Payments

The $5,000 refund was debited from my account on June 17th, but the customer has not received the funds. QuickBooks now claims they are withholding the funds due to a dispute filed by the customer. Strangely, QuickBooks also attempted to debit the same $5,000 amount again for a chargeback related to the dispute on June 20th, but the transaction was returned due to insufficient funds (NSF). I contacted the customer to resolve the dispute since they should have received the refund, but their bank states the refund hasn't been processed. QuickBooks has acknowledged holding onto the funds while simultaneously attempting a second debit for the same amount. I'm at a loss regarding what steps to take next, as I find QuickBooks' explanations hard to believe.

The $5,000 refund was debited from my account on June 17th, but the customer has not received the funds. QuickBooks now claims they are withholding the funds due to a dispute filed by the customer. Strangely, QuickBooks also attempted to debit the same $5,000 amount again for a chargeback related to the dispute on June 20th, but the transaction was returned due to insufficient funds (NSF). I contacted the customer to resolve the dispute since they should have received the refund, but their bank states the refund hasn't been processed. QuickBooks has acknowledged holding onto the funds while simultaneously attempting a second debit for the same amount. I'm at a loss regarding what steps to take next, as I find QuickBooks' explanations hard to believe.

We have a customer who has sent an ACH ($218,277.79) meant to be applied across two open projects that are tracked for profit/loss (Project A, $131,380.68; Project B $86,897.11). When the payment is for only one project, We select the Customer/Project so that the payment shows on our profit/loss by project report. With this deposit, we have the payment received as Customer/Project A, but we need the remainder to be applied to Project B. Is there a way to rectify this without creating a mis-match with our bank deposits during reconciliation? Or is the best practice to create two deposit entries (131380.68 & 86897.11) and hope it works itself out during reconciliation?

I've been trying to make vendor payments via Bill Pay since QBO converted to their service. Initially, everything went smoothly, but now I am behind on vendor payments. The Bill Pay service has been giving me errors without providing any clear indications of the issue. At first, I received messages about reaching a maximum number of payments. Now, I just get "Payment can't be scheduled. We can't schedule this payment right now." I've called support, but they only told me it was an Intuit decision, without explaining the reasoning behind it. They also suggested I select an alternate payment sourcing method. What? After all these years, QuickBooks wants me to outsource my payments and use another service, meaning I'll have to juggle and pay for two programs? Our company has never been late on a payment until now, thanks to this situation. Does anyone know what's going on? 

I'm having an issue when swiping the credit card . I'm getting a zip code error saying to input a zip code but the zip code field is grayed out , so I have to input the credit card information manually which chargers a higher fee. Any work around this ? Thanks.  

Hello) could you please help me? i have message in matches invoices with payment in the bank  Something’s not quite rightMaximum call stack size exceeded what to do to resolve the issue?

How does Quick Books get paid for credit card payments I accept from my customers?They amount I charged the credit card for was deposited into my checking account. How will Quick Books collect their fee from me?

Drop down says US and CA with no option for alt country?

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When creating a bill, closed purchase orders still show up on the right. How do I get rid of closed purchase orders from showing up on the right??? This does NOT happen with every vendor. 

The customer made a partial payment on an invoice online with a credit card. When I sent the customer the invoice after applying the partial payment it says the invoice was paid already and will not allow him to pay the balance.

So I write a check to pay a bill and it shows in the Register. Then when it's cashed, QBO pulls it in from the bank and it's added to the Register again creating a duplicate entry. What am I doing wrong?

Dear QB community, I'm fairly new to QB, so your support will be greatly appreciated.  Please help me register an ACH return.I made a payment for $75 via ACH on 6/14/24 on an bill from a vendor, and as it appears the ACH info was wrong so the bank returned the funds.   Please guide me on how to make the proper registration in QBs online. Thanks in advance!

