Payments
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Just migrated from QBMac to QBO. I can't seem to pay some of my bills the way I used to do it with QBMac. I occasionally purchase inventory online with a credit card. I immediately enter the credit card transaction using Accounts Payable for the account. Sometime afterward I'll receive a bill from the vendor - sometimes, because of backordered items, not for weeks. I would enter the bill when I receive it, then choose Vendors -> Pay Bills, see all my open bills and any payments in a new window. I would put a check in the payment column for both the bill and the payment, they would add to zero and I'd be done. QBO won't do this. It demands either using QB Payments, or entering a new payment. Perhaps I'm missing something - how do I outsmart QBO and get it to bring up all credits to Accounts Payable for a vendor when I'm trying to pay the bill and simply apply the credit to the open bill?
As of March 25, I am not able to go back to old invoices and update QTY or pricing.
This past week I've been on the receiving end of this from multiple vendors who send quickbooks invoices. I get the original invoice emailed TWICE. If any reminders are sent they come twice too. This is for several different bookkeeping clients of mine and all different kinds of vendors, so it's clearly a problem with QBO, and not user error on the vendor end. It's super annoying to have all my inboxes cluttered up with duplicates. Anyone else seeing this lately?
We have 3 sub-account AP accounts for different segments of the organization. Is there a way to have the system default to the primary sub-account when "Enter Bills" is initiated? Now it seems that our system always opens up the last-used sub-account, and while it is easy to remember to choose the sub-account AP when entering bills for that account, it is also easy to forget to make the selection when entering the "normal" or "usual" bills for the primary sub-account. I've looked in the Preferences to see if there is someplace there to make one a primary or default account, but I don't see any choice for that yet. Is there a selection in Preferences or anyplace else that would do this? I guess I assumed that since QB design-wizards made it possible to set a "default" bank account, they would also allow for other "default" accounts.... ??? Thanks in advance.
I am setting up a new QB's company file. There are mortgage payments associated with the bank account. I do not know the amount of the loan or the amount remaining. It is a very simple QBs file to just track profit and loss.
Is it possible to invoice a customer and have them make monthly payments? Lets say the invoice is for $1000 and they can make $200/mo payments. Can I set quickbooks up to send them an invoice each month for $200 and have the remaining amount due tracked?
I inherited this business (nonprofit) QuickBooks Online account when I came into this new job, and I've discovered a number of issues I'm trying to fix.When our monthly donations come through PayPal, they are automatically categorized as a "sales receipt" instead of a deposit, and they do not go into the correct revenue account. There is a "service" item for "PayPal Monthly Donations" which appears to link to the correct revenue account, but that's not even the one they're going to. They're all going straight into "PayPal Sales", which is messing up my ability to accurately track our fundraising and isn't useful to my record-keeping as I prefer to track sales by item instead of into a general bucket account.I've seen that I can go in and manually change these receipts to a deposit when they come in each month, and then re-enter all of the information about what they donated and what the PayPal fees were, but this takes a long time, and I can't imagine doing it every month. I would like
I am not concerned with expense header level dates such as report create date, report submit date or report approval date. I need the expense level transaction dates in QBO Bills. This will allow me to create expense invoices with actual line level transaction dates.
When I deposit the cash at the bank, I enter it in the proper accounts in QBO, such as $50 to Tour Revenue and $90 to Onsite Donation.
I want to be able to process credit card payments through my bank, not Quickbooks. Is that possible?
I am attempting to use Quickbooks to help manage the finances for my condo association. I would like for unit owners to be able to pay their condo fees via Quickbooks and have setup a reoccurring payment link. A unit owner just made her first payment and it looks as though Quickbooks is registering that a payment has been made, but I need to supply additional information prior to being able to accept that money. I'm being asked for info specific to my business (like my EIN, SSN, birthday, address, etc.). I'm able to supply the EIN, but would I simply enter the last 4 digits of my own SSN? And my own birthday? Does it matter? If someone could provide me with some guidance, I'd appreciate it. Thank you, Tom [Last name removed]
my online payments just got suspened.
We are a church and have and never have Invoicing except to handle Pledges - so in setting up QBO I am making the A/R account "Pledges". I have set up Donors, Vendors, Chart of Accounts, and Classes. My question is about Products and Services, because that drop-down must be entered to post an Invoice.I have A/R in the Balance Sheet and Non-Profit Income:Pledge (Pledge is a sub-account) under the P&L (Incomes). When I create a Product and Service called Pledge, what do I use for the "Income Account"??? This is confusing for me because the Invoice is a 'promise to pay', so I would have thought the Account to be used would be A/R...but I suspect that I want to use the above: Non-Profit Income:Pledge Am I right? Not expecting a class on Accounting here. 😉 I really want to get this right. Thank you.
My understanding was that in the vendor profile, under the tab for Payment Settings, there is a field for "Print Name on Check as ..." and in that field we enter what the vendor tells us to use as the "Payable to" line on checks. But I've found that usually what shows up in that field is not necessarily what is in the profile .... it is the "Vendor Name". Because of the way QB was set up, we cannot have the same name in both the Customer Center and the Vendor Center. We have several instances where those in the "Customer Center" are also vendors where we purchase goods or services, so what people started doing some time ago was to append the name in one of the Centers with a "-c" or a "-v" .... i.e. "Example Name-v". Then for the "Company Name" we would enter the name without the appended letter (i.e "Example Name"). What would default into the "Print Name on Check as" is the "Example Name". Unfortunately when we print checks, what QB uses for the name
