Payments
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The main payment screen states can not process payments at this time
Need to create 3 invoice templates that will be under 3 different company names in one QBO File. Company does DBA's inside one QBO File. Can you create 3 templates with different names if so can it be done in essentials or do you have to upgrade?
Hello, when creating an invoice (receivable) in QBO, am I able to change the receivable account that the invoice goes in? At the moment it seems to automatically go into our main/first AR account, but we have multiple AR accounts to track earned receivables vs contributions and would prefer to choose which one the invoices go into.
Hello everyone. I need some help. I am the treasurer for a non-profit. I'm not new to QB's, but I am new to QB's online and the non-profit accounting world. Is there a way to set up a Fundraising Campaign (all I can find are "projects") that will allow us to track the expenses and donations associated with the campaign? In theory, the "projects" tab works, but it doesn't allow for "payments i.e. donations" to come from multiple donors. It is only giving me the option to receive payments from 1 person that I need to create an invoice for. This isn't going to work very well for hundreds of donors. Is there an easier way to accomplish a campaign that will track expenses and income so we know if the campaign is worth it or not? I have doubled checked that I have "non profit" selected, but there's not really an option to create a campaign, so I'm hoping there is something "out of the box" that you guys are doing to track these things easily. Thank you!Stacy
HOW CAN YOU CHANGE A PAYMENT PUT ON THE WRONG VENDOR IN QB
4 out of the 7 have processed after several attempts. I'm not sure why the others will not process. QuickBooks 5 minute call back is a joke. I have tried that, got a call back 2 hours later and was given a different phone number to call... which did not accept incoming calls.
Hello!I am using the NeonOne integration with Quickbooks online. I work with a non-profit, and we get donation, membership and event registration payments in NeonOne. The transactions for each of these payments are syncing daily. However, we only receive the cash payments for all these transactions from NeonOne once per month in one single batch payment. My question is, what is the right way to set up the transactions that are coming over daily from NeonOne without any cash receipt? I thought they should be set up as Sales Receipts, but now I'm not sure that is right because I am not getting the cash at that time. Should I bet setting these transactions up as Invoices? Then I could clear the invoices with the monthly payment I get from NeonOne for all the transactions?
I am still learning to use my Quickbooks 2008. How do I account for a fee for accepting credit card from a customer to apply to their invoice. Example - Inv for $99, $97 applied to bank account, how do I get the $2 into the expense? I have read the other answers and I don't have an option to add deposit in the 'make deposit' screen. I am also unable to add expense to invoice.
I recently upgraded from desktop to QBO, but since our file was so large, we decided not to import the full company file. As a result, I'm still collecting payments from 2023 invoices that don't exist in QBO. When i get a client payment that has 2023 and 2024 payments, I can only reconcile the 2024 payments and then have left over money. How to you categorize that extra payment amount?Thanks, Chris
I am trying to understand why there are different amounts in a vendor's open balance and overdue balance. I was able to find a journal entry for the difference, but it has been reversed. However, that amount is still in the overdue payment amount but not in the open balance amount. How do I get the overdue balance to be the same as the open balance without deleting the journal entries? I am having this issue with multiple vendors too so any advice would help.Thank you!
We require a 50% deposit to be made at the time of booking. All of a sudden my clients are being sent a reminder to pay the deposit when they have already paid it. This makes us look very unprofessional. I did not set this up. How do I stop it?
I do hundreds of Receive Payments. and the EFT entry is too far down the list to see when I first open the list, and I have to then scroll down to it. Please let me know.
I need to print the check stub for the vendors so they know what invoices to apply to the payment. I called QBO and they said it can't be done. Checks can only print so many invoices and then you need to print a list for them. There has to be a way to do it.
I have manually created several deposits by selecting the appropriate invoice payment etc. However, even after doing this and matching it to the actual bank deposit the next day, it is still showing as 'Undeposited Funds' instead of the checking account. Why is this?
I have a strange situation where the open balance in QuickBooks desktop doesn't match the amount that is being requested online in the payment network. The customer has an invoice with an open balance of $3707.03 but when you check the online balance it's $15,906.71? We applied a few credits to this bill to reduce the balance, but I can't for the life of me figure out why the payment network balance is so far off? Any input would be much appreciated.
Hello. My customers pay me online. I have a customer who sometimes only applies partial payments. When I try to match to an existing transaction in bank feeds, it doesn't let me because the partial payment is not the same as the invoice amount. I have attached a screenshot showing the error and the two payments I am trying to apply. I'm not sure how to do this. Thanks so much!
When a customer pays via Square, the Square app in QB brings the payments in as a Sales Receipt. How do I either:A) apply this Sales Receipt to an invoice?orB) have the Square app apply these payments to invoices and not record them as Sales Receipts?
We have a sub-customer that is under the wrong parent company. When we try and change this it says "You cannot change who this customer bills with because there are invoices for the parent that include charges for this customer, or there are payments from the parent that pay off invoices for this customer. Delete all payments or invoices to this customer's parent which link to this customer." How can I find the linked invoice or payment? Is there an easy way to do that, we have hundreds of transactions to go through. Or is there a different workaround to get the sub-customer under a different parent company? Thank you
We use Quickbooks for all of our accounting and sales purposes. Our process is: We create a Project in Quickbooks (This will allow us to track time for each project). Once created, we send the customer an estimate through Projects with a requested deposit of 50% (we click the "Request a Deposit" function and enter half the invoice total). 9 times out of 10 when the customer pays the deposit, it will show a double payment and show the invoice paid in full. It shows (2) payments each with a payment number. Why is this happening and how do i stop it? It is really messing up our books.
I have previously linked a vendor credit to a bill because it needed to be applied to a requested project. I then had a payment post that was short that vendor credit - but all bills for that vendor are now paid. How do I correctly post that the rest of the invoices for that vendor are paid with that check that was shorted the credit & resolve the difference in QB since the credit was already used? Thx!
