Payments

Hello everyone, I am wondering if there is any reason I should not create post-dated invoices once a contract is signed. I have a client wanting to see a sales/receivables forecast and this seems to be the best way to do this in QuickBooks Online.  When using QuickBooks Desktop I created Sales Orders to track future sales, but am unable to do that in QuickBooks Online. Creating post-dated invoices seems like an odd but effective way of doing this. I can now create a Sales by Customer Summary report (with columns by month) in order to see a sales/income forecast.  The only potential issue I see is that invoices may never get sent unless I have a system to remind me to verify the work was complete and send them once the billing period arrives.  I know this is an outside-the-box method but can't find any good reason not to do it. Thoughts? Regards,Jason

First, I am a novice in QB.  Recently changed from QBD to QBO. QBO applied some old "unapplied payments" to a bill I was paying.  (Fix needed for another time.) I forgot to look and uncheck those.  Now the outstanding balance on that particular bill is incorrect.  Hope someone can tell me step by step how to fix this please.  Thank you.  

When I send an invoice through QuickBooks using Outlook, I click the email button from the invoice screen in QB. When the email pops up in Outlook, it has a text box that can be edited right above where the "View and pay invoice" button is. For several years we have been editing the text box with specific information as needed ie: " Your invoice is now over 60 days past due." However now when I edit the text, and press send, if I go to my sent folder in Outlook and open the email I just sent, the text in the body of the email has defaulted back to the original generic invoice text ie: "Attached is your invoice for $xxx.xx please pay by clicking below". I cannot type above, or below the text box in the body of the email, so this makes it to where we are unable to give specifics on why we're sending this particular invoice. We used to do this all the time, but it just starting defaulting back to the original text a few weeks ago. 

Hello,I researched how to match the credit card payments with the bank deposits to avoid duplicate depositsin Quickbooks Online. I found that our "Quickbooks Checking Account" was not connected to our Quickbooks through a previous discussion on this site.I clicked the link in QB's to connect the account but I still cannot match the deposits through "Banking" and have duplicate deposits. The same deposits that are in the "Quickbooks Checking" are in our "Bank Account" and I cannot "match" them.  Please let me know what the remedy is to correct the duplicates.Also, going forward will I be able to match the new deposits? Thank you for your help!!  

In QuickBooks desktop when a set up a custom invoice I have the choice to add "dates of services" as an additional column, but I do not see it in QuickBooks Online.  Please help

I am using desktop version of QB 2019 for Mac.  Ever since I upgraded to Monterey, almost every time I write a check or try to enter a charge in the register, I get the error message attached.  Since I am using an older version, there is no help from QB customer service.  They sent me a self help article on Verify/Rebuild data.  I failed the verification check so went on to rebuild my data.  Have to make a backup before rebuilding - cannot make a backup - "Backup failed - Quickbooks could not copy the company file"; however, when I exit out of QB, I can make a backup.  It then asks if I want to continue without making a backup, and since I do have one, I say "yes".  I then get the original error message again (attached file) so I am just going around in circles.  If I were to open a new company file, with a different name, and copy/download my current backup, would that work?  ANY suggestions would be so appreciated!

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A client paid an invoice with a credit card three days ago.  QB sys the funds have been deposited.  Yet they're not in my bank account.  What should I do? Thanks!

I would like to start charging a processing fee for credit card payments. That's easy enough to do when I receive those payments through mail or pos. However, does anyone know if QB online is able to automatically apply a fee to the invoice when the payment is received via QB payments? Thanks in advance!

I manually entered the donors payments but did not categorize it to undeposited funds just posted it to where it belonged so I could track this donor.  Then as I reconciled th

All of the sudden, last week, I cannot do invoicing or receiving payments. I click "create invoice" and "receive payment," and nothing opens up. QB screen just sits there. I've tried different browsers - same issue. Any ideas how to fix this?

I use 3 part checks with the check at the top.  The bottom portion prints with some generic check related information. In some instances I would like to write some variable verbiage to the vendor some other "non check" information.  Are there any software tools that will enable that feature to make printing in all that blank (wasted) space on the check voucher?

My QuickBooks checking is on holdHow can I take my QuickBooks checking off hold ?

I just don't see where to set this up.

