Payments

Hi, Is there a way to link Sales order to already existing invoice? The reason I want to do this is because, we sometimes send invoice to customer before we start the job for prepayment ( we issue invoice, so customer can use payment link to pay with their credit cards). If I can link them, I can properly track open orders. Thank you!

I am trying to make a vender whom I previously had to pay online now paid with ACH payments.  I have all their information to do this but I do not see how to set this up so all future bills from them are paid this way.  

I make charges with my business Amex and those transactions post as spending in my QB. However, the credit card payments I make post in GREEN as if they're income. Do I need to change the category? Income, Spending or Transfer? Other?

For context, I use QuickBooks online and the desktop overlay for QuickBooks Online. I have a Mac and I am trying to use a POS receipt printer made by Volcora. The receipt printer is an 80mm printer.Whenever I attempt to print a receipt, it becomes a pdf in QuickBooks before I can print. Then when I print, only the left most characters of the receipt are printed. Everything on the right disappears. Even when I attempt different orientation (both with landscape and portrait).I would like to print the small receipts for my customers but i am unable to do that.  1. How can someone access printer settings in QuickBooks online?2. How does one make sure that receipts automatically print before becoming pdfs?3. How can one ensure the proper alignment and fit for receipt printers?

QB automatically factors in vendor credits whenever I make a payment to my vendors and it just takes it out of the total due.  I have a vendor asking if we can provide the detail on the credit used whenever I make my next payment.  Is there a way in QB to get the credits to show up as individual line items on the check payment versus just less the amount in the check payment?

Hello,I am trying to find the best way to clear a credit card balance off the balance sheet. Here's the track of what has happened:    6/15/23 Bill ($100) was created to pay the Owner for Office Supplies they purchased on their credit card. (DR: office supplies, CR: A/P to Owner)  7/15/23 Check written to Owner for the $100 bill above. (DR: A/P to Owner, CR: Cash) Current (8/3/23) -- July books haven't closed. The credit card balance is still $100 on the balance sheet.  What is the best way to zero it out?  DR: A/P $100 CC balance, DB: Office Supplies?  Am new at quickbooks so detailed advice of process is much appreciated.  Thanks!   

Is there a way to dynamically setup the ACH fees or CC fees to calculate on the invoice if a customer chooses to use those payment types. The invoice wouldn't have any fees if it was mailed in.

We have used Paypal as our payment processing agent for years.  We process hundreds, if not more than a thousand, payment transactions per month. We input each transaction manually into quickbooks (because that's what we do!). We have quickbooks enterprise. Paypal has just started withholding a percentage "reserve hold" on every payment transaction. They will "hold" the amount for 90 days and then release it. My question is: how do I enter the reserve hold on each payment transaction? I'm not sure what will happen in 90 days when they release each amount.  Has someone else dealt with this and already have the procedure set up in quickbooks?  I don't want to set it up and find out in 90 days that Paypal will do something I don't expect and now I have to go back and change the hundreds of transactions that I entered incorrectly, because I am not sure of how Paypal will handle the release of the "reserve hold".We do NOT enter paypal fees on each payment transaction. We just

This is a mess.  1. A payment was received for $1000 for customer "A" and applied to the wrong customers (lets call "B") invoice in QB payments.2.  I voided that payment for customer "B" and then received the payment for the correct invoice and customer A.  When I did this (since I realized later, I should have done a journal transaction), QB payments automatically refunded the $1000 to customer A on their credit card. So, I was forced to credit a refund receipt to match the return.3. The initial payment was matched to batch deposit for that day.  So, I couldn't delete it.4. The automatic refund was funded and matched to another batch deposit and my refund receipt.5. NOW customer A invoice shows closed $1000 payment that I need to OPEN, that they owe us and today sent via ZELLE payment this time.6. How do I reopen the invoice, or attach the refund to the initial invoice? to open it so I can apply the zelle payment.

how to receive notification of payment received from Quickbooks Merchant Services

What the difference between setting up ACH Debit vs. Quickbooks Payments-Bank? Thanks

I have the Magtek Card reader (Pic Included of exact type)- When I attempt to swipe a card for payment, the boxes populate with card info (Card # with only last 4 visible, expiration) security code and zip code were not populated. The issue was all the boxes were outlined in RED and it also said "Card # not valid" - even though it was swiped. It would not allow me to update those boxes or even apply the zip code to box for zip codes.  Does anyone have any idea what troubleshooting I can do? The light is green- it appears it is ready to process a card transaction. However, as I explained- I receive the errors and red boxes.  Can anyone provide any guidance, insight, etc? I appreciate it . 

