Payments

Hi qb community, I'm wondering if there is a way to apply a payment in quickbooks online without an invoice. Can I apply a payment to a service category instead of an invoice? 

When on a vendor's page to see the list of bills and payments made, it used to be very easy to see if a bill hasn't been paid yet. Instead of it saying "View/Edit" in the Actions column, it would say "Mark as Paid," giving the user the option to pay the bill (since it hadn't been paid yet). However, now it just says "View/Edit" for every single entry on a vendor's page, eliminating that easy way to glance and see if a bill is still needing to be paid. Sure, I can just glance at the Due Date, but what if I pay a bill earlier than the date I set it to? It's really frustrating dealing with all these changes and bugs that QBO so easily comes up with. And of course, right after we just renewed for a year. Any help on this?  

What's the best way to invoice a customer when there are multiple line items that ship and invoice on different dates? Some of my orders have line items that are stock and ship/invoice right away net 30. The items that have leadtimes ship/invoice at later date. An accepted estimate that is an order seems to only be able to have one inv associated with it in QB Online. How are others accommodating this? I can't be the only one having this problem. It's even more confusing when one line item has some ship from stock and leadtimes on others to invoice later.  I do work arounds, but it is not efficient. I send first invoice and have the qty of line item shipped while zeroing out qty's of not shipped and send INV example INV 1489 to send to customer. Then when another line item ships I'll have that qty in there, zero out the other non-shipped/previously shipped and update the INV number to example INV 1289-2 (-2 being second invoice for order) and set new ship and due dates.

Hello, I am beginner to use the quickbook bookkeeping.When I marked as paid for one of my bill payment, It suddenly marked all of same vendor bill payment as paid.What should I do for make back as before, and What should I do for marking the each bill payment as paid individually.

Cleaning up a year's worth of expenses. Is there a way to add Payee name to multiple expense entries?

Hello, I'm quite new to Quickbooks and starting to use it, trying to do things the right way.I'm stuck here when it comes to payments for Vendor bills: - I create Vendor Bills each time a vendor send us an invoice (we buy inventory from them).- we pay these bills directly from our bank, usually in two payments, and our bank is connected to Quickbooks so I can see the checking accounts I am trying to mark the vendor bills as partly paid, and eventually fully paid once we do the final payment, by associating different payment from the checking accounts, but I can't find the right operations that need to be done. Can someone help and show me the right way to do this?

On quickbooks online, I am recording a vendor payment, with a vendor credit included. To do this I clicked new, bill pay, then the vendor I'm recording payment for. Usually in the upper right corner there is a button that says 'make payment'. But now I'm seeing two different buttons. 'schedule online payment' and 'mark as paid'. Where did the 'make payment' option go? 

I have a trucking company and I pay insurance and rent from the expense accounts. I also have 2 customers that pay me for their portion of the rent and insurance each month.  I have been invoicing them for the amounts they owe but I'm not sure how I apply their payments.  Do I apply them back to the original expense account that I originally paid from?  I wasn't invoicing them previously and when they paid me I showed I received them from the customer and put from the accounts rent expense account and insurance expense account.  I don't know if I need to receive under these accounts or just deposit it under the accounts receivable account. Cheryl

Hello,I have an LLC and work with companies such as GrubHub, DoorDash, and Uber Eat. As it can be understood, I have a restaurant and receive service from these companies. However, I do not know under which category the payments/expenses I paid to these companies should be.I request your information.Thank you.

We invoiced a job that was done.  Instead of paying us directly, the job paid through paypal.  How do I credit the job with the payment that is showing up as a credit deposit to the bank from paypal?  This happened two months ago and it's been reconciled but I don't think that will matter I just need to credit the job on that transaction but I don't see where I can do that.

