Payments
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How do I change the amount of payment received after it has been posted??
As I have said before, I invoice and receive payments on an industry specific site and then download to QBO every morning. When I look at my Invoices and Received Payments report, there are multiple invoices for each customer on the chosen date. These are exact duplicates. If I modify one of them, the modification does not apply to another. On average there are 2 per customer. Can anyone explain what is happening, how I fix it, and how I avoid it in the future? I have included a portion of the report to give you an idea of what I mean. Thank you.
I invoiced a customer and they paid via QB CC payments. The payment just posted to my bank minus the transaction fees. The customer invoice still show's as paid but not deposited. The deposit transaction shows up in For Review. When I click on the deposit to select find match it doesn't find the invoice... How do I match the deposit to the invoice when the transaction fee has changed the amount received? Can this be done automatically since it was all done via QB Payments? (Title has been edited by moderator for clarity)
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I'd like to be able to print payment history for a vendor for a period of time, so that I can essential provide a duplicate payment stub and see which invoices were paid by what checks. Is there a report for this? Thanks.
Hi We import product by container and each container is made up of multiple purchase orders. Is there a way to combine line items from multiple purchase orders into one bill that reflects the contents of the container? I know that I can create a single invoice from multiple sales orders on the sales side, but need to understand if the same applies on the purchasing side. Thanks in advance for any thoughts on this. Cheers
Hello,I am new to quickbooks I have quickbooks online and I am having trouble removing a payment from an invoice if someone could please explain how to do this
When I write off small amount of customer invoice, do I need to choose discount/credit or I need to choose Minor ar /ap charge off under discount/credit
I am looking at different accounting software and need to know if QuickBooks can handle our workflow. We have a property management business that charges a monthly fee, plus we pass on the billable services from vendors, if applicable that month. I see Quickbooks can pass a billable item to a customer. This is great. I need the customer to enter their payment information once (and authorization if needed) and then be set to auto bill. I understand that recurring payments are allowed, but only for the same amount monthly. I also understand that I can create a sales receipt instead of an invoice and charge the client on that date from a card on file. These are not exactly what I'm looking for. I'd like to be able to finalize the invoices before the 7th of the month. Then have the invoices sent to the customer (with the billable items attached) on the 10th, then have their card charged 7 days later. Just like a phone bill or utility bill. Is this possible? Thanks!
We use QuickBooks for a storage business. If the unit invoice is for $100 and the customer pays $110 and I received $110 then a credit is listed. If I post the invoice for next month before I receive this payment, then a credit is not listed. When on the Receive Payments page, I have removed these credits by clicking on the the Discounts and Credits button, clicking on the credit and hitting enter. However, sometimes, when I open up the statement the amount due will be less than the balance. The difference is the credit amount. I need the amount due to match the balance. But I can't find how to edit/remove this credit. Can you help me to edit/remove this credit. Thank you.
My client has 2 invoices in their A/R aging report that they say were paid but I cannot find a record of payment in QBO. Regardless of whether they were paid or not, I need to clear these out for year end reporting. Is the write off tool the correct method? They are not technically "bad debts" but the invoices need to go away. What are the repercussions in reporting of labeling these invoices "bad debts?"
I sell domain names, sometimes on an installment plan. For an installment plan, I create the invoice for the entire amount and then each month apply a payment to it. I have one sale on which I received the first six payments on, but then at the end of the year the buyer stopped paying. He's run out of money or something. The domain name has been transferred out of escrow back to me now. So, I never really "sold" the name. I guess I kind of "rented" it. So, now I have an invoice with partial payments on it. I need to do something with that invoice. One option is to go in and change the amount of the transaction to what was collected. And maybe then journal the "domain name sales" account to "domain name rentals." But that all doesn't sound that elegant, I hate to change a transaction after the fact. Any ideas what to do with this?
We have several bills not linked to purchase orders when bills were created. Will this cause any problem in the future?
I've created invoices through Quickbooks, but I have a few customers who will be paying me with checks that will be mailed to me and not using the Pay Now option. How do I show that these invoices are paid in Quickbooks?
Would be nice to be able to post a picture here. I'm attempting to add my AMEX Business Account, and am getting the message that "We are not able to connect with American Express Corporate or Personal Card (US) at this time!"
Can we add the company logo image and other rich text to the outgoing invoice email. This is my standard email signature that I would like to use: [removed]
I have clients that are being declined for charges - adversely affecting my income - because there is no merchant category code. How do I add these? MCC Codes (or merchant category codes) are assigned to merchant accounts during the set up process and are used to differentiate between types of business & industries. MCC codes can also effect the merchants processing rates. An improper classification could cause a merchant to pay higher than necessary processing fees.
How do you deal with outstanding check i have a check for customer thats was not encashed for 6 months now. Do i deposit it back to my account or void and do journal entries.
This is a Quickbooks Mac Desktop 2019 question. Client has 5 outstanding invoices totaling $455 Received a check from client in the amount of $555 If I accept the payment client will have a credit in the amount of $100 How do I refund the $100 credit to the client?
We wrote a check to a vendor that was cashed and then bounced due to Non Sufficient Funds. I created a journal entry to credit/ debit the account. I was trying to unlink the bill payment to the bill, and link it to the journal entry. However, the Journal entry doesn't show up under the vendor. Is there a way to link the journal entry to a vendor bill payment? Or is there a different way this should be handled?
Just updated to QB 2018. Now when entering invoices, the past due stamp shows immediately. I have followed the suggested steps, my terms are net 90 and the "Past Due" stamp is still showing up...no matter what I do. Resolution steps please and thank you!!!
