Payments
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I am new to using quickbooks for my company. Long story short, I have about 40 independent contractors who are working for me at any time of the year. When they send an invoice through QuickBooks Self-Employed it only goes to my email and it doesn't show up in expenses, invoicing, or even along with the contractors. There seems to be no way to receive and log contractor invoices on QuickBooks Online without having to take from my email and create a task in order to set a payment date. Is there anything I'm not doing that can make this process easier?Thanks.
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I have a Venmo business account that people want to use. My accountant told me that I need to set Venmo up as a Bank in Quickbooks. But then how do I handle the payments. I want to invoice via Quickbooks. But then they pay me and there is a transaction fee. I realize that Venmo doesn't connect to QBO and that's fine - I can do this manually. I'm just not sure how to do it and capture both the payment and the transaction fees correctly. Thanks!
Hi, When applying a credit card payment from the merchant services module, I incorrectly applied it to wrong customer. How can reclass this payment to the correct customer, or is there a way to reverse the transaction so I can post again to the correct customer? Thanks!
Hello, I'm currently having trouble with the Shopify and Quickbook integration. When making sales through shopify, all the sales are synced to quickbooks but are marked as pending/overdue. In order to resolve this, I have to go through each item and hit "Receive Payment". Is there a better way to do this?
We recently paid a vendor using Online Bill Pay from our checking account. When I look at our expenses, it says the bill has been paid but the pay from account is not our checking, it's our credit card. QBO has registered the payment to our credit card even though it was deducted from checking. How do we stop this from happening in the future? We did not pay a vendor with our credit card, we paid with our bank account and we want it to register as such.
I have a vendor that I pay automatically via credit card. They charge the card for each invoice and there are hundreds per month. Is it possible to pick multiple invoices for payment in QB Desktop, but record payments individually instead of as batched? I'm trying to find a way not to open each invoice and pay to save time.
We received a grant specifically for office rent, the payment was sent directly to the landlord, how can I allocate the expense since the funds never went through our account and on my P&L is not reflecting the rent expense?I will appreciate any help.ThanksMiguel
When creating an invoice, is an estimate necessary for every invoice? I know the purpose of estimates, yet I don't think one has to accompany every single invoice. I don't send it or the invoice to anyone, to me it seems like a waste of time. Just curious if anyone knows...
Hello Quickbooks,We have processed a payment thru Online Bill Pay on May 27, 2022. However, Quickbooks shows that the payment was failed due to "Insufficient funds". We have a charged of $35 in our bank for the "NSF RETURN ITEM FEE" but the actual payment was not deducted. We have reached out to our vendor, and they have confirmed that they received the payment through Intuit Online payment on May 31, 2022. Can you please advise why the payment was not successful in Quickbooks?
When emailing an invoice or other document, for years QB has triggered Thunderbird to open the message window in Thunderbird so that the message can be edited before sending. This is no longer happening. QB now immediately sends the message and saves it in my sent file in Thunderbird. How do I make QB open the message window so the email can be edited before sending? Please provide step by step directions to correct this issue. Note: ONLY QB is having this issue. All other programs were tested and are performing as they should and are opening the message window.
I upload several invoices (over 100), and want to be able to set the payment method for the invoices in the upload. I allow some to pay via credit card, but set most to nap transfer. Is there a way for me to do this without having to edit every invoice?
Payment processing temporarily on hold. Please contact us at [removed].
It's not clear to me that QB/Melio will allow me to do what I used to do with my bank's billpay. For a customer who has a credit/refund that I wanted to get money to, previously I would send a billpay check to customer through the bank billpay system. Then in Quickbooks, I would:Select Check from the New (+) icon.Pick the customer's name under the Payee section.Under Category select Accounts Receivable, then enter the overpaid amount.Save the check. Now I'm trying to do this with QB/Melio Billpay. But there is no option "New billpay check", only "New Bill", "New Expense". If I have to use a bill or expense to get money to a customer through billpay, how do I proceed?
Hello!Can someone hold my hand through this, please? I am absolutely new to Quickbooks.I had thought I double charged my customers credit card and thus I refunded their payment, both on June 1. Now technically they still owe for June. What's the best way to charge them again? I have them set up in recurring payments, do I just create a new invoice and charge them that way? Can I charge them on the same invoice again? Thank you!
I've posted in the past about a similar issue, but this is slightly different. The first post was about recording a check that was sent to vendor, then returned to us, and subsequently repaid. We resolved that scenario with journal entries. This 2nd scenario is different as the check was not returned to us so there is no offsetting deposit. Rather, The check was deposited by someone else and verified by the bank as fraud. So we've reissued the payment to the appropriate vendor who has since deposited that new check. But we still have the fraudulently deposited check applied to the original bill and also need to track it as a receivable bc the bank owes us the money once they formally finish the investigation. QUESTIONHow should I account for this?Should I unlink the fraudulently deposited payment from original bill? I don't think so especially since already reconciled. If I don't unlink the original payment from bill, how do I record the subsequent payment to the ve
We recently had a dispute that upon speaking with the customer, they called their bank and canceled the dispute. I would like to know how long we can expect to wait for the dispute to show as resolved in QBO and for us to receive the funds back into our account since the customer called their bank and canceled the dispute. Thank you!
I have followed the instructions below: https://quickbooks.intuit.com/learn-support/en-us/help-article/payment-processing/receive-process-payments-quickbooks-desktop/L6cIssj4y_US_en_US When I enter the customer credit card information and click "Done," I do not get the prompt to process the payment. See screenshot below. I need to charge customers immediately and am unable to do so.
Recent upgrade to QB Desktop 2022. Previously used QB 2019 and merchant services to charge customers. When I attempt manually charge a customer now, I do not receive the prompt from merchant services. See screenshot below. Ultimately, unsure if merchant services is wired up to charge the customer. I see the credit card entry screen but do not see any type of confirmation that the charge went through. Had also attempted to use QB Online, but decided to go back to QB Desktop for all bookkeeping and merchant service processing.
A client of mine recently upgraded to QB Desktop 2022. Previously, they had been using QB 2019 and had integrated merchant payment solutions into QB 2019 to process payments. Right now, when they try to manually process a payment, there is no prompt/confirmation of the activity. See screenshot below for what was prompted in 2019 vs. what was prompted in QB 2022
Hey All, Just started and I have a bunch of cleanup to do from things not processed correctly. I have overdue receivable balances showing on items that funds have already been deposited. If done correctly they would have cleared. How do I clear them now?? All suggestions greatly appreciated
