Payments

Hi, for the past few months I've been categorizing all my deposits from intuit into my sales account. This has created an issue when generating my profit and loss report because my sales are doubled. How should I be categorizing deposits from intuit to my business checking account? 

I received one customer check as payments for two separate invoices. How to I apply this one check to two invoices?Thanks

I am helping with a swimming pool cleaning business.  When I receive payments from clients, do I categorize them under "Sales" or "service income"?  

Hello,We are transitioning our HOA from paper to QB online and starting fresh for Jan 2022 . Our HOA pays the water bill then gets refunds from the members. I received refund payments in 2022 for a bill already paid in 2021 that is not reflected in QB since we are start the accounting in 2022. How would I post these refunds if I cannot post them to an expenditure? When I created an expenditure for this it was deducted from the checking account and put us out of balance. Thanks

I'm wondering the difference between 1.5% net 30 and 1.5% 10 net 30.  We use the first on our invoices and recently a customer took a discount off their payment.  I want to make sure we're using the correct terms.  Thanks!

Hi, we receive emails when a customer pays their invoice. The email subject always included customer's name, but in the past couple weeks the name is now replaced with email address:  Payment received: Invoice #43410-([email address removed]).  I need it corrected so we get the customer's name again not the email. Does anyone know how to go about fixing this? I appreciate your help.

I enter my undeposited funds one at a time but but QuickBooks desktop combines them into one total deposit. How do I stop this?

Hi, I set up payroll and health insurance deductions for employees. QBs automatically creates check payments addressed to the health insurance company. Problem is, payments are paid via my credit card and not by check.  How do I change auto deduction payment method from check to credit card? 

I am inquiring how you record something as a reimbursement and not income.  Example:We purchase an item for a client for $500 out of our account. The client needs to pay us and there is no upcharge so we are expecting $500. When they pay, how can we record this a a reimbursement and for it not to show as income?

We have a new multi-member LLC.  One member is backing the expenses on run up.  He is making payments via personal credit card, personal wire or venmo.  He does not want to get back, but show the running total of what he has put in and record the company expenses paid.  I have set up vendors of expenses he has paid and entered bills for each, charging the appropriate expense.  How do I handle paying and recording his investment.  There will be a lot of this going forward, so the most streamlined way is best. Thanks Dan

Hello, I want to know if it is possible to attach billable expenses to an invoice without them showing up on the invoice. For example I want to bill $200 for brochures to a customer. The billable expenses are $10 printing, $50 shipping and $100 design. I don't want all of these to show up on the invoice. I just want one line that says $200 brochures but it has all of these billables linked to it. Is this possible Thank you

Hi,How do you create a commissions back charge or back charge against a Vendors payable account. For example Vendor is owed $45,706.25 but has a back charge(bad debt) of $18,325.00 against what is owed. How do I create the -$18,325.00 to have it reduce what Vendor is owed.  Thank you, Ronnie Smith

When a customer pays their invoice online, I receive an email from 'Quickbooks Payments'. In that email there is a box that says 'customers name' that displays the customers name. There's a separate box that says 'customers email' that displays the customers email address. However, now the customers email address is being displayed in both boxes and the customers name isn't being displayed anywhere. Please see attached picture for details. What do I do to have the email show the customers name again?  

Hello. The bank credited our account for an uncashed check to one of our contractors. How should I enter this transaction to match the bank's credit to our account and credit our expense account.

Is it possible to pick in dropdown menu in Bank Deposit different account than Bank, for example Reserve Account which belongs to Other Current Assets? I only see in dropdown menu Bank Accounts, but I would need to see any other Asset Account, how to do this? Thank you

Our booster org bought three of the tap/chip GoPayment readers, and one of them never worked right out of the box.  It initially connects, beeps and shows Connected, but then immediatly shows four dots . . . . that fade in and out. At that point the app shows disconnected.   If you tap connect reader again in the app, the reader again beeps, says connected, but goes back to the four dots and the app disconnected.   Is there a way to do a hard reset or something to try and get it working?  I've tried the forget and reconnect protocol, and I've tried three different tablets ( all android ). Any help is greatly appreciated!

As I have done for  years, I generate invoices, send them to customers, receive payments against the invoices and deposit the undeposited funds.  Suddenly, with the last three such deposits, QB pro desktop 2020 has created a matching payment in the check book.  Why?  How can I fix it? 

Instead of creating a bill through "Enter Bills" for purchase orders, and matching it to the credit card charge, imported through the Downloaded card charges, does the following procedure have the same effect: Enter a credit card Purchase/Charge, purchased from the vendor and select the Purchase Order to apply it to?????

I am my partner receive payment from two clients. And the payment was under review, we submitted what was requested, and again they requested more we did again only for us to check status it should deposit on hold. Please advise 

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Instead of testing on my QBO company, I would like to test on a dummy account as I also will need to import YTD data manually. Thanks

In QBO - is there a way to show the BILL DATE on the 'Pay Bills' Screen - I do NOT need to see the Due Date.

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Last month I discovered that I had entered the amount of a Bill and the associated Payment incorrectly. I changed the amount of both the Bill and Payment through the Edit function of each.The amount in error was $39.13 and the corrected amount $39.19, this is italicized in the Audit Trail Report.When I go to the Pay Bills screen there is a bill for .06 to be paid.How do I correct this?

Hi, I have been creating invoices and getting payments through Quickbooks. Once I create an invoice and then receive payment I tag the matched payment with a Tag Group. However, the tag group/income does not show up in the Tag Group Profit and Loss report. If I unmatch the payment in the bank transactions and then separately tag that payment in the back transitions then it will show up in the tag report but then shows as a duplicate payment (one from the invoice and one for the bank transaction). How can I get the matched transactions with the invoice to show up as tagged groups or alternatively remove the duplicate payments??