Payments

I have Ebay transactions that are going through shopify because I use codisto to fetch my shopify inventory to ebay, walmart and amazon, but it duplicates my sales. This way if I only exclude orders with payment gateway ebay from shopify they won't be duplicated anymore.

Hi,  How can I apply credit memos to both a progress-based invoice and it's corresponding estimate? I'm trying to find an automated way of applying the credit memo at the same time to both templates. Once I create a credit memo and apply it to the invoice, it brings the open balance of the invoice down to 0 which is fine but then I'm left with the open balance of the estimate as higher than what is actually being billed to the client which creates inaccurate reporting and confusion when tracking the thousands of purchase orders I keep track of. I've seen this similar question posed on here but can't seem to find an answer...  To give a more specific example of what I'm looking for, say I have a $10,000 estimate and created an invoice based on the estimate for $500 and submitted said invoice to my client. Now I was just told that check shouldn't have been invoiced so I need to create a $500 credit memo to apply to an upcoming invoice of $2,000. Once that new invoice

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Hi Folks, I'm relatively new to QB online so be kind - I'm trying to create a purchase order but I don't understand why the form has a "Ship To" field when it also has a "Shipping Address" field.  Should I just enter "Receiving" in to the Ship To field?  Or my name? When I click on the down arrow next to the Ship To field, there is a large window for me to enter data for a "Customer".  Why isn't this just my company info?  It's just confusing. Thanks, Richard

How do I change an invoice to paid status so that it stops showing past due

I use QB Desktop and have customers whom have either overpaid or we have issued a refund. I've created the Credit Memos, then generated the refund check from the credit memo. However, there still shows a balance available on the accounts. I have searched on the community here to rectify my issue, but nothing works short of deleting the credit memo (which I don't feel safe doing until I know it's ok and not going to come back and bite me.) Anyone have any solutions or what I did wrong and how to fix this?TIA!

Hi!The email from QBO I receive after a customer pays no longer has their name on it anywhere. It only has their email listed as their name. Is anyone else having this issue? Maybe it’s a glitch? It started a few days ago.  Any help would be greatly appreciated. 

I have multiple customer jobs.  Each customer bills gets paid from its own account. I would like to  ensure that all bills were paid from their  correct account. I would like to run a report filtered to a specific customer showing its bills and what bank account it was paid from.  A report of all bills with a column displaying the customer job and the bill payment account is also ok.  

I am using the Intuit Merchant account to process payments.  On three occasions now, I have had Quickbooks tell me that a customer's payment was declined due to insufficient funds.  On all three occasions, the bank shows the payment went through fine and the customer has no notes on their account.  These are different banks and different companies.  So, Quickbooks reverses the payment and takes money back out of our account with fees and then the customer doesn't pay again because they show the money already taken from their account.  Quickbooks online chat support is worthless because they just say that the customer didn't have funds while everyone else says the payment was successful.  WTH?

Hi, My company is currently using the Quickbooks Professional Desktop US software from 2012 and has to update the system to a more recent version. Does anyone know if the current Quickbooks online US includes the "Add Item" feature for invoicing? Setting up items is essential for us and we want to update only once we are sure this feature is included in the latest online versions of Quickbooks.  Thanks!

I have throughly read all posts about how to apply a vendor credit.  I entered the vendor credit but where it says find bills or invoices for which you received the credit nothing appears like that on the vendor credit screen entry screen.  If I just enter the credit memo and save it does show up under vendor as unapplied. I made my deposit for accounts payable and selected vendor as well but when I go to link vendor credit and bank deposit using pay bills the bank deposit does not show and I see no field for credit applied. I guess I am missing a step somewhere. Please advise. 

So I probably did something stupid, and don't know how to account for it now.  I received and EIDL loan, in 2020, recorded it in Quickbooks (desktop) as a Long Term Liability, per all the instructions on here at that time.  Now here is the issue:  I moved all the money to my personal savings account (NOT in QB account list) so that it would draw interest in between  paying bills & expenses, etc..   I paid it back in 2022 as a lumpsum, with an ACH transfer from the savings account directly to the SBA.  Now I don't now how to "zero" out the loan in QB (without screwing up my books & bank register) since the account I paid it back from is not in Quickbooks.  Any ideas how to handle this?

