Payments

Hello, I have often attempted to chat with customer service to no avail. I now believe that they have no ability or desire to report technical issues to the IT development team (which in my opinion, is unacceptable and utterly pathetic), so I will explain my issue here in hopes that someone in contact with the IT team will see it. My issue is the following: I received payments directly through PayPal and these show up correctly in my PayPal Bank area. I have two open invoices that have been paid, also two matching incoming payments. However these do not match exactly due to PayPal Fees. (The business name is also different, due to my client having a parent company, but his name as the Payee remains the same. I did some testing and the name does not seem to be the issue.) To be exact, the incoming amounts are too high, but once the PayPal Fees are deducted they are a bit too low to match up with my invoice amounts. I know I will need to use the resolution feature to solve thes

For previous QB Files I set up - we had the option of choosing the Bank Account we want the Sales Receipt deposited into. Somehow can't figure out how to set it up now again.I just want the ability to chose the Bank Account I want the Sales Receipt to be deposited. 

New to QBO and need to add a vehicle purchase where some of the money to purchase this first vehicle came from the business and the remainder came from owner's contribution. How do I properly create the asset and liability accounts?

Need to get 'with it' and start accepting on-line payments from my customers (rent).  Have heard I might need a third party app - most payments will be ACH.  Just wondering how QB accepts & records, etc.  Thank you for your time....

Hi All!  We are a manufacturer and are looking for the best way to issue a credit to a customer for bad parts. The customer returned a sample part and scrapped the rest (showed us a picture of the scrapped parts). If we issue a credit memo for the part itself, it puts it back in inventory. If we issue some kind of place holder expense account (Returns/bad parts) this wont show up on a master report showing all transactions for the item (to show overall sales numbers). Do we add an extra step and issue a credit for the item and then do an inventory transaction to show the item was scrapped?  Why can't QB just ask if the item should be returned to stock on credit memos. That would just make everything easier. 

I am trying to do a bank reconciliation, but my credit card payments are not showing up as deposits in my Quickbooks banking.  However they show up on my bank records.  What can I do? 

New to QB..I was going through the Banking module and accidentally clicked match on a bill that was paid. I needed to add another invoice on there. When I realised what had happen I checked the register and it says it was already paid. What can I do to kick it back out and unmatch it to re-do it and add the other invoice? I saw where I can click "unmatch". Will this screw up if it says its already paid? Any advice or explanation would be greatly appreciated! 

Hello! I have a client that is looking into charging late fees for open invoices.  Can i please get some help with this? Thanks!David

Good morning all, I have a number of QB payments that were posted to a management company bank account, but categorized as a deposit to an old bank account that was phased out. This of course caused uncleared transactions to accumulate in the "mothballed" bank reconciliations; is there a good way to reallocate these payments as "due from management company" via journal entry without messing up things further?  My first thought was to delete the uncleared transactions from the reconciliation report, post an entry that would DR the "due from" category and CR the customer accounts receivable, then manually "receive payment" from the journal entry for the deposits that landed in the management company. Does this approach seem reasonable?  It's 8 months worth of transactions (ugh) and I'm trying not to make things worse as I attempt to fix them. With great appreciation, BaconAndEggs

Hi, We've had several occurrences of customer's paying by credit card via our payments link when credit card payment has been turned off on both the invoice and customer profile. Is this a known bug or are we missing something?  Appreciate any insight on this.

All, Hoping to receive some help with this. We are having issues with SOME customers not receiving our invoices from Quickbooks Desktop Enterprise. We are logged into our Microsoft 365 e-mail in Quickbooks and sending from there. From our e-mail side, the e-mails are showing as "Delivered" but customers are claiming they can't see them. I have a feeling customer e-mail filters may be quarantining the e-mails - Microsoft 365 has quarantined QB invoices being sent to us in the past. I'm assuming it's the quickbooks payment link that is being tagged as phishing attempts or something along those lines. Any ideas on how to resolve this? I feel like our options are limited as we have no control over customer e-mail filters... But I figured Quickbooks payments would have some sort of relationship with Microsoft to whitelist these if coming from Quickbooks.

