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Why_so_difficult
November 4, 2022
Question

QuickBooks Payments

  • November 4, 2022
  • 1 reply
  • 0 views

Hello,

 

I have tried the Intuit support twice to no avail… hopefully someone here can help me.

 

I invoiced a customer, who chose to pay via Zelle.  Unfortunately, the customer paid via the Zelle option provided by Intuit, which requires a QuickBooks Payments account.  Since I do not want this, I chose to not set one up.

 

I started receiving emails stating that the funds would be returned to the customer, unless I opened a QB Payments Account.  Great, fine by me.  However, weeks have past and the customer has yet to receive the refund.

 

QB Support directs me to Zelle (like wtf…).

 

What can I do to trigger a refund?  Is there a way to get in contact with anyone at Intuit that can actually help?  Their support is truly, remarkably, astonishingly poor.

 

 

Thanks in advance

1 reply

A
AbegailS_
November 5, 2022

Hi there, @Why_so_difficult.

 

I know that this hasn't been easy on you. 

 

Currently, Zelle isn't a payment option in the QuickBooks Online. It's a third party payment services that is not affiliated to Intuit.  You may need to coordinate your customer to properly claim the payment.

 

Once you receive the money, you can now manually enter the customer payment to mark the invoice as paid. Here's how:

 

  1. Click the + New button.
  2. Select Receive Payment.
  3. From the Customer drop-down menu, enter the name of the customer.
  4. Select the appropriate payment method from the Payment method drop-down menu. You may add Zelle for recording purposes.
  5. From the Deposit to drop-down menu, choose the account you put the payment into.
  6. In the Outstanding Transactions section, tick the checkbox for the invoice you're recording the payment for.
  7. Enter the reference number and memo as needed.
  8. Click Save and close.

 

Additionally, I'm adding this article to learn how to personalize the invoice the you send to your customers: Customize sales forms.

 

The Community is open 24/7 so please don't hesitate to visit us again if you have any other concerns or further questions. Have a pleasant day ahead.

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