Payments

I am new to QBO - I have just downloaded all my transactions from year. I have aprx 75 contractors that perform services for a business that I work with each month. These are referees working for a sports league. I oversee the assignments and payments with my business.  I am trying to set up all the payments to these referees/contractors in QB online. Do I set them up as a Vendor or a Customer in the Payee Field? My category was going to be Contractors. 

My invoice is set to receive credit or debit payment but my client don't have the option when I send the link or the invoice.  This is the message instead : Contact "The compagnie" if you're not sure how to pay this invoice.

Can I know the way of viewing a list of paid invoices?TIA

Dear QB, I am trying to create a second invoice template in that services the DBA that I have under our parent company. This DBA has a totally separate name and a bank account too and I need to be able to invoice clients from that company, hence needing a separate invoice template which shows the company logo. If you are allowed to create a DBA under American company law that can have a separate name and bank account, surely QB should allow you to be able to invoice from that company?  Please please help. I was persuaded to come back to QB by my accountant from Xero, who offers this service. And I am facing the same challenges I faced 2 years ago.  Thanks.

We received some product into stock and then determined it was improperly sewn. We sold 20% or so at a steep discount while waiting for a Vendor response. They have now issued a full credit.We are still selling the ones left at discount.  Not sure how to process the credit and keep the stock at the same time while accurately reflecting to COGS etc reports. 

Greetings, I need to produce a report weekly for payments on a few jobs. My thought was to create a custom field and use a unique code when we enter payment only on the specific jobs that we need to track for special reporting. The jobs and salesreps are different. Any suggestions? Thank you in advance!

I send my customers a QB invoice and they pay via echeck or ACH. I've been told that if that customer charges back, that I have no recourse and can't supply a rebuttal, unlike a credit card chargeback. I've also not been given a timeframe of how long a customer has to dispute a charge.

We issued an over the counter sales receipt to a customer that purchased product. The paid by credit card. They came in yesterday to return the product and we issued a refund to his credit card. How do I refund the sales receipt in QB Desktop?

I invoiced a customer that wasn't supposed to be invoiced until June. They already sent the check (not applied yet).  They said they would rather me keep the check and put it on their account for the bill in June.  How do I record this payment?  Should I apply it to the invoice that will be cancelled, then when I cancel the invoice (if I can once there is a payment on it) a credit will be generated? Or, should I cancel the invoice before a payment is applied, and if so, how do I receive that payment because it asks for an invoice to be applied to?

Hello! I am using QB 2019 Desktop for Mac, and processing credit cards through another system. I have a client who paid for an item, and the credit card payment was settled.The item was damaged in shipping and I refunded the client the price at a later date.The refund was removed from a later deposit by my merchant services.How do I properly record the refund and then include (subtract?) it in the deposit in QB? Thanks in advance!

Client said that  cannot see payment button on there end, this is the first time it happened?

I'm trying to bill a client and it won't allow me to bill over $5000.  Is there a way to do this?  Or is Quicken limited to that amount?

I have Simple start and I pay my bills through the bank so how do I eep trac of these transactions?

I would like to receive automatic ACH payments against an invoice. I have many customers who want me to auto-debit their account through their bank routing and account information on file. I am aware of how to create auto Sales Receipts, but as far as I am aware, these will not work. They will:A. Not automatically credit their accountB. Create new invoices/bills/transactions each time Both A and B create issues, but with B, this will mess up your tax liabilities, income, etc. Any hope or suggestions of solving this issue? I am currently looking into switching away from QuickBooks on account of this and other issues. NOTE: To clarify, lets say I have an invoice for $10,000, and I want to automatically draft $500 monthly payments from my client's account where each month it automatically charges $500 as well as subtracts $500 from their account. Mos sincerely,Chris  

Hello - is it possible to accept partial payments when utilizing a card reader and the QuickBooks GoPayment app for iPad? Have looked everywhere within the app and cannot find anything. 

I reconciled my credit card and the numbers on the report were accurate. When I printed the check it only paid a partial amount when I asked it to pay it in full. It was short $1,100.00.Moving forward, everytime I went to print checks, a random amount of $3,388.81 showed up for me to pay. I printed the check to get rid of it and then deposited the amount back to clear it, but next time I went to do checks, that same amount showed up again. I have struggled with this since July of 22. I paid the credit card company the $3,388.81 to clear it from showing up, but now I have this amount in miscellanous payables and need to get it out of there. This has been super frustrating. Anyone have this same issue?

Top of the day.Please, I would like to know how to undo a paid bill in quickbook desktop. I may have inadvertently paid it without knowing. I would appreciate a response.Thank you

Back in Feb. 2021 worked with Zachary in the sales dept. to have our desktop QB Premier Non-Profit edition have the capability to accept credit card payments via QB invoices to clients. Submitted social security #, personal info and completed a soft credit check, was mailed the magstripe reader and followed Intuit Community articles to troubleshoot & still not able to get "Accept CC" to work, when I select the icon it does nothing. Attempted to email and call Zachary or anyone in sales from March 2021-April 2021, never any response.  Several calls to Intuit support through October 2022 and always got mysteriously disconnected. Are any other users having this issue? Is it another software bug where QB customers are given the illusion that we have an option to use something but it never works?

I run a monthly subscription services that is processed by ACH. I purchased an established business and this is my first time dealing with ACH. About 25% of my transactions declined. When I run them they instantly decline. Are funds being verified instantly by QB or could there be another reason? Account and routing numbers are correct as I am looking at voided checks. No decline code is given by QB.

Hi All!  I've been having this issue for a few weeks now. Not sure what is going on. I am in the "receive payments" window. I put in all the information for the customer payment. It seems when I put in the check # or reference # in for ACH payments, the numbers in that section dont save. Everything else saves. Sometimes I have to try 3 or 4 times to get that number to save. Sometimes I just get frustrated and just enter the check number in the deposit section. Does anyone have any idea what is going on here?  Thanks! 

Is there a way to turn off the email notification for payments on invoices?

Hey Folks, I have auto invoice numbers set up on my account online no problems,  so each time I generate an invoice it automatically creates the next customised number in sequence, which is great,  but it doesn't do it on the mobile app. I have to enter the invoice number manually on the app.    Does anyone know how to turn that feature on in the Iphone app?  It would be great if it auto generated the next one inline like it does online as I use the mobile app far more often to generate invoices.

I use QB Premeir desktop. I have a customer that has an invoice for 950.00. I also purchased 700.00 of inventory items. I want to credit that 700.00 to his current invoice and charge the rest on his card. I realize I need to setup the name as a vendor. I did that, and entered the bill. Tried to make journal entries with the AR and a clearing account. Still cannot figure out how to make the 700.00 credit show on his customer account since the name is different since I paid a "vendor".

Hello.  We have a customer who paid an invoice back in January via ACH.  They have changed their mind and requested their money back this month.  The owner of our company has wired the money back to the customer.  It doesn't seem that I should create a credit memo because we are not issuing this customer a credit.  Is that a correct assumption?  And we've already made the payment back to the customer - the wire transfer is showing now in our bank account and is ready to be categorized.  How do I account for all this in QuickBooks Online?  Thank you for your help!

The customer charged me for ACH deposit but sent me a check by mail. Later they refunded me money for ACH transfer. How to categorize both "fee" transactions?