Payments
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I can currently view the Overdue for this year, and last fiscal year in the Insight page. How do I look into the past, beyond last fiscal year if there are any more overdues? Please advise. Thank you!
I don't have Quickbook. I received this message from my electrician, what do I have to do do so I can send the money? I've been trying to send the invoice for the permit and my Quick books is saying delivery error. We're processing your permit anyway to avoid delay. Let me know if you received the invoice from intuit quick books. Thanks!
I received a customer payment. Clicked on Receive Payments, entered the information, clicked on Record Deposits, the deposit shows up in the Check Register. Then I am not sure how I did it, but I now have that same payment in the Payments to Deposit screen. I cannot remove or delete it. If I record the deposit, then a duplicate shows up in the check register. How do I remove/delete the duplicate deposit?
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I do the books for a construction company who does work for a big contractor company, doing many diferents projects at the same time. For each job they issue a PO (specific for a Job Site and a Lot Number). I usually issue an Invoice for each PO for better tracking them.I have some situations where that customer pays an invoice in full (for a Job site and a lot number), but after a few weeks (sometimes a few months) I receive a back charge for that specific job site/lot number. I know how to create that back charge as a Credit Memo, to track it, as well. My problem is, they usually pay once a week for a lot of POs, in a direct deposit, and they just send those Back Charges as a deducting of the total amount to be deposited. How could I apply those Back Charges without applying them to an open invoice? Is is possible to have a "negative" deposit? Thank you!
I have turned off the auto apply option in QB Online app but every time I go in to receive a payment QB keeps auto applying the credits I have. How do I make this stop happening? I'm so frustrated with clicking and unclicking boxes over and over again and changing credit amounts because QB thinks it knows what I'm trying to do. Is anyone else having this experience? Advice or a work around?
I have one client who pays in advance for ten appointments, and she writes her check in December for the next year. She is the only one who does this, so I don't really see a need to create a new liability account for it. Last year I recorded the check as a credit to her account, but all of the transactions are now in the Unapplied Cash Payments account. I don't know how to fix that issue and I don't want to add to the problem. Can someone explain how to move transactions out of the UCP account? Also, with what I have researched, it seems that recording the check in the previous year causes account issues. Should I just wait until January to cash the check and then record it as credit to her account or is there a simple way to record it now so I'm not holding her check for weeks? What is the best way to solve this problem? I don't need links to Quickbooks explainer videos on how to create new accounts or anything like that. I just would like help on how to actually fix the issue.
Is there any way to remove the projects in dropdown list of customers when entering payment without deleting or making inactive the projects? We just want to see the main client list while entering payments from customers.
In the "Customers and Receivables" section of Report Center, I would like to customize the "Transaction List By Customer" to show a column for Invoice #. But Invoice # is not one of the options for column selection. Is there any other way to include Invoice # on a report? Thanks
Invoice was sent to the Client incorrectly (was meant for a different Client). The Client paid the Invoice online using his credit card. Few months later, he realized that the Invoice wasn't meant for him, and contacted me. It is over 90 days, so I cannot refund the online payment. Client is ok with receiving a credit to future invoices. I need to void/delete the incorrectly paid Invoice, and create a credit on his account (for the amount he paid). I am concerned that if I delete the Incorrect Invoice, the online payment will just be floating out there. How do I ensure that the Invoice is removed, while still allowing the payment to be tracked?
I've done the integration of QuickBook Online with WooCommerce using "Integration for WooCommerce and QuickBooks" wordpress free plugin. In this plugin I've set the configuration for QuickBook Customer Feed and QuickBook Invoice Feed. Now, When any user done the payment for WooCommerce Order, new customer is created in QuickBook and also creates the transaction for the newly created customer. The issue is that the generated transaction status shows "Open" and Action shows "Receive Payment". I want to know the Invoice Feed settings so that transaction status will show "Paid" and Action shows "Print". Here I'm attaching the screenshot of my customer and invoice feed settings and how transaction is displayed in quickbook online.
