Payments

There is a list of QuickBooks Credit Card Payments that are in the "Payments to be Deposited" Account that I feel should be cleared out.  I want to know how they can be cleared or if it's ok to leave them there and it will not affect the bottom line.

On 2 different occasions I have emailed customers an invoice and they have paid through the email link.  Both times the amount they paid was less than the amount owed (by the exact same amount). Therefore the invoice was left with a balance owed.  Why would that be?

What are the steps for categorizing reimbursements on QBO? Also, is there an issue if the reimbursement was sent in multiple payments? Ex: I purchased a product on the CC, and the vendor returned two separate checks that were deposited into the checking account. Thank you,

How do I change the final invoice amount on a progress if it turns out to be more than was originally estimated? Thanks!

There has been people working for our company doing wrong entries. They created bills for a vendor we have to pay monthly, how ever those bills were paid with a credit card.   A/P still shows an outstanding balance. Should I delete the bills created by the other people to avoid duplicates? and What can I do to debit the A/P since the Credit card already took care of the bills.

Hello we have some checks that are memorized and are entered automatically. For instance we have auto loans that come out of our bank account automatically. Quickbooks puts the next check number on that

How do I "Match" these sales receipts and payments to deposits to get them out of my way? The list is getting quite long and making deposits is getting cumbersome. The deposits have been made and reconcilled. Why don't they go away when I add them to a deposit? 

Can someone tell me why the attached shows $0 open but $5000 overdue? How do I zero out the over due amount? Thanks!

When select New Other Pay Down Credit Card why don't I see my connected credit card account in the drop down menu?

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Wondering if anyone else is having this problem or has found a solution.   We switched from Desktop to QBO about 6 months ago and everything has been going great. We wanted to add some features offered by QB Online Advanced so we decided to upgrade.  Since the upgrade, we have lost the ability to generate 'Payment Links'.  We used this feature successfully for months on lower versions, and it still works for other companies/files we manage on the lower versions.  But on the highest QB Online Advanced, the option to generate a custom 'Payment Link' does not appear on any screen or any menu?  and if we try to force load the page (app.qbo.intuit.com/app/paymentrequests) we get a 404 page not found error.  Called customer service and no solution.  I really want the features in the upgraded version, seems crazy i need to downgrade to get 'Payment Links' to work.  Anybody else run into this?

It seems QBO cannot leave well enough alone. A whole new type pf payee, Contractors has been added and it would apear on the surface that your 1099 vendors must be now moved to or duplicated as Contractor (we all know duplicate names are a no-no so append a period to end of one of the names).  But the Contractor tab does pull over only Vendors designated as 1099 https://community.intuit.com/articles/1637708 Of course this will be more confusing to not only small businesses that only have Employees and Vendors (no sub-contractors) that they have no direct dashboard access anymore to their Employees as well as businesses who will think that contractors are employees or worse, will mislabel employees as contractors I guess what bothyers me most, not that one has to collect info to begin with (contractor email) to offer them the opportunity to enter their own info but that one does not get a printed hard copy W-9 to keep in your records. 

I need to create a debit note to send to a vendor.  For example, I purchased 100 castings from vendor xyz and 3 of them were bad.  I send them a debit note for 3 pieces so that they will issue a credit to our account for the 3 pieces.  Currently from the enter bills screen I select credit which creates a credit from that vendor.  However, shouldn't the document going to the customer state that it is a debit memo so that it is clear that they need to create a credit for our company?  If I send them a copy of the credit which I created, it seems like the wording is confusing.

My BIG question! :) I am currently setting up QuickBooks starting 1/1/21. Our company takes payment via Paypal, Stripe, and cash. However I do not want to use a third party to link anything into QuickBooks. Currently our bank is connected and our stripe deposits are brought in that way. My question is should I be creating invoices for my clients and if so how to I attach those stripe payments to them? I have went though the community but so far everything wants you to connect stripe to QuickBooks, because we are not a large company have yet another app is not right now necessary. 

