Payments

Our company uses QuickBooks Desktop Premier Retail 2021.  We purchase products from wholesale distributors for resale to our customers.  We sometimes work with vendors who want payment using a company credit card and I am looking for recommendations about best ways to account for that, including processing the payables check to the credit card company at end of month. All of our vendors and products are already created in QuickBooks.  For a hypothetical use case, consider we purchase product from XYZ Distributors and generate a QuickBooks PO as normal.  We present our Chase Visa credit card info to XYZ Distributors as payment.  We receive the products and voucher the invoice as normal.  At the end of the month, we want to produce a check to pay the Chase Visa credit card account. I understand that I could just set up Chase as a vendor and process these orders as if Chase is the distributor.  But that is a fairly messy solution.  &n

Hello, I do estimates and always charge 50% first. System will let me do the 50%, however the balance of the 50% is never shown on A/R and I cannot invoice the balance since is not recognized. I need to do a new invoice for the reminder. Any comments?

How do we adjust/reconcile customer accounts when payment is less than invoice amount due to Venmo fees? Our deposits are not linked directly to a bank account

Received a payment from a customer but they paid us incorrectly (meant to pay someone else). Couldn't just send it back because it was an ACH payment that went directly into our bank account.  I entered the payment and this customer's account now shows a credit for that amount BUT it does not give me the screen on the bottom of the customer payments screen to issue a refund back.  I think part of the issue is because this isn't being applied to an invoice at all.  Can anyone help me make sure this payment (in error) is recorded correctly and also how to correctly record refunding them the money?Using QB Desktop Pro Plus 2021.  Called QB customer service but hasn't been able to resolve this for meThanks!! 

How do I record a bill payment from personal funds.  The bill is ie rent 3500.00 plus hst.  I want to record the payment not as a lump sum but showing the tax portion as well.

It will update and then say there is an error connecting

 Here is the situation: for example, a tenant has a monthly rent of $50. I got from him a check of 200. Question: why $150 of prepaid rent go to AR? It should be Unearned Rental Income (current liability). Could you help me with that?How to record it correctly?Thank You!

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I work for an Home Owners association and we come across situations where a home owner would pay their dues while selling the property. The deposit was under the customer's name but has to be moved to the new owners name. How do you "change" the deposit without un-doing a bank reconciliation? The one I'm looking at was back in July and Oct. Previously they would delete the deposit so they could "flip" the payment from one home owner to the other. I think this is why my beginning bank balance doesn't match the previous balance

09/16/2020 4:54 PM Eastern TimeThe "View & Pay Invoice" button is missing from my emails sent from QBPro Desktop. It's even missing now from PREVIOUS emails from months ago. I suspect the emails are fetching some HTML from an Intuit server which is not responding. 09/16/2020 5:38 PM Eastern TimeThe button has returned to the emails, both past and present. What happened? An Intuit server was down and the fetch code in the generated email failed? It's a bit disturbing that the code so my client can click to pay their invoices is not in the emails that I sent, but the code is fetched from an Intuit server. This is a bad programming design IMO. The emails should be STATIC and have all the code so the customer can click a button. At the very least, provide a backup static link in the email somewhere or some static code in the email to display "Server Offline, Try Again Later" if the fetch code doesn't work.I had a customer call me an hour ago saying, "Hey, I wanted to pay your

I accidently "printed" or paid all my bills that were selected by ach instead of printing the actual check. Is there an easy fix for this that I can print the checks, or do I have to void payment on every item and then re-select and pay with actual printed check?

We are beginning the process of slowing transitioning to a new banking institution (of which we will setup a new bank account for). We want to write a check out of our current company's bank account to our same company to be deposited in the new bank account. What is the best way to issue this check? Should we just create a new vendor with the name and proceed accordingly?  As reference, we are on QB Desktop Pro 2021. Thank you in advance for your help!

When connecting to QB Payments from external application, I receive an error and the card is not being tokenized.