I am relatively new to QBO but I have had no problems entering invoices and then going back and clicking the received payment button to attach the payment to the outstanding invoice.  My Customer list shows zero balances where should etc.  However, today I was looking at my online App for Quickbooks under Sales>Invoice Payments-- and when I go into one of my customers it shows all my invoice history totals, amounts paid, zero balance and then underneath zero total due it says the payment amount unassigned.  Someone please help! I attached a screen shot.  It shows this on every single customer in my database.  In my online QB the status of all my invoices say paid and all my payments toward those invoices say closed.  Why is the Quickbooks App showing all those unapplied payments?  

accept invite to receive pay

What happens to the view and pay invoice button on a customer's invoice if I void the invoice after it was emailed but before it was paid - quickbooks desktop

We just started taking credit card payments.  Is there a way to customize the receipt that gets either texted or emailed to the customer when you take a GoPayment credit card payment?  I have went to settings in the APP but the only thing it allows me to do is toggle off allow discounts or allow customer names on the receipt.  I read on an article somewhere and it may have been old that there was more customization available such as logo, etc.  I would like to see what this receipt even looks like. 

We recently installed version 23.0 and can no longer set credits while in Pay Bills for vendors as we have always done prior to the update.  What setting is missing to continue this process?

I have 2 clients that have paid credit cards (Chase) and QBO will not let me catagorize them.  It is wanting a credit card payment and that is not what this is.  Please see if there is a glitch as this has never happened before.

I purchase ingangible items for my clients (like Microsoft accounts), I do not change for the items but I bill the clients a monthly service fee that includes the items. How do I enter the purchase and client bills in Quickbooks.

We are trying to Intergrate information with our EDI provider for one customer.  How can we find the unique Customer ID number that QB automatically assigns?

 1. Quickbooks Online Simple start is 50% off for 3 months$15 * 3month + $30 * 9month = $315Why total amount $320? 2. Quickbooks Online Free trial for 30 days and  50% off for 3 months.I have a free trial for 30 days, why I pay for term fee? 3. I was refunded like the picture above. My term fee is $12.58.So, Total paid $320 - $12.58 = $307.42Why you refunded me only $291.18? Please, explain it to me. And what % is the tax?  

Hello, I will appreciate if someone offers their advice. I took over a bookkeeping job due to some health issues with the previous lady. I had helped her with reconciliations and writing checks, but never got information in depth from her. Now that I took over and going thru the file, she would normally write checks to pay the credit cards, which she has as vendors. When she categorizes, she will just do "Inventory Parts", but won't link a Purchase Order/Bill to it. I found an article how to link these, (switch to account payables in the check items), but I do want to understand why she chooses to do this. And would definitely love to see what the best way is really to keep the books clean with best QuickBooks practices. I want to save time and work more efficiently. We have Intuit QuickBooks Enterprise Solutions:Is it the best option to list CC as a vendor and just write check when we make monthly payments?On checks, is it best to just categorize under any "corresponding" ch

One of my customer's tenant rent check was returned. The rent is split between 2 roommates, so the deposit was composed of 2 checks. I applied the entire amount to the proper invoice. One of the 2 checks was subsequently returned by his bank because it was not signed, then re-deposited by my client. How do I record this in QBO? Thanks in advance! 

Hi, Rookie question here.  A few of my clients need me to invoice them using their invoicing system so I don't create an invoice for them in Quickbooks Online (though I do for all others). When they pay their invoice I see the deposit in my business account and categorize it as sales. I just noticed that these deposits do not show up as sales in the sales window on the dashboard so my total sales are way off from what's in the profit and loss window. They also don't appear in the All Sales section of the Sales area. Clearly categorizing these transactions was not enough so how do I get these missing but fully paid sales into my system? Any guidance would be much appreciated. Thanks in advance!

Greetings community,     I am relatively new to QB, and based on the research I have conducted, I still cannot figure out how to enter a bill's term payments for a specified due date. I have a bill/invoice from a vendor whose bill due date is the end of the next month. For example,  Bill Date: 1/16/22Due Date: 2/28/22     Is there any particular way I can enter the terms in properly in the "Bills" section? I can only figure out how to add fixed number of days and the due date for that particular month, but not the next month.  Thank you,Tran

I bill my clients for monthly services, this bill includes my services and items I purchased for them that facliltate the service,  for example I will purchase Microsoft accounts but it will be included in the monthly service charge.How do I enter this as an expense in QB desktop.

I'm noticing that instead of leaving the "Payee" field blank like it used to, QBO is now bring all deposits in from one Customer and none of them are payments from that person. How do I get it to stop this?