Payments
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How do i enter credit card sales in qb online? i am trying a new cc merchant and do not have it connected to qb yet. How do i enter cc sales /fees manually?
Our business makes sales through a catalog. The catalog groups sales and pays once / month on several invoices at a time. Occasionally a payment will show a negative amount for a return of an item that was paid in a previous payment. Therefore the payment amount shown is for the total of the current invoices less the amount of the return. But since I already cleared the original payment I cant deduct it from the "receive payments" page. If I void the original invoice then the original deposit/payment amount is wrong and the new payment is still wrong.Is there any way to connect the two payments and deduct the return amount? Or something else?Thanks!
"Some items could not be selectedOne or more invoice or statement charge could not be selected because one or more invoice or statement charge were changed by another user." I cannot locate anything to get this message removed.
I called a number that I found on google as Quickbooks help. Turns out it wasn't. I spoke with a man who asked me to download Team Viewer so he could view my screen. He poked around in my QB account, couldn't solve my problem and then he needed "some time to look into my account." I didn't see my mouse moving at all while he was "away." He came back and pulled up Event Viewer and showed me "17,000 errors" caused by network issues, computer issues, etc. He said he could fix it for $399. When I bawked at that, he said, "well since you've been a QB user for less than a year, how about $200?" I told him no. He said "if you need to think about it, here's my phone number, name, and extension." If I don't have my financial information on my computer and my QB personal info isn't accessible without two factor authentication (which I didn't authenticate), should I be worried about my bank or personal info? Is there a way that while they have access to my computer, they can downl
Dear QuickBooks community! This problem has plagued me for years, and I finally decided to post about it. I cannot email invoices to customers. Anytime I try this, the email is sent without issue, but the PDF is either completely blank or shows strange looking characters (as though there is a font missing or something to that effect). What's really strange is that it didn't work on my old Windows 7 computer, and now it doesn't work on my new Windows 10 computer. Totally different machines, fresh installations of Windows and QuickBooks Desktop Pro 2018. If I email a payment receipt, that's totally fine. If I print to PDF, everything is totally fine, but that's not nearly as convenient as just clicking the email button and sending the email and invoice all in one step. Anyone have an idea of what might be going on? Here's an example of what the PDF looks like to the customer: Here's an example of what the PDF looks like on my end:&n
We are not using QuickBooks to accept payments yet but I want to create invoices for customers. Here's how it works now.. Customers pay using Venmo and then I transfer that payment to my bank account. So they show in QB as VENMO CASHOUT for $xxx.xx under in For Review - Bank Transactions. I have created my customers in QB and let's say they owe $1,000. I want to create an invoice for $1,000 and then apply the Venmo transfer to this balance. I created a PLEDGE for $1,000. Is that right? So let's say they paid $450 and I have a Venmo transfer in QB for this amount. I want to apply this transfer to their $1,000 balance and create an invoice that shows what they paid and what is owed . In Bank Transactions, there is an item for review for $450. I select the payer as this customer but it doesn't show up on their customer overview. What am I doing wrong?
I would like to offer customers a 2% discount when paying their invoice with a specific method, ACH. And this needs to be applied automatically, when ACH payment is chosen by the customer at the time of payment. Is this possible? Thanks,
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I am trying to figure out the easiest way to show only the open bills that we have been paid on when paying bills. Reason for this is to help protect lien rights. In Texas you can put a lien on a property for unpaid work. We deal with new construction so this means the home cannot be sold until the lien is removed. I am looking for a simple way when paying bills to decipher between the bills we have been paid on, which would be good to pay, and the bills that we have not been paid on.
This is mostly a PSA that will hopefully eventually reach the engineers, since customer service does not communicate with the engineers at Intuit at all. This is something we've been trying to get working for about a year now. I tend to contact Intuit customer service (without exception, the worst customer service of any company I've interacted with) about once every two weeks to try and get this sorted out. I can hardly blame them. Intuit's own documentation has not been updated ever since the change has been made, so there's nothing for the poor, untrained, outsourced support team to go off of. The issue: When a customer pays through QuickBooks Payments, an email notification is sent to an email address on file with Intuit. Originally, based on Intuit's own documentation, there used to be a section in the Merchant Center under "Account > Settings & Alerts" where you could change email preferences. This section of the settings menu is now gone however. It no long
Hi, How do I edit "Payment Instructions" on our invoices? The "Payment Instructions" contain our business' old address. This information is contained on every single invoice. But when I try to edit the invoice template in "Custom Form Styles" in the settings, there is no field for "Payment Instructions" and the instructions are not contained in the invoice. These "Payment Instructions" are also appearing on the online invoice as well as the pdf version of the invoice. I have spent several hours on the telephone with QB support and they were stumped as well. Any advice? If customers are instructed to send payments to an old address, we will not be able to send any invoices out through Quickbooks.
I will be migrating from desktop to Online Plus in the next week or so. Been looking at videos, community etc. I write paper checks in desktop then enter them into the check register to update the vendor info. As the sole user can I access the check register and just enter the: vendor, account #'s and amount? Want to keep the online plus as simple as I do it in the desktop version. Please advise.
How to monitor if schedule payment was successful? I checked on tab Show Bill payments but nothing is there.
Hello QB Community, New to QBOnline and I have a question no one seems to be able to answer. I have enabled Automatic Late Fees within my account. This is working as expected, except for 1 component - partial payments... Here is the scenario: - Customer has an invoice of $1600 - Invoice becomes overdue and after the grace period the system automatically applied the 5%/month Late Fee rule. This bring the total invoice amount to $1680. - Customer makes a payment of ($1600) - which covers the principal, but not the total with late fee. - When I "Receive Payment" on the invoice there is no option of where to apply the $1600. I simply put in the paid amount. This reduces the invoice to $80 owed and shows the status as "20 Days Overdue (Partially paid)" Everything seems straightforward to me at this point. Then I look at the project and find that the system seems to automatically apply partial payments to Acco
Using the business checking is suppose to give you faster payouts as I understand but is it automatically now the place payments will go or do I need to change a setting
Hi all! We have several customers that have a lot of child accounts (some have over a 1,000 child accounts). All of the child accounts are nested under the parent and the checkbox is checked to bill the parent. When receiving a payment under the parent name, not all of the child invoices populate. I have double and triple checked that this is done correctly and can't find a reason why. Has anyone else come across this? Do you have a solution other than receiving a partial payment to the parent account for the invoices that populate and then several other payments under the child accounts that don't populate, then create a deposit for all the separate "received payments"?
For the purpose of completing a PCI DSS SAQ.... 1. What is the PCI SSC Standard to which QuickBooks was validated?2. What is the PCI SSC reference number?3. What is the Expiry date? Thanks
Last week, I got an alert from LifeLock that an application was submitted at Intuit. I immediately disputed it. I also called Quickbooks to see if any applications had come in under my credentials. They told me nothing was in the system.Today, I got a debit card in the mail that I never applied for. Quickbooks is closed. The information on the back says Green Dot bank, but their automated system tells me the account doesn't exist. It also DOES NOT APPEAR in my Banking & Lending tab in QBO - just the advertisement to apply for one. I'm at a loss what to do. My SSN/birthdate/etc. have all been exposed in a previous health care data breach, which is why I pay for the top tier of membership. I'm frantically checking my accounts because QB apparently doesn't open until Monday. Has this happened to anyone else? It's like the account doesn't exist but has a direct link to my business finances. I'm shocked, scared, and a bit horrified I could lose my operating expenses overnight.