With some regularity we have transactions of the same value on the same card within a relatively short period of time. These transactions get rejected because the program seems to assume they are a mistake, like when people pull a chip card prematurely, then re-run what appeared to be a failed transaction. (How) Can I adjust the allowed interval between potentially duplicate transactions to allow these to take place? 

Hi, Our company uses QBDT Contractor. We have a customer who pays by ACH deposit. We received payment confirmation from them on several deposits, however when we reviewed our bank statement none of the ACH deposits had gone through. I would like to just confirm that I reversed everything correctly. Here's what I did: First I went back to the deposit date and deleted each deposit Then deleted each payment, which opened up the invoices with a balance owing again. Would this be the correct way to this issue?

Hi.  I am a US-based voice actor.  Until now, all my clients have been in the USA, and I have been able to send invoices in US Dollars and receive payments in the same currency.  But I recently did a recording for a museum in France.  I was bidding the job along with people from all over the world, and it was understood that I would send an invoice specifying Euro as the currency.  I did so, and the museum paid me through PayPal.  The museum sent Euros to PayPal; and PayPal did the currency exchange and sent me US Dollars.  I am sure PayPal took both a transaction fee and a currency-exchange fee, although that is not detailed for me when I look at the transaction on PayPal.com What is the best way to enter this into QuickBooks (Desktop)?  I suppose I could retroactively alter the invoice to look like the transaction was in US Dollars from start to finish.  But that doesn't seem right.  Should I receive the payment into an "Undeposi

Hi I am trying to figure out how to enter gift card pmts received. We are retail business and I enter my total daily sales each day which I pull from our z report out of Lightspeed. When I enter it in my pmts received it then shows in my deposits so not sure how I deposit it. I may be entering incorrectly. So any guidance would be appreciated. I use the QB Desktop for MAC. 

Hello,We are using QB Desktop Premier Professional 2017.  As the company has changed banks and the related credit card company, I'd like to update the default card on PAY BILLS account to be the NEW card not the old.  I cannot find where to do this.  I am changing the Method to Credit Card and the old card shows first.  I have to change to the correct card each time. Thanks in advance.   

It seems when I receive a hard copy check, mark the invoice paid via receive payments, deposit it in the bank personally, QB Desktop 2021 enters the register as PMT. When a check is direct deposited to my account, it enters the register as DEP. However, it doesn't mark the invoice paid. What am I doing wrong? I'm new to this so please use layman's terms. Thanks.

I need to enter several vendor invoices for payment but they have to be on separate checks (filing fees and the courts need them separate).  I can not seem to find a way to require separate checks it I bat.  I have been away from QB for awhile but I remember this as an option at one point.  any suggestions other than printing checks one at a time?  Thanks.

Who do I call that's not the normal help center in order to get my money?

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I entered payments as sales receipts and also included the paypal fee as a separate item list (which is a listed as a discount) and deposited to the checking account instead of depositing to undeposited funds and entering the fee the correct way. I did this for the entire year and reconciled.  I know what to do going forward but what is the best way to correct so the financials are accurate?

Hey there, I've spent a total of maybe 10 hours on the phone this past week with Intuit support and am not getting anywhere. I have a balance of about $80,000 in my new Quickbooks Cash account, and about $20,000 in pending deposits stuck through Quickbooks payments. These are marked on the back end by Intuit as "withheld," and the balance in the account is unavailable for transfer. I've literally never experienced money of this volume being held hostage for weeks without explanation. About four times, we've been told that a "hold" was removed and that our funds would be dispersed momentarily. That hasn't happened. Anyone have guidance as to what's going on, or has anyone struggled with this for new Quickbooks Cash accounts themselves?

I'm using Quickbooks 2019 premier contractors edition desktop: I I needed to use my company file on my laptop for a couple months and now I'm back to my desktop computer.I did it all the correct way but my problem is with loan manager which I use for my truck loan. When I came back to using my desktop computer and opened loan manager my truck loan was no longer there. it vanished. That was 2 months ago. Today i opened LM and the truck loan was there and it said my next scheduled pmt is set for 09/18/2021. How do I fix it to bring it up to date. Ive just been writing checks to make the pmt instead of using LM because I thought I lost my previous Data in it.