I need to bulk upload invoices every day into QuickBooks Enterprise. Is there a way to include the field "Ship To Name" when doing that? I can get the ShipToAddress 1-5 fields, but haven't found a way to include something in that dropdown   

When I send an invoice, it goes straight to already paid. How do I switch it off going straight to paid invoice?

I recently had a customer pay an invoice via ACH and she entered the wrong account number (of a closed account). I received an email from QB saying that the bank returned a check that i processed and the amount that was deposited to my bank account would be taken back. That's fine. The customer came by and paid the invoice with cash, so i assumed it would sort itself out. I followed the instructions provided by quickbooks to account for the fee, etc...Now however, it's showing as a chargeback to my account, and the amount is still in my bank account. I am not sure if I am supposed to take further action. can anyone advise on this situation?

is quickbooks having problems because I cannot open an invoice with a long wait and the information is not on the invoice

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We have Quickbooks 2019, and until it was discontinued in May 2022 we used their merchant service center to manage client payments.  We were notified that to get our 1099 we need to go into the merchant service center and download it.  However since our service is discontinued we cannot log into the merchant service center. How are we supposed to get our 1099?  Will it get mailed to us?

When uploading bills the Vendor populates correctly in the batch but does not transfer to the Bill. (Invoice number as well) Is there a process to fix?

I had a subscription for the Quickbooks Desktop, because I had a problem with taxes in December and my checking was low I spoke to someone who said I could delay the subscription and pay a little latter. I thought I had altered the pay date and it was delayed. Two days after the money was taken from my account I got an email stating that it was taken out and I did not have enough to cover it. I know this is all my problem but someone in Intuit told me it could be delayed and I believed them. I called support and was upset. I asked for a refund and he told me the money would be returned in 5-6 days which did not help me but okay I could pay a latter. While checking my account I saw it was Canceled. I then found I out my old Quickbooks would not work if I did that. If I resubscribed when I found out my program would not work I would have another $900 taken from an account that did not have any money in it. Late fees will follow. The support people are the bottom on of the ladder. It is n

I have two "customers" in our books, ABC and 123.  I receive a payment from the insurance company which is $350.  $400 is due to ABC but they HELD $50 for 123.  How do I record the negative amount held to 123 so that when I "Make Deposits" for those funds it comes out to $350?  I know I need to apply $400 to the ABC, it's just stumping me how to do the negative $50 to 123. Thanks!

We have several clients that pay directly into our bank account through ACH or Electronic Funds Transfer and we need to apply their payments to the invoices they are paying. There is not an option that I can see other than undeposited funds, but the funds have already been deposited into our bank, so I don't want to create a duplicate deposit. Can you please advise. Thanks ~ Karen

Hi All,  hope someone can help.  In the past you could go to pay a bill and if you had several credits for the same vendor, you could pick which credit you wanted to use.  However, now it seems that when you pay, either one bill or several, quickbooks will use different amounts of several credits.  I would like to use a particular credit, i.e., credit number and amount.  Any help would be appreciated.  Thanks.

I'm fairly new to the terminology used in this section of business so pardon any mistakes.I've entered quite a few invoices as "Write Check" for the business I'm contracted at - all of these were payments made to vendors for parts and goods. I now have to parse thru this stack of returned parts and goods from the same vendor.So my question is... how do I apply these credits from the vendor to my account?In simplest terms I can think of without messing things up because of my lack of knowledge...1.) We buy parts from a store and pay for it.2.) I take the invoice and enter it into our Quickbooks3.) Turns out its the wrong part! So we return it and get a new invoice with the credited amount.4.) ??? (How do I enter this information correctly?)Thank you in advance for the help!

Is there a way to invoice out a single item but have multiple items pull from inventory for that one line item. We have custom built parts using multiple items but will only need to invoice for the custom built pc. Any suggestions on the best way to handle this?

I’m having issues with invoices! The Customer has a pay button via email, but the link/button is unresponsive. I’ve sent the invoice again a few times, it’s linked to my bank accounts, and the customer has tried on different devices. Any idea why invoices aren’t working?