Payments

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Payments that are correctly applied to invoices display on the Profit and Loss Unapplied Cash Payment report. I read the help instructions and cannot fathom why this is happening. Any suggestions as to why and how to correct?Thanks in advance.

Our Teacher/Tutors are 1099 contract labor, but I pay them when I run payroll. Most of them are set up to be paid via online ACH. I don't use the pay bills feature. Once the check is created, it auto selects it to be printed AND paid online. This is frustrating bc I do have a few that have to be printed, but all of the online ones are printing too and this is wasting a lot of checks. Yes, I can go into each one and deselect it and manually change each check number, but we're talking about over 100 checks here. Is there something I'm missing?

We recently had a problem with a short payment from Intuit, the resolution took several months and had to be escalated to the office of the president which is a semi-secrect customer service department (submit a request to the link in the blue area) https://www.intuit.com/company/executives/ Anyway this is still not fully resolved but it has come out that Intuit will no longer support Shopkeep POS systems, the old QB31 card reader is no longer made and the new one is not compatible. As we only found out because Intuit used this as an excuse to close our case I thought the information may be useful to others

Hi all..I’m a new business owner and also new to QBO. Just need a little help with 3rd party sales. Customers can come in person and can use our credit card system (Talec) to swipe for their purchases. Do I need to create a sales receipt in QBO for each customer ? And when the transaction hits my bank, do I then match it? It seems that the sales transaction automatically generates an invoice in QBO when I haven’t created one. Thanks everyone! I’d appreciate the help. 

QBO does not even attempt to process with the code as it does not attempt the customers card when I enter the voice code.  

Greetings.I electronically deposited a tenant's paper check for invoiced HOA fees.  I entered the correct amount of $XXXX.00, but the bank interpreted the handwriting as $XXXX.60So the bank transaction does not match the invoice entered. If I find the match manually, I am presented with a slider to resolve the $0.60 difference. When I slide the switch, I'm given a line item to fill out, but it does not appear as a credit to the tenant's account, it just matches the transaction, and I can't locate the discrepancy.How should I handle this? Thanks!

After recently reconciling our books, we found a payment that was "disputed".  For what ever reason, the payment was made and never received by our bank.  This left the account appearing to be paid with zero balance since QB recognized the payment and applied it to the invoice.  The only way that we found it was when we saw a QBO payment still sitting in the deposit folder after a couple months. My questions is: Is there a way to get notified when something is "disputed"?  We literally had to click on the payment details page to see that it was "disputed".  It would of been caught quicker if we reconciled more often but up to this point, we had no clue this was "disputed".  Is there a report that we can print that shows all online payments and the final result? Also, how is this handled?  Just delete the payment and have the customer pay the invoice again?  They have been notified and they do not know what happened either.

QUESTION 1Owner has two companies, Company A and Company B, both have their own checking account.Owner transfers money from A to B but  Company A doesn't have a Bill for the exact amount but has several open Bills that it can be applied to.  How do you record this in QB's Enterprise? QUESTION 2Company A paid a Bill on behalf of Company B.  Company A wants to take that money they paid and deduct it from a Bill received by Company B.  What accounts would you use and how would you record the Payment for the other company?  And, what accounts would you use and how would you record putting that Payment towards a Bill from Company B?

I have a bill automatically being sent monthly but I don't have it on reacurring payment. I've noticed when I send a payment to this vendor for a different amount, this auto payment is still coming out. So the vendor gets 2 payments in the month. Can't figure out where to stop this in QBO. It's been several months now. It doesn't show as a reacurring bill.

If  I recieved a tax refund from the IRS through direct deposit, how do I categorize that in Quickbooks, what category would that fall under? 

What are the steps for refunding a credit memo to a credit card?Also, can the customer use the card reader for the refund? 

We run a small non-profit. Three times a year we host a fundraising event. People from the community will attend, and buy food, purchase tickets for games/rides, etc.... At the end of the day, we might have thousands in cash, collected $2-$5 at a time, and from hundreds if not thousands of attendees. How do we record the deposit in QBO? Specifically, I'm getting hung up on the PAYEE. It was many payees, none of who we can identify. 

Hi,I have Desktop. I'm trying to change my payments monthly fee and cannot for the life of me figure out how to do it. Any help would be greatly appreciated.Thanks in advance

I have been searching through the help section and can find no information on this issue.From the customer's point of view when receiving an emailed invoice, if they choose to pay with a card, does QBs automatically add the transaction fee, or is that something we as the vendor need to add into the invoice before sending it? We have no real experience PAYING QBs invoices by card, so I need to know what happens on the customer's end when they are paying. Thanks,Robbin

I received a payment from a customer that included credits. Once applied with credits and deposited the credits cleared out leaving the deposit off balance. What causes this?

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My main customer uses a third party company to process all of their invoices. This company charges a 1% processing fee on each transaction to process the payment in a timely manner. We agreed to this charge, but I am not sure how to record it in my books.  Example:  I send the customer a bill for $36,789. They will pay $36421.11 and the invoice will be considered paid in full. When I record how much money we were paid, obviously we are short the $367.89 and it appears on quickbooks as amount still owing. How do show that it is paid in full but we are "technically" short that money as a service fee cost 

We are a small business that was looking for a way our customers could pay via CC. We had a few invoices go through with no problems, now they held a payment and want documents. I understand the whole "safety" thing, however, this has been going on for 6 days!!!!!! This is our livelihood. AND it's Christmas! We have called everyday since 12/6 at least once a day and all we get are new case #'s and "Let me escalate" your concern. It will be 24 hours and should be resolved.......This is absolutely unacceptable! QB doesn't mind taking our money every month to pay for our subscription every month. Any advice about what to do in this situation?

We have some issues with our payment clerks forgetting to check the box for "process credit card", or getting interrupted and not realizing the allotted time to process the card is up.  It would be nice if electronic card processing could pop up in a different color when successful.  Any suggestions?  I've been through the "please remember to check the box" routine way too much.  Any help appreciated!

I work for a law firm and so we have retainers from clients that we draw from for payment. I have set up a quickbooks account so that our clients can pay directly from their invoices online. However, after I apply their retainer, if their is still a balance due and they want to pay the balance online, the system is showing the total amount of the invoice, not the remaining balance after I credit their retainer. How can I fix it?

QuickBooks has received payments from our clients. QuickBooks checking has deleted our account but holds the payments from our clients. We have spent nearly 9 hours in several attempts to find out how we can get this money from our clients that they are holding for nearly 3 months. Anybody know how we can retrieve our clients payments? QuickBooks checking says there’s nothing they can do and have put in three or more tickets that are expedited and still never get a phone call back. Do we have to hire an attorney or is there someone in this company that can release our funds to us?

Hi there We've got advanced payment from a client, now we'd like to return the advanced payment balance to the client.say ,the open balance is -$100(negative ,means that we need to pay it back). When I used the Refund receipt function to handle it . I could see the open balance for the client is still-$100. other any other choices to finishi my issue Thanks

Hi, I'm using QB online. Where do I go too view my receipts once they are uploaded and reviewed?  

how do i keep a credit card on file for a customer?