Payments

Hello, I am a new user of QuickBooks on line. Why some transactions in Expenses menu show action with view/edit and some do not? Will the view/edit always remain in some of the transactions? Also why the Credit card payment paid from my checking account show up in the Expenses menu? Both my checking and credit card accounts are connected online. When I review the transaction of my checking account for the Credit card payment, I choose "Match" and it shows up in the Expenses menu. Is this right? Thanks for your help!

A customer paid me over the phone using what I believe is called a bank transfer.  Meaning, I manually input their routing and checking numbers.  I need to refund this payment.  How?Thanks!

How to categorize Shopify shipping separately? The order invoice that comes through Shopify includes the product price and shipping cost. Line#1 Product A --------- $50Line#2 Shipping cost ------ $50Total ---------------------------$100 We want to "Receive Payment" the invoice, then be able to categorize the shipping cost. Hope it makes sense.

can I use square to take  payment when I send a quickbooks invoice?

Anyone else having issues with the update to the mobile app on their iPads?  It no longer matches the mobile app on the iPhone. There are extra steps involved to processing and emailing an invoice, and when I go to receive or add a payment, the only options given are cash and check in IPad app, despite the fact I have several set up, such as Venmo, PayPal, etc so that I can track accordingly—all of my payment options show up on the IPhone app, so as it stands now, when I’m on a job site and I’m invoicing a client for a service, I’m invoicing them off my iPad so I can attach the file of my on site form, saving it, opening the app up on my iPhone so that I can mark the invoice as paid via Venmo, then emailing the receipt, either from the phone app, or the iPad app.  I’m also not given the option on the IPad app to accept Venmo or PayPal, which I had before the update.  It’s absolutely ridiculous 

New desktop user, fairly simple question. I have a CapitalOne credit bill, for example, $5,073. I pay that CapitalOne credit card bill via online payment through my USBank checking account. So, in my banking feeds, I have transactions of (1) Payment of $5,073 in Capital One Credit Card and (2) Payment of $5,073 in a Checking account. What is best practice to match these up, or how to I account for each of the 2 transactions in the bank fee?

Hi there, I need some help. I got this message when I going through my app transactions for last years cycle. We couldn't Add the transaction(s) due to "Select a date that's after the date you started tracking this inventory item.". Try again later. I just got quickbooks this year and I manually imported my customers and inventory from square and have synced it. I am trying to record last years transactions but can't because of this error. Am i just out of luck because I bought it this year?

 Here's the situation. A PO was created with multiple line items. The vendor wanted 1/2 upfront of the order. The business credit card was used. I am now posting the 1/2 down credit card payment in the  enter credit card charges. None of the product has been received. How do I get this credit payment to reflect properly against the open PO.Thanks

How do I best record a retainer within QB's self-employed app? When I was using the small business I would record it as a liability but I am lost of the self employment front. Please help! 

Hi, I need to pay 4 invoices, using 2 credits.  One credit amounts is larger and other 3 is smaller than individual invoice . HOWEVER, the total amount due from all 4 bills is lesser than the 2 credits I have to use.  How can I use all 2 credits to pay all 4 invoices?Any help would be much appreciated.

Hi All, I have some old payments sitting in the "payments to Deposit" window. These payments have already been matched up and added to the chart of accounts. Is there any way I can remove them from the payments to deposit window?  TIA,Cath

We are a law office.We get a gross payment for our client deposited in to our IOLTA Trust Account.We deduct a% for legal fees.We pay the client the net.How do I enter this in QBs?!?!? I can invoice a customer, pay a vendor, write a check.... but none of that suits my purpose.How do YOU record this?

Hello everyone!   I'm using QBO and I currently have an invoice that is match to a payment that doesn't exist.  The payment never happened.  I'm unsure of how to un-match this payment so that I can go back to the customer and get them to actually pay the invoice!  Please help!

I am looking into getting a business credit card for my business to build credit. If I use the card for specifically fuel and pay it off with the business checking account, how does the payment to the credit card get recorded in QuickBooks to show it was a business expense? 

I'm new to quickbooks and currently having syncing issues between my phone app and my desktop online version of quickbooks.  All the reports are different and any changes I make on the app wont appear on the deskpot version and vice versa, almost like it's two independent accounts (which its not). I have tried reinstalling the app, reconnecting bank accounts, deleting & refreshing app and phone data all to no use. Many Thanks,John  

I want to make the payment to a partner by mistake as a loan. Partner will return payment in part- cashed check already, and the balance to come from future payments from partnership. Intuit won;'t allow me to enter the "loan".

Hi Everyone!  I am adding second lien mortgages for our properties to my books and ran into this new one. Occasionally private lenders don't send the money to us first, and then we bring the cash to close at closing. They send the EMD (or full amount to close) directly to the attorney. How do I record that transaction since there is no track record on our end but we obviously still owe them the money now? Thank you!!

A payment was received by our sister company for invoices from a customer in their company & our company. They received the payment from the customer in total $2430.25 for which $314.50 was for their invoices and our sister company was owed a $700.50 amount which they deducted from the payment that was owed to them & transferred a net amount of $1415.25.  How can I post the net amount transferred and account for the $700.50 payment deducted from the transfer?

We have received a check from a large company paying many invoices.  And then they basically reversed their payment on a previous invoice (credit on the check).  I'm baffled what to do.  I clearly need to create another invoice because it is now NOT paid (1234-ADJ).  I get that.  But the check amount doesn't equal the total for the other invoices they say they are paying (it's short).

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Hi All, I recently purchased Standard Checks for Quickbooks Desktop.  However, my horizontal alignment is off.  Quickbooks allows a maximum of 50 and I need it to go at least 20 more spaces (i.e. total of 70 spaces) to the right.   Any help would be appreciated.

Hello I have a customer who needs a new invoice for each payment made towards that order. This is not an estimate this was an order with a large amount for the total, so they are making payments on it.They can not use the same invoice number for multiple payments.All I am finding online for this is progress invoices, which is what I am looking for just not off an estimate.  Any help is greatly appreciated.

Hello,I want to select multiple Time Charge records and include them in a single invoice without having to manually re-enter the associated data (especially the Memo data). On the attached image (you may have to download it to view it), I've selected five Time Charges that I want to include as separate Services on a single invoice. However, when I click Create Invoice, only one of the five selected charges are brought into the invoice. How do I bring multiple Time Charges into an Invoice without having to manually re-enter the data? Thanks! Chuck

Client change her mind and recognized the charge

I recently took out a loan for a piece of equipment. With the loan, I also purchased insurance to cover the loan payments if needed. The bank advances the insurance payment to the loan at the beginning of the month and my loan payment is in the middle of the month. Loan payment covers the insurance. I keep getting an error when I categorize the insurance advance as a bank fee ---- This account is set up as a liability account. To accept this transaction, either disconnect the account or change its category type to bank or credit card. -- How do I categorize this insurance charge?