Payments

Hi,I have a customer who made an overpayment 2 months ago and we have no invoice and might not be receiving invoice until couple months from now , so I want to retain this credit for the customer.  We did receive payment and the credit shows up in A/R report and unapplied payment in the customer page .  is there anyway for the credit not to show up on a/r report, like if i can move the credit from accounts receivable to some other liability account ?   

Hi - we're considering printing checks out of QuickBooks. I apologize if this seems like a dumb question, but here goes. If we buy the checks and print some, there isn't anything preventing us from handwriting one, is there? We want the freedom to write one on the spot if we're not near a printer, but also to print them to get rid of our crazy contraption of a checkbook register. (Seriously, it's crazy.)

I need to record charges to my business credit card. How do I do that?

I use a third party work-order system that automatically creates an invoice in QBO once the work order has been processed after the job is complete. We bill out a lot of our work so I will match the EFT/ACH or check to the open invoice and everything works out well.Sometimes we take a credit card in the field which creates a sales receipt. This is before a QB invoice is automatically created. Is there a way to apply the sales receipt to the open invoice? What is the best way to correlate a sales receipt with the invoice and show the invoice as paid?

I have a $49k deposit on hold for 10 days now. 6 calls to resolution center. I was “assured” by them on the phone deposit was going to clear twice. On the days they specified in that assurance I received another email. With more questions. Every time i call the person assured me everything was set,but i had to wait 2 more days. My business and my life are in the balance and i am told that no one who can help me has a phone at intuit. There is something called the operations center that reviews and asks the questions but we can’t talk to them. My new business and my reputation  is about to be destroyed because the client wants to know where their money is, and when i will have access to it. I’ve given them answers based on what the resolution center “assured” me multiple times, and still have nothing to show for it. I can’t even give them a receipt for the $49k because I don’t have it. And im not sure im going to get it. I’m devastated right now and fear i am going to have a lawsui

I have tried for 2 months to connect quickbooks payments to quickbooks desktop Mac Pro 2022.  Ive gone in circles with the qb people and with merchant services, still no resolution to my problem.   Any suggestions? 

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Hello: I have attempted to get help from support for two straight days. Chat will not work for me at all I get a white screen and I waited two hours 3 times now for a call back , a few moments ago I was asked to hold because "her tools were not working" she put me on hold for about 5 minutes and then hung up.  When I go into "Refund an eCheck" QB Payments it brings me to "Step 1" Search for the transaction you would like to refund but no matter what info is entered it does not find the transaction so I am stuck there with no refund option.  The attachment is a photo of the original transaction and the photo of what happens when I attempt to refund it.  There are no error messages or anything it just won't populate the original transaction so that I can refund it. Has anyone else experienced this or know how to fix it? 

How can I record repayment of a shareholder loan in QB online. the payment was taken from payroll deduction and a credit on our invoice from the payroll company. 

We are working on reconciling the A/P Aging report and cleaning up old transactions.  One vendor appears on the report because we made a payment and then the funds were returned to us and then we reissued payment.  Now we have a payment sitting in the A/P aging report and when I look at the vendor detail it looks like we paid them twice.  How do I correct this?

A deposit was made on 11/29/21. I created an invoice today to match, but the records only go back to the beginning of the year.How do I match the invoice to the deposit?  

I am receiving payments from customers and for each of the invoices that are being paid on the check, there is a box on the very left that I need to click on to put a checkmark in it.  I would like to know if there is any way to select or put a checkmark on "several" invoices at one time? Thanks,Yok33

Hi, I am integrating an external system with Quickbooks Online, and I am struggling to make Quickbooks apply a deposit to an invoice through API. I followed this documentation article:https://quickbooks.intuit.com/learn-support/en-uk/help-article/service-items/record-customer-prepayments-products-services/L67Mb5RJ4_GB_en_GBI can do the application through the Quickbooks Online user interface using those instructions. The application is basically a 0 amount payment that has the invoice selected in the Outstanding Transactions and the Deposit in the Credit section. To see how this transaction looks I used Get Payment API call and I get this example:{  "Payment": {    "CustomerRef": {      "value": "69"    },  "TotalAmt": 0,  "TxnDate": "2023-12-21",  "CurrencyRef": {    "value": "GBP",    "name": "British Pound Sterling"  },  "Line": [    {      "Amount": 72.00,  &

We have a customer that works at various sites.  While they normally invoice the head office, they have a need on occasion to send the invoice to a different party for payment.  It could be to the OEM to cover a warranty repair.  Also, to a leasing company to add to the lease.  Or just to an alternate division to pay the invoice. I am looking for suggestions and recommendations on the best way to set this up and manage this in QuickBooks Online? Robert

We have a client who has made a partial payment via wire (about 50% owed) against 7 invoices. They wired direct to the bank, so this is a manual entry I'm trying to sort out. Each invoice incurred 0.5% monthly, non-compounding. In receiving that, do we start with the oldest and apply against principal only or do we cover principal and interest on the oldest, then the next oldest, etc.? What's the best practice expectation here?

Hi, I'm new to QB and I started off with using credit cards to fund the business. Since the business hasn't made any income yet, I had to pay off the credit card statement with my own personal funds to keep the business running. How would I set this up in QB?

I use quickbooks online. How to use item unit in the purchase order?

Hello QBDT Community: QBDT 2024, Premier Plus Contractor's Ed, 2024.Although I don't like using Cash to pay for business expenses, sometimes it can't be avoided, like when we have to send the employee to the parts store to grab something quick for a job.In this scenario, owner gives employee cash to buy supplies needed for a job.  I have not set up a cash account to record this.1)  How do I set up a Cash Account2)  Assuming once the cash account is set up, I would use it just as I would the checking account, right? Thanks in advance,  

I’m trying to remove/delete a payment but QB won’t let me. I get a pop up that says “ You need to delete this payment from the deposit before you can delete the transaction itself, or edit its name or amount.” The customer balance is 0.00. This payment has not been deposited but it shows up in “A/R Aging Summary” as a -827.00 (negative 827.00) How can I remove this? Thank you.QB Desktop Pro Plus 2023, I think the Plus stands for plus problems.

I was wondering when the customer pays an invoice, does their payment method get saved in the QuickBooks system? For example, I have services that will require a one-time payment with an invoice, and I have other services that I offer that are solely based on monthly payments. I would like to know if I am able to setup a Recurring Sales Receipt with the customer's consent, without requiring the customer to provide their payment information for a second time.

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QBDT Pro+ 2023I need to quickly find a way to print a list of vendors that shows the total purchase amount for the prior year (or any period of time) that includes the vendor name, the tax ID if present, the 1099 flag setting (for those checked as 1099) and the annual purchase total. All the reports I've seen describe the "Vendor Balance" in various formats, but nothing seems to show how much was spent with each vendor during the year (or a period of time). If someone has a report format that would show this info, please let me know how to generate this. Thanks in advance for your help.

I tried saving those settings in the Account Settings, but it will not work.  I had been told that if one is turned off, both will be, however, we receive invoices form companies that use Quickbooks, and credit cards aren't enabled.  Is that because they don't have a credit card merchant account with QuickBooks?

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Why is it so difficult to reach a live knowledgable person in the Resolution Center? This is my 5th call to them tyoday and every time a rep has a different story as to why a deposit of $30k is on hold for NO GOOD REASON