Payments

How to dispute a transaction?

Hello,I just find out that Checks 9641 and 9680 were used to pay the same bill 001 in September 2022. As of today, only check 9641 cleared the bank. Do I void check 8680 or do I make a deposit with the same expense account used for the check?Thanks 

My company uses QB Payments and things have worked well except recently some payments are marked as "deposits" in the For Review tab and for the transaction detail.  However in the transaction list for the affected clients the correct use of "payments" is shown so am guessing this is a temp error/misuse of terms and nothing to be concerned about?  Similarly the term "expense" vs "bill payment" is used on occasion  -- again everything seems to be treated ok for reports, but want to make sure there is nothing to be concerned about.   Thoughts?

I have been unable to get Bill Pay to load since Monday. I have tried going through "Pay Bills" button and also through the individual vendor invoice and the page just loads, loads, loads, and then goes blank and then kicks me out of QuickBooks. I chatted with support yesterday and after 45 minutes of "troubleshooting" and going through all the steps I had already done before contacting them. They finally transferred me and then confirmed that there was an issue with Bill Pay and they would email me with the resolution. No email today so I chatted with support again and after convincing the person in chat that we didn't need to do a screenshare, and that I just needed to know if there was still a known issue with Bill Pay, they did confirm that there was. They provided the following Investigation number: INV-80704

We have a business where we offer monthly security services, were an alarm company. I had set up our customers on recurring, however some customers want us to put their bills on autopay for them. I followed the steps online, setting it up under sales receipt then clicking make recurring at the bottom. Did everything else HOWEVER QB charged them RIGHT AWAY. It was supposed to be for the first of the month not the day I created it. Is there a way to set them up on autopay without QB charging that day and waiting till the first of the month?

When I log into my account the following alert shows up: "Some QuickBooks Payments deposits weren't automatically recorded. After you receive the funds in your account, record them manually as a Bank Deposit"When I click on take action it takes me to an empty page to make a bank deposit. Unlike some instructions posted in online, there's is no hidden section for payments in conflict.I have not received a single payment from.a customer. The only payment I have is the sample $5.How can I fix this issue?

Multiple donations were received and entered as "sales receipts" and deposited. I have now been informed these were to be applied as payments toward invoices. What is the best way to handle this for each "customer"?

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What are merchant services on quickbooks?

I am working in Quickbooks 22 Desktop Pro PlusDoes anyone know how to work with the new bill pay system with Melio?  According to Quickbooks tech I have everything set up correctly: Bank of America changed to new, software updated, etc.  cannot send an ACH to Chase, Home Depo Credit, and many more. have been directed to call or email to get routing #, acct. #.  They don't even know what I'm talking about and they don't have email addresses. I have sent 2 paper checks that were rejected.(to venders I have had for over 10yrs.) don't know why I would pay $1.50 to send a paper check when my bank does it for free.   Everything was seamless now it seems to not work at all.Any help or guidance would be greatly appreciated.Greg 

I am Of Counsel to a law firm. For certain matters, we split the fee. When I book the invoice in QuickBooks, I want to also book the referral fee expense that will be paid when the invoice is paid.

Hi, We have a company that did a cc dispute.  The cc company has done a chargeback. Is now on my bank statement as an expense. When I go into banking, it is sitting there to review as an expense. But I am not sure how to mark/edit this? Do I attach it to the sales receipt of the customer when they originally purchased? 

Hi,  We have been made aware of a disputed payment.  Customer made payment, next day disputed it.  Customer has in been in contact with us to set up service (even though disputed payment).  We want to give back their payment.   I keep getting deadline emails from Quickbooks saying we need to submit our evidence.  I would like to just refund at this point to avoid further hassle.   Is there anything i need to do? Our does QUICKBOOKS automatically refund? Thanks for your advice.

The balance in client's undeposited funds account is too high. I found that a deposit from a previous month had been deleted; it was payments made through QuickBooks Payments and the system recorded it. I found that the amount of the deposit had been credited to Sales account on a bank deposit in the month after the deletion. The individual customer account balances do reflect the payments; A/R balance is correct and bank account reconciled.I need to move the total amount of that deposit out of the Undeposited Funds account and offset the incorrect posting to Sales account. I posted a journal entry to adjust the balances of Undeposited Funds and Sales, but now when I try to create a new deposit, there is a negative amount showing there to select. I am thinking I need to make this deposit Zero, but what do I post on the deposit as the off-set? 

