Payments

how to apply a credit memo?

Our account was taken over by hackers on 8/22/24  Once they were in QB they changed the password, telephone number and the linked bank account.  They created invoices using 2 of our customers taking a total of $5000.00.  We became aware of the incident at 8:00 p.m CST.  We could not change the password or get into our account.  Thank goodness we had access by face recognition on the iPhone so we were able to change the password and all the other information.  Issue #1 - We contacted QB that evening only to learn there is no support to report this after hours.  Why would you not have cyber security support for QB online???  Had we not been able to change our password we would have been taken for much more.Issue #2 - We contacted QB support on 8/23/24 only to be advised they would have to deactivate our account to further research. As we were talking to the initial rep we were advised our account did not appear to have any transactions going t

I use Quickbooks Desktop. I sent out several invoices recently, some of which have been paid, and some of which are still outstanding. Unfortunately, some of the data on my QBs was lost when I changed to a new computer. I no longer have access to this local data.  When I went into QBs, all the clients who have paid showed a negative receivable (they had a payment credit but there was no invoice stored locally to offset that credit). For those clients who had paid but for whom there was not a local copy of the invoice, I just created a new invoice for them (a different invoice number than the original). When I did this, QBs asked me if I wanted to apply their existing payment credit to the new invoice that I created, and I said, "Yes." The result was that the negative receivable went away, the new invoice that I created shows as "Paid," and when I click on the link sent to the client to pay the old invoice, it remains as "Paid." I think this is the correct way to handle i

Hi, For unknown reasons, we are still on the 2016 edition. I know. Ridiculous. Anyway, I recorded a donation (sales receipt) in January. I refunded the credit card for the transaction and need to record the refund. Having some trouble since I can't find instructions. They probably don't exist anymore since we're using a decade-old software. Please advise. Thanks, Mikah

After applying payment to an Invoice, I had additional charges before invoicing for the final job. The Invoice updates the total, but does not update the balance due after adding additional charges. It seems to keep the prior balance due before the additional item was added.  What am I doing wrong?

I've spent the better part of today diagnosing this issue. This has something to do with Quickbooks (I've tested this issue on QB 2022, 2023, and 2024) and our company file. When I go to generate an invoice that has billable items (time or expenses), and I click "Create Invoice" there is a delay that wasn't there when running on Sonoma (and I have also tested this with the same company file on an older macbook pro running Sonoma 14.7.1). However, the bigger issue is that when clicking ok on the "Choose Billable Time and Costs" dialog (regardless of whether anything is chosen) results in a "spinning beach ball" for about 25-30 seconds. There is no difference if any billable time or expenses are selected. Then, when I go to email the invoice, I hear the "cha ching" (as though the invoice was created/added) but then it says "The Operation Could Not Be Completed" and the invoice is not actually created. It seems like it may have something to do with the Quickbooks Payments functionality, b

is there a way to disable the payment processing box from always being checked when recording a credit card payment.  we do not use the intuit merchant service integrated into QB.  We only use QB to record payment receipt.

I'm using Quickbooks online.  Why won't the VENDOR account numbers print on my checks?  I have account numbers enabled and the account numbers are in the vendor profile.Thank you

I am starting to charge a customer a 2% late fee on unpaid invoices that go past the net 30. However, I cannot add the 2% fee to the late invoice and resubmit it as this will cause even further delays by submitting the same invoice twice; or they would likely just pay both the original then pay it again with the late fee . I need to add the 2% late charge to the next monthly invoice. Is there a way to do this automatically or do I have to do it manually each time for each invoice? this would take a lot of time. Thanks for you answers!   

Sent an invoice out to get paid for my products.Customer has payed, and said "payment is in review" Now I check it today and it says "Payment setup required to release funds This Payment needs review. Check your email for more details" There were no emails. And I have set up all my payments before hand. This isn't my first time getting payment through via QBWhat should i do?

Original commenter did not share additional details

Hello. I have spent many hours on the phone and via Instant Messaging with Quick Books Online. I am not receiving E-mail Notifications for Accepted Estimates or Payments. I am getting the "Money On the Way" but we used to receive specific, per payment e-mails. Somehow this has changed. Please help.