I had processed a vendor payment via a cheque outside the system as all the vendor invoices were not yet on QBO and the vendor needed us to pay urgently. At the time of recording the invoices and its payment on QBO, we realized we had paid the same invoice twice as it showed twice on their Statement of Account. So he gave us a credit note to be used against future bills. Whats the best way to record this transaction ?

Hello. I purchased 450 smoke detectors from Home Depot via credit card.  A month later we receive a credit (price adj) via our credit card for the smoke detectors.   I need to enter this vendor credit without affecting inventory qty.  I know what the entry would be if we'd received a bill that hasn't been paid but I can't figure out the entry for a credit card payment.  Thank you for your help.

When I enter a bill in there is no option for SAVE and APPROVE. I have to save and then open it up again to request approval. Any fixes for this? (could be user error). 

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Using QuickBooks Desktop Pro, we create invoices with several items on them. If a customer makes a partial payment (or specifies how their payment is to be applied against the invoice's items), how can we apply that payment to a specific item on the invoice and not just toward the overall total of the invoice? Does using cash vs accrual method make a difference?

I created a credit memo and I want to use it to clear the balance of an invoice.  I go to Receive Payment, enter the customer and then select both of the items, the credit and the invoice which has an open balance due equal to the amount of the credit ($340).  The "Amount Received" is not zero, which I think it should be because the credit cancels the debit.  It shows $340 as the amount received.  When I save this, I now have a new payment of $340 which is closed, and my invoice is paid in full.  However, my credit memo is still showing as unapplied.  If instead I zero out the amount received, then I get a message stating that the transaction will create an additional credit of $340.  I'm so lost at this point.  All I want to do is use the credit to close the balance due on the invoice.  Why is this so hard?

We have a client that was invoiced and the client paid the deposit amount. A few weeks later, the client decided to cancel the service and we issued a check in the amount of the refund.  We then did the following steps: Select +NewUnder customers, select 'credit memo'Selected the name of the customer on the invoiceEnter the entire amount of the invoice, including the depositClicked save & closeCheck was already created Then recorded the credit memo payment:click +NewUnder customers, select 'receive payment'selected the name of the client on the invoiceentered the credit memo amount, click save and closeThis did not work. Essentially, the initial deposit is still showing in the account. The Credit Memo shows as 'unapplied' and now the balance is in the negative. See screenshots. Can someone please help me figure out what the issue is here or where we might have missed a step in the process?  If anyone on QB Online can help with this,

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Hello, I followed these instructions to record pledges and payments from donors in our QB account. It worked great! https://quickbooks.intuit.com/learn-support/en-us/accounts-receivable/record-donations-received/00/186267/message-id/157 My question, though, is what do I do with the online banking transaction in the QB banking feed? We received this donation via PayPal. I don't see any way to match the transaction in the banking feed to the payment transaction that I created in our PayPal register. If I just add the transaction, then it will be a duplicate.  Please let me know the best way to proceed.  Thanks

A credit memo was created and a portion of it was applied to an invoice. The balance was to sit there unapplied until we applied it. It seems that the balance was applied to another invoice which is not what we want to do. Can this be fixed easily?

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Greetings and thank you in advance for your assistance. I know there are some HOA Setup posts out there, and I've reviewed them, but I just want to ensure this unique situation is done correctly! So, apologies for any perceived redundancy, but i promise, it's unique! I'm setting up the books for a 96 unit HOA in QBO. Ultimately, I'm seeking advice on the best way to map this out, customize it, etc. to ensure this is done correctly. There's a current treasurer keeping the books by hand and I'm being brought in to wave the digital wand and convert the masses! Thus far, I've setup the following:Entered the Property Addresses as CustomersAdded the Resident Information as Sub-Customers to the associated property NOW...here's the business they will be conducting and how they're conducting it...They will collect monthly dues from each resident. The details are fuzzy here, but I believe that the residents can pay in the following ways:Send a Check which is then processed by the

I have a recurring invoice that is no longer showing up in my unpaid bills list. It always has in the past, but is now only showing if I look under the specific vendor and on my expense list. Does anyone know what might have changed?