Payments
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We've created separate invoice templates, one for Services and another for Products. We access them from the "Customize" button that appears on the bottom of the Invoice screen.One of our employees, whose access on QBO is limited to Customer info, including the ability to create invoices, does not see the "Customize" button and therefore cannot select which invoice template will be used. Invoices she creates use a generic template (although it has the correct company info, including the logo) that isn't one of the ones we've created for Services or Products.Any idea how she can use those templates??
When setting up credit card payments, do I only get charged 3% when customer makes payment? Also are there any other fees for online cc payment?
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I just recently added merchant services through Quickbooks to allow my customers to pay via emailed invoices. I sent my first batch of 216 emails containing 430+ invoices and statements. All customers had the online payments setup in their accounts. I tested a few emails to myself before I sent off the 216. After sending the 216 emails almost all of them show the View and Pay Now linke as "Link Unavailable" in the emails. One customer had two invoices, one with the link and the other without. I spent 2 hours with tech support and all they could say was make sure the customers use Google Chrome. I don't see how a customers's web browser would have any impact on Quickbooks generating an email with a link to my merchant services. It seems like Quickbooks couldn't handle the amount of emails that it generated. I may have to go into each invoice and select the email later options and resend them one at a time. HAS ANYONE HAD THIS PR
Quickbooks Solopreneur have an option in setting to ise tap to pay from an open invoice I can seem to figure how to use it the only option I have is send by email , share the link or record a payment. Can some help me figure this out thank youjp
We were expecting those funds to be deposited and now we have been seriously inconvenienced. How do I solve this over the weekend?
Online payments
There must have been a new update because the app looks a little different from how I received payments last year. Usually, there's a long list of payment options, but it's default set to 'check', then when I tap for more options the only thing that pops up is American Express. Usually there's other credit options, check, cashier's check, venmo, and cash.
I love that QuickBooks added the feature that charges a convenience fee on ACH bank payments. (I wish they'd add the feature for card payments too.) I was of the understanding that this fee is 1% with a max of $20 per transaction. When I did a test with an invoice totaling $107.75, the convenience fee showed up as $15. This is way more than 1%. Can I get assistance with this? See the attachment.
A don’t want to accept payment for invoices throughout the app
How do you switch bank account to pay a bill from a credit card as opposed to a bank account?
New QBO user, posted a number of questions over the last few days and have received lots of helpful suggestions. Thank you. 25-year QBMac user. WHAT, WHAT, WHAT, WHAT has Intuit done with check printing???? It now takes me twice as long to print a check as it used to (yes, I timed it - 15 seconds on QBMac Desktop, about 30 seconds with QBO, often longer. And I need to go through what seems like 6 different windows to do so. Then I need to close all those windows. AND I can no longer print individual checks so when I get to the third check in a page I have to export the QBO generated PDF to Preview, crop it, then print it, then close the pdf, and close all the windows back in QBO. This has to be the most poorly designed piece of software I have ever seen in my life. Did a disgruntled Intuit employee decide to quit, got drunk and decided to prank Intuit by designing the worst piece of software possible? Then no one at Intuit fixed it.This shouldn't be that hard. For a user that
I need pay option for billing
My accounts receivable is now negative because the QuickBooks Desktop version that was doing monthly recurring charges did not transfer properly to QuickBooks online. How do I zero this out or apply the proper payments to those invoices? Without messing up balances
I just change the Merchant name because there was a mistake and the bank refuse to accept payments. Now the name is correct, bank account is linked and active but I cannot "activate payments" inside the invoice I created.
I got an email notification on the subject, "Product update: Option to pay online on invoices with payments turned off" with a link to an article called, "Let your customers pay invoices by ACH bank payment with a convenience fee" but the content is only for QuickBooks Online (QBO). Is this new option also available in QuickBooks Desktop (QBD)? If so, where can I find the instructions? Alternatively, is there another way to pass fees on to the Customer?
We are having in issue with QB automatically applying a payment to an open invoice. For instance, we had a customer pay $1,000 down for work to be done. The next day the invoice was closed out showing another payment being paid for the remaining amount. We did not apply the second payment manually. It looks like it was done automatically. How can I make this stop? These instances have become very problematic.
Hello, I recently helped a client switch to using QBO for all of their products and services and payments. They are now primarily using the GoPayments App and bluetooth reader with an iPad. The one issue they are having is that there does not seem to be a way to use the GoPayments app with a barcode scanner. They have entered all of the SKUs in their Products and Services. But there is no way to scan a barcode or connect a reader. Does anyone have any experience with this?
