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February 17, 2026
Question

What is the proper way to balance books when factoring invoices and the factoring company also pays our vendors.

  • February 17, 2026
  • 1 reply
  • 6 views

We're a freight brokerage that contracts trucking companies to transport our customer's freight. I have found a few different threads about how to record factored payments when the factoring company pays us, and our customer pays the factoring company. We have an added element here though. Our factoring company also pays our vendors directly, and we are only sent the margin less the fees and reserve. The factoring company holds back whatever payment is due to the vendor. 

 

An example of a typical order would be like this:

- We do an order for our customer for $1,000.

- We contract a trucking company to transport the order for $800 ($200 margin)

- The factoring company's fee is 1.5% of the overall total ($15 fee)

- The factoring company's reserve is 3% ($30 reserve)

- We receive $155 (margin less fees & reserve) from the initial sale of the invoice, and receive the $30 reserve once our customer has paid the factoring company.

 

I've found some informative threads, but the factoring company paying our vendors is throwing me off. We're a small company and I'm not an accountant or bookkeeper, just trying my best to ensure I properly record these transactions. I don't know how to record and make this balance since the factoring company is paying our vendors directly and we did not technically receive the $800.

 

It is also worth noting that the factoring company purchases the ownership of the receivables.

 

Any help provided would be greatly appreciated! 

1 reply

QuickBooks Team
February 17, 2026

Hello there, Leprithus. Thank you for explaining. Your dedication to accurate records is clear, even without a formal accounting background.
 

Factoring transactions, especially when a factoring company pays vendors directly and takes ownership of receivables, can be tricky to document. While we're unable to provide specific advice on the correct accounting method, the best approach often depends on your company's setup, agreements, and regulatory requirements.
 

For this reason, we highly recommend consulting with a qualified accountant or bookkeeper who can assess your specific situation and provide tailored advice. They can guide you through the correct way to document these transactions, ensuring compliance and accuracy in your financial records.
 

If you have further concerns about QuickBooks, don't hesitate to comment below. We're here to help.