Payments

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I have 9 transactions in un-deposited funds that I need to match to an existing deposit.  The deposit account is already reconciled with the deposits downloaded from the bank.  The person wasn't doing the deposits correctly and we just caught this.  The undeposited funds are for a payment of a Quickbooks invoice, 1 per month.  The deposits in the bank register includes the deposit for the invoice payment.What is the best way to fix this, can I match these payments up to the older deposits.  Should I just delete the amounts in the undeposited funds since the amounts are already in the bank and reconciled?  I read that I could just do a net zero deposit and clear them.  While that did clear them, i didn't like the way the negative amount showed up on the balance sheet (or it is possible that I'm doing it wrong :)  )Any help, insight would be appreciated.

For the first time, I am exploring the QB payment link on Enterprise Solutions. I did a test where I send the link to myself and paid for it (will be using this feature for upfront deposits). The payment showed on my Merchant Service Center but I didn't see any sales receipt created nor the history of the transaction made. I would need help understanding this new feature. Or any recommendations if creating sales receipt is better? Thank you

I have a $140 deposit (check #2237 from Pontiac Village Estates -PVE) that shows up everywhere except the reconciliation window. It is preventing me from completing the reconciliation. There are no deposits that remain to be recorded.https://www.screencast.com/t/mKSAQ26X Here are screenshots of where check 2237/$140 appears:https://www.screencast.com/t/o0rW1nWjAGhttps://www.screencast.com/t/JhwWSkMtqBwhttps://www.screencast.com/t/UT3e7JIOspChttps://www.screencast.com/t/L86xLeZVr3qshttps://www.screencast.com/t/kfJvn2Qkchttps://www.screencast.com/t/7crSs16A2QPCI need help tracking down what I did wrong.Thanks.

I just want the Invoice to show Payments Received so that the Invoice shows Charges, Payments, then Balance Due. Right now it shows Charges and Balance Due and I can't get it to show the Payments Received. So, it looks like Charge = $2000, Balance Due = $1,500. Looking at the Invoice, you'd be completely confused. I've tried changing the Dates on each of the items and still it doesn't fix the problem.

Is there a way to do a partial refund to a customer who paid their invoice via the QuickBooks online payment link?  I only see an option to refund the whole payment and I only need to refund sales tax Thanks

Is it possible to provide our clients with a payment link on our website?

I open a Credit Memo, select Delete, but then get an error message that says, "You need to delete this payment line item from the deposit before you can delete the transaction itself, or edit its name or amount." So, I try to edit the transaction by changing everything to $0, or changing the deposit line to $0, but that generates the same error message.  So I tried Voiding it first, then Save, but get the same error message.I found the Chart of Accounts>Undeposited Funds, but can't delete from there either. When I try, a box pops up that says, "This line is part of a transaction. Deleting it will remove the whole transaction. Are you sure?"  I click OK thinking that is exactly what I want it to do.  But that just brings up the original error message.So I just can't delete the Credit Memo.   Any suggestions?

How do I get online checks to work?  I have gone through the process and selected activate and then the online checks option on write checks disappears.  I am connected to my back because I can download transactions.  How do I fix this as Quickbooks phone support is way past useless.

We have 2 debits of $ 3.2k and $ 1.1k  respectively with the above description - how do we know what these payments are for? ThanksSN

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Is there limit to how much I can accept in QuickBooks Payments (Merchant Services) from my customer when they pay by ACH Bank Transfer or Credit Card through QuickBooks Payments online? I send out my invoices from QuickBooks Pro Desktop if that matters. Is there a limit per transaction, per day, or per month? How do I find out what are the limits and how can I get them increased? Thanks,Scott

We're a nonprofit using QB Desktop 2021.  At the beginning of each year members, commit to pay a certain amount of dues. Most pay monthly. How do I enter dues paid each month and credit it to reducing the balance owed on the original pledge?

I've recently found out about Quickbook's newish  receipts feature where you can upload, scan or e-mail your receipts into Quickbooks. It then tries to work out what the receipt is for and for how much. I really dislike "dealing with paper" and wanted to know if I can move to a paperless system. In order to do that I need to have the invoice stored for at least 3 years. Does Quickbooks keep the actual invoice for that length of time, or due to file size capacity issues does it delete it after say 2 weeks? I currently use ReceiptBank but it looks like I won't need it if Quickbooks can hold onto this data for a long enough period of time.

We want to start sending invoices out of QB and when I tried to link payment service to our QB company file, I get the message "Cant link merchant services My User ID matches an existing Merchant Service account in use with company name (which is a customer)" When I look in our products and billing, our customer is listed. I have called QB and they don't see the customer company in our account. How can I remove my user id from my customer's merchant account? How did it get linked to in in the first place?

Our company is a independent company that resells products for different suppliers.  I invoiced a customer for products but they paid our supplier directly instead of our company. The customer has other divisions of their company that pay the supplier directly so I can see how the mistake occurred. I contacted the supplier after the customer told me what happened. The supplier issued me a credit for the payment they received from this customer. How should I input this in QB Desktop? I need to show the customer paid and need to make sure my inventory is reduced properly. I also need to add in the supplier credit to be taken on my next bills I pay to the supplier. How do I make these entries. 

Dear All,  I am Vibol, now i have a problem with  printing bill/Sale receipt and need date and time to show up on it. So, how can i do? or could you please help me on this issue?   Thanks in advance.   Sincerely yoours, Vibol.

Hello, I do have QB Desktop 2020 and was trying to register a payment I made to a vendor using Zelle. In the vendor's pay bill window, I only have the option of register payments with a check or credit card. Please advise. Thanks

Is there a way to apply a bulk credit against a check paying multiple invoices without having to specifically apply the credit to invoices.  We get credits on a vendor account that are not credits against specific invoices.  I may be paying 30 invoices totaling $10,000 and have a credit on account of $3,000.  Do I have to open each individual invoices for 50.00, 100.00, etc. to apply the credit piecemeal until it is fully applied. Thanks.

Is there an integration with some kind of payment gateway, so I can use QuickBooks Payments instead of Stripe to collect payments on the website? For Stripe, there is an extension and API key to be added to the website for it to work, I cannot seem to find anything like that for this. To purchase the WooCommerce Intuit Payment Gateway plugin I am required to connect to wordpress.com account, which my client doesn't have and I don't know why I should even create one if we are using Wordpress.org to run his website. I am completely confused how to do this. Please just pointing me in the right directions would be awesome. 

We are a contractor with a buildout on a commercial job, we are invoicing both the owner's of the building and the future tenants of the bldg. The tenants overpaid on an invoice and have a credit with us. The tenants would now like for us (contractor) to send the owner's a portion of that credit for payment the Tenants owe the owners? Can I transfer a portion of a credit from one customer to another customer so that the payment comes out of our deposit (bank) and is reflected in the Tenant's credit

I use subcontractors and charge my customer a higher rate than I am billed from the subs. Do I set this up as an item or expense? AND, how do I enter & pay the vendor bill while at the same time putting in the adjusted amount on the customer bill (when I add it from the time/costs tab)?

Hi, we need to charge customer the shipping cost. I'd like to customize the invoice template to show shipping charges in the "summary" section, a layout like shown below: I googled around, seems that everybody is talking about creating an item, call it "Shipping", and add it to the item list section instead.  Just wondering is there a way to add this NOT as a line item? Any comments/suggestions are appreciated!   

I have been able to print checks all along until today.  When I hit the print and preview button nothing happens.  I cleared my cookie cache, My adobe is up to date.  My printer is good.  Not sure what else to do?