Payments

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I am making a payment to a vendor and I insert the vendor on Pay to the Order of; however, every time I go to "print check", it will change the name to an employee.  I have to cancel the print and retype the vendor.  This will happen again when I go to print check.  Usually, the third time I enter the Vendor name, it will stay as the vendor.  Anyone else experiencing this?

Hello! A vendor sent us a bill, and I paid the bill via wire. I matched the wire in my bank feed to the bill. The wire was rejected, and now I have a returned wire back in my bank feeds. I created a vendor credit initially for the returned wire, but can't figure out if that's the right move (and if so, why I can't match the bank transaction of the incoming funds to the vendor credit). Could you please advise the correct steps for this scenario? Initial bill matched to outgoing wire, now I have the returned wire in my bank feed... Thank you so much!

I am using a third party CRM to generate my invoices and add new products. I then sync that information to QBO to create a corresponding invoice with the same products/services. Today, we use QB Payments to capture the payments. However, I don't want to use the QBO invoices, I'd rather use my CRM's invoices. I'm using API's to move the data between the systems.  Here's my problem: I need the URL that gets generated whenever I specify that an invoice should include ACH and CC payment options. I simply want to bypass the QBO invoice and go straight from CRM invoice to payment gateway through QB Payments. I need to get the URL from QB API's and insert it into my invoice. I'm not seeing anywhere int he documentation that allows this. How do I do this? What am I missing? 

I have problem trying to pay a bill, quickbooks doesn't allow pay negative bills, the reason it become negative was when I made a mistake, I have this Bill is a big amount and normally I pay every month part of the bill but not the whole bill, and last month I didn't change the amount to pay and it selected the whole amount by defauilt, so I create the check for the whole amount by mistake and after that I deleted the paymentcheck and the bill become negative, now what I do is just print a check in order to the vendor, but I can't pay the bill like before. I don't know how to fix it. I really apreciate if somebody could help me to find the solution.I attached the screen with the error

I have an invoice for $253.23. The customer obviously does not have the exact amount with him so he gave me $255.00 Guess what??? I CAN'T GIVE HIM A CHANGE USING QB ONLINE. This is beyond imagination.On QB Desktop the system will ask you "What do you want to do with the change? Record a Credit or Refund the costumer?So you just click - and if you choose refund the money is getting out of your Petty Cash.  Now QB Online is AWFUL... Its missing tons of features and this is one of it! What is the solution? Create a MEMO? Than a refund? Lots of STEPS just to give back $1.77??????REALLY???????

When I received payments from customers, I always put them under the Receive Payments function, but today I'm a little confused between it and the Make Deposit function. Can you help me explain what are the differences between those functions? Thanks in advance

1.How do we switch to another payment processor in QB POS?2. QB info article states store exchange will no longer be supported but can be done "in the following 4 ways" but then never lists the ways...How can store exchange be done? Shopify POS is not what we were told, assemblies cannot be transferred from QB POS...Most of our items are assemblies (almost 2,000) so if this info can't be moved to shopify POS and we have to rebuild from scratch then there's no reason for us to convert to shopify, its not the greatest and the only reason we would use it is that we were told the transition would be seamless, its not. So now our search for a POS/inv system starts over and we want to continue using QB POS until we find a suitable replacement. QB reported that customers can continue using QB POS with another payment processor but how is that done?I was on the phone w/ square yesterday and they said there should be an option in preferences --> sales receipt to check a box to

Hello,@RainflurryMy company received a $159,400 loan with $46.49 interest and I want to record it using journal entries. Can I proceed as follow: Loan receivedDebit:  Bank account 159,400         credit : loan account  159,400 Loan repaymentDebit: loan account 159,400         Credit: bank account 159,400 Loan interestDebit: interest expense account 46.49         Credit: loan account 46.49 Interest paymentDebit: loan account 46.49        credit bank account 46.49 Thanks

I just converted from QB Desktop to QBO Advanced.I have a customer that is current. But QBO is showing an overdue.This is related to a bounced check she had.  At the time I followed the directions to do a JE and received an new check from her, that applied to the invoice.

I need to enter an ACH payment that paid multiple bills to different vendors.  I can do this in QBOnline with a journal entry but I can't do it in desktop.  Can anyone suggest a work-around?Can allowing multiple lines of AP in one transaction be enabled?

I would like to have cash as a payment method for vendors, but I'm only seeing check and credit card. How do I change this?

