Payments

Yesterday and this morning I received a message that online bill payment couldn't process payments.  I was "added" to the numerous other customer who were experiencing the same issue and told a resolve should happen quickly.  I haven't received an email and the issue hasn't been resolved as far as I know.  Is there an update on this issue.

If I have scheduled payments with Melio inside QBO and the due date is after Dec 11, will those payments be processed?  Or will I have to login directly to Melio to make those payments?  My plan is to continue to use Melio since I have everyone getting paid via ACH and it's free.  Is there any prep I need to do for this transition?  Just plan on logging into Melio vs paying bills directly within QBO? Is there data that needs to be transferred, or since I'm already synced, I'm good to go? Thanks

Recently I've been receiving multiple emails from Go Payments verifying the deposit of funds, from just one transaction. This only started in December, first with two emails...now today it was three.  I've reviewed my settings and there is only one email address for our account. It has not messed up any deposits or transactions, but it is a bit unsettling to get these emails. And quite frankly I'm reluctant to start calling merchant services and having them mess with the account.

I want to know how to delete a payment to an invoice?TIA

I would like to connect to my Elan Financial credit card, but QB says its unavailable.  I called Elan but they were clueless.  Any help would be appreciated.  David

Hello!  We are looking to start doing online payments through quickbooks. I am not the admin (I run AR and AP), but I have access to everything except payroll. When I went to select the schedule online payment it says that I dont have the required permission and to request my admin grant me permission. (theres a learn more that looks like its a clickable link, but it doesn't do anything) When we opened up the permission, it looked like I still had everything but payroll. Someone help us navigate what we need to do to turn this on for me. 

what button do I hit that tells me deposits for the year, from 1/1/23 to 12/31/23?   Every company has to report earnings but no one can help me at QuickBooks.   thanks

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Hello! So I am running into an issue where we are trying to be more organized with a specific customer. When we started work with this customer a few years ago, they only had a few sites, so we created invoices just under one broad customer profile. Now that time has past, our customer has grown, and the number of sites they have is much larger than it was previously. We are trying to breakdown the customer into sub-customers, and use each individual site as a sub-customer to help keep invoicing and payments more organized by each individual site.  When creating a new sub-customer (the specific site, in whichever state), and then attempting to reorganize previous invoices by changing the broad customer profile to the sub-customer specific site, I am losing all payment information that was made on the previous invoice.  My question is: Will this retroactively affect my reconciliations? And is there a way to do this so it just changes the customer's nam

With the desktop product we were able to configure the check printing process to select tray 3 for checks.  With being forced to use the on line product we cannot figure out how to select tray three for printing checks.  We don't want to switch paper and checks all the time.  We have regular paper in tray 2 for reports, and checks in tray 3.  We cannot find a printer setup option to configure to checks to pull from tray 3. And of course at 8:30am EST, there is no live human support to assist with answering this.

Is there a way to electronically pay an international vendor in USD?  The only thing that I've found online is paying in the local currency of the vendor.  But I need to pay in USD to a non-US bank account.

I currently have Quickbooks Online Essentials currently and am hiring an accounting assistant.  I'm trying to figure out a way where she can create checks but not approve them.  I want her to be able to print checks only that haven been approved.  This will prevent theft if I am the approver.  I'm also planning to use blank check paper without account numbers so we have no blank checks lying around.  I've been researching Quickbooks Online Advanced and called and spoken to sales numerous times but no one has the knowledge to confirm if this is possible or not.  I've requested a manager to call me several times and they won't do it.  They finally sent me a demo account of Quickbooks Online Advanced and the create user and role functionality doesn't work in the demo account!  Does anyone have any knowledge on this?  Thank you.

With the new QuickBooks payment update, is the option to combine bills into one payment gone? So if I have 10 bills from one vendor, I have to process each payment individually? AND pay a fee for each one? And QuickBooks will hold onto this money interest free for 3-5 business days? How is any of this better than the old system?

