Payments

I have used QB for a previous business and was quite satisfied.  However, for a new business, I have tried QB online and am quite disappointed.  My business is very simple - a sole proprietor which will generate perhaps 200 invoices annually and post perhaps twice that number of bills annually.  Because of the simplicity I can do these activities manually. Yet QB stumbles badly when trying to handle simplicity.  I simply wish to enter a bill that is incurred on a certain day and then make a payment at a later date.  QB Online does not allow this - instead all I get is the upsell to a version which I simply do not need!  And forget about entering reimbursable expenses. Not even QB's on customer support desk can offer any help. Is there something I am missing or is QB online really that poor a program?

I need help to setup statement

Does it take time to go through or Did I miss something while setting up my bank acct.?

How to refund 30.00 on my customers credit card payment just made in QB payments?  

"QuickBooks could not read the name of your company from your company file. Please select Company Information from the Company menu and make sure your Company Name appears correctly." Getting that JavaScript alert/error when going to Merchant Service Deposits and it won't let me log in. Nothing has change with company name and it appears correct under My Company. Have 3 different companies in QB with separate merchant service accounts. This only happens with one.

I was billed $6 more

I can not get to anyone who can actually help with QB 2020 for MAC. The problem I am having right now is when I create an invoice and choose Accept Credit Cards......when the window "connecting to Intuit" opens, there is a login box for my merchant Account, but I can not click anywhere inside the window......it will not cancel and I can not sign in....I have to Force Quit to get out. Please help.....someone.....I need to invoice customers and at this point I can not process Credit Card payments for my customers

We use Instant Accept (third party) for online payments.   Many of our payments are recurring through Instant Accept and when they get applied to the customer account they are applied to an AR Account that is inactive in the payment window which means I have to go into each payment and select the correct AR account and then re-apply the payment.  Tech Support at Instant Accept has tried everything that they know of and says it is a QuickBooks issue.  I use Quickbooks Desktop Pro 2020.  Any help would be greatly appreciated.

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In the QBO explanation re: difference between Bill and Expense, it states:  Using Check or Expense may cause the bill to still show unpaid on your reports.  This is exactly what is happening in our QBO.  We enter purchases made with CC as Expenses since we've paid for them immediately, they match a downloaded transaction, but still then on the Vendor account leaves what looks like a balance due.  What is the correct way to clear that balance due as no money is due.  Thank You

After recently billing our client for service provided, she not only paid the invoice amount ($60), but also prepaid/made an advanced payment for the following two services ($120 total) on that same invoice, for a total of $180. For some reason, QBOnline isn't able to pull the invoice (gets stuck on the green loading wheel), so I took a screenshot of the "All Sales" tab under Sales instead (does not display personally identifiable information). How do I properly separate the advanced payments for the follow-on two service deliveries? If possible, I'd like to create two additional invoices to account for both advanced payments to assist my partner and I in keeping the invoicing organized.  If there's anything else I should be cognizant of on the backend (i.e. matching transactions and reconciling), please let me know as I am fairly new to managing the bookkeeping for my company. I did not anticipate this occurring. Thank you. - Ben

Quickbooks merchant "accidentally" disconnected my merchant account. During this time recurring invoices went out and they show "paid." But they can't be because we closed the old bank deposit account (and the invoices in question generated after that) and forgot to input the new one until now.  So where is the money or how do I edit those invoices to show "receive payment." 

Hello All -  I am working on setting up invoicing for a client that uses QBO. They are a painting company that charges a 50 percent deposit at time of contract signing, then collects the remainder once the job is complete.  They also charge 1 percent late fee per month, once the job is done, if the invoice isn't paid within 30 days of completion.  Since a client might deposit weeks or days before their job is going to start/be completed how does QBO handle the application of late fees? Should we set the due date of the invoice to the approximate completion date of the job?   Or does the late fee clock not start running until the invoice is sent out for final payment? Thanks in advance, Todd

