Payments

I made a mistake and somehow unreconciled a transaction. I followed the instructions in the video provided, but it tells me to change/add an R in the box and hit save. When I hit Save nothing happens. Absolutely nothing happens. Is my computer broken or am I doing this wrong?  

Hello, I have recently stumbled up a way to add new Vendor data by using a search field in QBO. I was surprised that this particular Vendor was in the list (given they're a large Co likely not using QB). All the address/ contact data I needed was automatically available for me to create this new Vendor. Now I feel I was dreaming because I can't find this functionality anymore. Does anyone know what I'm talking about?

Hi,I want to use the memo column to enter field ticket #s and other data but I can't seem to edit this field?

When we send out invoices, some of our customers opt to pay by mailing us a paper check. Is there a way to have these checks scanned (via OCR or some other option) and matched to the invoices that they are paying? We currently do this manually and it is very time consuming. Would we need to use a QuickBooks checking account to mobile deposit the checks into the account?

We charge a lump sum and allow the customer to make monthly payments.  I would like for one recurring invoice to be sent out each month that will reflect the customers payment progress on their total balance.  Example:invoice emailed for $5000customer pays $1000 using QB pay buttonadjusted invoice emailed for $4000 customer pays $1000 using QB pay buttonadjusted invoice emailed for $3000...repeat until original balance $5000 is paid in full Is there a solution to this?

customers payments are partially posted to the invoice in accounts receivables, how do I clear up?

When I try to use the card reader to issue a refund, QB makes me type in all of the information manually. It will not let me use the card reader - I get the response "your card reader is not supported".  This is the reader I purhased from Intuit (the only one they had).  

Is anyone having issues with their QuickBooks debit card?

Hello -  We are a nonprofit using QB Desktop Enterprise.  Typically, we have a donations platform which I have to manually enter donations to specific Customers/Jobs. When I use the batch enter feature, I make sure the CM being created is going to the correct account. After I save the entries, I review the Balance Sheet to find these CM's are going to an incorrect A/R account. This just happened within the last 2 months. Maybe something changed within an update?  Disclosure - it is too time consuming to enter these CM's individually. Generally, we process approximately 225 CM's like this a month. It has been as high as 300. 

SOOOO straight from the QB site on "HOW TO HANDLE CHARGEBACKS" it says:  Step 2: How to respond.Always follow the instructions in the email we send you. Here are general guidelines for what to do if you get a chargeback notice or a retrieval request:Respond to a retrieval request.Respond to a chargeback.Note: There are page limits for merchant responses set by the card associations. MasterCard is 15 pages, Visa is 21 pages, Discover is 2 pages, and American Express is 50 pages.Once we get your documents, we will send you an email confirmation within 1- 2 business days.  SOOO my question is, what happens when YOU DON'T GET ANY EMAIL OR ANY NOTIFICATION but can't get Intuit QB to assist you and money is just taken out of your account without you even knowing there was a dispute?!!!!  

I set up the ability yesterday to take online payments via credit card. I think I did it right as I got a confirmation email saying it was set up and an email saying I got a payment. I understand it will take up to 5 days to go through but what happens in the meantime? It says the payment has been made. But the money is not in my account. Do I have to do anything when it is processed? Where are the funds right now?

Hi, I'm all set up and bank connected. However, I'm wondering what the charges are for invoice processing? How much will I be paying to get paid?

For the past six months I have had several customers "dispute" their payments to our company after work has been done. According to Intuit Quickbooks information we should be receiving not only emails when a dispute is filed giving us the opportunity to file a rebuttal, which we are not receiving but also the most recent one never showed in the Resolution Center. The only way we even knew about it was when $7000 was withdrawn from our bank account. I have spent six months jumping through hoops with all of their "customer service" by sending in all of my documentation/proof that this is happening, I had my corporate IT team work to make sure that Intuit QB emails weren't being blocked or bounced back when sent to us, I have talked to our "rep" (useless), I have contacted the Office of the President (useless) and was even put in touch with "Risk Management Rep" in the disputes department......ALL OF WHICH have either passed the buck or said "SORRY there is nothing we can do". In the mean

downloaded deposit not matching w/invoice payment

I have received a payment in our bank from a customer who paid us in error, we refunded the payment back through the bank. How do I match the two transactions which are currently sitting in 'for review' Any help greatly appreciated

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when i enter multiple bills to be paid and then go to pay them most of them are not there to be paid.  i entered the same 20 invoices at least 5 times.

Last year I changed billing methods. For about six months I sent invoices through Stripe not QB, then when the payments came I just entered them in my QB check register without having a corresponding QB invoice.  Now all those payments don't show up in the correct account - Consulting Income - so my income records are wrong. How do I get those payments to link to the correct account? When I follow the advice to delete the deposit and edit the original payment, I can't change the account from Undeposited Funds to Consulting Income.Can I enter an invoice retroactively?Thank you.

Received a payment from a customer 15 days ago. It was my first payment so it went on hold and QuickBooks requested some additional information from me. I sent it promptly and they told me the issue was resolved. Several phone calls and 15 days later, still no money! I have received payments since then, and they have deposited into my account just fine. Still shows “needs review” in the app and in resolution center on the web browser but have received zero emails and every time I call they say that the payment is ready to be released. So, release it! Frustrating. I award you no points. 

Good morning. I had a customer overpay via zelle by $200. I transfered her back the $200 via zelle. How do i categorize the transaction?

Is there a way to run a report that shows open invoices by vendor that is aged? Thanks

can you please assist me in cancelling an ach payment to vendor to avoid checking account overdraft fees

Hello Quickbooks Community, I currently have QuickBooks Online Accountant and I was wondering how I could set up a client for automatic monthly recurring payments. Is this possible on QuickBooks Online Accountant or do I need to use a third party service? I know on QuickBooks Online I have the option to set up online payments and credit cards with the client, but I don't seem to have that option on QBO Accountant. Any guidance on this would be really appreciated. 

I think I entered payments twice, and want to know if there is a report to compare the bank transactions to the paid invoices.

Hello! I have a client that used to get notifications when they received a payment.  They are no longer receiving notifications when they receive a payment.  Can you please give me some guidance on what might be going on? Thanks!David