Payments

Hello..I hope someone can help us record this properly. We are a small dance studio, and are using a desktop version of Quickbooks. For a limited number of students, we give scholarships, which are an expense for us (we are for-profit and don't receive any grants). Here's the problem we're having with Quickbooks: If we invoice the student account for the full amount due, and then record our scholarship contribution (as an expense account), then our scholarship contribution shows up as an expense, but the full amount of the invoice shows up as income on the P & L, ( and when it's deposited in the bank account it shows up as income again, so it's double income). But most of these are 100% scholarships, so the student isn't usually paying anything, so it greatly inflates our income.But if we invoice the student account for the full amount due, and record the scholarship amount as contraincome, then the income on the P & L only reflects what they actually paid, but our scholarship

When we signed up for Quickbooks Advanced online. Quickbooks Online Payroll Core was added as a trial subscription.We do not need this, but need Contractor Pay, but it seems that you cannot take Payroll Core off your account to be able to use Contractor Pay. Is this correct?We are being told that you need to setup a new account and transfer all the data to that account to use Contractor Pay.Please advise...Thanks!

I created 85 "October 2024 special assessment" invoices for shareholders in a co-op.  When the income amount is paid, they show up on the bank transaction tab (from our linked bank account) as a deposit for either "matching" or by categorizing it to the appropriate shareholder and account type (ie - October special assessment).  But when I confirm the transaction, it gets applied to an expense account (Legal Fees).  QBO Care has been unable to determine why this is happening.How can a bank deposit (income item) that pays a specific receivable get applied to an expense??? Has anyone else had this happen?  I've spent over 6 hours on the phone over a period of a month with the QB experts to no resolution.  

How do I link a vendor credit to a purchase order? I want to use a vendor credit I entered in QB towards open POs that need to be paid. Therefore, I want to link them together so I have a history of what the credit was applied to. Thx!

I suddenly am getting a red screen saying a cash transaction cannot go through.  Why is that and how do I fix it? I did not lose my internet connection so it is not that….

Please chime in if this has happened to you or you found a solution! I’ve been with QB Merchant for almost 10 years and they suddenly closed my account. They also closed my QB Checking account with no warning and cannot give me a direct answer as to where the 50K of deposits are. Very discouraging and would love to know if there is enough negligence for a class action lawsuit. 

Hello,   I received two invoice payments on the same day from the same customer.  QBO treated both payments as one deposit.  I now have an uncleared deposit in my reconciliation report.  How can I resolve this? Both payments total $1124.00, which is the amount listed as an uncleared deposit. (Attached screenshot removed by a moderator. Contains PII)

Payment processing 

I have been with QuickBooks for about 3 years or so. I have never had an issue receiving my money from an ACH invoice, until recently. I had several invoices pay over the weekend, between 11/1 and 11/5, Fri- Tue. The invoice that paid Monday posted to my account Monday but did not show deposited for $13,000 in QuickBooks. While a $20,000 invoice that paid Saturday has still not hit my account and is showing as deposited by QuickBooks. I have been given a trace id that chase can not find, I have spoken with 5 reps and 2 supervisors. I even got Chase and QuickBooks on the phone and they got into an argument with each other with chase telling the QuickBooks rep that no deposit was found nor could they search a trace ID. Today is 5 days since the invoice was paid, still no money, and neither institution can explain what's going on, is my next step to see an attorney? How can I get this resolved. 

I am working with my bank to connect my QuickBooks into my banks billpay platform.  I currently have the connection setup for my transaction info. When submitting payments I am being prompted by QuickBooks to enter an SSN but my business uses a TIN and it is being rejected.  Is there a way for me to do this with a TIN or does it only work with a business operating under a SSN?  I have to think a lot of business have TINs and would want to do this.  I've read some threads about using 3rd party apps for this payments but I don't really want to do that.Please help!