I have QB enterprise platinum with advanced inventory and have the latest version 22 installed. I deleted an item receipt and need to re-receive. I select Receive items, Enter Vendor, Message: Open purchase orders and/or bills exist for this vendor. Do you want to receive against one or more of them? I select yes and the dialogue box opens with "Unreceived items from the selected Purchase Orders and Bills will be added to the Item Receipt" (where normally there is a list of open PO's to select one) but it is empty, nothing to select. I have verified that the PO still shows nothing received and is still an open PO. I have performed a "rebuild" and "verify data" and this did not help. This happens somewhat frequently where the inventory received and/or billed will not show on a PO and you cannot correct the issue. Sometimes I have had to delete everything and re-receive items and re-bill, etc. I do not want to re-do everything because the invoice has been paid and reconciled. I am wonder

We are a cash basis company providing consulting. I receive retainers toward our services before work begins. We create a sales receipt when the retainer is received.  The amount shows in the liability section of the balance sheet. When the job is complete, we invoice, applying the retainer.  The trouble I am having is that our invoice is typically more than the retainer. When this happens, the cash-based P&L does not reflect the retainer amount that has been applied until the client pays the remaining balance.    This is not how it should work.  Once the retainer is applied, that amount should reflect in the cash-based P&L. Its driving me a bit bonkers.  By, the way, the accrual-based P&L is handling it correctly.  Is there a setting problem?  

I was reconciling this past week for my employer and when I went to balance the book one of our payments was not in the record. What is the best way to add that payment to the books? I am worried since it is coming from our credit card it will see two charges for -1000 and +1000 in my books. I only need it to add +1000.

Using QBO Simple Start for less than a month using MacOS. I see that QBO has the ability to accept customer payments from PayPal and Venmo. I don’t see anywhere on where/how this can be activated in QBO. What am I missing? Thanks.

If I print more than one voucher at a time, the checks print in the wrong location. They aren't giving enough space between the checks. Image attached.

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On one of our credit card accounts there were more credits than debits and the statement balance is -21.11. The process I use in QB is as follows: I reconcile a CC account, QB pops up the Print window for the Reconciliation Detail and Summary, and then QB opens up the Enter Bills window with the reconciled amount due already filled in. Once all accounts are reconciled and Bills created, I check all of the accounts in the Pay Bills window to pay and record the EFT transaction. I do not normally have a problem as the accounts correctly add up to the Statement balance. This is not working this time around because of the negative balance on one of the CCs. I was able to successfully reconcile the account, but because QB does not allow negative amounts as bills, it is not even going to the Enter Bills window as it normally would after reconciliation. It records it as $0 and does not show up in the Pay Bills window. So when I select all the accounts as I normally would in the Pay B

This is the URL used to log into the Amex Blueprint Line of Credit: https://www.americanexpress.com/en-us/business/blueprint/account/dashboard

I have a bill in my QB account that we will not be paying. What do I need to do to resolve this bill in QB such that it is no longer appearing as an outstanding payable?

When I enter a bill and click Save, and then I separately go to Online Bill Pay (powered by Melio), the bill doesn't appear.  It will only appear if, when I'm in the bill, I click "Schedule Online Payment". Is there a way to get the bill to appear in the online bill payment center without clicking schedule online payment?  I want to be able to enter multiple bills in a row, then pay them all at once in the online bill payment screen. Thanks!

Good morning,  I am having an issue applying credit memos to invoices. A customer sent a payment for one invoice using one credit memo to clear the invoice in total. This credit memo was issued in December and is now being utilized in February when they are making payment on an invoice that is dated in January. When I apply the credit memo in the customer payment screen, the credit memo set date automatically matches the invoice date rather than the actual date that they are taking the credit-when the payment was made. Is there anyway to edit this date to match the payment date as default rather than the invoice date?  Please see attached. I need the red circled date to match the payment date.   

I created a Merchant Services account so the PAY NOW option was available to my tenants when I send monthly invoices. I have a payment waiting but I cannot accept it because apparently I need to have a signed authorization form. 1) I have followed all links and paths suggested to access this form and I cannot get it. None of the links or suggestions bring the user to the ACH form. This is an issue I've seen in multiple threads and have yet to find the solution. 2) Do I have to get this paper form from every tenant, every month? They don't all pay on the same day, I just want them to have the option of paying through the invoice. 3) In the receipt area for type of transaction it says "eCheck Type : Signed Authorization" does that mean they've already signed one as they went through the process of paying through the invoice? 4) It has blocked out the checking account number in the receipt, do I have to get this from my tenant?

Good day -I’m a sole proprietor using Simple Start and Mac OS. We have been with QBO less than a month. My QBO checking account shows 2 deposits from my personal account to fund the QBO checking account. The QBO checking account for this ends in 9922. This 9922 account also shows a $5 deposit from QB upon enrolling (actually a total of $4.95 less QB transaction fee).I have noticed that the payments account (for online payments received) - Accounts and Settings/Payments/Deposit Accounts shows the 9922. However, Merchant details/Manage Account/Account tab/Account Profile/Deposit Account Information/Bank Account # shows a checking account ending in …5486. Please see attachment.Should I edit this Bank Account info to match the routing and account number of QBO checking (i.e., 9922)?I don’t want online payments going to this other (..5486) checking account that I now have no access to.Many thanks.