Payments

I want to mark an invoice as unpaid, as in the customer is not paying-refusing to pay. I don't want it to keep showing in my overdue list, but I also don't want it go away completely as I want a record of it. Please help!

I recorded a payment by ACH. The bank returned the ACH because I used a bad account number for the payment. How do I record the returned ACH?

We are a franchisee that receives large remittances from our corporate office.  This week's remittance was 18 pages.  They also take individual fees out per invoice.Our process before was to go into each individual invoice and accept the payment one at a time and add a line to remove the fees so the total would match when we did the reconcile. As you can imagine, that is insanely time consuming.  Opening each individual invoice and then adding line to deduct the fees.  Then saving it.  Then accepting the payment.  Then saving that as well.  It is an hours long process, sometimes an entire day. So we have started just matching the invoices within the reconcile and then adding a resolve function at the bottom that matches the total in fees they deducted attached to the proper bucket it should go to.  While this is a quicker process, if there are any errors made while clicking through the invoices, there is ZERO way to figure out where you

One of our clients by mistake have made payment via QuickBooks link to our bank account that has been closed few years ago. Since we realised that the QuickBooks holds the money, we asked them to release it or to return the money back to the customer. But the QuickBooks tells only the principal officer who is listed in account can confirm this action. But the account is closed and the principal officer has changed, so we don't have access neather his e-mail, nor cell number and the main thing now... that we also can't change this information in our account in QuickBooks. So, it's like a brutal Catch-22....Please help to resolve this rediculous situation.

We are a petroleum business.  In this case we have a convenient store who gets credit cards daily and they come into our account as credits.  We hold them until they get a load of fuel - then we apply the credits to the fuel and alot of times there are still credits remaining.  We are obligated to give these to the customer.  For instance:we get credits of $30,000load of fuel is $25,000we owe them $5,000I was told to write a check for the $5,000 and code it accounts receivable - then do a recieve payment and apply the credit to that entry.  I did that and Viola! problem solved.  or so I thought.  I go to make a deposit and the check that I wrote and coded to AR is sitting there to be deposited??  Someone PLEASE tell me how to handle these credits.  I have 7 accounts I need to reconcile because of this and I am almost in tears because we signed contracts for 13 more stores with credit cards!!

In QuickBooks Online, I would like to have sales receipts created using payment links post directly to the bank account, NOT first to Undeposited Funds.  I found answers to this for Desktop, but not QBO.  Is this possible?

I have Quickbooks Online. I invoiced a customer and he paid via Quickbooks online payment, and then he sent a check as well--not realizing he paid the same invoice twice. The check was deposited into the bank before realizing that it was a double payment. I need to: 1) Record the deposit into my bank so that I can reconcile, and2) Record the credit in the customer's account so that he can use the credit for future invoices. I don't want to issue a refund, and there is no open invoice at this time to apply the payment to. I haven't come across any scenarios exactly like mine. Can someone please walk me through the steps and explain the purpose of each? Thanks in advance!

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I have designed a custom Invoice and custom estimate form using the custom form styles tab under settings in quickbooks online. I have made both my default. When I go to make a new estimate or new invoice the standard template still shows up. I can not figure out how to send a new invoice or new template using the ones I made and set to be the default. 

Anybody know if there is a way to set up QBO so that when I receive ACH payments from clients it automatically tags the payment method "ACH".  Default its set to blank, meaning I have to match the transactions in the bank register, and then manually edit the payments to select the payment method to "ACH" so I can see that on my reports.  Any help appreciated!

I have searched quite a bit and I still have yet to find an answer. We have the Premier Desktop 2022 version. Customers keep mentioning their statements and invoices have the wrong terms on them. Our statements list the invoice as due the date it was generated. We have quite a few customers, so I can't manually fix everything. I have tried to set the company to Net due 30. I have tried this with invoices, but it always goes back to the wrong due date. I can do it manually for customers, but this is simply too time-consuming.  Is there simply no way to have all statements/invoices for all customers to have the same due date? I feel that this should be a feature considering most businesses are not implementing new due dates for each individual customer. Who has time for that?