We had a couple of checks that were not cashed when Melio was the payment source.  We requested a refund and we were given that refund.  How do we categorize that refund?  I would like it to go back directly to the customer account but it doesn't seem that is a simple transaction to categorize.  

New user for QB Online Plus, I would like to record payment for prior year Invoice recorded in the peachtreeThanks

Yesterday when I sent invoices to clients from one company, the email looked totally different from the usual appearance and the Review and Pay link was not included.  The other company we work with had no problem correctly delivering invoices.I have checked settings and have not found anything unusual.Thanks for any help you may offer.    

QBO updated yesterday, and between yesterday and today I can no longer drag a .pdf straight from an email into Add Bill/Upload from Computer. In fact, Upload from Computer is no longer an option.  Now there's Create Bill or Upload Multiple Bills.  Neither one of these options will now allow a direct drag from an email, which was quite upsetting. I don't have time to open each .pdf, save it, go to Attach Files, find and select it, etc. Much too tedious! So I found a work around. It takes a little bit of setup, but once it's set up it's almost faster than dragging them one at a time from emails.   The setup part:On any email with a .pdf bill attached, don't open the .pdf, but click on the little arrow just to the right of it. This opens a menu. A little more than halfway down you will see Upload. Select it, and it will show a location to the right. Click on that location. This autosaves the .pdf into an Attachments folder in that location.  Fi

When I try to create my invoices, the drop-down option for customer/jobs are not populating. I sign out and close the window to hopefully reset any bugs and reopen it to experience the same exact issues. I have also cleared cookies and cache, but it still isn't working. Does anyone know how to fix this? Is there a team working on this bug? Thanks.

Hi! I have these payment links with errors stuck on the top lines of my Payment Links window. The help threads say to use Actions to delete them, but there is no option to delete them under Actions and they are super annoying. How do I clear these errors out? There are no payments associated with these links (the client took care of it another way), and even when I uncheck the accept credit cards/bank transfers check boxes within the client profile these don't go away. Any help would be appreciated!  

Just curious why QBO Payments cannot be used for commercial real estate rent payments. Its so convenient and I really don't want to have to snag a secondary property management program to accept online payments. Any help is appreciated, thanks!

How to not show the down payment on product/service summary?

In October, a client's recurring sales receipts did not automatically process payments.They are a company that the majority of billing is done this way for first of month.It happened again November 1.  They have more than 600 recurring transactions each month Why is this happening?  Is there an technical issue?

We converted to QBO and I am clearing out old invoices. I am getting this error message when I apply the QBO generated Credit to the old invoice:There was an error saving a payment-13203 You can't apply more credits than there are bills due. 

I tried to make a payment using my bank savings account which has more than enough money to make the payment. After clicking to pay, I got the reply “payment delayed”. I don’t know why this happened or what to do about it. Should I just try again or what?

The invoice shows that the payment has been received but the money has not been deposited into our bank account. 

Yesterday afternoon as I was invoicing for company - between 2 invoice entries. the product entry lines stopped automatically calculating the line total. I enter product - quantity - rate - and the amount remains zero!!It is still happening this morning with cookies & cache cleared and in incognito mode & on 2 different browsers.Interesting...it works fine in "old layout"!! Karen 

Hi all,I have spoke with Intuit tech support about this, and was told there's "nothing they can do". It's a bit of a convoluted story. I had a client pay an invoice via ACH with a payment link sent in an email. Payment went through and I recorded it in the "Record Merchant Service Deposits" window in my QB for Mac Desktop 2024. A day later my clients bank suddenly rejected the payment, and I was hit with a $10 service charge. It gets a bit fuzzy here (it's been 2-3 weeks) but I deleted the payment in QB. The client then offered to pay the service fee, so I created a new invoice. This was paid, and all is well---except I now have a "ghost" deposit in my Record Merchant Service Deposits window. The invoice number is listed as MISSING (in red) and it's a link that just sends me to a blank invoice template. How do I get rid of this little annoyance?

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