Payments

A customer paid an Invoice by credit card. I received the credit card payment into the system. A month later the company paid the Invoice by check. The check was the valid way the invoice should have been paid. The credit card charge was reversed to the customer(3rd party not merchant svc).  I received in the check, unapplied the credit card payment and applied the check payment. I  Question:  How do I tell my system the credit card payment was reversed and the open payment is not available for use without doing a credit memo because the products were not returned. It also must be refunded as a CC refund so that is shows on my list of CC deposits for that day. 

Hello I use Quickbooks Payments/Checking because my customers can pay me quickly and I only pay 1% on the transaction. All well and good. The Quickbooks Payments page says "Bank payments are processed at a low 1% fee per transaction. The transaction fee is deducted from your deposit account immediately after the payment is deposited to your account." But this is not the case. Usually, it's a day or two until the 1% is deducted. And if I withdraw my customer payment before that, I'm sent an "Insufficient funds" notice when Intuit tries to take their 1%. This seems wrong.  Can anyone confirm that it works this way? Also, now that I owe the 1% on previous transactions where I transferred the fees out to my bank "too early", there seems no way to pay it! Why doesn't Quickbooks just withdraw the amount from the QB Checking account themselves? 

We are a small business that sells on Faire, a wholesale website. We receive multiple orders from different businesses each day.  Each business pays us separately, and the money is deposited directly into our checking account. We do not send them an invoice, since it is all automated from within Faire.  So, I have 2 options: 1. Set up each payment as a separate invoice. That means, creating on average 5 to 25 invoices in QBO a day. And then when the payments hit our bank account, I can easily "accept/assign" because there's a match. This takes a long time because I am creating many invoices each day. So, I started doing this - Way #2. Total up the income for for the day it will be deposited and create 1 invoice for "Faire/Multiple Vendors". When the 5 to 25 deposits hit the bank, I take each transaction and match it to the 1 invoice. However, I feel like there needs to be a better/quicker way!  When I have all 25 transactions in QBO, ideally I want to chec

Hi, The customer wants to cancel the order and I have explained there is a restocking fee of 20% he has agreed to pay for the restocking fee.I'm just a bit confused about the final total charge to the customer. I have created an "other charge" item called "Restocking fee" and set it up in the chart of account as income. The Subtotal of the items is: $610.75The Restocking fee is: 20% ($122.15)Is the customer paying only the $122.15  or  $488.60 ? 

My typical business is computer support/repair, and I basically sell my time at certain hourly rates.  But I've started a webinar series, where I sell tickets to a zoom call, and then present it.  So I might have 60 tickets sold for an event, and do a similar one again in 2 weeks. Ideally I would create a 'sale' entry every 2 weeks with the revenue from those 60 tickets as the income.  But i can't really figure out where to even start.  I've looked around online and I see how QB suggests accounting for charity raffle ticket sales, and bulk ticket sales, but when I follow along it doesn't make much sense.  Any suggestion on this process?  Thanks - 

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In DESKTOP version, is there a setting to have QB automatically apply credits to invoices?  I see instructions how to do this in QuickBooks Online, but I'm using Desktop.  Where is the same setting in the desktop version? 

We have a  requirment to pay an international vendor in US$ (that country accepts US$). Prevoulsy, I was able to do it with Melio (in QB). Now with QB bill payment, I am not able to do so (both paper check and bank transfer). QB bill payment only allows bill payments for US. Can someone throw some light on this? Thanks.

I get automatic bank feed uploaded to my qb online account.  I have a credit card payment that was paid using my personal account, which I dont have connected to quickbooks.  How do I record it if I don't have that account listed?

  I’m posting here in hopes of getting real answers, as QuickBooks Banking Support has been completely unhelpful. On Wednesday, February 6, 2025, I set up a payment for my rent using my QuickBooks Checking Account. Two days later, I received a notice from my property manager stating that the payment did not clear due to NSF. When I logged into my QuickBooks Checking Account, I discovered that over $2,000 was missing—yet there are no transaction records available explaining where my money went. I immediately contacted QuickBooks Banking Support, and their response was “We do not know where those funds are.” That’s it. No explanation, no resolution, no urgency. This is completely unacceptable and fraudulent. While I understand that using a fintech company like Green Dot comes with some risks, I never expected to be outright ROBBED by QuickBooks. This is my business account, and I need a resolution immediately. If anyone else has had a similar issue, please s

Is there a way to auto-populate two different email addresses for one vendor?  One for purchase orders, and a different email address for bill pay notifications (sending vendor payments).For example:  [email address removed], when sending purchase orders, and [email address removed], for bill pay notifications. Currently, the vendor email address listed in vendor details populates for both purchase orders and bill pay notifications.

