today I tried to process customer credit card payments with QB Desktop Pro 21. I rec'd a message saying that basically said I needed to be approved by the administrator (which I am). I've never had this problem and now I am stuck because each time I try to process a card, I receive a msg saying that I have a request pending. Also, while trying to figure this out by logging into my Intuit account, I found that another company's pricing is under my account. WFT???? This is crazy. I cannot post because I'm receiving an error message saying I'm flooding the board by posting too many times. This is my first post! WTF????
HI,I messed up. I paid a payroll liability using a credit card, but when I entered it in Quickbooks Pro Desktop, I entered it into my checking account. I need to switch this payment to my credit card account but don't want to screw up the payroll liability entry. Not sure how to do that. Thanks in advance!
I recently took over my sister's law firm's accounting. I'm new to Quickbooks Online but I'm learning everyday. I'm stuck in one area. It revolves around customer invoices. I need to send out one invoice which reflects 3 different past due amounts from 3 different dates of service and one total amount due shown (this I know how to do). My question is: How do I create one invoice listing the total amount past due, WITHOUT affecting the original invoices. Example: Invoice# 1 = $500, Invoice #2 = $1,000 and Invoice #3 = $800. Since the original outstanding invoices (3 of them) already have a past due amount, when I create 1 new merged invoice, it duplicates/doubles the real amount due from $2,300 to $4,600. I can't void or zero out the original invoices since they are all tied into the multiple payments the client has made over a period of time. How can I resolve this? Thank you for any help you can provide!
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When my customers click on ther Pay Now link in my Quickbooks invoices everything works dreamily until the corresponding Credit Card or Bank ACH ipayments are imported into QB and I must match them to the invoices. The invoices are already automatically marked as paid by QB. (A) Invoice is already CLOSED .. can't match it (B) Deposit amounts ARE IN THE P&L (C) transactions are NOT in the Register which will make the bank reconciliations failSO, the challenge is to get the transactions into theRegister WITHOUT creating false/duplicate Income .. weneed to do this for two reasons (one to allow the bankrecons to work, and two, so that you have a record anaccurate record of customer deposit). Can anyone please help?
I currently use an outside system for recording sales and inventory. I use quick books for book keeping. When i record daily sales i use the template setup as shown here.The problem i am having is when I receive a deposit from a customer for an order my outside system doesn't count it as a sale and doesn't count sales tax yet as it shouldn't. But when i put the info into my daily sales transaction in quick books and make my bank deposit. The amount quick books think is deposited vs what actually gets deposited is different.I have been keeping order deposits made in cash out of my bank but I don't like holding the cash physically. And this method doesn't work if the customer makes an order deposit using a card (these get deposited automatically into my bank)Example :total order amount: 200.00customer pays 100.00 down using a card or cashmy daily sales total: 0.00so my deposit in quick books based of my daily sales should be: 0.00Actual bank deposit: 100.00now my bank and quick boo
I recently set up my quickbooks basic account, have sent out a few invoices and just received notification that one has been payed but I do not see it in my account.
2019 Quickbook Premier Retail We have checked Company > My Company > Company information. That is correct address in Contact name & Address. We have checked by creating a new Purchase Order > Formatting > Custom Data Layout > Basic Customization > Update Information TAB > The contact information is correct. However in the Purchase Order Ship To Address, it auto populate address is a different address. This address auto populates in different vendors. All the same. Please help, and advice on how we can change this. Thank you!
