Payments
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I created a sales receipt for a customer and said they paid with a credit card, but no card was ran. I then accepted payment using his credit card. I now show a credit for the customer. I need to convert the receipt to invoice so the credit is applied to the invoice.
Hi,Is there any way to Enter Employee name while entering vendor bill as i can see only CUSTOMER column there unlike Journal Voucher entry where Column is NAME (here i can choose employee, customer and vendor.I like to track employee related cost
On a single invoice I charged for four different services at $500/each that were to occur over several months. The customer later decided they didn't want two of the services. The original invoice of $2000 was paid in full. I need to refund $1000 for only those two cancelled. When I try to process a refund I receive the error message "CustomerX's payment doesn’t have an open invoice to go with it".
If it does send an automatic receipt, is it possible to view the receipt before it's sent or create a template in QuickBooks for receipt details?
We have our customers set up to pay their invoices thru a credit card or bank transfer.We have multiple users that use QB through out the company.For some users, when they send the invoice to the client, the View & Pay option shows up.However, we have some users that when they send the invoice to the same client, the VIEW & PAY option does not show in the email?Any suggestions on how to fix this?
Today after years of no problem with check printing. Checks started printing at an angle, started on the line and trailed lower to below the line at end of amount typed out. Printer works fine in all other programs of the printer.
Is there a report (or filter) that will allow me to quickly identify all payments with the status of "Unapplied" at once? I'm referring to payments that have been linked to a client's account but have not yet been linked to a specific invoice. The only method I've found thus far is to manually check each and every client account with an open balance. I'm seeking a quick method to routinely confirm that we have no payments floating around which haven't been properly allocated.
My 3rd party software automatically send QB online the invoice for all customers. Some customers are set up on recurring sales receipts that bill out on specific days every other month. How can I reconcile these paid sales receipts with the open invoices that are sent over?
Hello, how can I print a report of unapplied payments? Thank You
We use QB Premier Nonprofit Desktop 2014. There are payments that have been deposited that are not showing up as a Customer Transaction.For example: Company X made a $5,000 check payment. The funds were deposited. An invoice did not exist. The $5,000 payment is not showing up as a transaction in the Customer Center when we pull up transactions for Company X. We are selecting "All Transactions" / "All Filters" / "All Dates". Should we be creating a Sales Receipt?When the check is deposited, the company (customer) is selected from a dropdown menu, or we create a new customer if necessary.
We have an issue with QB 2020 V30.0.4008.0, and I do believe that this hasn't been a problem since we ran the latest update a few weeks back, where the "Save and Close" and "Save and New" buttons aren't present when we're trying to make payments. This issue is sporadic, but occurs enough that it creates a problem with our office being able to conduct business. We have two PCs in this office, both experience this issue. If the user clicks on "Maximize work area," they'll be able to see the buttons, but generally only partially (see the second image posted). What might be triggering this?
I have a client that wants to lower the cost of their wire fees. Is there an app that will send a payment via ACH through QB for free or a low fee? Their bank account is connected to QBO.
I am moving from a free accounting solution to Quickbooks for Mac Desktop. In setting it up, I am recording all invoices and payments from the current year. I have a client who I managed to somehow (I don't remember how, it wasn't via a credit memo as none exist) give an existing credit of $256, which is correct. The payment was via a check deposited to my bank's checking account. I now want to apply that credit to an invoice, which I figured out how to do. The part I'm unsure of is with the Deposit section... I don't think I want to deposit the existing credit to the bank's checking account, because the check that the credit applies to was already recorded. I don't understand the software and accounting principles well enough to know how to do it correctly. EDIT: I figured out how I got the credit... I overpaid an invoice and didn't apply the overpayment to another invoice. The overpayment then did not get deposited to my bank's checking account. I need to set the deposit to the
I am attempting to add credit card processing within 2019 Quickbooks desktop won't do anything. I have checked in the "Add Services" option as well as Customer menu = Add credit cards. I'd like to add it but no menus change or popup for me. I've restarted it and still have the same result.
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When I went to record a partial payment on a client's Invoice I used client payments from the item list and it is connected to our checking account. The payment posted on the Invoice decreasing what they owed but when I go into the check register I see the client's name and it says payment accounts receivable but there is no amount showing in the register, the amount column is blank. What am I doing wrong?Cheryl
My accounts are setup with a name and number. Can I limit the information printed on the check stubs to only the account name and not the account number? Betty
I had recently made a Gopayments account and was wondering how long the payment will take to get into my account? I did the transaction Friday and it still is not in today.
Is there a way to update multiple invoices based off a template? I would like to copy the same line items to existing invoices that I've created.
We were forced to close our doors due to extended delays with COVID and had setup to cancel our merchant services / Quickbooks Payments account only to realize it was immediate. We had wanted to setup cancellation for 30 days from now since our monthly subscription payment was just processed yesterday. Looked in several places, tried calling, and support via Chat or live human being, or even answers in the knowledgebase are nowhere to be found. We need help IMMEDIATELY so we can review transactions and refund our customer as necessary. PLEASE HELP
In 2019, a client paid a lump sum amount for a "bucket of hours" for work to be performed at a later date. That amount was invoiced to the client, the client remitted a check, and the invoice was closed. Fast forward to this year, we are creating invoices for the hours worked against this particular project, but I'm not sure how to close these invoices out in QBO. Because the original invoice was paid, there are no funds in a/r that I can match to these new invoices. Is a credit memo the right way to go? A sales receipt? I don't want these invoices to count toward our revenue since they have already been paid for. Thank you!
I am trying to pay bills through Quickbooks Online powered by Bill.com. I click on Pay Bills and get to the Get Started screen. When I click on Get Started, I'm taken to a blank page that says "This account is no longer available." Bill.com confirmed I have a couple different accounts, but they don't seem to be able to reactivate beyond the most recent. Is there something connected that I need to redo? I'm super frustrated that I can't find a fix that doesn't involve paying $39/mo to send a couple checks.
