Payments
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Every time I try to take payment over the phone with a customer, the payment does not go through. I check my transaction history and it shows approved -- voided by intuit risk check. This has happened several times when I enter the card number manually and process the card. Not every customer wants to pay through email / text.
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QBO bill pay support just informed me that they do NOT provide a remittance advise to vendors. Am I crazy or is this a deal breaker for using QBO Bill Pay?
Hi there,I work for a business that asked me to pay for expenses from the savings account. They do not want the expenses showing up in the income/expense report. I would first need to transfer money from the savings to the checking and then write the check for expenses from the main checking account but is there a way to do this without effecting an expense account?Or at the very least what type of journal entry could you use for something like this?
Dear QB Community, I have vendors that will sell us a service but at the same time they are also clients and I generate invoices for them. Sometimes they request to "offset" our invoices with their bills. That is, if they sent a bill for $75 and they have an open invoice with me for $100, then I can apply $75 to the invoice and they only cash out the remaining $25 to finish paying off the invoice. I would really appreciate your guidance on how to register these types of transactions in QB online, please. Thanks in advance,Rigo
I am considering using BILL. Does QuickBooks Online have a good alternative? What are the pros and cons of each?
I just started a role at a company whose financials are severely messed up (duplicate and unlogged payments, everywhere!) In this specific example, there are several bills that have been entered and paid however, the payment wasn't logged in QuickBooks. These are from 2022-2024 - can I enter the payment using the "Pay Bills" screen without it affecting the chart of accounts for that specific bank or credit card account? If not, how else can I get these bills out of my AP aging and marked as paid? Thank you!!
Hello!We are trying to figure out how to pull a report that would show how we applied customer payments. For example, if a customer is asking us how we applied several payments, is there a way to pull a report that would show which invoices we applied the payment to? Thank you!
Can customers pay more than one invoice with Online Payments? If they click the link provided on the email containing the invoice, they have to do multiple transactions and then we're charged more. Can they choose multiple invoices instead?We use Desktop Enterprise: Manufacturing and Wholesale
Let’s say my customer signs a contract for 100k and I deposit the 100k (usually in increments). The project should cost 80k and my profit earnings 20k. After invoicing all costs for the project the credit balance is 20k. (A) should the project be marked complete with a credit balance and I perform a journal entry?(B) should I issue an invoice to a line item my accountant can recognize as profit and zero out the project?(C) or-what is the correct procedure to record profit earnings while having a zero balance in the project and not messing up the project profit reports?help…. Thanks!
I am unable to apply customer credits to invoices. I have tried doing it from the Receive Payment window and also tried to apply the credit to the invoice from the invoice. I also cannot start at the credit memo and try to apply to an invoice. All of these methods shuts down my quickbooks. I need this fixed as I have customers who return stuff and get credit memos. I have used the Tools Hub trying to get the issue fixed, and even had customer support on screen share, but he got too frustrated and disconnected. So I am stuck not being able to apply these credits to customer invoices. what can I do?
As the title says, we accepted payment through a credit card and subsequently issued a refund to that same credit card. Client is saying they have not received the refund. How can these funds be tracked?
when processing a sales receipt with credit card payment using QB payments. The second page of the payment receipts prints on back of sales receipt. The subtotal is what prints on the second page. how do we fix so that it is printing the total cost on the second page? [Removed PII]
Two external systems push transactions into QBO Advanced, SAP Concur expense reports and Fishbowl inventory. Here's the scenario...Purchase Order from external FishBowl app pushes into QBO as a Bill, said expense actually paid by company credit card (transactions push into QBO via SAP Concur sync not bank download). How do I "pay" the bill to clear it from the payables queue and correctly reconcile the credit card account? It must have something to do with matching, but I can't seem to get the process quite right.
I used the Company credit card to purchase supplies then immediately transferred the payment from checking to the credit card to pay it off (wanted those points/cash). However, when I go to reconcile the bank statement shows I paid the credit card company, obviously, instead of the supplier. I enter invoices from suppliers with details to track expenses so I need to show that specific invoice was paid. I know there's got to be a simple way to make this work but I just can't figure it out. Those invoices are showing open still since the payment went to the credit card company and not the supplier. How do I fix this?
As the owner of a small business, I appreciate the option presented by Quickbooks for client ACH payment transmission. I am furious with Intuit based on the length of time required for an internal payment fraud review process. I found it quite odd that the client, released payment yesterday, 6/20/24, yet Intuit did not offer the common courtesy to notify me of the payment delay via any form of communications. Furthermore, the gracious support rep. promptly advised me that Intuit has NO escalation process for funds release and timing was set for SIX days on 6/26/24. This is an outrageous time frame for a review of a payment matter when the original invoicing clearly identifies the lines in detail matching attachment for the original equipment purchased. I recognize these process are necessary but the timing for resolution is ludicrous and Intuit could easily call the client and their financial institution, XXXXXX, to validate the transaction. To further
We recently received a vendor bill for $1125. The vendor's bill for the previous prior month was $1312.20. We mistakenly sent a check for $1312.20 for the most recent bill, rather than the $1125 that the check should have been for. Unfortunately, the vendor deposited the full amount ($1312.20) of the check. The incorrect amount between the invoices was $187.20 Given these circumstances, we would like to apply the $187.20 to our next bill with this vendor and use it as a debit (?) reduction in the total amount of their next invoice (or as a method of partial payment). We use QuickBooks Desktop Pro 2020. How should we implement this process? Thanks very much for your assistance. John
I cannot batch import my bills: An alert pops up stating: "Something not quite right, please retry" I've tried clearing my cache, refreshing, reloading. Nothing seems to be working.
I have a client who receives a prepayment to pay for multiple customer invoices. How do I create a workflow that recognizes the prepayment as a prepayment and then applies the payment to the customer's invoices? I have seen several people create a liability account, create "retainer due" & "retainer applied" as a service, then creates a sales receipt with the retainer "retainer due". When ready to invoice the customer, subtract the prepayment from the invoice as "retainer applied". Is there a way to use this method for multiple customers who are using the prepayment? Thanks!
Quickbooks Desktop - Merchant Service Center - Set Up Recurring Payment If only this error would give me a reason why it cannot create these payments. I've been getting this error on any and all monthly recurring payments I've tried to set up since the beginning of the new year. We did a big pricing and part number overhaul and were supposed to have these invoices updated and sent out by the first Monday of the new year which of course meant I had to recreate all the recurring invoices from last year. While I've created invoices and ran credit cards manually, I still cannot enter in new recurring payments. I deleted all the old recurring invoices thinking that might have been a problem, nope. I've used my account, we've used the owners admin account, didn't work. I've changed the dates from tomorrow to 45 days out and nothing. We have some $0 line items, I removed all those thinking that might be the issue. The only thing that might still be a problem is, I no longe
I lost debit card
I received a payment for another customer's invoice. How do I book this, so that the invoice is closed and the customer who paid it received a receipt?
