Payments

Our company held a large event at a hotel. Prior to the event, we were required to may pre-payments.  After the event, I received a detailed invoice for all charges which I entered all charges, per category to the account. At this point, it was discovered that we OVERPAID the hotel by $456.06.  When I pull up my vendor, it shows -$456.06. The hotel then issued 3 credits back to a credit card: $207.00, $207.00, and $42.06. Total, they equal the $456.06 that was overpaid.  I followed the instructions to go to NEW > Credit Card Credit>Enter Payee, Credit Account, Payment date. I entered the category as it was originally on the vendor bill. After doing this for each one, the system then created a CREDIT on the vendor account.  When I went back to the bank transactions, there was now a MATCH next to each of the refunds.  I matched them all. Now, in the vendor account, the system shows each of these as CREDIT CARD CREDIT. Great, but I cannot figure ou

Just recently switched to QBO from desktop and then also tried QB Checking (nightmare!) and switched back to using my regular business checking account to which payments are deposited.  Not sure if it happened the day of the switch back of checking accounts, but as I'm reconciling my bank statement there is one day of deposits not showing in bank register.  When I go into sales transactions, all the transactions are there are are processed.  But, when I go into Deposits, there is no deposit for that day and it does not show those transactions for me to deposit manually.  (These were all in-person credit card payments with an Intuit Merchant account that usually automatically are entered.) I went into the receipt and clicked on Audit History and the payments for that day say "Not deposited" where all other payments on other days say "Deposited."  There is no longer the "Deposit to" box in the sales receipt to change it to "Undeposited Funds."  So

Showing EXPENSES, it says: "Dates:Last 12 months". How do I see all of last year expenses?

We just purchased Quickbooks Card Reader.  It works great with GoPayments App. BUT we need it to also work with Quickbooks Online on our laptop.  We need to avoid opening our cell phones to get to the App when we are in our shop.  I have the Card Reader charged and connected with the USB cord to my laptop (I tried connecting the Reader to my laptop via Bluetooth and it keeps disconnecting so have the USB cord connected.)  The Card Reader keeps disconnecting even with the cord connected to the laptop.   I tested by tapping Receive Payment on an Invoice in QB Online - select CC Details - Swipe Card - and put a credit card in the Card Reader and nothing happens.  The Card Reader says Disconnected.  It does not do this when the APP is open.  WHY?  It should work with the laptop too, right?  

Hello, the instructions I'm seeing don't make sense for my Mac version of Quickbooks. One of the steps says under "discounts & credits" enter the amount you want to write off. my receive payments doesn't have a "discounts & credits" option. 

The principal officer name in our merchant account with QuickBooks has been wrong now for over 6 years.  It is in my previous married last name.  I have tried every way I know possible to get this changed.  First of all it won't let you do it yourself and I have sent in some rinky dink form they sent me about 5 times.  My last name in ALL the other aspect of QuickBooks is correct (QBO online, my proadvisor information, my intuit account).  So I am still super confused why my name hasn't been update for their merchant services.  Anyone had this issue or have any other advise then sitting on a chat or a phone call for an hour to be told to send in another form?

Is anyone else having this issue? I try to create an invoice and it won't save it just says " "The Operation Could Not Be Completed" and the invoice is not actually created."  QB keeps trying to pass me around and I had to send over my file. that still didn't solve the issue. They claimed its under investigation...but it's been weeks.

I had noticed when I was trying to reconcile that I had entered a customers payment twice. I went into the check register, found the duplicated payment, clicked it to open it up, clicked on file, and then delete payment. Payment was removed and I was able to reconcile. Fast forward to yesterday, I was scrolling through that customers transaction list looking for something and noticed the payment was still showing up twice there. I tried to delete it there by clicking on it, then edit, then delete payment. Instead of deleting I got a notice  that said I need to delete payment from the deposit before I can delete or edit. I need help on what to do. I have the desktop mac version of quickbooks.Thank you in advance.

When noting payments made on a mortgage, the portion that was meant toward the escrow was noted.  Unfortunately, it made it appear that the amount owing to escrow, because it was a subitem of the mortgage, was decreasing the amount of the total mortgage.  Now in QB, it shows that I owe much less for my mortgage than I actually due because it didn't account for the part to escrow was paid out by the bank and not going toward the greater mortgage amount.  Should the escrow be a separate line item instead of a subitem?  Can I do a general journal entry for past years to amend the amount that should still be owing on the mortgage?

