Payments

I pay commissions to multiple vendors at one time through one bank transaction and have found that it is easier to key the vendors through a journal entry than to create an expense for each.  However, after doing this for the first time I have noticed that the expense is not showing up in the vendor details.  These payments have to be tracked for 1099 purposes.  Will this method not work?

I just reopened a Quickbooks Payments merchant account connected to QBO invoices. The current default for Payments on invoices is "off", and I have to turn on Payments for each individual invoice.  Is there a way to change the default for Payments to be "on"?

If a customer pays in cash but my business checking account is online only and does not accept cash, could I just deposit the money in my personal account. Then just transfer it to my business checking account and label as cash payment?

Hello. Our customers are listed by their names, but most are managed by vendor companies they hire to manage payments. Refund checks need to be issued to the vendor companies rather than directly to the customers. The refunds are for overpayments that haven't been allocated to specific invoices. Is there a way to change the name on the refund check when issuing a refund without having to modify the customer's name in the system? Or is there a way to change them into a bill so I can issue a check to a vendor not a customer? 

I used to be able to choose one of my "Products & services" such as "Retainer Paid" and enter it as a negative number on my invoice and it would be fine. Now it adds the negative number from invoice as a positive deposit in my register.When I delete the deposit, that is not real, it kills the whole invoice and I must recreate invoice which now there are multiple invoice numbers for the same sale and bla bla bla. If I add it to invoice and DO NOT choose a "Products & services", but manually type "Retainer Paid" in the description it works fine. Why do you all keep changing things.Its a continuous learning curve with QuickBooks. It never ever ends!  Extremely frustrating.I have wasted two hours, again!

I have a scenario where a customer paid an advance of USD 100, and we issued an invoice in the General profile for USD 80, leaving a remaining advance of USD 20 on the General profile. Later, I created a Personal profile for the same customer, and an invoice for the remaining USD 20 was issued from this new profile. Now, I need to adjust and allocate the excess USD 20 (from the General profile) to the Personal profile. Since I do not have the authorization to make changes directly, I can only create adjustments through journal entries or credit memo. Could you please guide me on the proper steps to transfer the excess payment from the General profile to the Personal profile using either of these methods.Quickbooks Desktop 2014 Version

I've been a customer for over ten years. I love the QuickBooks online product. It has everything I need to run my business. However, I don't like the customer service. I have never seen such a horrific service. I dread having a problem with anything related to QBO because I know it will not get solved for 14 days or more. I have called close to 6 or 7 times to solve one issue. Your customer service is the worst I've ever seen. The hours are horrible, the agents need to be more knowledgeable, and the follow-up needs to be more present. I have a problem right now that has been unresolved for six days.My merchant account is on hold. I can't touch any of our money. I own a small business, and our working capital needs to flow. We can not operate with a service like this.According to Nerdwallet, Quickbooks Online is the best accounting software 2024, followed by Xero, Zoho Books, and Freshbooks. I agree with their assessment regarding usability, product offerings, etc., but god forbid I hav

Dear QuickBooks Community, We are contemplating switching over to the QB Merchant Payment Service where our customers can pay their invoices with a credit card with a link from their invoice.  We are QB Desktop Enterprise users, and use a 3rd party as our merchant services provider.  I have called QBs, but they could not answer some questions, so here I am. I am interested in learning what other companies are doing it and how.From my conversation with QBs, I learned that there is a transaction fee per transaction and a % that comes off the invoice.  If customer A is paying their invoice for $100, and the merchant fees (let's say 3%) get taken off as the customer pays, how do I process that fee?  The customer would never be able to pay the full invoice.  I don't want my customers to see a line item on their invoice that says credit card fees.  Credit card surcharges are illegal in a few states.  We happen provide services in Colorado, which i

If we paid a vendor for concrete services  IE-used a truck to deliver. Do i record the check that was made out to them to match the transaction on the bank account and also if the transaction is already posted what would be the category it would go under? Im seeing to put it under services but i noticed next to it it says income. Is this correct? Technically im losing money to pay them but its also helping finish the job that would then get us paid. 

