Payments

Hi,I use QBO, and I got very behind in connecting my deposits to outstanding invoices.  I have no outstanding invoices for last year, so is there a way to mark them all as paid without matching them? Thanks for the help,Kim

I am trying to get a report for all Credit card purchases/charges divided by customer:job

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I clicked to receive inventory and pay bill and checked off all of the POs that it applies to. When I was clicking "save and New" I received a warning message that said You cannot use more than one A/R or A/p account in the same transaction.  What is causing this warning/error? Is it related to the Vendor's settings or one of the items in the POs that I am receiving or paying?  Any assistance on how I can fix this would be a great help!

I need help with a client issue. The bank changed their account # due to suspected fraud. The merchant account needs the bank account number changed. The open to make the change requires a pin sent to their phone number. Their phone number is answered by an auto-switchboard (press 1, press 2, etc.) and therefore we cannot get the pin code to change the bank account. I do not have the menu option to close the merchant account. I have sent in documentation to have the phone number on file changed to a cell number. It has not been done yet. There are payments out in cyberspace that the client cannot get because Intuit will not change the phone number on the account. I am basically at a loss as to what to do. Someone please help with this issue.

Does our customer pay a fee when paying invoice by credit card

QB Dessktop Pro 2023We have a vendor name (example) Name_V.  Looking in Vendor Center, I found no other Vendor with the name "Name", so I deleted the "_V" portion. The system responded with the message that that name was already in use with another vendor, so I couldn't change the name to that. I then changed the Vendor Center to display ALL instead of just Active:  again, there was no other vendor with the name of just "Name".  I have now discovered that we have a Customer with that same name. Does QuickBooks not distinguish between the name of a vendor and a customer, and that it is quite possible to have one of each? Is changing the name of one of them the only way to handle that situation?

How can we delete a Venmo or PayPal option for payments? We want our clients to pay only using their credit cards.

My client hasn't received their payment yet and I want to track when and where the payment was delivered. How can I do this through Quickbooks? I know the labor holiday may have delayed the payment. but I want to track the ETA.

Hi everyone,Is there a limit for the number of Multi-use payment links? I created 10 multi-use payment links, and I cannot create the 11-th. It says 'Select at least one payment method', but there is nothing to select: 

Hi, Switching from Quickbooks for Mac to Quickbooks Online has really steep learning curve for me as a new home builder so I need you help on how to enter the following transactions at Quickbooks Online. Example:1) I order $1000 plumbing items on Build.com for a specific project (work in progress items). It has an order ID.2) Build.com charged $1000 to my credit card.3) I canceled the order due to the delivery time not meeting the project needs.4) Build.com refunded $1000 to my credit card. When I migrated the company account from Quickbooks for Mac to Quickbooks Online, this transaction went into Unapplied Cash Bill Payment Expense as -$1,000 Credit Card Credit and $1,000 Vendor Credit.  I wonder if I have to delate that entry and manually recreate the same entry in Quickbooks Online in order for this transaction to not show in the Unapplied Cash Bill Payment Expense section. Thank you, Nick  

A vendor overpaid our invoice by $10.  We have the 'automatically apply credits' setting switched on in QB Online.  Instead of applying the $10 credit to the invoice, QB created a new project with the name identical to the original project, except the letter "y" was added to the end  - so the original project was named "GS" and the newly created project is named "GSy" with the only transaction being the $10 overpayment.  How do I fix this? I would like to delete the "GSy" project and credit the $10 overpayment to the original invoice.  I tried the "Receive Payment" method, however since the original invoice is marked as fully paid - I cannot select it to apply the credit.  I appreciate any advice!  

I have an odd scenario where I deposited $1k into my business account from my personal account. $360 of that 1k is a payment from a customer. There is no invoice as it's a paid in full. I'd like to create a sales receipt to log in my sales as a transaction. What is the best way to do this? Thanks for any help.

Does QB Online have any capabilities to pay Vendor Bills using ACH payments. We currently use Bill.com but are unhappy with the inability to sync credits.

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I am not sure I understand bill pay online.  I want to pay a vendor using ACH.  Without paying extra can QB online pay a vendor using ACH and if so how do I set it up?

My customer paid the same invoice twice and I accidentally deposited the second check resulting in duplicate payment.1. How do I record the deposit for the second check/duplicate payment in QB since there are no invoices to attach it to?****** The check is one of several in a single deposit to the bank. I need to be able to reconcile this deposit. 2. How do I then issue a refund check to the customer for the amount of the invoice that was already paid? ***** I have QB Desktop. I have seen several posts on how to handle this with the online version but I have Quickbooks Desktop. Thanks! 

