Payments

I'm trying to figure out how to categorize a credit card payment in my quick books. In December 2024 I mistakenly paid my personal credit card bill using my business bank account. I realized afterwards so I then transferred the exact same amount from my personal account into my business account to balance the charge. However now I don't know how to categorize each transaction. If put it as an uncategorized expense and then income, it balances but doesn't seem right to me. Especially as my end of year profit/loss report shows more expenses and income than is really the case. Thanks in advance. 

Hello - I am new to QBO and also to accounting but running a small business like most - I am proceeding carefully and so far I believe doing all right (we will see what my accountant says later..). I have a question related to credit card payments done from our personal checking or savings accounts (same bank). I want to make sure that I apply them correctly to the credit card but also record them correctly as owner's equity into the business. Can someone walk me thru the process ? The payments have already been made a few times last year before starting using QBO.Thank you  

We have a customer we sold items to, those invoices have been paid. Work and items sold afterwards were not paid for. A year later paid for items were returned to offset balance owed. Returned items do not have orignal value now as they are over a year old. The used items also need to be sold to actually have the funds to cover the outstanding balance due. Suggestions on how to enter this in QBD please.

I'm gathering this isn't possible, which is kind of crazy (it's almost as though Intuit doesn't work on use cases with end users). There are other dynamic fields in invoices, it doesn't make sense that one of the fields couldn't be a payment link. Here's our use case:We put PDFs of our invoices in a Microsoft Teams site and our end users receive an automatic notification that the invoice is ready, so we need the link in the invoice itself.

I'm using Enterprise. This month there have been 2 payments (from 2 separate clients) that have been entered twice in my register.  However, only one payment shows up in each client's file.  I can only delete them out of the register (I can't find them anywhere else), and each time I go into Merchant Services, the duplicates get entered into the register again.

Quickbooks is still making e-payments despite cancelling service and payroll and disabling auto taxes.   How do i stop it from withdrawing money and making tax payments even though i've turned off payroll, cancelled my subscription and turned off auto taxes.

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We accidentally refunded a customer payment but from last year! How do we reverse or undo this?

We always pay our credit card off each month and I know this is not the right way to do this but I enter the credit card as a bill when I get the statement and expense all the charges accordingly.  Then pay the bill from the pay bill feature.  One month we had a large charge on our business card that caused us to go over our credit limit.  This large charge was actually for 2 pieces of equipment one for the this company and one for another company we own.  When the card went over the limit I transferred the payment amount online from the other company to pay down the credit card for this piece of equipment.  How do I account for this in Quickbooks when the payment was from a checking account not listed in this company but our other one?  

I tried entering a customer's payment with the card number they gave me (and yes, it is a good number).  I got error code SLN74629 and HOW21175.  It said there was a connection error.  However, the next customer whose cc I entered went through.  I tried the previous customer again and got the same error code.  It's not the internet/connection as other payments are processed with no issue.  Any help is appreciated. 

Hello,I am currently creating a website for a client who has requested that payments be processed exclusively through QuickBooks, rather than any other platform.At the moment, I would like to bypass the "Apply to Accept Online Payments" page so I can test the features and ensure that the plugin is installed correctly.As this is my first time working with QuickBooks, I would greatly appreciate any guidance or assistance you can provide to help me get started.Thank you for your support!

The Invoices and Received Payments do not give a total at the bottom, I always have to do that manually, is there a way to get this total in the report itself?

How do I add my CCB number to my company information? I can’t find a field to add this important bit of info. I’m required to include my CCB number to all estimates and invoices. QBO doesn’t have a field in customizing the templates. I can’t find a field to enter a company registration number either. 

Every time I write a credit to write off a balance on some customer invoice, the system says there is an invoice present and asks me if I want to apply the credit to the invoice: I respond yes. Then, very quickly, the system responds with "Another user has made changes to ....." and the credit is NOT applied to the invoice. I need to log back in and manually apply the credit to the invoice. Is there some obscure setting that our system has that causes this, or is it just a design flaw in the program that the crack design team is going to fix some decade in the future?

I'm using QBO Advanced and the company has a DBA. When invoicing, I'd like some of my customers to see the legal name and for other customers I'd like them to see the DBA name. Is this possible?

We have QuickBooks Desktop and are wanting to process a sales receipt and process a payment using a credit card terminal.  How do we get a terminal and how to use/setup with desktop sales receipt.  We would like to use the swiped rate on a credit card sale not keyed.  

One of my customers had a credit memo and invoice due on their account.  I created a payment link for the amount of the invoice less the amount of the credit memo to send to my customer in order to avoid any confusion regarding the total amount due.  When the customer paid the amount through the payment link I provided, Quickbooks Online created a sales receipt.  I am unable to edit the sales receipt to credit the balance due.  The invoice still shows as open and past due despite having been paid.  Can you please tell me how to fix this so that my customer's account and statement reflect that they have a $0.00 balance?

One of my clients was charged $8,000 through QB under my company name.  There was not a current Invoice for QB to even bill.  Why did this happen?  It looks like fraud since the money was removed from my clients account & sent to my bank. Has anyone else had this happen?Christal D

I repaired the invoice dates for unapplied cash income on the P&L. These deposits are now not showing in income/income is now underreported. When I verify in the invoices, the payments are allocated correctly. However, just not showing in income. Has anyone seen this before and how can I repair it. I'm using QB Online.

We are trying to set up the Payment feature - however in order to do so, QBO is asking for personal information and personal address associated with the owner.  We are an 'association' and thus there is no ownership.   How do we answer these questions? 

Customer Credit Card PaymentsI can no longer absorb the fees from customers choosing to pay by credit card. I am willing to pay the monthly service fee but I need customers to be charged the transaction fee. How do I do this through Intuit merchant services that I currently use?I am investigating a different merchant service that solves this problem however it creates a different problem by not being completely compatible with QuickBooks.(We have very few in-person transactions as most are phoned in or mailed and this vendor has set me up with a card reader which is handy but not necessary)To the point, I need to offer customers the option of paying by card but I can't foot the bill for the convenience. I want to be able to use QuickBooks merchant service as I have been but only pay the monthly service fee and customer pays all other fees.I am at my wits end trying to get this resolved and am grateful for any help. 

I sent an invoice to a customer. They are attempting to pay by credit card, but when running, it remains as "pending" on their end.They contacted their bank, but the bank says they (bank) are allowing the charge, not blocking and that the issue must be with QuickBooks' processor. When I view the invoice in QBO, it shows where it was "viewed", but does not show the associated transaction attempt, or that it's in pending. Basically, they want to pay, it's stays in pending, their bank says it's my fault.

I have QuickBooks soloprenuer for my iPad. I need to add different categories for bank transactions and i can’t. Need help! Thanks 

Our company is on cash basis accounting and pays our Independent Contractors an advance on their commission each month.  When receive the money from our customer the independent contractor earns the commission.  The amount of the commission earned is deducted from the advance each month. How should these transactions be categorized so that the advanced amount is reported on the 1099-NEC form for the Independent Contractor and reported as a Contractor expense for the company - AND - show the amount not earned as an recoverable asset on the BS? For Tracking Purposes:The monthly advance payment is categorized as a recoverable asset.A bill is created for Commission earned (commission expense) and is paid (when earned) with a credit memo from the advanced commission account. What happens is the Commission expense which is what is reported on the 1099 does not include the advanced payments although they are considered income to the Independent Contractor.  The a

I receive payment of $900. How do I reconcile my invoice of $1000, with a $900 payment?  Month end bank reconciliation, I have a reconciling item of $100.  Should I post a journal entry?  I do plan on submitting a statement to the client to collect the $100.