QBDT Premier 2024 Ed.Being a new contractor business, we had to pay very high Workman's Comp premiums for the first year (2022).Our audit for the WC policy was done this year in July (2023).  Because we had no employees most of the year, we got 2 separate "refunds checks" from the insurance company, both in October (2023).How would I process these in QBDT Premier 2024?  They were deposited in the business checking account (in the real world).Thanks very much for your help.

Why do you ask for 6 bank statements in order to increase the direct deposit limit?

I'm not sure what the journal entry would be to account for cashback rewards at the end of a period that is being put towards the overall credit card payment.  In other words, It's time to pay the business credit card.  the balance is $2000.00 and we have accumulated $1000 in cash back rewards.  How do I record the $1000 and subsequent redemption.  Thank you in advance!!!! 

Hello, Let's take a look at this scenario. 1) A builder spent $400 to purchase 2 toilets for 2 homes under construction, one each, on Amazon via a credit card.2) The transaction was recorded under Plumbing Fixtures as an "Item" not an "Expense". There are 2 line entries in the transaction.3) Then the builder returned one of the two toilets and Amazon refunded $200 to the credit card. How do we record the refund on Quickbooks for Windows Desktop? Thank you, Nick    

Hello I use QB online and I sent a client an Invoice for work done and she says that she paid it and sees that the money came out of her bank account but when she paid, the invoice link said it was unsuccessful. In my QB it does not say paid but shows it has been seen 5 times. I am still new to QB so I do not know much but when my last client paid, I got an email saying they paid and then it took a few days to deposit into the bank, which is normal. But I do not know what to do about this new client and her payment. Any way for me to know how to fix this or should she do it again?? Thank you. 

A payment was made via Intuit's eCheck option 3 weeks ago and 50% amount needs to be refunded. I understand that we cannot void it now but can we refund the transaction? When I am trying to search, the details are not coming. I checked your other articles and those seem to be an option to reverse a credit/debit card payment but not an eCheck payment. Is there a way that Intuit can help us since this is urgent?

When I receive a payment, I see it on the dashboard (same amount) as undeposited funds. I do New->Bank Deposit to enter it. However, along with this new payment, there are a list of old payments showing as needing to be deposited. These were already deposited, so I'm not sure why they are there. When I look up the particular customer for one of these extra, it shows their invoice, their payment, and then an extra entry for that same date and amount that says "Sales Receipt". It shows their three invoiced amounts, the three payments and then this extra "sales invoice" for one of the payments dates (which shows paid). There is no balance outstanding for the customer. So how do I fix this? If I delete them will it throw off my accounting? Can I indicate these are the same as the payment made on that date/amount? There are eight in total, two from 2022 and six for 2023.

This has been an issues for months. When I am creating a transaction whether it be a bill, Purchase Order, Expense, or Check, when I try to code it under a specific customer or project, the customer shows up maybe one out of every ten attempts. I sign out and close the window to hopefully reset any bugs and reopen it to experience the same exact issues. I've done this 14 times today and the customer still isn't showing up. I'm now wasting time trying to find help and a solution to a ridiculous problem. What is the solution to this and why is it happening? Is there a team working on this bug? It's been almost two year of questions from people on this specific issue. 

We use Quickbooks Desktop- Manufacturing & Distribution 20.0  I have spent over 8 hours on the line with support and no one can give me an answer. In November we noticed that our online invoice payments coming through Merchant services were not being automatically applied to the customer account as they always had been.   Since that time we have had to manually record all the payments coming from those customers paying through the "pay now" button on the e-invoice.   I would love some guidance as this is creating a lot of extra steps and room for error.  

Greetings,We are receiving notifications of payment disputes on customer invoices that prevent us from sharing them and receiving the payments indicating that they were returned to the bank, however, customers have not received those errors and returns.We request guidance on what this error is due to and how we can fix it.Please find attached some evidence.We look forward to your help, thank you very much in advance,Happy day to you.

We are having issues with our invoices not delivering. It's not new clients that we are having trouble contacting and it's not consistently the same client. All address are correct but are still getting kicked back as delivery issues. We also get the copied email saying the invoice was sent. Anyone else ever have this issue?

I would like to apply cash back rewards from my credit card to pay off an invoice. How do I record this in QBO?