Payments
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I have QB desktop 2020 for Mac. I have always been able to send sales receipts via email as an attached PDF, but since a recent update the sales receipt do not attach to the email. Everything I've read in the community so far has to do with QB online. I nee.d help with desktop please.
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If we were using something called CardX we could email our customers a link that would allow them to self enter their name, $ dollar amount, credit card number and then figures the 3.5% credit card up fee.Does Intuit GoPay merchant center have anything like that? Currently the customer calls us with their credit card info and we have to go the Intuit GoPay merchant center APP and WE have to fill out the info. CardX charges $29 month but I would rather stick with Intuit/quickbookThanksJohn tag quickbook quick book payment center merchant services
I own a restaurant and we are offering $10 gift certificates as prizes for an upcoming trivia night. How do I record the liability if no payment is taken?
This is by far the absolute worst customer service experience of my life!!!!!! Why on earth does it take 30 days for a credit card transaction to be refunded to a customer. Credit cards charges and refunds are immediate in the world I live in! I am pretty sure I can go to any store and return something and have it refunded immediately. Electronic financial transactions are INSTANT!!! In what world do we live that it takes 30 days for a refund to happen? To make matters worse, when I try to call I get a new person who I have to explain the entire situation to again - despite having a case number!! They can't resolve anything, and I was told that they can't connect me to a supervisor because they are all working from home. Seriously??? You have to be kidding me. Then when a "supervisor" called me back TWO DAYS later (unbelievable!!) they let the phone ring twice and hung up before I could even pick up my phone. I have asked repeatedly why it takes 30 days for a cu
I'm fairly new to the job here: If a Customer was set up as a recurring client, is there a way to tell when the last sales receipt will go out? Thank you.Sue
We do not have a grace period set up QuickBooks Desktop Premiere under >Edit>Preferences>Finance Charge>Company Preference Tab, but QuickBooks Desktop Premiere always shows "Almost Due" until invoice is over 10-days unpaid: What is the fix?
Hi,thereI've received advance payment $1000 from client ,after set-off some invoices that the client needs to pay us , the open balance from the client board is【 -$100 】,and now We've made the $100 transction to client.At QB ,when I have used 【refund receipt】to record the refunded $100 , the open balance shows [-$200] .what did I do wrong? Best,
The way you people or holding our money is ridiculous. I am tired of asking for money that has funded while quick books hold the money to collect interest. I have already filed a complaint with BBB and consumer affairs. I recommend you do the same. I am filing a class action suit against these people. If there are any businesses willing to be a part of this suit, email me at [email address removed].I am tired of being told someone is going to contact me in 24 - 48 hours and never receive a response. I've been hung up on multiple times by their representative. My bank has told them multiple times the funds were never sent. Presently, they are withholding over 20,000.00 with no explanation.I'm sure they will delete this message as soon as the see it. So if you are interested in this suit, contact me at [email address removed] ASAP.
I have Jobs that we bid at a set amount and throughout that job we invoice our customer a percentage at a time. So say the total amount is $40,000 and 1 month I want to invoice at 30% and the next 40% and so on..How do I get my invoice total to say 40,000, then payments applied 12,000, and then balance due 16,000, and remaining balance 12,000???? Also, I want my invoice to still be active after the first payments have been applied.
If a customer overpays an invoice, is there a way for Quickbooks to automatically create a credit memo for the balance? So, for example, I have a customer payment for $500. Customer has 4 invoices for $100 each. I enter the payment amount, select the 4 invoices and there is $100 left over and I want to issue a credit memo for the overpayment. Is there a way to do this automatically (or at least launch the memo screen)?
QBO is now automatically depositing my ACH payments before I can review them. I want to turn off this new feature.
Hello, I have old payments in the Undeposited Funds account that need to be removed from there.How can I clean up this account? Is there a Journal entry I could do to fix this? Thank you !
After I receive payments the PAID followed by date shows in the left corner of the invioce. However, when I try to print this invoice or save as pdf the PIAD line disaprears, does not show. Sometime customer wants to receive the invoice marked with PAID It stopped working couple years ago. After updating to 2022 I was hoping it will come back. However, it is still a problem.I"m using a desktop versionTHank youMargarita
Hi thereI set a journal entry to record a payment , but it just does not show on the Vendor board .I make sure that I entered the payee for each Journal entry line Don't know what happened
I have a couple old invoices that were not cleared correctly when the payments came in. They show as open but they are not. I have created journal entries to credit A/R and debit the appropriate account and have correctly assigned these to the customer. I then go in to the invoice, click on recieve payment and see both the invoices and the journal entries (under credits). The amount totals zero. When I try to save/close I get an error message that says "You must set a transaction amount". From my research in the community help and support help I should be able to offset the open invoices with the credits - so why does it not let me save? I don't have an amount to enter as the credits completely offset the open invoices amounts. I cannot figure out what I am doing wrong. Any help would be greatly appreciated. Thanks
How do I email a customer an invoice marked paid with a zero balance? Kirby
We are new to QuickBooks Online and I see that the customers email is not on their invoice. How do I make it where the email auto populates on their invoice each time? Or do I have to add their email manually each time I create an invoice?
The new templates don't fit my window envelopes either. The old classic form fit perfectly. I publish a magazine and mail it along with the invoice in a large 9x 12 envelope with a window on it that shows the bill to address. I don't fold the invoice. I just slip it in the large envelope and the old classid invoice fit perfectly. I now have $300 in custom envelopes I got printed a few months ago that I can't use now no matter what changes I make to any of the new invoice templates. The Bill To address simply does not show up corretly in my window envelopes.
We paid a vendor over $10,000.00 as a prepayment that was later applied to an invoice via ACH. When the invoice came in, it was booked as the difference (ex: original amount $25000.00 - $10,000.00 ACH prepayment = $15,000.00). Our system is now reflecting the ACH as an open amount when we go to the vendor screen to do a quick recon. How to I fix this? Thank you.
I recently started an LLC, but I didn't set up a business checking account immediately. So, I received payments for my services (income) that will never appear in a bank account linked to QBO. How should I record this income?
I have several invoices that have been paid through Quickbooks Payments and I can see the payments sitting in the chart of accounts under undeposited funds. However, the payments are not in the Bank Deposit screen to create a deposit? How do i record the deposit and relieve the undeposited funds account if the payments are not showing in Bank deposits screen?
trying to save a credit card in an account for recurring transactions fails to save. have tried incognito/private mode to no help.
