Payments
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How do I void a check made through QuickBooks bill pay?
My online payment keeps failing after submission and I don’t know why. Has anyone encountered this situation?
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Is there a way to have the PO # as a column when you look up your bills to pay without having to click the link of the PO attached to the bill? Just want something to see 'at a glance', so I can save some time clicking around to find the info. Thx!
Before my time, an employee applied a payment to a customer account but there wasn't an invoice created for that payment. I'm cleaning up A/R aging. This was done in a prior year. I need to remove the credit balance on the customer account. HOW? Michelle
Hi! I received a batch payment for patients we serviced. Part of this remit also had a deduction due to an overpayment 4 months ago. I can receive the payments, but because of the deduction my deposit amount is incorrect. Is there a way to enter the deduction as a part of a deposit where it also clears out the negative balance in the client's account? Unfortunately, this client is not one of them on the remit or I would know how to handle it. Thanks!
Does anyone know what is going on with the customer auto-pay feature? When will it be working again?
Most of our customers receiving recurring invoices and most of those customers have signed up for auto-pay. However, at the beginning of September our prices changed and invoices were updated. Some customers who had auto-pay set up are finding that auto-pay is no longer working. Plus, they do not have the option to sign up for it again. I have deleted existing recurring invoices and set up new to see if that would help, but still they do not have the option to sign up. This week, one of our customers who's auto-pay feature was still working, had it suddenly not work anymore. There was not change to their invoice. Anyone else having similar issues? Anyone get any helpful information from QB explaining what is going on?
I am applying a credit to an invoice and I cannot specify the date to apply the credit. This causes the credit to be applied in the wrong month, therefore the income will not show in the P&L report in the correct month. The process I am following is I select the icon, Apply Credits, on the invoice. The Apply Credits screen opens and I select the credit in the Available Credits table. The date in the top area of the Apply Credits window, 10/16/2024, is fixed on today's date. The invoice Due Date is 9/6/2024 in the previous month. The credits were received on 9/6/2024. Because of the Apply Credits window date of 10/16/2024, the payment is applied in October not September. Desktop QuickBooks did not preform this way the last time I closed out a month. I have been able to apply credits in the previous month in the past. This change causes my books to be inaccurate because I am unable to apply income in a previous month. Please H
I have realized there is credits on accounts either by in accurate data entry or a credit for over payment but a check was issued so the full credit no longer applies. How do I rectify this issue?
Melio announced new plans which mean many businesses like ours (anyone with over 5 payments per month) will not be able to use it for free anymore. Their mid-tier plan (called Core) costs more than QB Bill Pay (even at the promotional price!) and gives only half as many transactions per month. As a result, we're looking at our options. Can someone please tell me: If I am on QB Bill Pay Premium and make payments (standard, not rush) from our checking account (not a credit card), none of which are paper checks, are there any fees above the monthly fee? Assume I have not exceeded the number of allotted transactions.Quickbooks Help says: "You will only pay a processing fee for transactions that exceed the number of ACH payments that are included in your Bill Pay subscription in any given month."I talked to one person who also uses QBO who told me the recipient of the payment pays a percentage, which sounds odd.I chatted online with a Bill Pay "Expert" who clearly was not familiar with
When creating a NEW ITEM to use when invoicing a customer in qb desktop, what type of expense account and income account should be selected to put an item named web subscription? Which type of item could something like this be - service, non-inventory, or other charge. Thanks
For the last few months, we have noticed that when we are changing quantities on a Sales Order or Invoice, the total line item pricing changes to $0. The item number is not changed, this is just in the quantity field. In addition, we see the same "$0" sympton on line items when we create an invoice from a sales order and then change the date. This happens prior to or after saving the invoice. Does anyone know what is causing this? Thanks for the help!
I have a client who gets monthly invoices, and she has been using the "schedule payment" option for probably at least a year now. I sent a new invoice this month, and she reports that she no longer has the option to "schedule payment." Is this a setting I somehow changed? Why would this have disappeared for her? How can I get this option back?
Hello, I use the same bank for my business checking/credit card and personal. While I was making my credit card payments for the month I by mistake transferred funds from my personal checking to my business credit card thinking I was using my business checking to pay my monthly statement like I always do. How do I categorize that payment properly for this error?
This is a stupid question but.... Currently any payments from our customers get pulled over from our database into Quickbooks Online and get automatically deposited into either our CDN or USD accounts. I can not for the life of me find how to change it so that all of the payments go into "Undeposited Funds"
Hello, I'm trying to set a default due date for when I'm generating a new invoice: I want the due date to show 30 days from the invoice date (which I was able to set to be today's date by default). Screenshot shows what is there by default when I make a new invoice (it just duplicates today's date into the due date). Thank you in advance for the help!
I made a few changes on my phone. I removed and added some items and groups. When I select Sync Items, the application fails at 64%. Changes are still there. I have tried turning my phone on and off as well as checking if there was an update I missed. Any odeas on how to successfully sync.
HelpWrote a check to subcontractor. Check was stolen and deposited via mobile deposit. Bank did credit our account but I'm unsure how to handle the transaction so the subcontractor's 1099 will be correct
I am developing using QBO (QuickBooks Online), and in the sandbox environment, I can check the payment scope in the OAuth settings, but in production mode, I cannot check it. Could you please let me know how to enable it?
Hi! I have been unable to send invoices for two days. It just freezes when I hit send.
