Payments

Currently my QuickBooks is set up to put all sales receipts into one bank.  We have changed our process and cash and checks will go to one bank and now credit cards will go to another.  How do I set up the credit cards to go to the new bank?

ALl of my accounts at Amex are synching but one checking account has stopped. How do I get it to sync?

I have a credit card transaction that I thought was processed, but it looks like it was never processed or gone through.  How do I know if it the charge was declined and why?  How do I know if the charge was accepted?  Thank you.

We would like one of our employees to have check writing access to only one account in QBO.  From what I can tell that is not possible.  I tried different access levels and they all allowed the employee to see all transactions from both bank accounts, which we do not want due to payroll, etc.  Has anyone found a workaround?  Do you use a different program that integrates with QBO? Thanks!

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I need to link a check refund issued to a parent of a student in a booster organization. The students are listed as the "members" instead of customers, and parents may have more than 1 student in the organization. Our invoices are done by members(students) and sent to the parents, but the refund is written to the parents. How do I link a written check issued to a parent to the member(student)? The member is still showing a credit due.

A commission Bill of $ 3340 was entered and paid and the check was printed. The client stated that the commission received was supposed to be $3530.  How can I fix this in Quickbook desktop to reflect the additional commission that was not paid using the same bill number. 

While attempting to evaluate the Bill Pay product vs 3rd party solutions, have a few unanswered questions after discussing with QBO support and reviewing the resources:1. If we have a vendor's bank details for ACH entered into QBO, but the vendor is NOT in the QB Vendor Network, does the vendor still get badgered to sign up to the network? If yes, we are not likely to use this service.2. The premium plan includes 40 payments, and the service now allows for multiple bills to be paid within a single payment. So if we schedule a payment to vendor X for 15 bills, does that count as one payment or 15 payments in the premium plan?3. Support says there's a 20 bill limit per payment, at least in terms of number of bills that can be listed in remittance detail. Is this true? Is that limit the same for both ACH and checks? 4. If #3 is true, does QBO warn or prevent you from mistakenly paying 21 bills? We don't want to send incomplete remittance details. 5. Support said that, initially

TLDR: you can not set up autopay on existing recurring transactions. I am partially posting so that others are aware and partially because I would like to turn off the option for autopay for some customers to prevent the issues I'm having now. Is that possible? This all started when a customer set up recurring payments, but they weren't withdrawn as they should have been. Neither I nor the customer was alerted of the issue.  This help article says, "If you already have a recurring invoice setup, you don’t need to create a new one.Important: You can edit ‌recurring templates with Autopay setup. If you change any of these fields, Autopay will be canceled..."However, after a 3 hour chat with QBO support and backend support I was advised, "Setting upa payment method to a old recurring invoice can process one timepayment and that will be the date the customer authorized andsetup. But, it does not mean that after they setup autopay it will gothrough on the next month as t

My client paid a bill to a vendor via ACH on June 7, 2024. On September 23, 2024, Quickbooks Online had a software glitch that voided that bill payment. After the vendor complained, I investigated. Voiding the bill payment must have caused the ACH payment to be reversed and it was credited back to my client's account on Sept 23. After numerous calls with Intuit support, we figured out what happened and need to pay the bill again. What is the best way to record this in QBO? My client is using Quickbooks Plus.

Hello all, I am looking to upgrade my current magstrip card reader with one that will accept EMV, tap, Apple Pay, etc. I only do at-business transactions - I don't need to accept mobile payments. I use QBO w/ Quickbooks Payments. Here's how I currently do it: I have a very basic magstrip reader that is connected to the desktop. When a customer is paying via CC: 1. I open their invoice and select "Receive payment"2. Then use the drop-down to select "Credit Card"3. Then select "Enter credit card details"4. Then select "Swipe card"5. I swipe the card on my magstrip, QBO recognizes it, I process the transaction, then it automatically applies the payment towards the selected invoice. This has been a super easy way to do it for me for the past ~10 years. But now I want to offer more options for my customers. I am interested in the QB Reader, but my concern is the need to use it through the QuickbooksGo mobile app. This means that whoever is processing the transaction must have

I had a customer with a CREDIT of $1.07 on their account from an overpayment in June. I followed the steps in the article "Write off customer and vendor balances" and created a journal entry on their account. In their customer information screen, I can see the journal entry for positive $1.07 and the overpayment for negative $1.07. However, when I go into Receive Payments to apply the credit against the journal entry, there is no credit balance to use. Has anyone else had this happen? Why am I not seeing the overpayment as a credit to apply? Thanks!