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I am writing to urgently request the reinstatement of my QuickBooks Payments account [removed], and the immediate release of associated funds.   Key Points:   1. Account Closure: The sudden account closure has severely disrupted my construction business, Dream Home Club - Renovations LLC, impacting daily operations. 2. Compliance: I wish to emphasize my full compliance with QuickBooks Payments’ terms and conditions. 3. $20,000 Payment: I provided the contract validating a legitimate $20,000 payment, entirely within the scope of my business. 4. Identity Verification: I have diligently provided all requested identity documentation, and my business website accurately represents my operations. 5. Zero Chargebacks: There have been no chargebacks, disputes, or fraudulent activities associated with my account. 6. Large Transaction Volumes: My monthly transaction volumes align with industry standards for construction businesses. 7. Terms of Termination: The Agreement’s terms support

I just switched to QBO. When creating an invoice, the description and rate do not automatically show up. (I have added a generic description and rates for all my clients)

 You have a disputed payment And quick books is taking all the money away from my banc

Hello,We are a manufacturer who recently acquired a company that uses Shopify to process retail orders and Quickbooks Enterprise Manufacturing and Wholesale to process dealer / distributor orders. In the new company file, for now we are manually inputting the data (in the form of daily sales receipts) into Quickbooks using a single 'Web-Customer' customer and a single inventory item named 'web-item' for retail orders. This causes the need for more frequent inventory counting than desired. We plan two phases of improvement. Phase 1 - Customer credit card processing - We've been denied a merchant account through Intuit so we cannot currently accept credit card payments for our Quickbooks customers (dealers and distributors). We are forced to find another solution for accepting credit card payments from these customers. We hope to partially integrate Shopify with Quickbooks to allow customer payments (through Shopify) for those Quickbooks customers who wish to pay with a credit card.

We have a vendor who is also our customer.  They paid their invoice (for the work we did for them) with a credit memo (to be applied to any future bill that we receive from purchasing product from them).  How do I record this credit memo to reflect as a payment towards their invoice?

Hello. Is there a way to delete the modern invoice template from QBO? Each month I upload more than hundred invoices and though the default setting for the invoice template is Standard, QBO uploads invoices to the Modern template, which is the worst template available. Thank you for your help. 

I made a mistake in the Receive Payments section.  My invoice was for $250 but the customer only paid $215 and I mistakenly clicked on it as being paid the $250.  I discovered this when I went to Record Deposits and the number didn't match with the actual deposit.  So I didn't record the deposit and went back to Receive Payments but now I can't undo the payment.  I don't care about the underpayment and just want to record it as receiving  the $215 and call it good so it matches the actual deposit.  What do I do?

is anyone having issues with connecting to their bank?I am having so many issues with QuickbooksI am getting this message.  I need this to go to the developersI also need an email Uh oh, there’s a connection problem. Sorry, but the app didn’t connect. Please try again later, or contact customer support for help.View error details (for Developers)The redirect_uri query parameter value is invalid. Make sure it is listed in the Redirect URIs section on your app's keys tab and matches it exactly. Click here to learn more about the redirect_uri query parameter

Can someone explain payment term definitions? I understand net 30, discount due dates, etc. My issue is that we have vendors that say "due on the 10th". One vendor told me that they said it is the following month by the 10th. Another vendor said theirs is due the 10th of the same month. So if the invoice is dated 2/8/25 it's still due on 2/10/25. That doesn't give us anytime to cut a check. All other vendors I've talked to have told me it's the following month. 

I'm trying to enter a virtual credit card from my customer, and QBO is saying there is an error on their end.  Any ideas/recommendations on how to proceed.

When I go to schedule a payment and I'm at the "choose an account to pay from" screen, on the "Quickbooks Checking" option it says "invalid account, use another one. The account is fully funded and I was able to do this before. I called customer service and did a screenshare and they didn't know how to fix it. Anyone have any ideas?

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I have contacted support for Quickbooks payments over the phone and on a chat. Every time the issue is not being resolved and they promise to escalate it and contact me within 48 hours. This has happened about 5 times and nobody has contacted me or given me an explanation. What is the address where I can contact them? I don’t want to waste my time calling or chatting anymore. 

I cannot get my Desktop connected to QB Payments.  I followed the directions to link payment service to company file.  It tells me I need admin approval.  I AM the admin. I also cannot log in to my merchant account.  It says there is not one associated with my account.  

Good afternoon,I have a company that was bought out and both companies paid the same invoice.  So both payments show deposit in bank statement.  How do I record the extra payment from the new company for the same invoice that is already posted paid?  the new company will issue a credit when they make another payment.