Payments
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QB has stopped telling me when a customer pays by credit card. How do I turn it back on???
How do I get the customer email field to populate automatically from the customer details? It's very annoying that every time that I create a new invoice, it doesn't automatically populate. Thanks!
Hello! Newbie, possibly posting in the wrong place, so please let me know if I need to redirect this somewhere else. I'd like to upgrade from QuickBooks self-employed to quickbooks online. But when I do upgrade, I want to be sure I have customer statement functionality -- so I can do this: Create and send customer statements in QuickBooks Online What's the minimum level I should upgrade to? Does "Simple Start" have this? Thanks!
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I am currently charging customers on a payment plan a fixed amount every month. I do this using a recurring invoice, so that in January, February, etc. they receive invoices for the monthly amount. Let's say it's $1000.This works great when people pay on time. But sometimes they miss a payment and then things get confusing, as they get automatic reminders for each payment they miss as well as invoices for the new monthly installment. Thus, if they miss the February payment, they will receive an email for the march payment of $1000 and, a couple of days later, a reminder for the missed February payment. If they miss two payments they can be getting three or more emailed invoices or reminders in a single week, each for $1000.When I get a utility bill (or any bill) this is all consolidated. If I miss my February payment, the missed amount is reflected on my March bill. No matter what, there is only one current invoice, and it reflects everything. Can I make this happen for my clients? If
My husband periodically makes business purchases with his personal credit card. He reimburses his personal credit card by paying off the expenses incurred with our business debit card. How do I properly record this in Quickbooks?
Everyone please be aware of what happened to me.Someone hacked into my Quickbooks Desktop, and opened a Quickbooks Online account on my company name and my quickbooks merchant account. The hackers then added a debit card to the QB Online account and started invoicing people and charging the credit cards. They had the money deposited to the debit card and the hackers got away with several thousand dollars. I contacted QB support as soon as I found this, which was a few hours after it started. QB support was not able to shut down the Online account for about another 48 hours. Now, the credit cards that were used to pay these invoices are disputing the charges, and QB is taking the money out of my bank account to refund the charges. Most of the money never got into my account in the first place, it went to the hackers debit card. Three of the transactions did get to my account and I understand and want to return that money back. I h
I have just bought QB desktop 2023 for my business. I need to create an invoice for a customer that shows current rent due, plus a past due balance that is not already in my newly set up QB
So our business will send out a proposal. Client is required to put down a 25% deposit. So my first invoices is always for the 25%, then my next invoice is either 50% or 100% complete. My issue is, if I do an invoice for 50% or 100% complete I want the invoice to show payments applied and it doesn't. Is there a way to show payments applied without creating the very first invoice for the 100% and taking payments towards that? That is the only way I'm able to show payments previous applied is by making the first invoice for the whole total. HELP!
I have a straightforward situation that doesn't seem to have any solutions online. Here's the concern: I sent $10,000 via a wire transfer to a company in Mexico. Unfortunately, this company provided an inaccurate bank account number, so a few days later, $9,984.11 was returned to my account. $15.89 must have been lost in exchange fees or something. Is there a way to exclude both transactions and add a $15.89 bank fee expense? Is it wrong to do this? How does one go about recording this situation in Quickbooks Online? Thanks in advance!
Hello everyone. New to QBO (and QB in general). I am using QBO for my home finances and have been setting up recurrent transactions. I am wondering how others set up bills that are automatically payed from somewhere. I see that the bill section is designed to get in bills/invoices and then have time to turn around and pay them. Maybe with a check. I am wondering what the workflow looks like and if I need to use this for things that are automatically payed. For example my home utilities (electricity) is set to automatically take the money from my checking account. So do I need to set up a bill? Maybe just a bill reminder? Should I set up an recurring expense? All three? The amount is not going to be the same each month so I will need to edit that when I know how much it is. Thanks
Hello everyone. I am new to QBO (and QB in general) and am using it for my home finances. I have several months of an electric bill that was not paid set up in the bills section but I just made a payment via online ACH transfer that covers almost the total of the bills. How do I match something like this in the bills section? Right now there are 3 separate bills and I paid enough to cover about 2.5 of them and still owe a little more. Thanks
I am working to edit invoices for customers, and have recently began using QB to track inventory quantities. When I attempt to edit an invoice that was created *before* I started using QB to track inventory, I am getting an error message that says something like"You can’t delete or void this transaction because it was created before you started tracking quantity on hand for the following: *product name*."I have, one time only, been able to delete that product line, then add it in again, and that solved the issue. Again, that only occurred once. I am continuing to receive that error message even when I try that method. Any suggestions? Thank you!
Our company thought we had a credit toward State PTE for 2021 and considered that when estimating our 2022 taxes. Our state evaluated our evidence and denied our claim. (We already paid it). This means that we have on our books a credit of $-1,000 under accrued PTE that should now should be fixed. We then created a bill for 2022 estimated taxes due and have been making quarterly payments but the amount of the original bill is wrong by the same $1,000. We need to fix the $-1,000 in Accrued PTE and reduce the original bill entered for estimated taxes as we thought we would be applying the credit to the bill.This is complicated to explain. I just need not know how to fix this. I think it will be two Journal entries, but I need to know exactly what to DR and CR. I also need to know if I can just change the original bill amount.
How should i go about recording a payment that was made to a store to sell our products? In addition how do I record payments made from the store to us after the products were sold?
One of our vendors is also a Quickbooks customer and sent us an invoice through Quickbooks. We made multiple partial payments over a few months and everything looked correct until one day Quickbooks deducted more money from the invoice than we actually paid. This happened a few times until the invoice was apparently paid in full. We checked all of our bank records and are certain that we still owe $1,200 to our vendor. We spent hours trying to report the bug to Quickbooks in various ways with no luck. There's no way to share the screen with Quickbooks, no way to email, no way to send screenshots, etc'... Chat agents kept transferring us between departments when in reality we just went back to the same department and had to start the chat all over again a few time. There's also no way to receive a copy of the chat via email. We decided to post in the community, but looks like there's no way to attach more than 1 screenshot so that's useless anyway. We are now worried that
It appears that I don’t want to see you enter an invoice or sales receipt for someone and then enter their payment as a deposit.We mistakenly added or confirmed deposits when viewing transactions You’re likely to do this by mistake if you’re viewing transactions in Banking. If you see a payment that you know is for a sales receipt or invoice do NOT click the Add button.
Why should the client sign up for QuickBooks payments themselves and not an accountant user?1-only the company owner is authorized to sign up for QuickBooks payments2-setting up QuickBooks payments constitutes a contract3-there is a fee for the accountant user to sign up for QuickBooks payments4-an accountant user has no access to sign up for QuickBooks payments
I was told months ago, Quickbooks was learning my payments and deposits would become faster
I am using QB Online, and online bill pay. I have a vendor that has multiple credits but none of these show up on the "Pay Bills" screen.
Hello, Earlier this year, I accepted multiple e-transfers for single invoices from my customers (e-transfer limits were exceeded). I am now trying to match the proper invoice to the customer invoice. However, a few of the invoices already say "deposited." How do I undo the invoice to match the proper transfers to the invoice? I may have categorized the wrong transactions into the incorrect invoice (i.e customer A's deposit to customer B's invoice). If I could undo these deposited invoices, I would know how to match the transactions properly.
Has anyone had their payments all of a sudden defaulted to goto the Quickbooks checking account when they never signed up for one? I have clients that swear they haven't signed up and yet their payments are all of a sudden defaulted there and I have had to go and change in the settings.
