Payments
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Hello, The following is my question: I have multiple check numbers for payments and either an invoice or a sales receipt to connect them too. I have connected them, however I am wondering if there will still be 2 separate lines for each specific company showing up as listed (under the transaction section columns) for the company? I am working with QB DESKTOP for school! For example, payment for Dec 5 with check number (undeposited funds) and same payment Dec 5, on another line, with sales receipt number for the same amount (either undeposited funds or accounts receivable). If these numbers are listed twice, it is affecting the final reports, so I want to be sure of the right way this works in relation to accounts receivable or undeposited funds. Thank you! Circle123
I started recording and tracking a construction job in Projects AFTER invoicing and receiving the 50% down. I was able to detach and reattach the payment and get that transaction into the project, however, now I don't see the remaining 50% balance owning.
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I have received payments from a customer whom pays multiple invoices once per month, I need to delete these payments and re-enter them ticking manually the invoices actually paid, how do i do this?
Hello, My customer has been invoiced and paid off 3 deposits on a machine. On the 4th and final invoice, my customer informed me that they will finance the remaining balance and our company will receive a payment from a 3rd party. Is there a way to receive payment on an invoice from a 3rd party or do I need to create a separate invoice? How would I tie everything together?
Our network was compromised with an encryption virus and we lost 6 weeks of QB data. We accept CC's through QB Merchant center and there are CC deposits from the lost time period that in the merchant service deposits show as "Add Payment to Record". If I click add payment I get the following error: "Creating a customer to apply payments has caused an error. If you see this message for more than 24 hours" I cannot match the CC deposit to the customer invoice. Any help would be appreciated.
What am I doing wrong?
Hi, can anyone help me? is there a way to enter a vendor estimate- an estimate of a subcontractor i am using and then only enter bills for part of that cost as it gets billed to me?
A payment from a state customer was sent to pay a levy from the state. How do I record this in QB Desktop?
We are well-versed in creating estimates but have never been able to fully get the purchase orders to work in a way that benefits us. When we create an estimate, we use two general "items" -material or labor- then add the corresponding quantity. For the description we type out the specific product we will be purchasing (I.E. brand & product description), the MPN we put the manufacturer's specific part number for the item, and the cost we apply a markup, as normal. From the estimate page, when we select create a purchase order the only categories that transfer over are the item, quantity, and final cost categories. This does not help us since the categories we truly need are quantity, description, MPN, and final cost (after markup). Is there a way to manipulate the purchase orders to provide the correct information that will make it useful to our purchasing department? Thanks in advance!
how do i bring up list of 'bills to be paid' from yesterday in order to print the check?
Hi all, Hopefully a simple question, but I can't seem to find the right setting anywhere. On my companies Sales Orders, a contact name is put in under Contact, but when you go to create the Invoice from that Sales Order, everything transfers over EXCEPT the contact name. Is there a way to fix this? Thank you!Andy
Very frustrated with Quickbooks Desktop and QuickBooks Online. Trying to transition to Online in order to improve data exchange between QuickBooks and Square. The Commerce Sync Connector to Desktop did not work well. Seven months of missed transactions and inaccurate data.I am trying to avoid the same mistakes in this transition. I have read most if not all of the knowledge articles about this. The Square to Online Connector sounds great, but I cannot get any information on the detail level. The reviews are terrible. More people rate it one star than fiver star.There is no detail about the way that it connects, about how to set up each side. The only thing I get from QuickBooks Online is try it, you will like it. I did, with Desktop, and just about ruined the accounting for 2021.If QuickBooks had to rely on customer feedback, they would be bankrupt in six months. I do not know how a business person can run a business using tools that are dull, inappropriate, or just plain wrong for the
I receive a credit on my mastercard from a vendor after the order is complete and paid for. How do I show those credits? Do I enter an invoice with a negative amount and clear it that way? Seems to me I attempted that and it didn't work. Any suggestions?
New to qb , Why is my A/R Negative? is there a possibility that there are double payments?
Hi, I have a client that pays $50/month and Im tired of manually creating this each month and emailing. Is there a way (DESKTOP) to be able to have the system do it automatically and email it? Thanks!
Hello,I need help in coming up with a solution for the following situaiton.We create a daily sales receipt to record our daily credit card sales for 2 "departments" - Hardware and Grocery. (i.e., we have a payment to our checking account as 2 separate transactions)However our credit card processor will typically pay in 1 or more transactions (depending on how many times we batch out) Another words;Payment 1 to Bank Checking Account: Hardware Daily Credit Card Sales: 2,225.95Payment 2 to Bank Checking Account: Grocery Daily Credit Card Sales: 574.231 Deposit from credit card processor to bank checking account: 2800.18 (total of transactions above) How can I match these together? Many thanks in advance!Mark How do I match these transactions when importing the bank feed data?
Hello! Can I Disable this confirmation windows? It because I don't want that people have access to this reprint option.
When sending an invoice for a customer to pay online, the Review and Pay option should be green, allowing the customer to make the payment. Lately, this button is gray, which prevents the customer from paying online.I have tried the chat feature within QBO but have had absolutely no response
I want to eliminate the save only button when an associate completes a sale. I do not want an associate to skip giving the customer a receipt. Is there a way to make the system always print receipts without user input?
I made a payment against a customer. It was the wrong customer. So I just pulled up the account and changed the customer, but I created a credit in AR. Can someone help me correct it? Please help. Mahalo, for any help, Leilani
I issued a check to an individual for $150.00 as a down payment and then paid the balance of $575.00 with a credit card. Since the individual meets the threshold of over $600.00 and I paid the majority with a credit card, do I issue a 1099 for the $150.00 and the credit card processor will issue a 1099K for the $575.00? Or do I not send issue a 1099 for $150.00 since it is below the threshold of $600? I just need verification on what exactly I need to do. Thanks in advance for any answers.