My system uses QuickBooks to charge payment and sync invoice to handle via API. But, I have one situation:- Step 1:+ In my system, I created invoice A, then, synced to Quickbooks successfullyEx: Invoice Id is 190+ Then, I used the API to charger the payment for Invoice A above and it's successful. Ex: Transaction code will be ETFLOWZX8CZK and Invoice A 's status is Paid - Step 2:+ I accessed to Quickbooks and deleted Invoice A that has Id is 190 above  - Step 3:- In my system, I created new Invoice B with the same customer, then, synced it to QuickBooks successfullyEx: Invoice Id is 191 But, the old transaction code ETFLOWZX8CZK (of the deleted Invoice A) mapped to Invoice Id 191 automatically and its status is Paid (I don't charge any payment from my system) How can I prevent automatic mapping of previously deleted Invoice transaction codes?

Hi!  We create an estimate and take a 50% deposit from our clients before work begins.  I'd like to send a payment link to the customer so they can pay the deposit via CC on their own.  At the time I am taking the deposit, no work has been done, so I don't want to generate a progress invoice since that will create a revenue event (it is still unearned at this point). Is there a way to send a payment link in QBO without creating an invoice?

A client uses another software for payment processing. When customers pay and funds are deposited, the deposited amount does not equal the customer invoice due to a per transaction fee deducted from the payment by the other software. All customer payments made with through this software have a % fee deducted and therefore no payments match. What is the best way to match the payments to the customer invoices in this situation?

Is there a way for my invoice to show the details of the tax being charged?  For example, our state allows counties to apply a surtax, so the rate will vary depending on where the work was performed.  I wonder if it is possible for the tax to either show the breakdown, or to show the tax descriptor (i.e. Seminole County)

I have a client who pays a percentage of their sales to a company. We write a check to the company monthly. What COA do I use for this payment?

I started using QBO less than a month ago and was able to start accepting payments right away. After accepting a couple hundred dollars' worth of payments, I am being told that I can no longer accept payments and my application was denied. How is it that I was able to accept payments right away after applying then? Also, after accepting these payments I'm being told my account is on hold and I cannot access this money!  The fact that QuickBooks allowed us to add a bank account and request payments from customers only to follow back a month later and declare that they would be holding the accounts is completely unacceptable. We are a new business trying to establish a professional image. A part of this is to deliver the products in a timely and professional manner. As soon as we received the email from QuickBooks notifying that payment had been received the product was shipped. Now we're being told that we need to request that the customer disputes the charge and rei

I am new to QuickBooks Online and still am unfamiliar with how things work. I have a customer with three sub-customers.  I invoiced Sub-customer One two separate invoices for $2600.00 and $350.00.  I invoiced Sub-customers Two and Three separate invoices for $350.00 each. Parent Customer paid $3125.00 through the online payment feature which covered the two invoices for Sub-Customer One and left a credit memo of $175.00 on Sub-customer One's account.  Parent Customer then made another payment by check which covered Sub-customer Two's entire $350.00 invoice and $175.00 of Sub-customer Three's $350.00 invoice.  Per Quick Book's Help section, I created a Journal Entry debiting Sub-customer One and crediting Sub-Customer Three for the $175.00.  When I look at the Parent Customer's profile totals, everything is correct. Sub-customer One and Sub-customer Two both have correct info on their individual profiles.  However, Sub-customer three is still showing an unp

Does the following post apply to my company in how to enter monthly insurance premiums (for Liability Insc) not connected to payroll? Record and allocate Prepaid ExpensesSOLVED•by QuickBooks•13•Updated January 10, 2023Follow these steps if you have a customer who wants to spread the expense of an item paid in a single amount (i.e. insurance premiums, Yellow Page bill, etc.) over a period of several months in order to allocate expenses to the appropriate month.QuickBooks Desktop for WindowsCreate an account to track the prepaid expense. Generally, this is an Other Current Asset account.From the Company menu, select Chart of Accounts.In the Chart of Accounts window, right-click anywhere, then select New.In the Choose Account Type window, select the Other Account Types drop-down, then select Other Current Asset.Select Continue.Enter the Account Name (Example: Prepaid Expenses) and other details, then select Save & Close.Enter payment to vendor using the account created in Step 1.