I own an Employee Relocation Company. As part of the relocation process, we collect referral fees from realtors when a relocating employee buys or sells a home. (This is our largest revenue source). Realtors are technically vendors, but in our industry the pay us (for sending them leads. these are called "referral fees"), instead of us paying them in a traditional vendor relationship. In our current QB set up we have the real estate brokerages (like Coldwell Banker) set up as client (because they are who owe us the payment on the invoice we create in our system, to track the referral fees due to us, due at closing). The "client" is really the company that we have a contract with (like Amazon, not the realtor, Coldwell Banker...) The customer (in our world) is the transferee (Mr. Smith). Coldwell Banker is really a vendor (but they are paying us).... The issue we have created is we can't track all of the revenue we are making on the client account (i.e. "How much do

Is there a way to add a "tip" for Recurring Transactions ?I have Recurring Transactions scheduled monthly and i will like to include "tip" option like in standard Invoices .Please advice .

Hello,We are a US based small company, and we recently added Canadian customers to our business and associated them with the Canadian dollar. When creating an invoice for the Canadian customer, the options to allow them to pay using debit or credit card are not available to be enabled. These are available for our US customers. The only payment option for those customers appears to be payment by check. They are frustrated that this is the only options.  I contacted QB support and they said that is how it works. Are there any other options? Thank you in advance.

We are a small company who uses QBE. We receive new prices from our supply houses daily and update our item database multiple times a week. Our question is does anyone know if QBE has a refresh button or a way to make sure updated item pricing reflects on current estimates? For example, if I completed a quote last week and this week the price for an item used in that quote changed costs, would QBE automatically update the price or do we need to manually make the change?  Thanks for the help! 

Good morning,A loan that was registered through Loan Manager was being paid in monthly installments through Loan Manager, and everything was in order. However, the situation changed this January when the total payment was made. The person who made the full payment did not process it through Loan Manager but instead made it directly to the account. As a result, the balance was not deducted in Loan Manager, and when checking the balance there, it still shows an outstanding amount.How can I settle this balance and remove it from Loan Manager without affecting my accounting records?Could someone please assist me? I would appreciate your assistance. I am using QuickBooks Desktop 2021.

I have recently setup autopay and all of my customers have scheduled their monthly payments. Problem is the invoices are due on the 1st of the month, but they are complaining because their payments are being deducted 2 days earlier than the due date. How can I change this? I've tried changing the "create number of days in advance" from 2 to 0, but the system won't retain the edit... please tell me there is a workaround so I don't have to ask them all to re-sign up for autopay??

Good morning,  We use a property management company for a rental properties. I am running into issues with how they are handling the rental income and how to properly document on my end. There are months that they will accept payment and do not report it due to being un-deposited funds on their end for the month but do not report the next moth either. This is mainly when we have a change in tenants for a unit. How do I properly clear the invoices I have for the rental income if I am an not actually receiving a payment.  They will also not send a payment at times due to expenses taking most or all of the rent for the month. I am not really experienced in bookkeeping so I am trying to make sure I am entering this correctly. 

Previously I was able to see all invoices and payments in the customer transaction list. Now I must choose to view either Invoices or Payments from the transaction Type drop down. How can I change the setting to see both?

Is there a way to text message clients invoices.  Everything I have researched so far it appears that you USED to be able to do this, but for some reason QBO turned it off.  Now their only suggestion is to copy the link and text it yourself.  This defeats the purpose. So 1st question - is there some workaround to turn this on in QBO 2nd question - if not, has anyone had any success with an APP that links to QBO that can assist with this.  I tried to link Message Desk and that was a nightmare from the get go. Any suggestions are appreciated!

QBO prints name of vendor twice over its address when payment checks are printed. 

Why am I being charged $10 all of a sudden when my ACH payments are transferred or delivered to my account? 

We are an Employee Relocation Company. We pay moving companies for moving our relocating employees.  So we will order a move from a local mover (for example: "Alexanders Van Lines" ) but when the invoice comes in, the invoice has us pay "Atlas Van Lines".  (Many movers have their franchise handle billing for them). Is there a way in QuickBooks that we can track who the vendor was (Alexander Van Lines) and who we are paying (Atlas Van Lines)? 

I am the Treasurer of a church. I have a deposit with a partial payment toward a pledge and 6 other designated donations in that single deposit. How do I classify the pledge payment without QBO creating an additional deposit of the monies already in said deposit? I have spent hours and tried everything I have read. Obviously, I just do not understand