Payments

Question about contractors waiving a balance. Say a company invoices the customer $200 for inspection of a furnace. The customer can pay it, but the unit is old. Their other option is to get a new furnace installed for $4000, and if they do, the original $200 balance will be waived. If they opt to do this, do we void the original invoice?  Write it off?  I assume it should not be deleted because the initial work was actually performed. Thanks!

We have hardware we are buying from a vendor and they are requesting a 50% deposit before they ship the items. However, normally our process is Create purchase order>order items>receive items and record received in Quickbooks>Enter Bill Against Received Items. We can only do that process once we have physically received the items. Since they want to hold the items until we pay a deposit, and we have already created a PO, how do we move forward on paying this in Quickbooks? If I were to enter the bill and select the PO and connect the two despite not being received, I still run into the issue of have to change the line item prices on the PO to match only 50% of the order. And we don't want to change the line item prices on the PO because that tracks for our inventory. What would be the Quickbooks protocol for this?

customer paid with bank transfer - but the payment was canceled due to problems with customers bank account. How do I correct the customers record and show they still owe for the invoice? 

I am vendor. my client has said - he has sent the payment on Monday. Today is Friday. I haven’t received the payment yet. the client has same day lead time. The issue: 1. Why is it taking more than 5 days? Still I haven’t received the payment. 2. Why is it taking more than 5 days? Still I haven’t received the payment. 3. Why is it taking more than 5 days? Still I haven’t received the payment. 4. Why is it taking more than 5 days? Still I haven’t received the payment. 5. Why is it taking more than 5 days? Still I haven’t received the payment.Issue 2: 1. your support team is not helping me at all. 2. your support team is not helping me at all. 3. your support team is not helping me at all. Why have you stolen my payment? Is this another scam going on from your team?

I am the vendor. My client said - he has paid me on Monday. He has the same day lead time. Today is Friday and still I haven't received any payment notification from qbo and no idea on where's the payment? Again, why have you stolen my payment? Another scam? I have contacted your support team a total of 10000000+ times.  Scam? They are not helping me at all. I am not getting any response, my payment. zero help. Is this another scam going on? You have stolen my hard earned money. Your support team is useless I would say. they are just closing the chat.

I am vendor. my client has said - he has sent the payment on Monday. Today is Friday. I haven’t received the payment yet. the client has same day lead time. The issue: 1. Why is it taking more than 5 days? Still I haven’t received the payment. 2. Why is it taking more than 5 days? Still I haven’t received the payment. 3. Why is it taking more than 5 days? Still I haven’t received the payment. 4. Why is it taking more than 5 days? Still I haven’t received the payment. 5. Why is it taking more than 5 days? Still I haven’t received the payment. Why have you stolen my payment? Is this another scam going on from your team?    

I had only had ACH payments turned on, and when I noticed someone paid with PayPal, I called Quickbooks and they said just to turn it off.  I did and not someone else has paid using PayPal.  I'm wondering if anyone has had this happen where PayPal got turned on somehow without their knowledge or someone paid via PayPal with the feature being turned off.

In Quickbooks Online, having trouble deleting/saving a non-transacting card to customer account. It does not give you the option to delete a customers credit card entirely, and when I try to save a dummy card (as per this support page) to the profile, it says "Did you enter your credit card info correctly? Make sure your credit card info is correct and try saving again" and won't let me save it.

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I've taken over bookkeeping for a non-profit and unfortunately there was no handover from the previous bookkeeper. We have an annual fundraiser and it looks like in the past when money was raised a bank deposit was made and using the Add Funds to this deposit any money raised was added to a fundraising account. At the end of the fundraiser money was then transferred over to the students who had been most active in the fundraiser. The students are each setup as Members (customers) and invoiced for tuition etc (we are a music org). I am struggling on how to do the transfer from the fundraising account to each individual member. I'm assuming a Journal entry and I can see the transaction in the Members account after the JE. But I'm missing a step to allow the money to be used as a credit against current for future invoices. Help please !!! Robert

loan payment REDUCES a liability - is there a way to code it where it also shows that payment as an EXPENSE TOO?We want the loan to be reduced accurately, but also want our budget vs actuals to account for the EXPENSE of our mortgage loan payment.

How do I find the customer? Why am I having to play detective???

I am already able to charge through other credit cards, but unable to connect AMEX 

How can I link my Discover credit card to quick books

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I purchased and paid for an item for a Customer of mine; they are called a Tenant in my QuickBooks Online. The Tenant is going to reimbursement me with no markup. Let's say the item is $2.00. So when entering the item into QBO, I check "View" under Billable for the item as well as set the Category to an "Account Type" of "Other Current Assets"; let's call this Other Current Asset, "Asset123". If I run a report on "Asset123", it now totals $2.00. Now I create an invoice. I add the item to the invoice and the Tenant pays me. I go into Invoices and select "Receive Payment". The invoice is now marked as Paid. Great! Now that the item has been paid and I've been reimbursed, the item should be credited to "Asset123" and "Asset123" should now total $0.00. BUT IT'S NOT. "Asset123" is still $2.00! I've done this before but I didn't realize the item wasn't removed from the Category "Asset123". It really messed up my taxes that year. This time, I'm watching... Did I creat

Dear QB Community, I hope you're all doing well. My boss was reviewing a vendor account and noticed that the previous accountant had a habit of registering a bill payment to many bills (same vendor). I know this is an acceptable practice, but my boss wants to see separate bill payments per every bill. Is there a way to split one bill payment into two, to match 2 bills? Thanks in advance!   

Hi QB Community, I hope you're all doing well. I have a bill that was for $30K originally but I found out AFTER payment that the bill should have been for $29K (I overpaid by $1K). So I went ahead and changed the bill amount from $30K to $29K. Now I have $1K as "Unapplied payment". What I was expecting was for QB to automatically create a credit for me (since I overpaid). Currently I do have an open bill and I would like to apply my credit of $1K to that bill. Please help me??? 

I deleted one of my invoice. Can i restore it? Helpm?

For my downloaded bank transactions, I have the option to either confirm or review. What's the difference?   My sales numbers for various categories flow from my POS system to QB online.  I have my credit cards and bank account linked to QB as well.  No issues with the credit card details.But, since my sales numbers come from the POS data, what do I do with the bank data?  I don't want to duplicate income. Do I exclude certain bank transactions?  Confirm?  Review? Thank you!

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It appears others are having this problem. Has the problem been resolved?

Accessing payments

I have QB Solopreneur and I'm having problems matching payments and invoices.  My client has me send individual invoices for each matter but they batch pay.  Even after I split the payments so the amounts match, QB can't find those payments so I can mark the invoice paid.  Last time I looked for advice they said just mark them as cash for now but now my cash account is heavily inflated so I have undone that and the excluded payments.  Is there a manual way for me to match the payments??  (It's frustrating enough that I can't separate sent and unsent invoices but having paid invoices also show in the list is beyond frustrating.

Unapply/void a refund on quickbooks! I wrongly made a refund to a credit memo, now I want to delete it but failed! I also tried to delete the amount to zero, but it also failed please help!!!  Thank you so much!