 Hi – How do you void and re-issue a check sent to a vendor without it causing closed build assemblies to revert back to pending status and cause closed Sales Orders to re-open? Example:07/01/24:  We had 0 door knobs in stock.07/03/24:  We received a shipment of 100 door knobs in QuickBooks. (If you run a QB quick report on door knobs, this transaction would show in column Type “Item Receipt” for qty 100.)07/07/24:  We closed a pending build assembly X to make doors that require 75 door knobs.07/08/24:  We sold 70 doors on Sales Order A07/09/24:  We sold  5 doors on Sales Order B.07/10/24:  We sold  25 of just door knobs on Sales Order C.07/15/24:  We entered  a $1,000 check for the door knobs and mailed it to the vendor.(The bill for the door knobs was entered with the date of the bill, 07/01/24 and printed on 07/15/24). Check #1234.  If you run a QB quick report on this transaction and look at column Type, a 07/01/

A customer made an overpayment and I sent a refund check for the overage but it’s still showing as a credit on their account. How do I fix this?

what is the workflow in 2024 for receiving a payment in QBO when there is a payment fed through the bank and how to avoid duplicate sales?I do the matching process and my client says that it zeroes out the invoice and creates problems in reports. 

I sent a wire to one vendor for 50+ expenses. I would like to record via a batch transaction. But QB video only shows batch transaction via a check. Please help as I'm spending more time researching and probably could've entered the 50+ expenses by now...

We are a trucking company. I bill the broker directly but also upload that invoice to a third party who pays me and waits thirty days for the money to be received by the broker. It is a known arrangement, and the broker pays the third party directly. The third party also charges me a percentage because they take the risk of not getting paid in a timely matter. Again, in trucking, this is common and is known as factoring. I thought I was accounting for this correctly; however, I found that the brokers were showing as negative by thousands in my books while the third party was completely overpaid, as it was not showing as a bill to them. How can I account for this when I invoice one company but another pays that bill with a few dollars taken out??? 

I need change the name off My debit card Quickbooks virtual card

Excluding Invoices from Profit and Loss Report Without Deleting Them Good evening, I hope you are all doing well.   I am facing an issue with my QuickBooks account related to how income from Stripe is recorded. When I receive payments through Stripe, they deduct a percentage from each transaction, so the amount deposited in my account never matches the exact amount of the invoices I create in QuickBooks. For instance, if I issue an invoice for $1,000, Stripe deposits this amount in installments or in combination with other payments, rather than depositing the exact $1,000 in a single transaction. They deposit lump sums at different times, making it impossible for me to match the transactions one-to-one with the invoices.   As a workaround, I categorized all my Stripe transactions as "income" in QuickBooks. However, the issue is that these invoices still show up in the Profit and Loss report, creating duplicate income entries. I prefer to have these transactions recognized a

I have an open QuickBooks account and set up a recurring transaction (a sales receipt) to receive payments from my clients. However, the payments keep getting denied even though my clients have tried different payment methods.I've contacted the QuickBooks support team multiple times, and they've created several tickets (referred to as cases), but each time they tell me to wait for 24 to 48 hours. I'm very frustrated and don't want to deal with this anymore. I've also tried setting up invoices, but the payments were denied, with QuickBooks stating they were voided by Intuit due to a risk check. This issue is causing me to lose clients, and I don't know what to do.Can you suggest any bookkeeping software other than Intuit for recurring payments? If you have any solutions to the problem I'm currently facing, please let me know.

 What happens you the pay multiple invoices by an ACH Payment.  And then you void the check that was previously issued for those invoices?  Will this set those invoices to pay again if you void the check? Wanda

Has anyone ever used a credit card merchant called payroc? Just wondering if it is worth having and is easy to manage. Thanks!

I have a customer who has overpaid on several invoices and now has credits.  It's a grocery chain with several stores (accounts).  Since it's all the same company I would like to move the credits from one account to pay off open invoices to another account.  What is the best way to do this?  Thank you in advance!

Can I add a payment link to customer statements?

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