I received payment from an existing client who followed the prompts to pay through QBO on the invoice. Because of this, QB is holding my funds while they "review" the transaction. Today is  business day 5 and I was told it will be another 1-2 business days because the funds are "under review". I ask to speak to a supervisor and am denied. QBO is holding my money, making interest off it but not paying me, without clear communication or compensating me for the delay. It took 5 calendar days to receive any request for information to support the "review". I thought this was supposed to make my life easier but does the exact opposite.

I refunded an invoice in the amount of $2,500 directly from the invoice page itself by hitting "more" and then "refund". This created a refund receipt and notified me that the amount will be refunded to the customer's credit card. However, in the customer's transaction list, I see the invoice, payment, and refund entry, leaving the total showing as negative $2,500 in the amount the refund was for. How do I resolve this negative amount in the customer's transaction list page?  I can not issue a refund check because the refund was done through the customer's credit card. The refund took place 30 minutes after the customer's card was run.  Please advise. 

Has anyone had the error message in Clio - error code 2500 which indicates there is an invalid line, sales item line detail, item ref, invalid reference ID: line sales item line detail ref. We cannot find where this is to clear it out. Thank you.

Dear QB Community, Please help me with applying an Accounts Payable to a bill. My insurance provider makes an automatic debit every month. The bills are downloaded later from their website. This means that in QBs I have an Accounts Payable for $10,000 for the month of May, but I still don't have a bill. This shows in Vendor as a credit for -10,000. I need to make this equal to zero, because I'm current.  When I tried adding the bill to the insurance vendor, the vendor's balance went from -10,000 to 10,000! I thought it would go to 0 but it didn't, now it shows as if I owe 10,000.  Please help me resolve this. Thanks in advance!Please your guidance on this matter.

I received a Returned Check notification for an ACH from Quickbooks. There is so much wrong with how Quickbooks handles this.1) The information provided is not sufficient to provide proof they made any mistake. The code indicates the account wasn't found. Yet the information provided doesn't support that code.2) Why would the system allow for the to be accepted in the first place? Why would an invalid account number even be processed in the first place? That doesn't make sense.3) Quickbooks wants to charge me $10 for this. That is little more than extortion. This doesn't require ANY human intervention, it's 100% automated and is not a mistake I made.  This is an outright SCUMMY practice.

Can QuickBooks send a check to an individual from a Bank Account that is in my Chart of Accounts? 

Trying to set up prior year transactions in QuickBooks. Will be using cash accounting. If i physically wrote a check in January in anticipation of paying for services to be performed in February, then held the check in a drawer for a month until the February services were completed and then mailed the check, should the check date in QuickBooks be January when the check was physically written (but not sent) or February (when the check was sent)?

How to get the sales order # to print on the prepayment credit card receipt printed from Quickbooks credit card payments?

will not allow us to sign up for taking payments all 9 times it has said "somethings not quite right" check your connection. connection is fine.. and EVERY person i speak with barely speaks English and reads off a card or something and I get no Where. How do I get this turned on?

When we send emails out from Quickbooks the "Pay now" link is not working.  It is not clickable.  If you copy and paste the link, it does work, but usually it is a hyper link and the customer can just click it.  We can not expect our customers to know how to copy and paste that. We need the link to be a hyper link so it can be clicked. Please see that attached picture that shows the link I am referring to.  

I like to think I'm fairly smart.  Have worked for years in Quickbooks desktop versions.  However, this QBO version has me stumped.  Scenario....customer paid 5 invoices via Quickbooks payments (credit card).  A week later I received a payment via ACH for one of those same invoices.  Our checking account is not set up to initiate ACH payments so easier to issue refund for that invoice via Quickbooks payments on their credit card.  I went into Intuit merchant payment center and issued the refund but now need to "clean it up" and it all inside the customer file.  I have tried multiple things (issued CM, issued Refund Sales Receipt, etc.) but now I'm stuck with a credit balance on the account and an "unapplied payment" of that same amount.  HELP!

If I have Automatically Apply Credits turned off, why does QBO automatically apply them if I edit an invoice???