I have to manually multiply their total hours by their rate. The problem is their time that's allocated and recorded to specific projects in QBO creates a double entry when that actual expense comes through the bank feed. That means I have to go through and not only manually split every check to each project appropriately, I have to delete every time entry because it's a duplicate. I've attached a snippet of a billable time entry for the same work prior to deleting the time entry to show how it creates a duplicate for the time and actual expense.It doesn't matter whether or not it's billable, that's irrelevant because that's only for creating an invoice to the customer - every QBO expert was adamant this was the way until we walked through it. Everything is exported correctly from QBTime and since this issue only has to do with paying contractors it's only QBO, nothing to do with QBTime - something else QBO experts were adamant about. There's also an average of 3-5% more likelihood of

My wife has started an Interior design business. She receives payments in advance to purchasing the furniture etc. How do I record this as there is no invoice at that point to apply against.

Please advise us on how to integrate with Quickbooks Payment from LawPay. We are currently using LawPay, but we're considering switching entirely to Quickbooks Payment. However, we want to ensure we can migrate our data from LawPay to Quickbooks Payment.

Hi,I have a deposit that had a check to be returned. I need to reconcile my bank statement. The bank statement shows the total deposit I made then shows the check as a chargeback in my withdrawals then shows the check as a deposit by itself because I re-deposited the check. Can someone tell me 1) how to enter the chargeback as I would think that however that is done that will cause the invoice to be an open invoice and 2) how to enter the check a second time as a payment as I did deposit the check a second time.  I did speak with 3 different people at QB's and not one of them could tell me what to do.  I look forward to hearing from you.

Ever since the new layout the note to customer section is gone when i use the app to make an invoice. This is where i usually put a description of the service i performed.   This new layout is horrible. Why am i being forced to use something i dont want? I pay for this service. 

We are having trouble with our customers paying their invoices due to them no recognizing the email address sent to them and thinking it's spam or a fishing attempt.  Currently, whenever we send an automated invoice the sender address is "[email address removed]" and not the "[email address removed]".  I've checked our company information tab and we have the proper email address listed.  I've also gone into our custom forms to try and edit it there but it doesn't seem to allow me to change the senders email, it's just defaulted to the quickbooks address (see attachment). Where do I need to go to get to that circled field and change it? Thanks in advanced for the communities help on this as trying to get a live person on the chats seems next to impossible. 

Have a question about Bill Payment checks.Right now, when I view a check from a vender.it is displaying the date due as the date on the check can I instead have the invoice date.It looks like I should be able to right click to customize columns but nothing happens.  Almost like I should beable to add the date of invoice but I don't have this option active.  I attached an image to review what I'm seeing.

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Before this update, we could copy an estimate and use it for a different customer.  When trying to select a new customer now, it will not go beyond customers with the last name starting with “C”.  What am I doing wrong?  

I recently took over managing QB for a landscape company. The previous person caused a lot of duplicate payments, I think. I believe they would go into the invoice and mark it paid and would not link it to a specific bank deposit with various checks for multiple invoices. How do I go back and fix these issues if the company already reconciled each month to date. Looks like we are double dipping on the money paid. 

I have a payment that I had to void but the credits attached didn't fall off.  Now the check I want to apply to several invoices is off as the credits have changed the amount of the bills not paid.FYI The first payment was an ACH which wasn't put in right away so now it doesn't come out right. Thank you

Our foundation has to generate a large batch of checks.  Can this even be done in QBO Plus?  All data (recipient addresses and various amounts) presently reside outside of QBO in a spreadsheet.  I'm resisting the upgrade to Advanced because this large batch is needed only once a year.

I'm pretty new to Quickbooks.  I manage a two member LLC that will be providing guaranteed payments to one or both partners, and I have set up a guaranteed payment expense account.  How do I record the payment transaction?

When I go to pay a vendor, the credits to that vendor are no longer showing up on the Bill payment section where the credits have been previously.  The credits show in the vendor center as credits but I can not select them to apply against a payment.  This is a recent occurrence.  I have been able to do this with no trouble in the past.  No vendor credits are showing up in the Bill Payment window it is not just a specific vendor..