Hi, One of our customer sent us the payment through Quickbooks payment link but we never really setup the bank details for this link to work and now they have sent us the proof of payment made, obviously we have not received this in our bank but surprisingly there was a receipt entry passed by the Quickbooks system in Quickbooks as "Quickbooks Payments-Bank". Please let me know if anybody has come across this problem and any suggestion is really helpful. ThanksAravind.
How to I stop the paid stamp from printing on invoices? I believe there used to be an option while creating custom form but I can't seem to find it.
I have a merchant account that completes 200 + credit card transactions monthly via POS 2019.But once in a while a customer payment does not show up in my QuickBooks Desktop 2020 under "Payments to Deposit". The credit card gets properly processed and deposited in the bank, but it does not show up in the "Payments to Deposit" list in QBDT Pro 2020.Why is this?
I am writing this email to request a solution to fix direct payroll deposit and electronic taxes payment issues. Unfortunately, I called several times and submitted several requested documents, but no one could solve the problem. Every customer service I have talked to refers to waiting for an email from " Account validation @ intuit. Com". I waited for the email for an entire year. As a result, My company payroll direct deposit and Tax payment are disarrayed.
We had a customer make a claim against us that our liability insurance covered. However, the insurance company sent the check to our company. We deposited it into our business account then turned around and wrote Our Own check for the same amount to the client to settle the case. I need to understand which accounts to post against in the books regarding the insurance payout.
So most of my invoices show up in AR as split vs sales, how do I change them to sales. All invoices are individual?
I received an invoice payment under invoicing, so the transaction in chart of accounts and AR shows as deposit to AR vs a payment. I should have just matched it vs receiving payment under invoicing. I need to undo or correct this so it appears as a payment vs a deposit in chart of account and AR.
I requested a stop payment from my bank on a lost paycheck. Bank charged a fee, but then waived it. The two transactions downloaded to QBO as debits, even though one of them says (waived) and is actually a deposit. How can I change this in QB from two debits to one debit and one deposit? Many thanks, Rip
We want to add a 3% fee when clients choose to pay us via credit card. Is there a way to automate that?
Hi, I added a client to our factoring company. The client agreed and the factoring account was up and running. I sent two invoices to be factored. The factoring company transferred a percentage to my checking account. I entered the loan from the factoring company into QBs as I usually do. 1. I enter the funds into a liability account called factoring loan, then it is deposited into our checking account. 2. Then I receive payment and it is deposited into an undeposited funds account.3. Then I transfer to a holding account. 4. Then enter a factoring fee After I received the funding, the client decided not to factor and wanted to pay us directly. I had to transfer the funds back to the factoring company as required by our contract. What is the best way or steps to a factored invoice to deposit client's payment?
Hello. Our company receives online payments using another software that I believe is connected to our QB online. I've noticed that sporadically a few of these payments end up "stuck" in the Bank Deposits area in QB. Does anyone else ever experience this and, if so, do you know why this happens? I'm in the process of researching them to see if they were recorded in the bank register and the P&L so I can delete them but it's very tedious. I'm still learning and trying to understand. Thank you!
This has been an ongoing issue since the new black circular chip readers with Tap feature were introduced. We have well over 100 of these things now at 6 service locations around the country. The constant issue we run into is when using the Tap feature, the name does not come along into QB. For example, I pay for an item with my Visa card, when we import the mobile transactions into QB desktop Enterprise, it says "Visa Cardholder" instead of Korbin Mauger. This happens on every single transaction when the tap feature is used both for card tap and mobile tap. It will say the type of card followed by cardholder. So naturally it takes away a convenient feature for customers using their phone based wallet as well as contactless payment. Unless we feel like problem solving later in the accounting office with other means of process of elimination. Not to mention the constant headache of all the "mobile customer" default entries unless we type the actual name on every single transaction. We p