The embedded credit card payment option keeps failing to be added to my client's email invoices. I have to go and edit each one individually after the fact. VERY TIME CONSUMING. It has worked flawlessly until 2 months ago. I double check that my defaults are correctly set to embed the credit card payments and then they get sent out and the credit card payment option fails to embed. However, it will embed the credit card payment option correctly if I send out one individual invoice at a time. I have talked to Quickbooks, done screen sharing, and have not been able to come up with a resolution. I transfer all of my work orders from software called Bluefolder and they arrive in Quickbooks with several work orders bundled in each client's invoice. The invoices arrive in Quickbooks ready to be sent out. I then double check the default payment options to make sure credit card embed option is ON and it is. I send send out a batch of about 50 and when they get sent out, the invoice arrive
I'm pretty sure I have been experiencing a bug; I have a client that regularly pays me with an automated debit card system and they send unique debit card information for each payment. Occasionally they'll miss an older invoice and pay newer invoices. As it happened tonight, I enter a payment for three combined invoices but listed in chronological order, this payment covers invoices 2, 3, & 4. invoice 1 was skipped and I need to follow up with them on it. Quickbooks tries to auto-match the amount to the invoices but is unable to, choses the wrong invoices, and leaves an open amount (which is reasonable) so I "unapply payment", I check the input beside invoices 2, 3, & 4 (leaving invoice 1 unchecked) and all looks correct and there are no remaining credits. I then click "Credit Card", enter their payment information, click "process", it churns for a moment and completes the process. However, if I watched very closely, RIGHT before it closed th
I too, like so many others, noticed Melio entries in my QBO online account as I began to do my end of month reports and called Customer Service to ask what the "Melio amount change" was on my accounts.The Customer Service Rep, Alan O. insisted he couldn't even talk to me unless we did a screen share to "give him more information." So, at last, I granted his wish to look at my screen. And like others, the audit trail indicated that I had edited the accounts and made the entries even though some showed they had been edited in the late hours of the night when I would have never been in my office! He kept trying to convince me that I had signed up and linked the app Melio. Transactions on invoices and bills were altered and ultimately my financials in the chart of accounts. The app counter-adjusted amounts affecting my chart of accounts. I KNOW I did not sign up, agree to, download, or link this app. I also keep all of my emails and searched my emails to see if there was any info
Hi my invoices don't print the terms on the bottom of the page for finance charges. I want it to say "Past due invoices will be subject to 1.5% finance charges per month. How do I turn this on? Quickbooks desktop for Mac version 20.0.5 R6
When i use bank feeds, how do i apply a payment i received from the customer to a customer invoice
We recently added another licensed user to our system. If my computer, the main computer is asleep, she cannot access the correct file. She took a payment while I was out of the office through Quickbook Payments, Merchant Services and when I added the payment it showed "Quickbooks Customer' so I applied it to the specific customer's invoice. It is showing the payment under the customer and the invoice as paid. The payment is still showing up in merchant services and if I try to add the payment, it goes to Quickbooks Customer as if the payment were made twice. How do I fix this? I have tried to delete the payment, it says I have to delete the deposit but I have already tried that and it did it again. The deposit has been made and the month reconciled.
We are an oil and gas operating company. When we receive our monthly run statement at the first of the month I enter it as an invoice with the idea that when the actual payment is received I can post against the invoice but it is leaving an uncleared payment in the check register. What am I doing wrong?
Hi there, When previewing an invoice in the app, the amount due is incorrect on the mobile app. I looks ok in the list of invoices under the customer, but not once you open it to send it to them. It looks like the quantity is off. Like only one for each item. Hopefully this makes sense. We sold multiple not one. Driving me crazy! When logging in on my laptop, it looks perfect. But I don't always have access to my laptop. Please help!
I have a customer that called today wanting to pay the balance of their invoice via the link provided by the email we sent them for invoicing. The email contains a PDF copy of the invoice with the link in the body of the email to PAY NOW. Two things that I don't know if it affects the process or not;1) The original invoice/email was on July 27, 2022. They were just trying to pay on August 8, 2022. Don't know if the link times out after so long, but 12 days seems awful short to time out.2) They did make a partial payment on July 29, 2022 (two days later). Don't know if that is messing things up? I re-sent a copy of the invoice this morning to myself just to see if the link still worked. It does work, but it still tells me that their is $0 balance due with the customer owes $1910.00. Any thoughts?Thank you
How do I get my progress Invoices to look like this? I need my invoices to show the proposed amount. The percentage of that amount for their 1st invoice. Then the same for future invoices of the same job, preferably with dates of the last payments. I also want each invoice of the same job) to say the total, amount that has already been paid, and their current amount due.
when i can contact with the customer service in chat? and wht's the time now in your location?
Hi,I'm very new to quickbooks and have had no formal training and very little on-the-job training. I have a vendor that shows a current balance of -139.33. I have found the invoice that my predecessor paid twice. I subsequently had a credit with the vendor of $139.33 but it has been reduced to $111.72. Is there a way to reflect that on the Vendor Center? I plan on just depleting this credit with the vendor after which I'd like the balance in the Vendor Center to read zero.
