Payments

Just recently temporarily taken over the QBs job.    Using QBs DesktopPro 2021 (i know it is about to go EOL) When I do Bank Feeds and I get a transactions list.  Most match up automatically to Payee and Account.   The credit card payments that we make:   1) is the Payee the credit card name (say Bank 1)  and the 2) account is what?  I would think it is a liability account but that is not in the drop down list. Thanks!

Ugh!  In mid-January of '22 I started experiencing this problem.  It's been going on for 3 months now.  The first service person told me I needed to upgrade to the newest version of Quickbooks Desktop.  I did, QB Desktop Pro Plus 2022.  The problem still persists to this day despite the aid of numerous tech support personnel and an estimated 12-15 hours of time spent on the phone.  The issue: I open the Record Merchant Services window.  Transactions display but show as not having been matched and requiring manual matching (all of my online payments are via Intuit Payment Network's ACH transfer, I don't accept credit cards).  On inspecting Customer records all of the transactions have been matched to their correct invoices, invoices are shown as PAID and the transactions appear in the Make Deposit Window queue.  In other words, the matching is functioning correctly, but not clearing the transactions from the Record Merchant Service Depos

Hi Quickbooks Gurus, We do engineering consulting at an hourly rate.  We normally create an estimate for the project, then accept a 50% down payment up front before the work has started. My client has asked me to invoice them for the down payment, but if I create an invoice and they pay it, it's not going to remain a credit towards their account. How do I create an invoice for a down payment for a client for a project and still keep the credit in the system to be applied towards the hours we work on their project? Thanks for your advice!Mel

My email address is with G-Suite. I send emails directly from Quickbooks however when the client receives it, the From name says "info" instead of my company name. It says "info" because my email address is "[email address removed]" .... How do I change that? Pic attached

HAS COLLECTIONS EVER CALLED ANYONE?

I have QB Enterprise. I have to pay royalties to the authors every 6 months. How can I do?

quick books authorization code not received from quick books

We use QBO and I made 3 separate payments using the bill pay option to a vendor.The checks have not made it to the vendor due to a missing apt #How do I cancel the payment and reissue the check?Do I also need to void the original payments with my bank? 

When I create custom liability payments, they are automatically being recorded before I can edit the payment. Is there a setting that will allow me to edit before recording?

Hi!I have received a check back issued in June 2023 to a vendor that is inactive and are returning all checks.I would like to either VOID or DELETE this check in February 2024 as my books are closed for 2023.The check is currently outstanding at reconciliation. Thanks, Thom B.

Our company is based in the USA but I don´t have a SSN as I am not a US-Resident.

Hi.    I am using QB 2020 pro still..  I know it is old but my needs are simple and it works well for me.   I have a problem  Ihave statement payment that was entered by mistake  when I am in this customers account  I see the payment    When I look at my ledger it is nt there.  I want ot delete it completely and get my numbers in order.  I do not see how to delete this so it does ot show up a paid when I look at that customers ledger.  nay help would be aprrreciated  bob

I want to write a check today, but date it 3 days from now.  Can I do that in Desktop Pro?  When I put the date of 3 days from now the check shows today's date.  How can I make sure the date shows 3 days from the date I actually write the check.  Is there a setting or something?Thank you,PTLA

Hi!I have tried chatting, emailing, AND calling Merchant Services. I haven't been able to get anywhere. I use QB Premier 2020 Desktop. According to several sources, I should be able to accept Apple Pay from my customers. However it doesn't show up as an option anywhere. the only options I have are credit card and ACH. I've called a few times, and the rep always sounds confused, and then I get put on hold for literally 30 minutes to an hour, with no resolution. What can I do to enable this feature?? According to the following article, I shouldn't have to do anything: Frequently asked questions about Apple Pay and Qui... (intuit.com) 

We have a sub contractor that we pay every other week.  He wants his money to be directly deposited into his bank account by ACH.  He doesn't want to wait on a check each time.  I am told that there is a way to pay a vendor by ACH through Quickbooks is this true?  If so can someone give me direction on how to do this?  

Hello. First time QB (desktop) user. Trying to fix customer payments, invoices, deposits. Most deposits/payments from the customer come with reports to show which invoices they are paying off. During 2018-2021 there were multiple payments received (and deposits made) but no reports were received with them, so they were entered and no invoices checked off in the customer payment window.  Now the customer has "available credits" of 14k, and approx 50+ invoices that have not been checked off. So when I enter a new payment it keeps wanting to check off old stuff instead of just showing me the current invoices. I want to clean this up. When I run a statement for the customer, it tells me they owe a low amount which is almost correct, but not completely as the math doesn't seem to fit. Should I be using the available credit to get rid of this crazy list of invoices, or is there another way so everything is current? Do I need to do a write off somewhere to have this all be squared away?&

HI! I have a customer that shows they have a balance total of $316.50 in the customer information screen. When I go to the open balance report there are no invoices. When I go to receive payment and select the customer there are no invoices to receive payments for. How do I find out if they really have a balance and the invoices that belong to that balance?

How do I credit my business credit card. I had a vendor refund me money and cannot figure out how to reflect this in quickbooks intuit.

My credit card processor combines "Payments" with any "Refunds" or "Chargebacks" in one transaction. I have a situation where I have $750 in payments received, but a chargeback of $1000.  My bank account shows a withdraw of $250.  When I try to issue a refund it shows up in my Accounts as $750 deposit and $1000 withdraw, rather than the single $250 withdraw. How can I make these combine to reflect a single $250 withdraw versus the $750/1000?  I thought about trying to get it into the Record Deposits folder, but that can't be a negative, so that isn't an option. Can this be done or do I just need to suck it up and try to remember when it comes time to reconcile? Thanks!

Just learned that I should have made pledge invoices for a mission trip. My problem is that I have 6 months of transactions where I added the payment funds as deposits to a designated fund account under the General Fund. I created the pledge invoices for each person today and added the payments as of today so each participant could see their balance due (not sent out yet). However, that created deposits to the Gen Fund, now have duplicated income.  Some deposits were recorded in the last 3 months of last year and I don't want to mess last year's data. Do I have to go back to the original bank deposits and identify each one as a payment? I think that would mean I would have to backdate all of the pledge transactions I've added.  Wouldn't that then automatically apply the payment to the invoice a second time?  So then I would have to delete the payments I had added How do I clean this up?

If I receive a credit card batch deposit for multiple transactions and one of them was a refund/credit how do I post the refund?  When I select the deposit in the bank transactions it only gives the option to match to invoices and doesn't show refunds.  I need to be able to select payments for multiple invoices and the refund to match the amount of the deposit received.

I cannot find which version provides for entering a subcontract and then tracking and paying off that subcontract amount....apparently, their sales people are unable to answering a simple question...

I mark as paid invoices as I see the check coming in to know who has paid as soon as possible. I have then deposited said check and now it is double counting sales. how should i categorize those sales? 

I am self employed California S corp owner. Last year, I was unable to reimburse myself of business expenses as I had no income on the business. Can I get them reimbursed once I start receiving business income this year?

Hi there,  When paying an invoice I have received from a vendor using the ACH option the system is not accepting my bank account number. However, if I drop a digit in the middle of the account number, it is accepted. I have been told that this is an internal error with Intuit but I am hoping that someone can give me a better answer. The account number is 9 digits long and then 8 digits after removing a digit. My bank has called and QBO has assured them that it is not a bank issue but an Intuit issue.  Any help is appreciated.