Payments

I have a question related to the sale orders and invoices.I created a sale order (1) that includes Item A with an ordered quantity (QTy) of 10. Once a sales order is packed, an invoice (1) is automatically generated from sale order (1).So, I expected that two transactions would be created: one sale order (1) and one invoice (1) with the ordered quantity (QTy) of 10.Is there any case where another independent invoice is automatically generated for Item A with an ordered quantity (QTy) of 0?

I am manually recording a check. How do I split the expense between different expense accounts?

I have a costco cash card and used it to pay for medicines. How can I record it?

Since May, we have had several issues with our recurring sales receipts customer (auto ACH pulls).  Is anyone else having issues?  Several customers were not charged sales taxes (these appear to be correlated with the "Based on Location" tax rate selection).  We also have some that the sales receipt was produced and emailed to our client, but no payment was actually processed!  This is very unsettling for us and our clients.  Does anyone have any information regarding this?

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hello,we are looking for a way to email invoice to some customers as needed, some customer may still need mailed invoice. i have tested the email later settings and this seems to do what we need, but there is one major problem. when we email an invoice to a customer to get a purchase order, the email later box gets unchecked, just have to remember to check it after every invoice. then i thought about emailing an estimate to a customer to get a purchase order.  once the previously emailed estimate is converted to an invoice, the emailed later check box remains unchecked.  since this invoice has not been emailed i would think the email later check box should be check. any work arounds on this? 

Hi there! I'm trying to have one location where I can see all of our upcoming bills (such as to pay our Google Email Invoice). I don't want to use Quickbooks to make bill payments but essentially to have a calendar to know what's due when and then match it with payments.  Is there any app that can do something like this? Support told me this isn't possible with bill payment.  Thanks in advance!

I attached the image so you can see what I am talking about.Back on May 23rd when I was downloading the invoices I noticed that the Pay Invoice button was included on the invoice, but for the last 2 weeks, that button is no longer showing up on the invoice. What can I do to get it back? Thank You

We have approx 10 people with credit cards, and I have been searching the help screens to find some training documentation for using Credit Card (a liability section in the GL), but the vast majority of the subjects are for Online, and most of the rest have to do with accepting credit card payments from customers. I am NOT looking at the AR side of credit cards ... I'm trying to find info on accounting for the credit card purchases by our employees as a liability account. I would appreciate links to training or info on using  QB Credit Card processing. I bought the 2024 QuickBooks for Dummies book and all it has is a scant mention of credit cards. I'd really appreciate any info pointing me to some guides for using the credit card processing. For example: Should I be creating a separate GL number for each person who has a credit card so all charges on their card is kept separately? The bank automatically drafts our bank account to pay all the credit card balances.  O

Trading A/R balance for Merchandise from Customer....  QB tech advised how to clear A/R and get the G/L to reflect the receipt of Merchandise through a journal entry.  However, the invoice and credit are still showing on the A/R aging schedule.  How can they be removed?  I thought I could just post a zero cash receipt and select the debit (invoice) and credit (JE) on their account.  However, the credit is not shown when you post a cash receipt.

Hello, is there a way to attach the actual scan/pictures of a receipt when I send and invoice to a customer?Not just the value, I need to show the actual images.Expensify lets me do that but i'd like to do it all within QB. Thanks, 

Is there a way to set up a reminder or alert that pops up in QB when an open invoice with a customer becomes past due?  I see that in "accounts receivable" you can view all your open invoices and see their due dates but I am looking for something that will alert me once an invoice is past due. We often have many invoices open at a time with varying payment terms and we will not realize that one is past it's due date and needs to be checked on.

Hello.  I know this is a common problem but I cannot fix it.  I was sending outlook emails from QuickBooks fine for years but now i am getting a message that QuickBooks is unable to send emails to outlook.  I have gone through all the steps listed here and elsewhere with no luck. I also ran all the fixes from the Quickbooks Tool Hub.   Here it is, end of the month, and I cannot email invoices from QuickBooks. Would very much appreciate assistance. 

Used to use Melio until QBO kicked them out a week ago. Trying to use bill payments and I have verified 3 accounts, but in the accounts area, I see the same bank account listed twice. One is approved and one says verify. No matter what I do, I can't get rid of the duplicate accounts. I also see a TON of duplicate accounts in the account connections management screen. This is with Chase. Doesn't give me the feeling of confidence in protecting sensitive data and support was ZERO help, and I mean ZERO.