I see a lot of conflicting answers on this question, and it's not as simple as it seems. When I receive a check in the mail from a client as payment for an invoice, and I record a "Receive Payment" in Quickbooks, what would be the correct "Payment Date" to record for the payment, in this specific scenario: I send the client an invoice on December 20The client writes a check for payment and the check is dated December 26The envelope containing the mailed check is postmarked on December 28I receive the check in my postal mail on January 2I finally deposit the check at my bank on January 5 I specifically highlight the above dates for a very important reason: if I record the "payment date" as the date I literally physically receive the check in my hands (January 2) then MY books will show it as received in 2023 but the CLIENT's books will show they made the payment in 2022. So, if the client issues me a 1099, it will naturally be included on the 2022 year's 1099. So do I record t

We are using quickbooks api to create purchase, deposit and creaditcardoayment but those entries are directly visible under Expenses (Without any review). When we upload the QBO file using online portal, payments/entries are visible in "Banking > Review section" where end user can "review and Accept" the payments then those are visible in Expenses. But this workflow is happening using API. What can be done to create purchase, deposit and creaditcardoayment entries using API and have them first visible in "Accountant View : Banking > For Review" section ? below are the API's we are using https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchase#create-a-purchasehttps://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/creditcardpayment#create-a-creditcardpaymenthttps://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/deposit#create-a-deposit

Hello,I bought some stuff on Amazon. I would like to know how to add it to QuickBooks. There is no invoiceThanks

I have QB 2022 and im trying to find out how I see payments already applied to a invoice? in qb 2016 I just clicked on a small icon

Hi We use the BlueSnap payment gateway for customers recoveries. When customers send ACH, BlueSnap collects them, deducts their the per ACH fee, and deposits the remaining money in our company bank. The problem is that the customer pays in full, but Bluesnap deducts fees and sends a lower amount to our bank; therefore, how can I post an entry in the system so that the full amount of the invoice payment appears in the customer's account, followed by Bluesnap's entry, and finally the bank's deposit entry? I know the journal entries for "Debit: Bank Account," "Debit: Bluesnap Charges Account," and "Credit: Account Receivable Customer Account," but how I can process this entry in QuickBooks Online? This is a little confusing for me. Kindly Guide me.  Thank you and best wishes  

I just switched as a small business owner. Why can't I find a reliable invoicing service? I've only done 7 Transactions and 5 had issues with the transaction. Should I continue to expect issues with 70% of transactions, is this a normal thing? 1. Client tries to pay, can't.2. Client pays, doesn't receive receipt3. Client pays, doesn't receive confirmation4. Client paid SAME invoice TWICE, because QuickBooks allowed him to pay the same invoice twice. What in the world?5. Shows paid in deposits tab, Shows late and unpaid in invoicing. Worst part, I can't get anyone on the phone. I just signed up; this is not a good first impression. If this isn't fixed by tonight, I'm canceling because this makes me look very bad to my clients. 

I've only done a few transactions so far and here is exactly what has happened thus far. Invoice 1004 1. Invoice paid in full on the 1/6/2023 with bank transfer - client did not receive confirmation or receipt (deposit tab showed paid/ invoicing tab showed unpaid and late)2. Invoice was paid again in full on the 1/7/2023 with cc(deposit tab showed paid/ invoicing tab showed unpaid and late)3. Invoice still showed as unpaid and late until I rectified manually on 1/8/2023 Invoice 1003Paid in full on 1/6/2023,  however continued to show as unpaid and late in invoicing until I rectified manually on 1/8/2023 Invoice 105 1/8/2023 viewed and client tried to pay, received no confirmation, payment not received.  Invoice 106 1/8/2023 viewed and client tried to pay, received no confirmation, payment not received. This makes is a very bad reflection on my business that I am working very hard to grow. I can't

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I’m in Brazil

Hello. I am using QB Online . A few months ago I issued an invoice to a customer and now they would like a refund. I would like to know if it is possible to issue a refund to a customer who paid via credit card? Or should I issue the refund directly from my bank and then record it in QB?

Hello,I contract to a company that uses the App Humanity to track time worked/billed. I receive payment in the form of a check and usual don't know the exact amount until I receive payment. Should I make an invoice for the amount of the check I received and then record the payment?Thank you in advance.