Payments

I have variou vendors who are paid by either Check, ACH or Credit Card. For any given vendor, the Payment method will remain the same. Is there a way to add a default payment method to the Vendor record? This would allow the use of the Pay Bills function to select all bills due through a specified date, then create the payments using their default Payment method. If mixing the payment methods can't be accommodated, then possibly add a Payment Method criteria to the Pay Bills screen and have only the bills due by a specified date selected if their default Payment Method matches the criteria.Or is there another way to accomplish this same result?  

Greetings: I'm using Desktop Pro.  A couple of questions: 1.  In the Customer Center, I right click on the customer that I want to receive payment for.  When the Customer Payment screen comes up I enter the information but under the A/R Account dropdown, the account always is defaulted to a different customer.  My concern is that I will forget to check the field and obviously enter the transaction incorrectly.  Is there a way to have the field come up identical to the customer I choose to receive payment from? 2.  What is best practice for receiving payments for multiple customers?  Is there a better way than I'm doing as described above? Thanks in advance...John 

A charge I didn't make was on my account how do I receive money back

Hi all,Is there anyway to batch delete customer payments instead of manually deleting them one by one? thanks :)

Hello, I cannot reach Melio Payments via online portal, email or twitter.  They have not paid my vendor and I am missing $1430.  I have tried several times to access the portal without success.  They do not respond to emails nor answer their phone.  Is anyone had success in resolving their issues? If so, what did you do?

I have several open invoices that should be charged to loss.  How do I do that.

Between 5/21 and 5/22, I made $2,150 in 4 payments on my company credit card to Intuit ($499.95, $599.99. $499.99 and $549.99).  I have called 3 or 4 times and no one seems to be able to access and/or identify the credit card charges - both in the Desk top and On-Line units. I utilized their supplied link and entered the information required for each of the 4 charges and the system did not recognize any of them. I wrote a letter to the company in 5/2022 outlining the charges during this time frame and asked for an explanation - to date I haven't heard from Intuit. In Sept 2021 I switched over to online QB from Desktop.  I think the charges are for annual subscriptions and they look like overcharges. This does not give me much confidence in QB/Intuit when they can't even find their billings. Do you have any suggestions?    

We currently use QB Enterprise Desktop and for several years have used a cash accounting basis.Our new employer wants to use an accrual accounting, with unearned revenue as an account to post down-payments to. My questions are 1)how do we set up the unearned revenue account, 2)how do we post the down payment to the customer's account when invoicing for the total amount, and 3)how do we apply the down payment when the cash is deposited? Thanks!

First off, I've read this help item:https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/manage-upfront-deposits-retainers/L7dNnFGBi_US_en_US I've also read as many community questions about this as I can. I'm not an accountant or experienced bookkeeper by any stretch, and unfortunately my bookkeeper is off for an extended period by, you guessed it, Covid 19. 1. In the intuit help item linked above, it doesn't explain where or how to show the deposit to match my bank's deposit on my bank's online register. The credit for the deposit is showing in my online bank account register. How does that amount get entered and show up in the QB register?  2. Why can't I do this: when I get a customer deposit on a sales order or invoice simply go to "Receive Payments" window and receive the payment and apply to the invoice? Then I could make a deposit that matches the amount that shows up in my bank's online register.

I spoke to a customer service rep this morning. There is a deposit in delay and under review. As it is a recurring transaction using the same credit card for payment AND the same payment account, I called to determine why.The rep has no access to the risk management views but did identify that it was being reviewed (even though there is no open case when I look).  This time it is happening to me. I lost a valuable client due to the same thing happening in the past.    Of course, there is no way to escalate this case (I was not even given the number). Seems no one has concerns. I get that systems sometimes flag legitimate transactions. But seriously, scroll through the previous payments and the same payor, same credit card, and same amount over multiple months. The inability to resolve issues is not acceptable and it doesn't take days to identify that the flag was not appropriate. Seems no one wants to work with us. HAs anyone ever been able to get risk management to

I've seen several questions about entering custom transaction numbers for invoices on QuickBooks, but my company's issue seems to be a little different. Hopefully this forum can help! My company started using the QuickBooks invoicing system for language classes, but eventually expanded to other uses. The problem now is that, after every single invoice number, QuickBooks continues to automatically add the word "Class." Example: Invoice #100Class. Is there any way to edit this, so "Class" is not automatically added after every single invoice number? I would greatly appreciate any insight.

i paid some fee for the modiciation in business linces, its an expense right and i should create an account under expense account but what should be the detail type? upon searching in community some said it should be Business Licenses and Permits: Business licenses, permits, and other business-related feesbut there is not any category in detail type

*I select the "Add Account."*I find the Sam's Club credit card option in the bank/cc options*I type in the userid and passwordThen a message pulls up saying I need to prove I'm a human and then there's a link that takes me to the actual credit card page login. After logging in I'm on the credit card transaction page but I don't see anything relating to Quickbooks.I tried this with a few different credit cards and the same thing happened with all of them. What am I missing?I was able to add my bank checking account with no problem.