I have received my payment against my invoice and recorded to UNDEPOSITED FUNDS.  It shows fine in the customer account.  It shows up in the Undeposited Funds register.  But when I go up to the + sign, select Bank Deposit, there is nothing there.  Why?  I have read and re-read all the instructions and I believe I have followed all steps but apparently something is missing.  Any advice?  Screenshots attached.   

Do resolve bank matching transactions and click on save the error message kept saying Something’s not quite right. how to solve

We have a corporate client that sends one check for many invoices sent to many different locations (each location a business unit). In our company file, each of these locations is a separate customer (not jobs under a parent customer). This client also adjusts each payment with an early pay discount, as they do with credits. So here's how a typical check would look: Inv NumDesc. (location)Gross AmtAdjustmentNet Amt10001Unit X145.055.80139.2510008Unit Y357.6514.31343.34Z-CMUnit Z-219.19-8.57-205.62 How do we record this Z-CM credit when there's no other Unit Z payments on the same check to use along with it? BTW this is not a credit memo, but a credit on Unit Z account due to prior overpayment. Thus there's no numbered credit memo. 

I just got onto QBO and set up multiple ACHs through Melio, but none of them went through. When I contacted QBO support, they directed me to the Melio customer service info in the app. I called their support line and it was just a message saying please send an email.  I emailed them two days ago and was told I would have a response within 24 hours...nothing. I followed up again letting them know I really needed someone to reach back out to me.  I also followed up with QBO and they gave me a different customer support number that no longer works.  Melio completely sucks and I hope QBO removes it from their app service. They definitely shouldn't tout free scheduled ACH payments in their product if they 3rd party can't deliver. 

How to change the customer name on a paid invoice?  

I have a rather complicated question regarding an overpayment to a vendor. Last week we went into one of our vendors to pay our balance with a credit card. We paid 9 invoices for a total of $43,227.08. The person who paid went to the front cashier desk, told them the amount we were paying and they ran the card. A couple of days later, their bookkeeper called to say we had an overpayment of $17,799.38 and that they were issuing a store credit. After a few hours of research, we realized that we had accidentally entered 3 "Order Confirmations" in QB as invoices. The total of those 3 orders was $17,799.38.Because they weren’t actually invoices, the vendor recorded that as an overpayment. Here are the things I don't know how to handle:  1. Normally, I would just void the order confirmations we accidentally entered and re-enter them once they are flipped to an invoice but they’ve been applied to a credit card payment and are marked as paid. Also, when the orders are

A customer has 2 outstanding invoices. (EX: $5K & $12K) They are not tied to an estimate; they are just independent invoices. It is agreed that he will make 1 Final Payment of Only $7500. What is the best way to apply the payment and show that he doesn't have an outstanding balance? I don't want to wipe out the original invoices/amounts. I want to reflect the transactions properly.  

Hello,The debt we gave from the company account was paid back to us. But I am unsure how to categorize the amount sent to our bank account. For example, should the appropriate amount be recorded as income?Briefly;We lent money from the company account and got our money back. How should I categorize the cash coming into the company account?Should I record it as a "Recovery of Debt" under "Other Income"?Is the repayment of the given debt an income?Note: It is not bad debt.I request your help.Kind regards.

I had a $500 invoice paid through Quickbooks payment via credit card but before the money was deposited into my account Quickbooks closed my payment and checking account and the money is stuck in QuickBooks somewhere what do I do

I turned on the quickbooks online payment/ ach option and the batch of recurring invoices that just went out had the payment option turned off. My online delivery/ invoice payments are both on. How can I turn this on for all past due/ recurring invoices without manually going into each template/ invoice to turn it on?

I would like to be able to format my invoices with:Merged line items for subheadersDescriptions for subtotalsA way to collapse multiple expenses into one summary line item (while still linking expenses). For instance, it would be great to have one sum to represent all of the reimbursable meal charges for a trip (subtotals are halfway there, but the invoices often provide more detail than desired for an invoice, a more detailed report is provided separately).Failing everything else, a method of downloading and formatting an invoice outside of QuickbooksFor example, I'd like to be able to include the differently colored features in the following table.DateActivityQtyRateAmount Charged<---------------------Services(section subtitle)--------------------------------------------------------------------------------------------->xx/xx/xxxxServices4 days$400/day$$<------------------------------------------------subtot descr:Service Subtot>Subtotal: $$<---------------------Travel