Payments

We've been with QB for over 4 years. We recently had  ~$100,000 in client payments in 'Review' for days (bank-to-bank, ACH, via invoice link). We've spoken with 4 representatives over 2 days who have offered completely different explanations. "I don't know what's happening" "We can't reach that department. Neither can you, they don't take customer calls." "Your money is cleared". "Your money will arrive anywhere from maybe 3-7 days, but can't say for sure" We've been offered no explanation of what the 'Review.' is entailing.  Someone allegedly from Payment Review, called and 'verified' our identity. Said he'd clear the payments. Nothing 2 days later.  No emails. No calls.  This cannot be acceptable SOP even under the Merchant Agreement. We will be seeking counsel to determine in writing What authority Intuit has to hold funds at all. Under what circumstances this 'Review' was triggered. Under what authority Intuit can indefinitely hold funds from the recip

I have 2 old payments in v19 that were entered as checks [ACH] payments. How do I enter an invoice and attach the transactions to clear the balance from the Vendor?

I made a payment thru the new QB payment system, and they mailed the check to my vendor.  The account number is not printed clearly on the check so their bank refused it.  I need to re-send a new check.  The ACH transaction cleared the amount from my bank account and they can't cancel it.  I don't see anything in QB how to resolve.  

Using QBO Merchant Services for payments, an invoice payment was charged to a customer credit card. A month later, they disputed the charge. A few days later, they remembered what the charge was for and realized they should not have disputed it...it was a valid charge. They notified their credit card company of the mistaken dispute but the wheels were already in motion.  Within QBO, I see the invoice and payment (which is showing a status of disputed). Then, the deposit came through and was matched to that payment (at the time it was matched, it was not showing as disputed). A month later, I see a bank feed expense for the original payment amount plus $25.00 (disputed charge fee from the bank).  Then, a month later, I see the original payment amount deposited back through the bank feed (the disputed charge fee from the bank was not refunded).  How do I accurately account for all of this in QBO? 

I have recently moved and have been trying to update my account information. Part of the move involved new phone service thusly new numbers. I have tried to update but need to verify via text to a number I no longer have. Contacted support and jumped through all their hoops. I get told everything is set so I order an new card expedited only for it to get sent to the old address with no way to forward it since they never updated anything. Twice now I've been told everything was set to update twice now I've been lied to. $20 expedited card fee $7.00 to ups and all wasted since they stopped me from being able to forward it. No one can give me a straight answer just spin tactics blaming someone else. How a company can maintain any business operating like this is beyond me! 

I was told to create a deposit liability account for the customer who paid a down payment before their job was completed. I created this deposit liability account and associated their payment with it. How do I enter a journal entry to transfer the deposit to the customer account once the job is complete?

I used to be able to edit a customer payment and change the invoice it was applied to.  Now I am receiving an error that I have to delete the deposit first in order to reapply the payment.  This particular payment was automatically recorded in a deposit with 3 other tenant.  Did QBO do an update that locked payment applications once the deposit is done?

I wrote a check to a vendor however, it is deducting the amount that I entered to the same vendor that we paid with our credit card.  This has happened to me on a few different vendors.  How do I resolve this issue because we use both our the vendor account and company credit card depending on who is purchasing?

I had a merchant account with QuickBooks, shortly after I was verified and told "go ahead and start accepting payments" it was terminated. When I called they would not release why but are holding a payment of $3,575.00 of mine. They will not release the funds to me. I have called many times and every time same "solution", we have escalated your case, you will hear back within 2 days which I never do. The rep actually told me today that after it's escalated, if it doesn't get worked in 48 hours, it gets closed... what kind of business practice is that?! Being an accountant with a business law background, I am appalled at how this is being handled and will be reaching out to my attorney to file an official complaint.

I have used this help doc (https://quickbooks.intuit.com/learn-support/en-us/help-article/liabilities/record-get-paid-upfront-loan-quickbooks-online/L2KxkzVCy_US_en_US?uid=lwcf164o), but cannot get past Step 5 ("Find the payment and check the box") in Step 2, within Step 2. The payment does not exist in the Create Deposit window, even though the Journal Entry does. Is this because QB intercepted the payment and automatically applied it to pay off the loan (as it should do)? In the meantime my QBO bank totals are getting further out of alignment with my bank totals. I have spent over 2 hours with QBO tech support and talked with 5 different support techs and no one can seem to solve this. Any ideas for resolving this would be helpful.

merchant cc fees seems high

I entered the current moth end date instead of the last month end date when applying Finance charges to past due accounts. How do I roll these back and apply correctly?

