QuickBooks Q&A

With Covid, I have a large number of refunds occurring for a single customer. Instead of repaying the customer on an invoice by invoice basis, an installment plan for the total amount was agreed to and a credit card was used to pay the installments.  How do I record this using Quickbooks Online? Do I create an A/P invoice for the credit card payments? Help!

Original commenter did not share additional details

Its does not make sense also, as QB has very limitations, that we cannot send separate emails to accounting for payment recovery. If in a Bill to information we are writing Accounts Payables then why its picking up customer 1st name and last name, and it also dont make sense to any one that each customer we save as Accounts Payables, bad experience

Original commenter did not share additional details

switching back to desktop from online

Original commenter did not share additional details

Original commenter did not share additional details

i cannot change my payment card on iphone because it will use the same card for all my subscriptions in my phone. how can i change my payment card just for quickbooks only?

I only see an easy way to add finance charges.  I tried to add them as negative charges but this did not work.  There are no customers providing this payment so it is also hard to use sales receipts and deposits and I am unable to select credit card as the account that would be deposited to.

I am categorizing everything from the bank feed, I create an "Other Current Liability" account and categorized all the pre-payments in this account but then when I create a monthly bill for example Chit Chats Express (like stamps.com prepaid shipping account) I enter end of month bill categorize as courier costs I am trying to match that bill to that liability account to offset the prepayments. * eBay account, we receive weekly payouts from our sales fees deducted but don't receive an invoice with fee/tax breakdown until end of month, so we have bank deposits that need to be matched with the gross sales and the monthly fees/sales tax deductions. * Expense Reimbursements Payouts - sometimes the receipts we are given are actually dated for many months even once in awhile a year+ old, what’s the best way to handle this. Previously in our old system I had a liability "slush" account I would enter individual receipts with their original dates then record the payout, any newly ente

Original commenter did not share additional details

Our company is leasing to own a vehicle to one of our customers. Need a little help setting this up. TIA

Under the reports tab there is no Reconciliation Report available to add.

Original commenter did not share additional details

Hello Community, I work for a business which has recently been awarded a settlement package as part of court settlement. What would be the accounting entry to record the money already received? Thanks

Original commenter did not share additional details

You did not answer my question

My home currency is Cdn, but we have set up multiple currency.  Can we invoice a customer in Cdn and they can pay by credit card from their country of origin?

We are a small company that presently uses QBDT Premier Manufacturing and Wholesale Edition 2021.Our subscription expires next year and it has been recommended to us to switch to QBO.  We have been told it is completely different from what we presently use, thus making this a very scary endeavor.  I have read up on the migration process and what is transferred and what is not and thus would have to be manually entered.  Just reaching out to see if anyone has recently switched from QBDT to QBO and the pros and cons you encountered.  Would greatly appreciate replies, both good and bad.  Thank you. ~Sherry

How do I set up a customer for monthly statements with invoices? Basically I want to do both, some customers are one offs that need to be invoiced for payment net 30 for each individual job, thats how I’ve been doing all of them so far. Others are on-going customers with credit accounts that would like to receive and pay multiple invoices end of month by statement. I still need each job entered and sent out as a ‘do not pay’ invoice detailing the work done for both ours and their records, and at month end (preferably automatically) a statement of account listing invoice numbers with dates to pay net 30 from statement date. 

Original commenter did not share additional details

Keep getting error couldn't upload your document when using receipt snap.

I am using QB Desktop 2024 Accountant Edition. When in a report (such as trial balance), I am not able to use the cursor (mouse) to double click and drill down into an account details. I am only able to use the arrow keys to navigate to an account and then use the enter key to drill down.  Not being able to use the mouse is a very new problem. 

Original commenter did not share additional details

It will only allow me to add the deduction before the GST but this isn't the way the company wants us to invoice.