Payments

I am having problems posting received payments to invoices.  Also when I have tried to edit invoices I cannot seem to get to the invoice, the connection circle just keeps going around and around and around.

I used to be able to go to a customer, click on a payment I had received and see whether it was in the form of a check or Venmo or something else. 

So I want to edit my terms list, and I can change some of the different items on the terms spreadsheet such as date driven or fixed days, but I can't change discount on the day of the month, date of the month due, and discount percentage. I would like to edit more. How do I change this, or do I have to try and make more and delete the old ones? 

I'm a volunteer rather than an accounting pro, so sometimes QuickBooks is a bit beyond me.  My organization sent an invoice in July, received payment as a check a few days later, and I deposited that check along with several others in the bank on 7/26. I then classified that transaction under "Banking", splitting it, with the amount of the check going to the correct category. Then I remembered I needed to mark the invoice as paid, so I did. Now the amount is double-counted in the category on our P&L report, once as a bank deposit and once as a paid invoice. How do I convince QuickBooks that (part of the) bank deposit is the same thing as the paid invoice? 

            

Hello, QBO Family.  I think this is my first topic posted here but I read a lot so thanks for answering all of my questions without me posting them all and boring you to death  :) Here is my situation....I have a couple of SubContractors who are simply very good at their job so I go out of my way to help them when I can.  Inevitably one (or more) of them will come to me and ask for an Advance on future earnings.  I want to help them and keep them happy, so I agree. In QBO I create a new "Other Current Asset" as "Loans to Others" and I use that to pay them.  One account for each SubContractor that I am advancing money.  Now I have a nice record of my loan to them and this part works as expected. The part that I think I handle "the hard way" is when it comes time to repay the loan.  The SubContractor sends me an invoice for the work they have done but wants 100% of it to go towards the Advance.  I key it in as a BILL.  Currently

  

I'm locked in the Intuit Help Section for payments.  This is the 3rd time today.  Something is going on here and I don't have time for this BS.  What heck. PLEASE why is this happening? 

PO established in one Company, payment will be made in another.  When the items are received / billed in the first company I do not want an accounts payable entry to be recorded but a Due To the second company. This will add the PO value to Inventory but not create an AP liability.In Company One, where can I modify the offset account being credited for the debit to the Inventory Asset?In the Second Company I was able to debit a Due From account to set up a payment.

I received an invoice for $2500 from a vendor that I have coded as follows: Parts                    $2000  Travel Exp            $1000Repairs               ($500).  credit for overcharge on previous months repairs When I generate my P&L for the month, Quickbooks has split every single expense in every category.  The negative repair is split into 5 amounts and every other expense is split into 2 amounts. Can someone tell me why it is doing that?

In the overview tab, it states ! $4080 needs attention in the invoice section; when I click on it it says no matching invoices found. I don't know what this means or how to fix it since it says that there are no matching invoices. Please assist

Hello, I have a doubt. When we send products outside US and if it turns out defective, the client returns the product, pays for the shipping and then when received, we reimburse them this expense. How should I register this? Should I record it as a direct sales deduction (lI thought using Reimbursable Expenses or Accounts Receivable but not sure which one is the correct.  Thanks!  

Am I able to use a different credit card processor to accept payments from customers?  Other than intuit.

Customers buy online and the services charge a fee and I credit that fee from the invoice and charge it back as an expense to track through the discount/credit field on Pro 2021. See how to do the discount online but how do you track the discount back to the site?

Hi,We were doing a demo of our product and hired someone to help.  I had a check of $200 made out to them, however that check got destroyed by accident.  So I gave that person cash instead.  How do I reimburse myself but still have it showed that that person got paid for the demo?Thank you

Hi I am owed over $9000 by quickbooks as they held a payment from my client that already paid this money to me but I still haven't received it 18 months later. I am promised this money that I have to now claim it from the state but its still not available - Can ANYONE help me with this issue? 

I have been taking payments for a little over a month now we processed successfully only a few hundred dollars we were instructed to process our larger payments via bank transfer by a customer rep also told that we would not have any of our follow payment placed on hold now here we are with 15 thousand dollars on hold because we followed instructions I was also informed that our merchant account is eligible for next day deposits but that only seems to work for card payment under 50 dollars we like the service and want to rectify the misunderstandings so we can continue scale our business as we’re one of the lowest in our area and are scheduled and met with clients given quotes we just have to accept our payments and perform our duties but it’s nerve wrecking not knowing whether or not we’ll be paid. We’ve had a issue with a disgruntled client already where they canceled there payment because they felt there property may have been damaged. 

Hi mates!I'm Using Desktop Enterprise Solution 20.0. Let me describe my issue in the below. Then I'm asking my question. 01. On 04 Feb 2022, we have received a deposit ($1,776.03) in Bank. We do not knew who send that and why sent that. So we booked the deposit as "Ask My Accountant".02. On 08 Feb 2022, we have received an customer invoice of $1,786.86. And we have booked that invoice.03. Later our customer confirmed that they send the money first and then forwarded the invoice to us. So the $1,776.03 bank receipt was against Invoice amount $1,786.86. Now, my question is how I can show the "Ask My Accountant" entry to receive the customer/invoice payment? Please let me know if I can describe more. Thank you very much. 

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The second progressive invoice doesn't show the previous balance. Also, it doesn't email a previous balance from the last progressive invoice, current payment, and final balance all together so the customer can understand what is being billed and what the past bill was at a glance. So my workaround is to create the second or third invoice is to duplicate the browser page and have the estimate open which shows the previous balance from the previous invoices and a page for the new invoice open at the same time. However, when it emails to the customer, all it sends is the total of the line item from the original quote and the percentage of what I am billing them for on the current invoice, but it doesn't show them how much they have previously paid on their prior invoice. Is there a setting for this? 

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Using quick books desktop.  New treasurer for a nonprofit that has a rental hall. Previous treasurer entered the receipt of their deposit and after the event the charges and the resulting return of unused deposit in one general journal entry.  I assume there is a better way.  I would think I should set up a customer record their deposit is prepaid rent and once the event happens somehow record the individual charges such as room rental security linens etc. which would then leave me the amount to refund the customer I do want to remove all of the fees from prepaid rent But also show the charges in the linen account security account etc. any advice would be greatly appreciated

So i am new and moved from excel to QBO. I have a questioni have a vendors i was supposed to pay him 30000 i paid him from my personal bank A = 15000and from bank B = 15000 now upon searching online in QBO community i got the idea that i should make a journal entry of vendors to equity. what if i want to track my future payments from my multiple bank accounts ? can i create a parent account as equity and then sub account named equity bank A and equity bank B ? please tell me   

Hi there! I have a client that I pay out monthly a % of funds to. I'm having trouble figuring out how to pay them through an ACH transfer? I have the quickbooks "Plus" account. Do I add them as a vendor? They don't owe me funds but I owe them. Please help clarify, thank you!  -Marissa

If I get un upfront payment and the customer does not pay the invoice on time. What happens?