  Dear QuickBooks Support, I am writing to formally express my frustration and extreme concern regarding the ongoing issues with my QuickBooks Checking account, which has resulted in over $2,000  missing from my account with no clear transaction records reflecting where my money has gone. The fact that QuickBooks is unable to provide transaction records or a clear breakdown of where my funds have been transferred is completely unacceptable and unprofessional. Today, I attempted to transfer the remaining funds from my QB Checking account into a real bank, yet all of those transactions are showing as “completed” without the funds actually being deposited into my external bank account. At this point, I strongly urge anyone who still has money in these “fake” bank accounts to move their funds immediately. The complete lack of transparency, accountability, and customer support regarding this issue is deeply concerning. I demand immediate action to loc

So the customer payed using their credit card, and it auto deposited just fine, but I'm having trouble trying to reconcile or categorize for tax purposes part of the invoice as repayment for materials I purchased for the customers job and then my labor charges for doing the job. Not sure if I'm just going about it wrong or what I should do, I just don't want my accountant whos linked to my account to list it all as income for end of the year and get taxed on money I spent and was just payed back for. Thank you to anyone who can help me.

In Enterprise, where do I go to update the "next check"? I had a batch make an oops with a check, so I re-used the check that pulled through an wasn't printed on. I'd like to update the next number so it doesn't accidentally create another problem on the next batch of checks.

We are looking to use an upload file to create charge backs to customers on our Quickbooks Enterprise 14 and need some assistance on how to make this work and if there are embedded files already available

I don't accept payments through QB because of the credit card fees (which I keep hoping that some day they'll fix). I've turned this off in 'Account and Settings, payment methods' but it is still allowing some customers the option to pay. I have read through previous comments and was just wondering if anyone has found a fix for this. Right now I have to look at each invoice before I email it to make sure the payment options are off. It takes forever - I feel like I should be paid for my time!!! 😉

When I import bills and try to save it. keep getting error message -  "Your split amounts don't add up to the total specified. Either change your split amounts, or change the total by clicking the recalculate button at the bottom." I have searched other threads and have not found a working solution.  Please help/advise.   

I am receiving check against my customers invoices that have advertising fees taken out . QB ONLINE .. only shows a discount % or $ you can take out in the receive payment window.....not the drop down box that I used to see that I could charge the fee to a expense account  EX.$ 20,000.O00 invoice with $ 1000.00 fee so I receive $ 19,000.00 How to book the short payment to an expense (advertising) 

Hi,My boss asked me to create an invoice and bill his credit card for the invoice (in order to get points on his cc).He then wanted me to pay him back by wiring the money that came in, back to his bank account for which he paid the card off.How do i categorize each step of this transaction? 

We have implemented Class Tracking. When we invoice, we assign a class to that document, or we might assign various classes to each line, if different classes are appropriate. I've noticed that when we "Receive Payments" there is no field present to identify a class. However, when we go to the Deposit screen where we move the payment from undeposited funds into the appropriate bank account, there IS a field for Class. Why is there a field on the Deposit screen but not on the Receive Payment screen?  It would seem to me more appropriate on the Receive Payment, but perhaps I am missing something...??? Or is this just another puzzlement of the crack QuickBooks coding designers ???

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I use Quickbooks Online Bill Pay with checks. One vendor who gets a lot of checks from us, keeps asking which invoice the payments are to be applied to. Confused, I asked to see a copy of a Quickbooks check that was sent to them. I was shocked to only see the "From", "To", the check number and the date. Why are there no invoice or bill numbers? Is there a setting I'm missing? When Melio ran the service, it seems like the invoice number automatically printed on the check. 

I want to file official complaint. My invoice was paid May 22nd and it is May 26th and my bank has not received it. There is no customer support available and the system is designed to frustrate me so that I cannot get the services I have paid for or my money on time despite paying hefty fees. I have had enough. I am Hungary and tired of being played with. Don't ask me a million more stupid questions or make me sign in 500 times. 8 pay for services with a reasonable expectation that they be delivered and in a timely manner. This is your opportunity to fix this so fix it. 

How do we issue a partial refund to a customer?  The only option in the app is a full refund.  If I login online to merchant center all refund options have been gone since early last year.  I can only view transactions.

Customers receive invoice through third party app Biller Genie. How to handle if customer should only see part of the invoice to pay because part is paid by another party, a Trust Account? Can we split the invoice in QB so customer will only see their portion in Biller Genie and the other party will be invoiced separately to pay their portion. (Other payment will come from a trust account.)