Categories
QuickBooks Payments

QuickBooks Payments – Card verification value (CVV) Required

Changes to your QuickBooks Payments account beginning in October 2016.

Beginning in October, all keyed transactions will require card verification value (CVV) in order to process.

What is changing?

All transactions where the credit card number is keyed will require CVV. The CVV for Visa or MasterCard are the last three digits of the number printed on the signature strip on the back of the card. CVV for American Express appears as a separate 4-digit code printed on the front of your card.

What you need to do

When processing a transaction where you need to key in the credit card number, please be sure to enter in the CVV.

If you have any questions, please contact Intuit QuickBooks at (800) 558-9558.

IMPORTANT: If you already have recurring transactions template setup credit card data with CVV for sales receipts, it should be working fine. There is no need to going back and manually updating CVV again. However, if you’re creating a new recurring transactions template for sales receipts then, you will need to add credit card data with CVV to make this work.

QuickBooks Forum Discussions: CVV1 CVV2 CVV3
See also

QuickBooks Payments overview

What is the card security code (CVV)?

Why do I need to enter the card security code every time?

Learn more and apply for QuickBooks Payments

What you should know before processing a credit card payment

Record deposits and fees for QuickBooks Payments

Create an account for QuickBooks Payments error transactions

Email an invoice to accept a payment

Process credit card payments through QuickBooks

Create a recurring sales receipt to automatically process credit card payments

Create a recurring invoice to accept payments online

Void a credit card payment you accepted

Refund a credit card payment you accepted

Refund a down payment accepted by credit card through QuickBooks Payments

Record a chargeback

QuickBooks Payments troubleshooting

How do I configure QuickBooks Online and Merchant Services to remind me to enter the credit card CVV code?

Using QuickBooks Merchant Account service within QuickBooks Online.

Categories
Alerts

QuickBooks Online Alerts

QuickBooks Online Alerts (Bugs and Defective Issues):
I’m attempting to access my QuickBooks Online company via the Safari 10 browser on my iPhone and iPad and am being prompted that it’s an unsupported browser. Why?






QUICKBOOKS QBO ALERTS (WITH A BUG OR DEFECTIVE ISSUES)