I'm pulling my hair out and no article seems to actually provide the steps to do this, although the QBO help says you can (they just don't walk me through the steps.)A customer paid $800 for a service using an invoice I sent them. Then, there was a problem and I offered a $200 refund. I already know I can't void the transaction, I need to refund to their card. In following the apparent process, I went back to their original invoice and reduced the service cost to $600. Now the payment receipt is showing a $200 credit.I went to select Refund. and it appears it will refund the full $800 - I do not want to do this. How do I refund $200 back to their card?Thank you in advance for help!

No matter what amount I try to pay I continue to get the same error message.  

How do I post a payment for an invoice that was sent to a collection agency, when the agency fee is deducted from the payment that the agency sent to me? 

Hello. My phone is broken, and online bill pay wants to send me a text in order to pay my vendors. I need to get these payments completed today. when logging in, I can have a code sent to my email, but bill pay is only giving a text or call option to me cell phone. Are there any workarounds for this?

I have similar invoice amounts that have been paid but I can't tell who sent us the payment.

I understand that the Price Rules feature was unavailable for some time, but has recently (the last month or so) been working just fine. That being said, I find it strange that when I have a Price Rule active, there is no option to have this be displayed on the invoice(s) that it applies to. How can I show the discount amount of a price rule on invoices? Or is this not an option with the new invoice template?

Back in 1/2024 we received payment from a customer and they short paid us by $613.71.  When this payment was applied it also applied a discount of $613.71 to the invoice.  The customer has now sent us payment for that amount of the short pay. My question is...how do I accept payment on this since the invoice was zeroed out with the discount?  I went to delete the discount, but QB is screaming at me that I should not do it since it's over 90 days.  I don't want to mess up anything with the financials since that month has been since closed out and reconciled.

Hello  every one this problem that i have in QuickBooks transaction submitting. thanks for you attention,  Is it possible to simultaneously calculate two prices for customer payments in QuickBooks? For example, if a customer has a USD account and has made a purchase of $750 from us but has paid 20000 Afghanis at the time of payment, and then pays the remaining amount in dollars. The balance sheet of this customer should be viewed in both dollars and Afghanis. The question is whether QuickBooks has this capability or not? If we have purchased 10 tons of goods at $750 per ton but the goods have not yet arrived at the warehouse, and a customer buys 12 tons of the mentioned goods from us, transferring 2 tons from the existing stock in the warehouse and paying $3000 in cash, the remaining $6000 will be paid over time. The customer is also supposed to receive the remaining 10 tons of goods one month after they arrive at our company's warehouse. This transaction

I am going through Quickbooks hell right now. Our firm had 4 partners, one of which left and the other we fired. The fired one (fired for cause) had taken the primary admin role of our account. I've been trying for THREE WEEKS to get the primary admin role moved to me. I've been on the phone with QB support staff for countless hours of time that I DO NOT HAVE while I'm trying to run a business and service clients. And the cherry on top is that yesterday QB decided to disable our payments account with the approx $24k of funds now "on hold." Funds that I need to process payroll next week. So TLDR - a company that bills itself as a "solution" for small businesses is in fact the one thing that is completely hobbling my business right now.  Here's what I need: 1. Primary admin role granted to me. 2. Funds disbursed to our bank account or QB checking. Whatever, just release them. Or send them back to the payer.  Also, does anyone else find it interesting th

I don't accept online payments through QBO.  How can I get rid of the review & pay button on the customer e-mail?  Th "Send an invoice that your customer can pay online" button is checked and I can't uncheck it.  

Our apple products running the QBO app no longer have the accept credit card payment via a card reader option. It appears intuit wants us to use Go Payment again, which is how we had to take payments before 2017. It adds in extra steps of having to switch between apps, upload payment info to QBO, and record said payments. I'm really hoping this is just a coding glitch and was missed in the recent updates. Processing credit cards directly through the QBO app like we've been doing since 2017 was a real time saver. We could put together an invoice for a customer at the customers location, capture their signature on said invoice, process a credit card payment, and have QBO automatically apply and record that payment all at one time directly through the QBO app. No extra steps. Does anyone know if this is just a glitch, or has the credit card reader payment option been removed from QBO app for good?