Hello,I am new to quickbooks and accounting/book keeping - and so I don't have familiarity with the process, but I am learning with the help of our accountant to help manage the day-to-day transactions of my business that my husband is a partner in. However, she cannot help me with this as she is unfamiliar with Quickbooks online and with Clover and CommerceSync. We use CommerceSync to merge our data from our Clover Point of Sale to Quickbooks.Most of the time this is very helpful. However, we have made deposits separately for an invoice, rather than in one deposit - going forward we will avoid this. But it has already been done and I need to know how to correct it.I cannot match the transaction to the invoice that was already created in quickbooks via commercesync. It does not find the transaction. Due to the fact that the deposit is two separate deposits for checks or cash - but the total of the 2 deposits equal to the invoice amount. (I don't know if this matters, but the

Hi! We are currently on QB Desktop Enterprise Solutions and attach all of our bills to be paid into QB. We have 5 years of attachments within QB. I want to extract all of the documents for other purposes. I have looked in the "Attach" file within QB and there are no where near as many documents there as there are within the Documents menu when looking in QB. Has anyone been able to do this and how? 

my Quickbooks suscription is due butthe credit card got expired and had to update the card to resubscribe.Update of card details is done but payment is not able to process.Any help?

I cancelled a 940 payment on the EFTPS website then reissued a payment in the correct amount. The cancelled payment was still processed thru the bank so now my bank account won't reconcile.  How do I create a liability check for the cancelled payment?  I'm assuming I can take the overpayment as a credit at a later date.

I entered an expense, however, now I am asked to print a check for that expense.  How may I print a check without deleting the Expense and re-entering as a check?

For quite sometime there has been the ability to select and include a 'gratuity' option with the invoicing. However, it's not seen on the customer's end when they look at their invoice or when they submit a payment. This has been this way now for a long time. I have checked all settings in my account and they are all correct. When is QB actually going to get this fixed? Why is it taking them so long while they continue to charge me full price for only having access to part of the features? If it weren't for my QB bookkeeper I can tell you honestly that now, even after 10 years, I would have dropped this company. Ever since about a year ago when you log on online things are delayed and I was told once from someone at QB that the reason is because they merged a couple of their online products. I dont know if that's the reason or not- I'm not an IT guy. That said, I want the basic features to work. This company has really been messing up this past year and honestly I have never done busin

One of my client’s has a QB checking account, plus many other banking accounts in his books. Many of his  customers use the invoice pay option which is deposited into his QB checking. Money is deposited into this account almost daily. All transactions are automatically coming in as a debit and then a credit to QB checking.So when the transfer is made from QB checking to his main account, the amounts in the register are being doubled for the debit side. Some come in as a debit, credit and then another debit. If I delete the uncleared transactions this only creates more issues with other accounts. I have been in the merchant account, settings etc…This is making his p/l incorrect also. It is a nightmare. It adds some of these payments automatically without me accepting them or matching. I need them to post into the QB checking account one time when paid and no where else or post in QB checking two times or mores  HELP

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I have entered customer deposits and they are in the to be deposited module.I then posted them to the bank.At that point the system applied them to the customers accountNow when I go back into the to be deposited module the payments are listed there again.

I often take credit card payments from customers over the phone.  I would like to process the payment and then record the Merchant Transaction ID# into the Reference# field on the customer's receipt BEFORE sending the receipt to the customer.  This cannot be done seamlessly.  I have to first save and close the payment, then go to the Merchant account (which requires several steps to get to, not just a quick click) and look up the Merchant Transaction ID#, copy the Transaction ID#, go back to and find the closed Customer Payment, re-open it, paste in the Merchant Transaction ID#, and then save again - all this instead of a simply save & send. Does anyone have a suggestion for a different way to do this that saves steps?

When I go into Make Merchant Services Deposit it shows the tab Add Payments to Record for payments that you can select to add.  I NEVER go to the Pending tab to try to do anything there.  Still, I keep getting a message that I've added payments before funds are available and I shouldn't do that.  This always splits up deposits that should be recorded together, and then I have to go in and fix that entry.  How do I avoid this?  When I am on my Add Payments to Record screen how do I know which ones are okay to add?  I thought all those are okay and ones that are not funded would be on the Pending tab.

When a check is printed in my QB desktop, it writes the date in numerical format (9/11/2022). Is there a way to have the full date written (September 11, 2022)? Thanks!