Payments

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a customer wants to prepay online but there is no outstanding invoice. what is the best way to allow him to prepay?

Is there a way for us to keep our customer's ACH info in QB desktop?

I set up a very simple company in QuickBooks 5 years ago.  I'm currently using the 2018 version.Last week when I received a payment (of $250) for an outstanding invoice (of $250), instead of bringing the outstanding balance to $0, it shows on the main vendor screen a negative amount(-$250), and it is now doing this will all of the outstanding invoices I have!  I think it's some sort of bug in the system. There are several issues:1. I did nothing differently in how I create the invoices or receive the payments2. I double checked everything to make sure I recorded everything correctly3. When I run the outstanding balance report for those vendors it shows a zero balance (which is correct)4. I've updated the 2018 with any fixes that are available Please help!

Hi,new to QB and I sent out an invoice to a customer and forgot to shut off the credit card pay button. My customer paid me through Apple Pay and it charged her credit card. So, how do I get that money? Thank you for the help. 

Merchant Account is setup and connect to QB Mac.  Verified merchant services are ENABLED with both Credit cards and ACH payments.  When I try to add the payment links to the invoice, an error messages pops up indicating "no payment link detected in current template". Layout Designer will not allow the option to add "pay online" to the screen, only print.   First error message allows you to select "ok" and continue, however after you "save" the invoice and proceed to "email/share" the invoice a second error message is received stating"Error Processing Online Invoice.  Error communicating with Quickbooks Payments Services".  I have been on the phone with "support" for over 4 hours yesterday with no solution.  I have been passed around to 5 other people today and given 6 different phone numbers to call, two of which were "no longer a working number".  Is there anyone who knows how to get in touch with QB Mac support or possibly correct this issue?  

Hello ! I am having an issue with a credit memo on a customer's account.  The credit memo was for $3364.96, and has been used up on a number of invoices, so there is no remaining balance.  The problem I have, is that when we go to invoice that customer, and we hit " Apply Credits" the Full credit amount is available. Does anyone know how to fix this issue, or could provide insight into how this happened? Thank you !! Lindsay 

I need to match customer payments to invoices however payments are being deposited into a bank account I do not have access and the owner is then transferring funds into the account I need to match to the invoices. The problem is when he does the transfer QBO matches the transfers between bank accounts but does not offer an option to match the customers payments. Any advice is appreciated.

 Hello, please see the attached screenshot. How do I transform an expense into a bill payment? You will see that I highlighted a bill for $81. And unfortunately, an expense was entered instead of a bill payment to that $81 bill. So this $81 shows as Past Due. I imagine there is a smarter way to fix this issue than deleting this expense and reentering it as a bill payment, right? I have many transactions of this kind to fix,  I am in the middle of a book clean up, so that's very important to me. I am looking forward to reading your wisdom :-) Thank you very much in advance,

I have always used Class on checks in QuickBooks Desktop 2021 to classify by Region. Suddenly the pulldown list will not display when the triangle is selected. I have run the Company Verify Utility and no problems were reported. Help!! 

Hi All,  We received an EFT from customer that should have been split between two different customer accounts.  It was all applied to one customer.  One customer is showing a significant credit, and the other is showing the opposite.  What would be the best way to correct this?  Can I go into the customer payment where the payment was applied, and change the payment amount to the amount it should have been.  If so, how would I apply the amount that was backed out, so I could credit to the other customer that was included in the payment?  Would this reverse back into undeposited funds, and allow me to apply from there?  Thanks! 

The funds I lend to an individual was from the bank that I personally borrowed.  I am not earning any interesting from it but the bank.  Basically, I borrowed the funds for this individual and he/she is paying the monthly payments to me.  Then transfer this payments to pay the loan every month.  Whatever the loan payment for the balance is what exactly I am receiving.  I just don't know how to categorize the payment I am receiving from this individual.  I really appreciate your input.

Hi! I've been looking all through the forums, and it's probably my lack of knowledge but I'm having a hard time entering a credit from a vendor into QBO and have it match up. I do see the "Vendor Credit" and I did try to fill this out, and it still didn't match up with the transaction, so I'm hoping someone can walk me through this. The transaction came through my bank account and then items were either returned or never received, so Amazon issued a refund which comes through my bank account as a credit. When I enter a vendor credit, I do see it in my transactions, but it's not matching up with my bank download. I've checked the account, date, amount, etc. As an example, if I buy something on Amazon for $30 and Amazon charges me the $30 but 2 weeks later the item never arrived and Amazon then refunds me the $30, it is getting into my bank account, and it's downloading as a credit in my QBO, but how to do I actually match it up so QBO recognizes it? Hope that makes sense. And thank you

End of quarter. Customer payments(6) show in full on Bank Register.But does not show on Cash P&L correctly. Customer made 6 seperate payments against the statement; 4 posted correctly and are listed on Cash P&L The 5th payment show only partial on the Cash P&L.  The last payment doesn't show on Cash P&L at all.  Customer Statement is correct showing Statement charges and shows all 6 payments in full leaving zero balance. Why didn't 5th payment show on P&L in full and why didn't 6th payment show on P&L at all?

Why am I being charged $26 a month for a $25 monthly subscription?

New to quickbooks.  We have our checking account synced with our qb account.  I deposited checks/payments received from work invoices we had sent out that posted a few days ago within our bank account, but are not yet showing up in quickbooks. Is this normal?  Is there a delay from things posting in our bank account to when they are available to view and assign within quickbooks?

When it says that a paper check has been mailed to me and it says it was delivered, where is it

Is there anyway to replace the word invoice to statement when sending payment reminders

we are trying to post payment method as credit card from dotnet but it will not showing in quicbooks.

We wrote a check to a vendor, but forgot to sign it. They deposited it and it cleared our bank on 6/1, and then funds were returned to us by our bank on 6/2. They sent us back the original check, we signed it and sent back to vendor, and they then cashed it 7/1. Since the same check cleared the account twice, I'm not sure how to reconcile both payments? Should I just exclude one from the reconciliation? Would I also then exclude the return of funds on 6/2? 

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I've been working away at this issue for a few months now, all of my invoices that are paid with a bank account are taking into review and held for 14 days (at least). Quickbooks always says they'll send me an email explaining why it went into review, but they never do. I've spent well over 10 hours on the phone with Quickbooks support and haven't gotten anywhere. I'm just curious how long it takes for you all to get the deposit in your bank account once a bank transfer/echeck invoice is paid? Any help or insights would be much appreciated.

I'm a government contractor who just was awarded a contract. The client wanted us to reformat our our estimate and invoice template to match their Excel spreadsheet. Although we reclassified the line items, the formatting is what's challenging. Any recommendations of someone who can do this?

We make invoices to customers that charge a Quickpay fee; each customer charges a different fee. If we send an invoice for $1000 we will only receive a payment of $970. How can I record the invoice as paid with out it still showing a balance of $30. 

Hello there One of our employees are eligible to be paid commission on sales.  We would like to make the payment using QBO payroll but I do not see the option for commission available there. Kindly guide. ThanksSN