Payments
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So the new prepayment for sales orders is a great feature, but cannot figure out for the life of me how to refund a cancelled order. Had a payment made 11/30 that has already cleared our bank. 12/18 cust cancelled since parts still not available. Not a big deal. Credited the customers card through our non QB terminal so they are all set. However, i cannot find how to refund the payment so both the payment and the refund are both in qb and reconcile with our bank statement. The only thing i can do is delete the entire payment. Then we would have a payment and refund in our bank that doesn't exist in qb. Payment cannot be edited, cannot unselect the S.O. so it leaves the balance with the "what would you like to do with this overpayment" like on a normal payment. The QB payment help link here Goes over everything BUT refunding. Even says that you can edit UNTIL applied to an invoice which also seems incorrect. You can edit a prepayment if you haven’t
My client made an ACH payment to my business from an Invoice. The payments were a draw from a construction project and were in a total sum of $136K. Currently the funds have been held for 14 days. Over the past several days following has been the outcome of our conversations with over 6 QB representatives. There was a hold on my account until I uploaded 6 months of bank statements and contracts for the transaction.Before going to that trouble I was told that they could return the funds to the client which I told them to do so and I would pick up arrange another payment. This was an apparent lie and could not be returned to my client.So then I proceeded to upload all documents for review. Contracts, Invoices, and Bank Statements.After review I received a call that stated they needed more bank accounts uploaded from other banks where i held money to substantiate a large payment. I told them I was not interested in uploading other account info
As a US company that is 100% owned by foreigners, I cannot provide the SSN of the business owner, so I consulted customer service, who told me that I could use the SSN of an employee registered on bank, such as the financial manager, so I used it, but it still showed that payment could not be turn on for me. Now I got paid from my customer but I can not deposit to my bank, is there any way to address this problem?
I received payments for my next fiscal year one month early. I want them to reflect in my 2024-2025 FY and not 2023-2024 FY. how can I do this?
Hello,I am a bookkeeper for a law firm. They are currently using QB Desktop Pro Plus 2022. I want to get Merchant Services Deposits activated and I do not see where to do that. Has that been discontinued for 2022? If not, how can I get this activated.Also, I believe the Intuit account is under a previous partner who is now 85 years old and retired. His son is taking over the company. How do I get the license transferred, in case we have to upgrade to Desktop Pro 2024? Thanks! Patti B
How do I stop charging customers late fees after a week? I do not want to charge late fees
I receive an email saying "Payment success". It has an invoice number, and an amount paid (via my credit card). It even has a place where it says "Sign in to Intuit where you can see your billing history and view, save, and print your invoice." But NOWHERE can I find where I can view or print my invoice.
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Hello! I tried to set up QuickBooks Payments for my business, but I received a message that my application was denied. Can you please tell me what went wrong and if I can fix it or apply again? Thank you!
Hello, I made an advance payment to a vendor in December to secure a booking for travel in January. The invoice was received, charged to travel expense and paid. However, given that the expense will be incurred in January what is the appropriate way to record this? Thanks.
Does anyone know of a way to efficiently batch invoice sub-customers with a parent? I have 80 sub-customers with a parent company and I am struggling to do this with any of the interfaces QBO provides.Online Spreadsheet Batch View:QBO invalidates duplicated rows for customers with a parent upon submission. It requires you to MANUALLY go back and re-select the customer from the drop-down to refresh the cell.Also, there is no way to select multiple customers at once in the drop down menu when selecting “duplicate for multiple customers”. You have to manually click each one to append. A check box system would be easier here.Spreadsheet Sync:No field for parent company, so it treats the customer name as a new customer upon upload. No attempt to fetch or match meta data to carry into invoice.CSV Template Import:Several fields are missing which invalidates the method right away.Does anyone have a way around this? Thank you in advance!
How do I create a new year for 2025 invoices that excludes 2024 invoices and prior years.
Due date on invoice receive payment means what
When paying vendors the option to save and print is not available. This is the second day it hasn’t worked.
When sending an Email with a payment stub attached the body of the email states the following. Hi Vendor:We have received your payment of $ and the bill payment stub is attached.Thank you for your business. It should not say received your payment as I am paying them. How do I permanently change this?
This seems like it should be easy to do, but, alas, it's not. I also cannot find any straight forward, step by step instructions on how to do this.We had a customer who had multiple past due invoices (15+), by arrangement with us. Normally, we can give them the total of all and they can make a payment to one of the invoices, and by editing the amount of payment, get a credit on their account due to the overpayment. Then we can pay the other open invoices form the credit. For some reason, the client was prohibited from entering a payment larger than $200 per invoice payment. The client didn't want to pay 15+ invoices that way, so we sent a payment link equal to the balance due. This automatically becomes a sales receipt on their account for that amount. Client paid with a card at their business location.Now the issue becomes how to apply the sales receipt money to the open invoices, as the sales receipt does not create a credit on the account, which one would think it should. The sales
I have a customer that overpaid the invoice and wanted us to return the money back until the actual due date. I refunded the money, but we need to show the balance due on the invoice. How can we create a refund of an ACH payment that's applied to the invoice so that the balance will be due on the invoice.
Using QBO Bill Pay, where are the check images?
I didn’t receive my payment. Said overdue i want to know what happen please give me a call thank you
Hi All;Using QB Desktop Accountant v 2014 My questions is, How would you record this - my client schedules vendor payments 30 days out (ie its currently 4/29, but my client is scheduling payments on invoices due in May (ex: 5/15) which the bank will than issue payment in May (ex 5/15)). I'd like to record these before the payments are actually issued but I'm not sure the best way to do so. Especially as the actual check number isn't issued until payment is actually issued. It would be great if there was a way to record them where they sit in a 'holding' spot so when I do have a check number I can enter it. But in the meantime, it will show invoices paid or at least scheduled to be paid on (ex 5/15). Thanks for your thoughts/considerations
Good evening. I received 1 payment for 2 invoices through Paypal. How do I tie both invoices to the deposit and include the Paypal fee? The bank feed only shows the invoice less fee. I have set up a Receive Payment tying the 2 invoices but not sure how to get that to tie to my bank fee that is less the Paypal fee? Any suggestions are welcome. We won't be using Paypal again... 🙂
