Payments
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In many cases we work for multiple individuals at the same company (customer). This requires us to send invoices to the individuals' attention for approval. Is there a way to utilize the Contacts tab within the customer record to allow for selection of the appropriate contact when creating an invoice?
I have logged in to QBO to discover the new PayPal App. Payments from PayPal used to be automatically matched to open invoices and this is no longer happening. I have spent hours trying to figure this out and in the For Review tab under App Transactions / clicking on the payment there is no option anywhere that lets me link a payment to the corresponding open invoice. How do I do this?
We decided to use QuickBooks for our newly started company and what a colossal mistake that was. After QB approved our application for a checking account and to receive online payments, our first client duly paid a 5 digit sum via the generated link. At that point, QB cancelled our account without informing us and kept the money in their account. We only found out after a week when the money was still not deposited into our bank. After days of pleading on the phone and messages, we had a collection of contradictory information and still no answers. At this point, as far as we can tell from piecing everything together, QB has made a decision to terminate our account (and that they don't have to and won't explain why) and that the payment was being held indefinitely. That's correct - they wouldn't return it to the payer, they wouldn't release it to us and perhaps most importantly, they wouldn't tell us why or for how long or how it will be resolved. They just kept our money. It has now b
My business check
Can i enter multiple payment methods (partial cash and credit) under one "Sales Receipt"?
I'm helping a client set up QBO payments (as I have for other clients). But for this client under Settings: Invoice Payments, there is no option to select "Your customer pays the fee". This is an option (and is utilized) by other clients I have. Why would it not be for this client?
Good Afternoon, I run an oil and gas company. We pay lots of royalty owners for different minerals they own on a variety of wells. However, some of these checks we send out go uncashed because the person either died or sold their minerals and never notified us, which usually constitutes a "suspended" status. So, we don't want to keep sending them checks if they never cash them. It would be VERY helpful if Quickbooks would enable a little column on the vendor page that shows if a bill payment / check was cleared and/or reconciled. Basically the exact same code for the "Reconcile and Banking" column you see in the account register, but just put into that vendor page. I know you can run reports and go to the reconcile page for the account register. But that takes time and is very cumbersome jumping between windows. Can you please add this feature?
Yes
so pay out of new, it takes the money out of the new but the payment gets recorded in the old ck acct. They tell me there is no fix for this
I don't know why my checking in the hold like one mount
I have a payment on hold but no email and nothing showing in the resolution center. What do I need to do?
This seems ridiculous. Nothing I enter in the memo field during bill entry prints when I print checks. I have not been able to find a work around. As a small organization, we do not typically print more than 5 to 10 checks at a time. It is painstaking to print checks then find out this essential line-item is missing. In QB Desktop, we had multiple vendors where the memo line defaulted to our vendor account number instead of using invoice numbers. This is something that should be happening automatically. Hopefully, I am overlooking something in the QBO settings to make the memo field print properly. If not, we will have to look to moving back to the desktop version.
The company I work for sends invoices through our own web portal and payments process through a 3rd party processor. We had a client pay their invoice and it batched out via ACH by itself and then a few days later we had another client pay their invoice via ACH and it batched out, but when it did it also included the previous clients payment that had come back as a return item chargeback. How do I properly enter this deposit into QB? I need to reflect the return item chargeback, but also show that client has an open balance due now.
After I delete the deposit, then I will re-bill the customer. What is the procedure for this?
When does Quickbooks take a credit card refund out of my bank account?
Hi, I have been using Quickbooks recurring invoices for several months. However, today I logged in to create a new recurring invoice, and then when I try to edit that recurring invoice, it is missing some of my invoice fields and has several recurring payment fields. What is going on? Will recurring invoices be supported going forward without the requirement to use any QBO Payments option? If this will not be supported, that's fine, I just need to know so I can switch to another recurring invoice provider. My customers all pay via ACH so there's no QBO or other third-party % fee. Best, Matt
when we try to print an invoice for a customer after they paid the invoice is only showing the line items. It no longer shows the invoice paid at the bottom right
