QuickBooks Q&A

Why are payments from my invoice declined?

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I've followed instructions for migrating file from QB for Mac 2020 to Online - until the step of restoring file in QB for Windows software on a PC. I don't have either. PLEASE tell me there are options or services. We are a small non-profit with limited funds.

ENTERPRISE QUICKBOOKS

How to enter a simple deposit in the new platform

I am selecting the action drop down. I am selecting mark as paid. In my list of Invoices, this invoice does not show paid. It still counts down and has gone past due. I thought I forgot to mark it as paid. I did it again and get an error message. This error message says - Transaction type Invoice: 1000000201 with a dismiss button. This is not my invoice number.

We just started using QB credit card reader to process in person sales in the last two weeks.  We are having a problem that when we process a sale all is fine, but when we check sales at the end of the day on our desktop using QB Online, the sales tax field is not populating the field that was used when the card was processed.  I have been able to manually change most at the end of each day, but a couple have refused to allow me to change the Sale Tax Rate field as it states that the card has been processed and deposited!  The biggest issue with this is that my end of the month reports for Sales Tax liability is no screwed up as the reporting sales tax field is showing "Automated based upon location"!  This maddening and after 3 long phone calls with QB support they tell me that there is no solution to this issue!  Are we the only people dealing with this nonsense?

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I have the Connect to Square app and set to summary transfers vs individual sales.  when the transfer is uploaded into QB, it dumps the cash total into a clearing account.  it does not break out sales, taxes and fees.   How do I change this to work correctly?

I inherited an incorrect account balance and I don't know how to fix it. There are incorrect entries going back to last year. I want to clean out the account and make it the correct balance.  Thanks!

I feel like I shouldn't be stuck with the product for the month when I asked for a refund as soon as I was charged.

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Modify invoice so it will be 2 pages.

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All other credit card accounts are correct except the one I pay with SPENDTRACK and it deducts the payment, shows it as a charge, and when I exclude it or try to add CC Credit it does a double entry and charges one entry and credits the other. How do I fix this?

From our start with QBO in 2023 until 1/2/2025, I received an email when a customer paid their invoice (QBO invoice and merchant service payment). It is recorded on the Invoices tab and of course deposits as it should, but I used the payment notification email to confirm with the customer. It was easy. Suddenly and no changes to anything - after 1/2/2025 I don't get these anymore. Except I got ONE randomly in April 2025, and none since. I have reported twice with QBO support - no response. I can find nothing in the Help Search. Anybody have any ideas?

I received small micro-deposits from Intuit and need to know which service initiated them

I've been trying to set up Payment Reminders, and keep getting text I can't find... and can't edit if I can't find it.So far, I've set up Reminder Schedules, but I've got one that I still can't narrow down: Reminders are set to combine overdue invoices into a single email, as multiple emails seems inefficient and annoying. But when someone has invoices that fit into more than one "reminder" schedule, I get body text I can't locate anywhere in QB. It was clearly set up at some point by someone, but includes outdated information (contact name, banking info) so needs to be updated. For clarity: The sample customer has two open invoice. One is 32 days out, so gets a fairly strongly-worded Reminder about sending payment. The second invoice is 28 days out, so gets a mildly-worded Reminder. The filter point is at 30 days. If I remove the tag to combine invoices into a single email, each invoice gets the appropriate body text. But if the marker is set to combine the invoices, I get a body

A client told me today he tried and could no longer make a partial payment. In June I received one and have previously.

Why does QBE cancel Quickbooks Bill Pay payments?

Nomina

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