Hi, I am helping a small business utilize their QuickBooks Online software more. They use it to start invoices but then use a handwritten log for pretty much everything else, including writing the check number when they receive payment. They do not even send the invoices from QB. Literally, all they do is type up the invoice and then save it to the computer and print it. They likely will set up their bank accounts with QB but for the time being they will not. As it stands there are hundreds of "unpaid" invoices making it impossible to really utilize the software very well.  Can I just go in and manually add each payment as if I had the check in front of me and then do one big bank deposit? Should I just "zero" out the invoices? They use a CPA so I know all the taxes and everything is being collected correctly as far as Uncle Sam is concerned, this is just to clean up their QB so it can be utilized in the coming months.  I have searched the community for help, but re

A client of mine wrote a check for a partial refund of a fully paid invoice to a customer.   My question is how do I apply that check written to the invoice it was for? I know how to do it as a credit memo but not a check.   TIA

The state of CA sellers permit registration asks for the Merchant Account Name.

I have some vendors who are paid via ACH Transactions initiated on our Bank's website. I discovered these don't change the status of the Bills paid by this method to reflect they are no longer open.If I launch the Pay Bills function, the bills are listed as to be paid. What is the recommended method to process payments to vendors, by ACH or even Credit Card so the payments are applied to the open amount?

When paying bills through "Vendors, Pay Bills," having multiple credits to apply against the statement, I cannot get the Bill Payment Stub to actually show the credits being used.  I have multiple bills to pay on one vendor account.  I have random credits I want to apply against that account (not associated with any particular invoice).  When printing the check and bill payment stub, QB prints funky.  The actual bills being paid are alright; however, the credits being used on that same check is randomly applied to invoices-- yet there is no detail on the payment stub and on the check screen as to the actual credits being used.  QB just does not list each credit being used.  I'm so frustrated with this.  I cannot figure out why it just does not list what is being paid-- either a credit or a debit, line-by-line.  What am I doing wrong? 

My billing information is correct. And the card expires in 2023. It has been fine, but now QB says they are having an issue, but when I enter all the correct credit card info, it says there is an error and gives an error number.

I am trying to pay bills for a certain job in quickbooks. Currently how i do this is by running an open bills by job report and exporting the bills for that job, then i have to go to "pay bills" and find each indivudal invoice from that unpaid bills by job report. I want to be able to add in a job field on the "pay bills" section of quickbooks so i can see what job each bill is charged to when paying bills. Is this posible on quickbooks desktop?

We accidentally wired $51,550 too much to one of our vendors. A month later, they refunded the overpayment but because of the international wire we only received $51,515.53. I showed the initial overpayment on the bill pay. Do I need to enter a credit to show this as well? If so, how do I link the credit with the refund/deposit to show the difference between $51,550 and $51,515.53? Thank you for your help!

We do "Split" payments through our "General Contractor" and they will pay the Our "Vendors" with a separate check.We are the "Sub Contractor " for the Customer......We wait for payment from the "General Contractor" which is billed in QB's for the FULL payment in QB under (Customers and Leads). But since the "General Contractor" does "Split" payments and pays the Vendors separate from "Sub Contractor" payment....How would I go about paying the invoices the Vendors (Vendors/Expenses in QB's).Would I just "Receive" the FULL payment which is billed in QB's under (Customers & Leads) and pay them as usual?Or do I need to show the invoices "paid" another way?I just don't want to mess up the books in QB's.Any help would be appreciated.Thanks ahead of time. 

Please give me recommendations on cost efficient apps to use with QB Online. What do recommend about the product. What do you dislike?

Hello Quickbooks Community, We have a customer who needs a large amount of repairs performed on his commercial vehicle. Due to the extremely high cost of aftermarket parts for commercial vehicles, we recently implemented a rule that states... if the cost of a customer's parts for a specific job are over a certain amount, then we require an up front deposit from the customer. The customer decided to reach out to his local banker and request a loan so that he could meet these requests. The bank agreed to loan our customer the entire estimated cost of parts, and the bank delivered the check for the loan amount directly to our company. So now we have a check from our local bank that has our company shown as the "Pay to the order of:" with our customer's name in the "Memo" section. The bank has requested that we send them an official/formal 'receipt' for the check they gave us. Usually I would just "receive" my customer's payment and that would produce a receipt.... But I don't kn

Hello,Using the mobile app I am not able to select the quickbooks bank account when receiving payments from my customers.  I was able to use this feature a few months ago, and now all I see is the card, cash, or check as a payment type.I have an authorization form from my customers that allows me to run their invoices as an ACH, although now I am not seeing the option to run the payment from their bank account on the drop down on the mobile app.