Payments
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Hi, First time posting. Apologies if I do this wrong. Please bear with me here.I started working for the company I'm with in 23', and I noticed something while doing some Aging Detail Reports and have been investigating a little bit to clean things up. I know that there was a major file crash a few years ago, and I imagine that this could be a result of the crash. We have a customer who is showing up with a negative credit memo history balance. On the aging detail report, this customer is showing up with with a "credit". I'm not really sure how this happened, but the Credit Memo amount is: $3,500. They have $4,005.70 applied to their invoices. I have absolutely no idea how QuickBooks even allowed this, and I'm not entirely sure what exactly how knowledgeable the previous workers were. I've spent some time trying to investigate forum searches to see if this is something I find, and it's time I quit that search and just ask directly for help. Thank you for any an
I have an order that has been cancelled. How do I put the sales receipt/ upfront deposit from the cancelled order, and apply it as a payment to another order with an outstanding balance from the same customer? Ive used the drop down on the project and marked it as cancelled. Im not sure if that has cleared the sales receipt/ upfront deposit from the upfront deposit (liability) acccount ? the sales receipt/ upfront deposit has been reconciled , so i cannot make any direct changes. thank you
I wonder if this function has changed recently. When there was a credit note and an outstanding amount on a bill in the same amount, I could offset them by clicking on the mark as paid. It showed the amount paid is $0.00, which is correct in this case.Now I keep getting this message:
Customer gave us a deposit but no invoice was created at the time. Two months later he has decided to place the order, I have created the invoice and added the services. Can you please provide steps starting from the Deposit and adding the credit to the invoice.How to enter a deposit that will be use in the future?After invocie is created to invoice the customer for the service how do I apply the credit?Thank you in advance.
Hi! I have a customer that is also a vendor. We sent them a PO and invoice and in the end, they will owe us.How do I apply their PO balance to their invoice balance? Please & many thanks!
I know how to set up a company and employees to pay by Direct Deposit, but cannot find where to set up Vendors to pay for Direct Deposit. Comparing 2 separate Desktop 2018 clients - One has the Direct Deposit option next to Additional Info tab in a Vendor record, the other QB file does not.
A customer paid via ACH via our link. The customer name is the same name we have in Quickbooks Desktop. However, it will not match. Why? Then the error says "Please record your merchant payments manually." How? Thank you
Hello, I'm new QB user less than 6 months experience. May I please request expert opinion for bank transaction matching. Previously we have "A" bank that we used to make payment to all the vendor. Whenever we schedule payment to vendor, after the payment schedule date is over, the QB - bank transaction - under the bank account number - For review tab - the transaction automatically pop-up and under "Assigned to" - suggested bill payment automatically appear and I could do the matching. But this month, we used "B" bank, which is already linked in QB. Under that "B" bank, no bill payment automatically pop-up. Thus I choose "Match" features, search by "From, To, Filtered by and Search by Vendor name". I couldn't find my bills although I have created all the bill with right context & data. How could I sort this issue out? I really appreciate all the expert kind assistance and guidance on this matter. Thank you and warm regards,Grace
Is GoPayment a part of quickbooks?
I have sent in the request to start processing payments online. It keeps denying my request but will not tell me how to be able to correct it. Is there anyway I can resolve this so I can start taking payments online?
I sent the invoice today, and got the payment receipt right away. Will someone from Intuit contact me and ask me where to send the payment?
Hello,I was hired to do a freelance job and my client had me sign up for payment through Quickbooks. The agreement was half payment now, the other half upon completion.I set up my account and received the email asking to verify my bank account via those two small deposits. I see the two deposits, but when I go to enter in the amounts I get a ‘An error has occurred while verifying bank deposits. Try again.’ error in red with no other solutions provided.Any idea on how to proceed on to the next steps so I can receive my payments?Thank you,Danny
I am trying to determine how to export a NACHA file from Quickbooks Desktop to upload to the bank for payments. It looks like I may need a 3rd party to create this file but want to confirm before going down that path.
We are a non-profit looking to sell tickets to our annual fundraiser. I was able to create a multi-use payment link to embed in our website. Currently, you can only buy 1 ticket at a time this way. Is there a way to create a quantity option for 1 person to purchase multiple tickets at once?
When a customer pays with convenience fee, how long does it take to post?
I want to create a report that includes check #, check date, $ amt paid and the "name to print on checks" category in the vendor file. Is this possible? My issue is finding the "name to print on checks" info for the report. I'm unable to use the Vendor Name because I set my vendors up = last name, first name and the checks are cut = first name, last name. Am I able to choose the "name to print on checks"? Help!
Currently, there is a 2-3 delay in the payments being deposited into my bank account. I'd like for it to be instant.
So previously, I used Melio to make payments to vendors. With the termination of that service, I signed up for the payment service through Quickbooks. Seemed like it was a smooth transition, but not so much. After making 4 payments, I experienced an issue with schedule additional payments. Error indicated to contact customer service. Make a long story short, I called multiple times, and customer service could not identify the issue. Was advised to wait 48 hours, was advised that they will reach out to Microsoft to troubleshoot. Now after 7 days, I got a customer service rep (Nathaniel) that admitted that there is an issue with my business account that is prohibiting me from making any payments. When questioned about what is the issue, the customer service rep indicated that he cannot divulge that information. The only response was that I have to wait and try again. This is really impacting my abil