As a background, to open a QuickBooks checking account with Green Dot Bank, it requires to also open a merchant account (called "payment" account). In November 2024 I open both, a checking account and a "payment" account even though I did not need a "payment" account. On December 5th, 2024, I wire-transferred 112,000.00 to Green Dot Bank checking account. On December 9th, my "payment" account was permanently closed due to fraud concerns referred to as "business decision", and my checking account was suspended. Completely frozen. To remove the hold I was asked to submit a copy of my driver license to identify myself(?). Upon submitting the same, Green Dot Bank froze my account permanently citing fraud concerns. The Bank representatives told me over the phone, over and over again, that they will hold my money for 271 business days upon said time, the Bank would decide to release the funds after deducting any outstanding claims from the balance. The bank then would mail a check to the add

I am new at QB online. I went into settings and checked to receive Bank ACH payments. My bank information is in the settings also. I sent out my first invoice - and the pay invoice button is not showing up. I followed instructions on "how to set up your company to receive bank payments" and must be missing something.Anyone - can you help me with this? Karen :)

I'm writing an invoice for December and using "suggested transactions" to add line items. However I realized that many of these "suggested transactions" were billed and paid in November. How can I fix this new issue? It's making it super annoying to write new invoices for clients.

Opened a QuickBooks checking account less than a month ago. Then I wired money into that account on 12/5/2024 from Flagstar Bank, a US bank. I got confirmation from QuickBooks and Green Dot Bank that my money was received. I also received a debit card in the mail that I promptly activated on 12/6/2024. Three days later, on 12/9/2024, I got an email saying that my checking account was on hold and then I realized that have no access to my Green Dot Bank account by phone and/or online. The bank does not have my social security number and the debit card number is not working. I contacted QBO support but they say all they can do is to escalate the issue but do not elaborate on what does that mean or what would that do. Can anybody share some thoughts?

I have been getting multiple copies of the daily "Money on the Way" emails.  Some days I get up to 20+ copies of the same email, all the same details. Anyone have this same issue, or how do I fix?

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Hello. I work in a retail setting and am still fairly new to QB. We have started selling gift cards and I need to know how to record the sales and redemption of the gift cards. I set up a Deferred Revenue Gift Card account, but now I'm not sure if I needed to do that.Can someone please help? Thank you.

When customers are making payments through the payment links we send them, they are not getting automatically applied to the invoices in the customer's name. Most of our customers do partial payments and then final payments on our invoices. How do we make sure the final payment gets applied towards the invoice?

DEAR TEAM,   I AM USING QUICKBOOK DESKTOP EDITION FOR OUR COMPANY I NEED TO MENTIONED OUR COLLECTOR OR PAYMENT RECEIVER NAME IN PAYMENT DETAIL BUY I AM UNABLE TO DO. PLS HELP AND SOME ADVICE.   BR   RAZEE [removed]

Sometimes when emailing invoices via Outlook, I get a message that says email cant be sent to outlook and I need to close windows inside outlook and retry. This happens even when there are no windows open in outlook other than the program itself. Any suggestions?

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How do I turn on decimals when entering quantities into the GoPayment App?   Ex:  We sold 1.5 gallons.  The app only allows me to enter 1 or 2.   When I enter this transaction into QB Enterprise desktop - I can use decimals. Thanks for your help!   Andy 

I had bills to pay and mistakenly did not hit the "print later" box so they did not get transferred to "print checks".Where are they and how can I recover them? 

HiIve just joined quickbooks, moving over from Wave.I dont like sending my invoices through quickbooks, i prefer to save them as pdfs and send them to my clients myself via email, i feel it has a bit more of a personal feel to it.However, when i save an invoice as a pdf the file name is a really long jumbled up mixture of letters and numbers, however i did a test sending an invoice through quickbooks and the pdf that is attached to the email quickbooks send has a nice file name that has the invoice number in it etc.Is there a way of creating an invoice, not sending it, but downloading/saving it with a file name that makes sense?I know i could re-name the file but when youre doing alot of invoicing that isnt really something i want to be doing!Many thanks in advance

I want to add another field to my payment receipts for the project address. The "Bill to" customer address is not the same as the project address.   Customizing payment receipts is very limited to what we can do.  Any suggestions?

In the old QBO, I was able to add blank lines in between different service items as a way to separate the sections of work we completed.  If I import transactions into the invoice try to rearrange them and add blank lines, it looks fine on the screen but when I print it, the imported transactions always rise to the top of the invoice and they won't show the empty lines.  In addition, I use the top line of the invoice to put a note about the work that was done and dates of service.  That line gets pushed to the bottom of the invoice below imported transactions.  The only fix is to delete the imported transaction and manually add it back in.  Then there isn't an issue.   I have submitted several cases about this and just received a final note that I have to use the modernized invoice template in order to customize my invoice, because if I am using a custom form style it won't work.  So fine, I switch the default to modernized.  But it's a