Payments

I have a customer that paid an invoice twice back in 2020.  As the invoice was already paid, when the payment was entered, there was no invoice to apply the payment to and so there has been an unapplied payment on the account for some time.  The customer never remembered to withhold from a later invoice, and now has asked for a refund check.I attempted to follow the instructions in your guide, and it isn't working for me.I created an expense check, using the customer as the payee, and the category as accounts receivable. I then tried to "receive payment".  I see the expense check listed with the other customer invoices.  When I select the check and the unapplied payment, it is creating another credit for the same amount, not clearing anything out. It is showing an amount received equal to the refund check.  If I clear that amount to zero, it does not let me select the credits at the bottom and they are still there.The customer has a lot of invoices, so I c

Hello!We have a vendor that we are paying a 25% deposit to produce a particular material. We haven't gotten invoiced yet, so we don't have a bill in the system yet. What is the proper way to handle this to record the deposit before we have an invoice / bill?Thanks,Kelsey

I've read (or seen on a training video recently) that the QBDT Premier 2024 Update has a new feature that eliminates the need to create a false credit to properly record a customer payment.  Can anyone verify this?(I did just enter a customer payment and did NOT have to go through that old process to create a false credit in order to properly record the payment/deposit.)

So here is what I want to doWe do a project for a customer for a billRequire 20-40 percent depositWe finance the rest out for 36 months, sometimes with recurring interest, sometimes with no interest.We want to automatically send them a bill monthly with the current balance, and the payment amount due (balance divided by remaining months in the event of missed payment or late fee, or final 36th invoice being total remaining due upon receipt)Ive read many articles, none seem to fit.I dont want to set up automatic payments from their credit card, but I would like them to have that option if possible.This is Quickbooks Essential Online An Example project is $19500 service, $7800 down payment, 36 payments on $11700 balance of $325 per month, $25 late fee.  

I am going to start using Clover for recurring payments. What information is imported when they integrate? Is it name, & individual transaction? And it will mark these as paid in Quickbooks? Is anyone using this that can speak to it or is there a video that shows what this looks like?

I am using QuickBooks Online, Simple Start edition. When I follow the recommendations for recording an overpayment to a vendor, it results in a negative balance on the vendor account and a negative amount under accounts payable on the balance sheet. In reality it should appear as an accounts receivable amount on the balance sheet (it is money the vendor owes me for the overpayment). How do I fix this?  (The recommended process found online for processing the overpayment is to match the payment to the bill but enter the actual overpaid amount on the bill line item. QBO automatically creates the credit on the vendor's account as a negative amount)

Quickbooks / Intuit turned on my paypal option for my clients and started charging me 2.9% for payments without my consent or knowledge.  I've spent over 5 hours on the phone with them trying to get the to refund the money to me and all I have gotten is flat-out lies that they were going to credit my account, to they've put a ticket in to request a refund, to they refuse to refund my money.  Has anyone else had this terrible customer service?  

I have 2 credit cards. 1 for exclusively for Work, and 1 that is for mostly work but sometimes has larger personal things on it too. I pay off the Work card in installments each month, I am no longer using it to purchase anything, just paying off the balance.The Mostly Work card I pay off in full each month. My question is: How should I be categorizing these payments in the Banking Section of my Quickbooks Online? 

Had high hopes for doing payments right from quickbooks but after a few weeks of testing my experience so far with their processor Melio has been super disappointing. Overall the integration seems very clunky and common sense fields like "check delivery address" do not automatically populate over to Melio. Worse than the integration though has been the customer service which  is only active during EST business hours and they are overall not responsive enough via chat. The major issue I am having right now is an error message every time I try to re-initiate payment for a vendor whose initial ACH payment bounced back due to some error in their account info.Also funds to cover that ACH payment were drawn from our payor business account 17 days ago still but have not been refunded back to the account even though the payment did not go through. At this point I'm afraid that Melio does not meet the standards of the other apps that Quickbooks has integrated into the p

I am reconciling my credit card statements, but the credit card payments made from my checking account are not showing up under reconcile. This is causing the reconcile to be off by the exact payment amount. When I go into the register, the payment does show there as having been credited to the credit card, but it shows as already reconciled. I guess it was reconciled on the checking account side. When I try to unreconcile and go back to reconcile to check it off then the balance is off by that amount. How do I rectify this? The credit card payment was downloaded from the checking account and reconciled there. Did I miss a step somewhere? 

Hi all!  I am entering a bill that has some credits and normal charges on it. It ends up as a credit balance. I am just trying to figure out how to put the whole bill in the system.  For exampleservice charge $30regular service $50**CREDIT** correction for past service $120Credit Balance of $40 I want to enter this all as one unit instead of making a credit AND a bill. Can I do that? 

Good day! Why does other transactions do not have any Payment ID? Can you confirm if these were really paid and deposited or these did not push through?

We are acting like a middle man between our vendor and customer. The vendor direct deposits money that is not income.  The amount received from the vendor is then paid out to our customer. How do you enter this in QB correctly since the payment received from the vendor is not income and the payment sent to the customer is not an expense?

How to apply a cash discount when posting customer payments?

Hello,I am using QuickBooks Desktop Enterprise 2023, and I am wondering if there is a way to mark multiple invoices as paid in one large batch. We have a customer who pays us monthly and pays over 1,000 invoices at one time.   This ends up being very time consuming and I was wondering if there is a quicker way to go about this rather than paying each invoice individually. Thank you!

I would like to upload an Excel file of vendors and the amounts to be paid and have QBO record the transactions and print the checks. This is only done annually. What is the process to do that

Hello,  I am trying to upgrade my plan and I am having this error:  (Error code: -81604, type: VALIDATION_ERROR)What shall I do? 

I mistakenly created a bill with a date after the date of a prepayment to a vendor.  If I change the bill date to a date after the date of the prepayment and I have already reconciled for that month, will that be a problem?

Is it possible to set up my account to automatically charge convenience fee to cc payments only? I saw in previous threads that your consumers have been asking your engineers to do this for several years now. Wondering if it’s possible yet? 

Using Quickbooks Online Advanced and looking for advice on how to best organize products & services. We often purchase the same item from multiple vendors.  For example: Product A is purchased from Vendor 1, Vendor 2, and Vendor 3. The sale cost is always the same, but the purchase information & purchase cost is different for each vendor. 

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Is there any way to sync information about bills you pay in Bill.com into QBO anymore? Or is there no longer any way for the two programs to "speak" to each other?

Hello,I'm managing two QuickBooks for two different companies. I sent out an invoice for one of the companies, however, when I received the payment they made it out to the other company. I received the payment and made a credit and sent out a check to the name of other company and not to the customer. How can I apply the check to the customer? Please help, I am stuck. Thank you.

I have asked this question a few times before but do not get any satisfactory answers.  I have Enterprise professional.  When we first started using this I deposited payments from our customers through "deposits" and did not create invoices. I tried to do progressive invoices and deduct payments as I went but that did not work so I have 14 unapplied payments from 2017 through 2020 closed years sitting in my open invoices and showing up in reports.  Can I delete those unapplied payments and if not, how can I get rid of them since they are paid.  My accountant wants them gone so I need to find out how to finally resolve these problems.