Payments
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99.9% of the time, when my customers pay an invoice using QB Payments, the full transaction amount is deposited into my bank account then Intuit charges me the fee as an ACH withdrawal out of my account. For example, customer is sent invoice for $50, customer pays with credit card. $50 is deposited into my account then Intuit debits my bank account for the processing fee of $1.70 For some reason, I have 2 transactions where the deposit into my account is net of fees. Exact same use case, exact same workflow but the deposit is net of processing fees. How do I account for the fees when the invoice is for $84, Payment was recorded for $84, but deposit is off by the $2.69 fee so the bank feed doesn't match up?
Since last Friday, 2-17-23, I have been attempting to login to Merchant Services inside QB Desktop, and keep getting this - Error Occurred - Unable to load the page. Please try again later.
I received an invoice payment from a customer via QuickBooks Payment - Credit Card and on the same day issued a refund to another customer also via QuickBooks Payment. My problem is that QuickBooks deposited to my bank only the difference between the invoice payment received and the refund issued.What adjusting entry should I record in my books to reflect this difference and reflect the invoice that was fully paid as deposited?
If a receipt is forwarded to a Quickbooks Online account via a quickbooks custom email(https://quickbooks.intuit.com/learn-support/en-us/payments/email-bills-to-qb-online/00/924795) , the receipt is attached to the email, can the details in the email that may contain pertinent information for the approver be pulled into quickbooks and included in the emails that are set-up using the Bill Pay Approval Worklfows? https://quickbooks.intuit.com/learn-support/en-us/manage-workflows/how-to-set-up-and-use-bill-approval-workflows-in-quickbooks/00/941481 I don't have Quickbooks Online Advanced but may change to that if I am able to pull in Bill detail via the forward to QuickBooks functionality and then use approvers via the Bill Approval Workflow in Quickbooks Online as well. Thanks
Quickbooks Pro 2021 Desktop I received an advance from a customer which I then proceeded to create a credit memo to record the deposit.15000.00Upon completion of the job, created invoice for customer.30694.54Asked me if I wanted to apply the credit to the invoice. Yes. Invoice shows payment applied 15000.00 balance due 20694.54However when I preview a statement it shows balance due 5694.54 It has applied the credit twice??Customer review now shows a credit of 30000.00. 15000.00 used, 15000.00 remaining.If I go to receive payments it shows balance of 20694.54 however shows unused credits as 15000.00 after already crediting the 15000.00 to obtain the 20694.54 balance.I don't know what is happening or how to fix it.
Is there a way to create a simple invoice for clients within Quickbooks Desktop? We work in the construction industry. We use QuickBooks Time and inventory function to keep track of job costs. When a project is complete a QuickBooks invoice is generally several pages long; detailing all labor and material. However, when it comes time to actually send an invoice to customers, I create a separate invoice outside of Quickbooks that lumps labor and material into one line item. Is there a way to do this in QuickBooks?
Hello Community! I was wondering why when I go to do a new invoice an old email from a past customer auto populates in? How do I fix this? Thanks In Advance!
When I select a Bill Payment that has a Payment Date of 2/24/2023 and click on View Payment Online I get a message that says "Bill Pay is loading...." The thermometer goes part of the way through and then I get a blank screen.I need to either change the scheduled date or void the transaction. I'm afraid to void the transaction in QBO as I fear that it won't get voided in the online bill paying. This is fairly urgent....and when I contact support they seem to have no clue about online bill paying.
Hi A customer withheld tax on one of our invoices. I have set up the withholding tax expense account, created the credit note and applied the credit note to the invoice. Revenue have now offset the withheld amount against another liability (Paye/Prsi monthly return). How can I record this in my QB? I have a balance in the withholding tax expense account and the corresponding amount in the PAYE/PRSI account. Revenue will present DD on our bank account for the total of our liability less the withheld tax. I want to show this transaction correctly in our book. Don't want it showing as we have received payment twice for this amount of the invoice. Thanking you for your help
This year I switched back to QB desktop from online and invoices are arriving for orders I took last year and booked the P&L last year. For a given item, my inventory is zero so if I enter the supplier invoice as I normally would inventory would go -1 and I'm sure it would affect my inventory or COGS account. What is the best way to deal with this? I want the invoice entered but don't want it touching my P&L or inventory.
I’m a new user of this services,I think the wait for 5 business days for a payment to be cleared for a new user is too long.1) You are a customer/new business person so the payment process should be quickened.2) Five business days is too long for a processing time
Given the year and lack of business. I needed to pay my credit card bills with my personal account. I do not know how to indicate this. Especially when I download the activity into quick books and where does the money come from doi record it as a transfer or a payment for credit card?
We converted from Sage 50 to QBO, but several invoices from previous year are showing up. These are invoices that we paid without using a check. Any way to clear these out without deducting from checking account?
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Hi all, I have never used quick books and am trying to record my 2022 bank deposits. How can I do this without having to attach to an account or invoice? We want to use quickbooks for recording purposes only. We do not want to attach our bank to quickbooks.
Hello! I recently switched checking accounts for a client. In the interim, we had 2 active checking accounts and several bills were paid from the wrong checking account. I need to fix this both in QB and in the bank so I can reconcile. Do I simply edit the transaction and change the "Payment Account" within QB to the correct account? Or do I need to create a correcting journal entry for each transaction? Then, do I need to transfer the money for each transaction between the bank accounts or can I do one lump sump transfer when I'm done? I want to be able to reconcile clean. Thanks
ı have entered my bills manually for the goods i’ve purchased from my vendor. Then i pay some of it with bank transfer. I can’t match the transaction in bookeeping section with bills i’ve entered. If i categorize the transaction as COGS it’s increased my P&L COGS account. QB only match invoice payments not the bills. Anyone knows how to match bill payment with bills in bookeeping sectiom
I want employees to take payments in the field but how do I set it up for them to use card readers but not have access to the bank account?
Has anyone else had issues using Melio as a means of paying bills from Quickbooks desktop? I would highly suggest you save yourself the grief Their "chat" support is dismal at best. They also seem to have a serious problem actually delivering funds withdrawn from your account to the intended recipient. I have endured well over 60 interactions attempting to recover funds they withdrew from my account which were not delivered to the intended recipient. At his point, it appears they expect me to accept the fact that my money went somewhere, only not to the vendor I intended to pay. It is impossible to get an answer from them how these funds were apparently directed somewhere other than a destination authorized by me or the recipient. RUN, don't look back. They will eventually bite you.
We are in the construction business. Vendors make mistakes that we have to pay other vendors to fix. I want to charge the vendor for the mistake and deduct that charge from future payments. What is the best way to enter this in QB? I am keeping track of job cost. I have the Desktop Contractors version or QB.
Can't accept partial payments
Hello,I paid one my vendor $10 twice. Once with a check and the other one ACH.How do I fix it?Thanks
Hi,Im an experienced job costing/basic accounting human. I am familiar with other systems but not QB so Im having some problems getting around especially with this credit card reconciliation. I can reconcile just fine, but I do not see how these individual charges get into those project expensis
I am a newbie when it comes to QuickBooks so forgive me. I just started working with a new company and they have invoices from contractors that need to be reimbursed. Do these invoices need to be entered before we reimburse them either as an invoice or expense? The only person in the company that new QB quit without notice so I am just trying to pick up the pieces. Thank you!