 QuickBooks has our payment on Hold for over 3+ weeks. They first said 5 days since its our first payment. Then after the 5th day they requested additional information that was going to take 2 days to review after the FORTH DAY they requested more information its been another FIVE DAYS. We call just to be on hold for over 1 hour to a rep that advised 'not to send more paperwork if requested ?????????????'. Online payments TURNED OFF and I'm also considering cancelling my service. You'll receive an email with detailed instructions on what additional information is needed in order to complete our review. Usually, this will take 2 business days for the review to be completed.  NO EMAIL, NO UPDATE 

When receiving Braintree deposits, the fees are already removed from my customer payments. So when applying the payment the amount is less than the invoice. What is the best way to apply these Braintree payments to my invoices?

Hello, I'm new so any pointers would be appreciated.We use Quickbooks Online along with bill.com for AP. When a check expires, it is either bill.com or QBO (not sure which one) that goes back to the original date and voids the amount.For instance, a check is sent on 8/1, it expires after 90 days on about 11/1. From my view, it should be correct to create a JE on 11/1 that reverses the check. Instead, what currently happens is that the original transaction on 8/1 is zeroed out. Unfortunately, this is something that we cannot ignore since we report monthly and it is causing issues with AP. Which one is causing the issue? And is there a way to fix it without having to make manual JEs?Already tried talking to bill.com customer service and they have not been able to give me a straight answer.Thanks in advance!

I submitted a payment yesterday to the wrong contractor (July 3rd) . I tried to void the payment today (July 4th) via Quickbooks online however it said it could not be voided because the payment has already been processed. When I logged into my bank account however, the money has NOT been taken out of our account yet. How do I stop this? If I cannot stop this, how do you advise I request the return from the contractor? I don't want to tax them on this return payment. Should I request a direct deposit? Zelle? Venmo? Or can I request the return via QB? I just want to make sure it's recorded correctly where not either individual is taxed on the transaction. Also, how do I avoid this payment from being included on their 1099 tax form, Quickbooks? 

Is there a way to automatically include the credit card processing fee to your invoices so that the customer gets charged? 

The new invoice layout is missing the "Shipping From" field, does anyone know how to add that back? We drop ship materials to our customers direct from out of state manufacturers and we have no inventory. Without the "Shipping From" field, QuickBooks thinks I'm shipping from my office and is now adding an extra 1% tax for the county I live in. I'm 3 hours into chat and phone support with no solution or work around, the only option was to submit feedback. Any help would be appreciated.

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Quickbooks says I need signed authorization in order to complete an echeck transaction. The current instructions given in quickbooks leads to a form that is no longer available. What are people using to get authorization? All the answers I've seen to this question do not work thus far

I have a customer whose CC I keep on file. When I recently billed them for services performed, I charged their card, but they also paid in cash, which was deposited in our bank. So I refunded their credit card, which shows in their customer profile in QBO. However, refunding them for that didn't debit back their open balance. So now I have a $150 cash deposit that needs to be applied to this invoice (now that I refunded their card), but the invoice isn't showing as open. How can I fix this so I can properly apply this cash deposit?

Hello just trying to clear up my withheld payments. They have been with held for almost a month. I'm just trying to figure out how to fix the situation. I have responded to all emails and have given them everything they asked for. 

If I record it as a deposit and then do a search for FTB, it will not show up; that only shows expenses associated with FTB; this is a deposit. It will show if I run a P&L report.  If, for some reason, in 2 years, I wanted to look back and find that refund, how would I do that easily? As I stated, in just doing a search for the Franchise Tax Board, that result will not show up. I would have to drill down to see it.

I love this feature of charging my customer's a "convenience fee" for using a credit card payment online.  When a customer pays with a credit card online, it will charge them the invoice amount + 3% (or whatever percent you choose) and QBO would automatically make an invoice for the convenience fee and mark the respective invoice and convenience fee invoice as paid. Issue:  Starting around the beginning of March 2021, QBO stopped automatically making the convenience fee invoice.  In the attached picture, you can see that this customer made online payments with a credit card.  In February (blue circle), you can see a convenience fee invoice.  In March (red circles), it stopped and the payment is now considered an over payment.  Please fix this QBO! 

We are looking to switch from Stripe Invoicing to Quickbooks and can't figure out how to change the 'from' email from [email address removed] to our own email/domain. We would prefer not to advertise which accounting/invoicing system we are using for security and branding reasons. We have been able to on the invoicing systems we have used so far. Is this an offered feature or how are other customers getting around invoiced using a third-party email? Thanks!