One of our customers paid an invoice on 2/1, but we found out on 2/4 that the charge was being disputed and the amount would be charged back. How do I go about correcting this in QBO? The amount was paid digitally so it was already part of a deposit on 2/1. The customer’s invoice still shows paid. Please help!

I have an eCheck that was processed through quickbook payments when the customer entered the wrong account number.  Quickbooks deposited the funds in my account then deducted them later with a fee, but my invoice still shows paid.  With a normal payment I can click on process bounced check, but with a Quickbooks eCheck that option is not available.  How do I show the invoice unpaid, reverse the deposit to reconcile my account, and show the customer the payment was rejected/declined?

Does anyone know what detailed information is included in the email when you select "send vendor confirmation of direct deposits to" when sending direct deposit (ACH) payment to a Vendor?  Is the Reference Number or Memo line included?

I created a credit memo and left it available to be used at a later time. It shows up in my open invoice listing. I then received payment from customer. The payment consists of 3 invoices and the credit memo. I go to receive payment and select the customer. The 3 invoices show and I can select them to be applied to the payment.  The credit memo does not appear. How do I apply the credit memo to this payment?

How do I have QBO automatically adjust the qty of inventory I have on hand when I take PO's from customers? I usually send an Invoice to the customer as an order confirmation/bill when they send me a PO, but then the qty isn't adjusted in QBO... If the only way to do this is to manually adjust the amount of inventory, which account should I list the reduction in qty under?

Hey QBO experts! I'm in a pickle and I sure hope someone can help. :)We do not track individual credit card expenses in QBO, just enter a vendor bill for the parent credit card account and log the total for each expense category. May not be the most correct way, but it works for us...normally, that is. However, occasionally materials will be ordered on a PO and paid for by Credit Card. We've been entering the "paid" vendor bill in QBO to receive the items and close the PO, but I haven't figured out how to mark the invoices as "paid" in QBO. Any suggestions?

Everything I have read says that "the fees for AutoPay are the same as for any payments made through QuickBooks Payments."  We have some auto invoices set up and I have a customer that signed up for autopay.  We did not enter the credit card information - the customer signed up through the invoice to autopay.  And I'll add that we have no access to their credit card information, it is saved in their own intuit account. Our other invoices that are not on autopay that pay via. credit card are being charge 2.9% which is the listed rate for "credit card - online invoice.  For the one that signed up for autopay we are being charged 3.4% which is the rate for "credit card - keyed".  When I ask the Intuit "Experts", I'm told that since the customer "keyed" in the credit card information and saved it - it is now being billed as "keyed".  Apparently it only counts as "online invoice" if a customer enters the information "fresh" on each invoice? I don't ge

Forgive me if this has been answered before. I can't seem to access the right place to search this.  A vendor has submitted an invoice for a portion of their PO. It's a single item PO for, say $17,000. The bill is for $10,000. How do I enter this partial bill?  Thank you --

To Whom It may concern: I do about 10 transaction a month for rent purposes.   The new 1% (max $10) will end up costing me over $1000 per year.  I pay quick books a service fee every month.  Why not increase the service fee and keep the ACH transfers to zero?   Looking online at the complaints this move is generating, I do not see how the "majority" of the community is asking for this "new" service.   I operate a month in advance so waiting 3 to 10 days for a deposit was NOT a hassle for me.  I suspect that is the case for the majority of the community.  Looking at the 3rd party apps to continue free ACH transfer appears to be more of a hassle as it requires yet another account with yet another link to my bank, the customer I am sending the invoice to has to sign up, blah, blah, blah.  I request you to please reconsider this decision.

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I have a messy situation.  We just started the company and didn't have our bank set up or vendor account terms but needed heating oil.  So our CEO prepaid $4500 from his personal account so they would deliver.  Then we also paid an additional $2500 to the vendor directly when we received our checks and we paid the CEO back for the $4500.  We have 4 separate invoices to post against these deposits and will have a remaining credit which I would like it to show up on their account.  I see that you are to post deposits in the accounts payable category then enter a bill in when we receive invoices with the category for, in this case, fuel oil.  How do I handle this when one of the payments was not made directly to the vendor that I want to show all of the credits and debits?  Thanks!!