I create a batch of invoices for different customers each month and then use the Send Forms function to email them to my clients.  I've had 3 occasions where the last batch of sent invoices show up again when I hit Send Forms for a new batch of invoices.  The first time it happened I thought I must not have sent the forms after I create them (I do that from time to time so I did not think much of it) so I just clicked "send" and then started receiving emails from my clients wondering why I was sending the same invoices again.  The second time there was a small batch and I clicked send and notified a couple of customers that they may receive duplicates.  Yesterday I sent a batch of 23 invoices and I know I sent them because I remember clicking on the button to close out the dialogue box after it said they were all sent.  Today I created four more invoices and when I went to Send Forms there were 26 emails total.  I chose one of the customers and opened up t

The BATCH EMAIL function is STILL not working. I select the people I wish to send a BATCH EMAIL to and the GMAIL email client opens. I am able to type up the email but when I press SEND it acts like an email went out, however, no email actually gets sent. I tested it, it will successfully send an email when only one recipient is selected but anything more than 1 and it will not send. Again, I hit the send button and it acts like it sent an email. However, there is no Email found in the SENT folder and none of my clients ever receive anything. This has been ONGOING for too long. I spent hours on Quickbooks Tech Support talking to multiple technicians, taking down multiple case numbers and them mentioning it is a known problem, but no solution is ever offered. My Case Investigation numbers are as follows:158643184415864437671586444457 Please HELP

Why on earth does it take 30 days for a credit card transaction to be refunded to a customer.  Credit cards charges and refunds are immediate in the world I live in!  I am pretty sure I can go to any store and return something and have it refunded immediately.  Electronic financial transactions are INSTANT!!! In what world do we live that it takes 30 days for a refund to happen? To make matters worse, when I try to call I get a new person who I have to explain the entire situation to again - despite having a case number!! They can't resolve anything, and I was told that they can't connect me to a supervisor because they are all working from home. Seriously??? You have to be kidding me.  Then when a "supervisor" called me back TWO DAYS later (unbelievable!!) they let the phone ring twice and hung up before I could even pick up my phone. I have asked repeatedly why it takes 30 days for a customer's credit card transaction to be refunded and no one can answer the quest

I have a vendor that has balance due listing several invoices.  If we were to pay these with a credit card instead, do these have to be "deleted (or voided)" under that vendor and re-entered from the home screen, using "enter credit card charges"?  This seems like extra work when it would be great to "change" a transaction from AP to credit card.  Any thoughts - or ideas?LH

I have several customers who have not paid their invoices for some time. Finance charges were calculated each month. I know how to write off the invoice but how do I write off the finance charges that were added each month?

I need an online solution for invoicing that can be synced with my Quickbooks Enterprise Desktop. My preference is something cloud based that I could sync with Quickbooks weekly. Any suggestions are greatly appreciated. TYIA. 

My client recently migrated their company file from Desktop QB to Online.  They have started invoicing through QBO and it's working well except QBO has entered about $20k in payments for invoices as soon as the invoices were sent.  These invoices are NOT paid, but the payments are sitting in Undeposited Funds.  Any advice on why this is happening or how to get it to stop doing this? thanksJane

Recently I was reading an article about someone who owns a small business and they fell victim to a card testing attack. This is where a card thief will automatically try and run thousands of transactions overnight through your merchant services account to find out which ones of the stolen cards are actually valid and working. The transactions can be as low as just a few cents, but with Intuit charging a transaction fee, plus the % fee for the amount charged if the card goes through. And in addition to this, if there are any necessary refunds, then that has a fee as well. If they successfully charge 2 million cards, at $0.25 per transaction, then that could potentially be $500,000 in the transaction fees alone. We monitor the bank account and merchant account throughout the day, but I'm feeling like this just isn't enough. What does Intuit have set in place to protect us against this type of attack? And what can I do on my end with Intuit settings and such to help mitigate my risk

There is no customer dispute, I want to dispute a charge.  How do I dispute a debit against my account?

When I create an Invoice in QB Desktop for a customer job my description that I specifically take time to clarify per item does not pull over to the Item description on the invoice interface.  I am selecting the customer job, then I cancel to next box asking about which estimate I want to apply (none desired) then I go to the choose billable time and costs and select the Items tab, but all of my items there are just showing the generic description for each item I purchased.  I want the name I put in on the bill to populate on this list so I have a clue what I am generating a specific invoice for, and so my customers know what I am charging for exactly.

I would like to change the credit card on the system, that I use to pay the monthly fees...how do I do this?