Bug or defective issues in QuickBooks Online (QBO)
I'm attempting to access my QuickBooks Online company via the Safari 10 browser on my iPhone and iPad and am being prompted that it's an unsupported browser. Why?
I am attempting to update my TD Bank Business Direct account within QuickBooks Online and am unable to; instead, I am getting a 102 error. Why?
My recurring transactions did not run on September 1st, 2016. Why not?
I am trying to update my company address in the Company Settings area of QuickBooks Online but I keep getting an "Unexpected Problem" error message.
When attempting to print an Invoice or Sales Receipt, I keep getting an error message instead of the Print Preview. What's happening?
I have Redesigned Reports turned on in QuickBooks Online and when I try to print any report, I get an error message. What is happening?
I am attempting to update my Wells Fargo account within QuickBooks Online and I keep receiving a 102 error message - what is happening?
I am using Internet Explorer 11 to access my QuickBooks Online Payroll company and when I try to add or edit an employee I get an error. Why is that?
Why is the QuickBooks Online website (qbo.intuit.com) taking a long time to load while using Bell Internet?
I am encountering an Uh-Oh error when attempting to view the paycheck list, print Paychecks or edit Employees. I also can't pay non-direct deposit employees. Why?
When I access my Intuit Online Payroll account via Firefox or Internet Explorer, the website redirects to a security page that says "We're updating your payroll service."
When I try to delete a transaction in QuickBooks Online, I am getting this error message: "The following error has occurred...while accessing or saving your data." Why?
Why isn't the filter feature working in the register for undeposited funds?
I am attempting to view my Paycheck List in my QuickBooks Online Payroll account and I can't see it. What's happening?
I am attempting to update my Citibusiness Online Bank account within QuickBooks Online and when I do, my bank balance updates but no transactions are downloading. Why?
In QuickBooks Online I cannot run payroll. When I click on the Employee tab, then run payroll I either get an error message, or a spinning wheel. Why is this happening?
I am trying to update my BBVA Compass Bank account within QuickBooks Online and it won't let me. Instead, I'm getting a 103 error. What's happening?
I am trying to change my Costco American Express to CitiBank American express and am unable to do so. I cannot disconnect the Costco American Express?
I'm trying to update my Citibank account within QuickBooks Online but keep getting a 105 error. What's happening?
Why am I getting a 102 error when trying to connect or update my Royal Bank of Canada (RBC) account in QuickBooks online?
Why do I get an error message when trying to email invoices, estimates or PO's? The error says delivery server down.
When I try and download banking transactions from M & T Business Bank I get an error message, either 103 or 105. Why am I unable to download my transactions?
I'm missing the group title for billable time on my Invoices in QuickBooks Online - where did the sub-total go?
Why do I get an error when I enter my own time on the weekly time sheet? I get an error: "You do not have the access rights for this action."
Why am I unable to view my CT-941? Whenever I try I get an error message.
I'm trying to update my Elan Financial Credit Card account within QuickBooks Online and it won't update; instead, I keep getting a 102 error. What's happening?
I'm installing the QuickBooks mobile app for my Android tablet from the Google Play store and keep getting this error: "Your device isn't compatible with this version."
Whether I go to the universal create menu, click on Transactions > Sales Transactions, or go to the Customers menu, I'm unable to access new or existing invoices. Why?
I am trying to update my CardMember Services bank account within QuickBooks Online and I keep getting a 102 error, followed by no transactions downloading. Why?
The QuickBooks Online Windows app keeps crashing with a pop-up error message "We're sorry. Quickbooks has a problem and needs to be restarted..." Why?
I am trying to update my BBVA Compass Bank account within QuickBooks Online and I keep getting a 103 error. Why?
I'm getting a "Sorry, we don't currently support connection to a client's QuickBooks Online company from a different region" error when accepting an accountant invite.
In my QuickBooks Online Payroll company, when I click on Taxes > Payroll Tax I get this error: "java.lang.NullPointerException." Why?
When I print my bill payment check why is the memo field no longer printing anything?
"You can't change the type of this account because it is reserved for the Online Banking feature," error when editing account type of account not connected via Banking.
I'm trying to update my Regions Bank (AL/FL/LA/MS/TN) account within QuickBooks Online but I can't connect; instead, I get an error 103. Why?
I'm trying to update my Regions Bank account within QuickBooks Online and I'm not able to; instead, I'm getting a 103 error. Why?
When I go to send an invoice from QuickBooks online and check the box to "Email me a copy," I am not receiving an email copy of the invoice. Why is that?
I'm trying to access my QuickBooks Online company via the mobile app and keep getting error messages preventing me from logging in. Why?
I'm converting data from QBO to Desktop. When following the export data flow an "Unexpected result code from server" error comes up and I can't complete my export. Why?
Why is Quickbooks Online telling me that I am past the direct deposit shut off time when I am not?
Why can't I pay my commission employees? An exclamation point appears and the message says to enter the commission amount or clear the check box. I've entered the amount.
Why am I getting an error 101 when trying to add or download my account with Capital One?
Why don't the margins change after I change the settings on my custom invoices?
I am trying to download my Wells Fargo transactions into QuickBooks Online and my bank balance is updating but no transactions are coming over. Why?
I have run payroll in my Intuit Full Service Payroll company and the tax calculations for S-Corp Owners Insurance are being adjusted incorrectly. What's happening?
I am trying to access QuickBooks Online via a supported version of Firefox and I keep getting this error: "Secure Connection Failed." What's happening?
"Square Manual Sync - GA v2.0.9 We encountered an error when validating your settings. One or more of your sync settings are inactive and sync is unable to continue."
Why am I getting a blank white screen when I attempt to open my company file on a windows system?
I am unable to access the Print Preview function for Invoices and Statements for some of my QuickBooks Online customers. When I try, the Print Preview screen won't load.
When I create a statement, the last T in the word statement appears on a separate line. Why does this happen?
Logging into my QuickBooks Online company via the iPhone mobile app gives me a message that says "We ran into a problem trying to do what you asked." Why?
U.S. Bank users are unable to download transactions into QuickBooks Online and are instead receiving a 103 error. When I click Fix It Now, I get a 102 error. Why?
The QuickBooks Online Billing page shows I am paying far more for my QuickBooks Online Payroll subscription than I am actually paying. Why is that?
I am trying to download my banking transactions from TD Bank Business Direct, and I'm getting an error 106. Why is this happening?
Entered a closing date and saw this error: ""You cannot close the books when any product has a quantity-on-hand of less than zero as of the prospective close date."
When I open the PDF attachment on a Purchase Order emailed to me from QuickBooks Online, the quantity, rate and amount fields have text, not numbers in them.
Whenever I access my QuickBooks Online Payroll company via Internet Explorer 11, clicking on either the Employees or Payroll Taxes tab generates a blank screen. Why?
The quarterly SUI form in QuickBooks Online Payroll for Michigan is missing employee data so it doesn't match the Tax and Wage Summary Report. Why?
Why am I getting a 103 error when trying to download my transactions from US Bank?
When deleting a transaction, I see this error: "An unexpected error occurred while accessing or saving your data. Please wait a few minutes and try again." Why?
I want to cancel my Intuit Online Payroll subscription but I keep getting this message - "You cannot cancel your account because you have electronic payments pending."
I am able to successfully download my transactions from Huntington Bank into QuickBooks Online but my bank balance is not reflecting the correct amount. Why?
Why does the payee name change all transactions with similar descriptions to the same payee name?
My inventory asset quantity is zero, however my asset value still has a balance. How come?
I am using cash-basis reporting in QuickBooks Online and my Balance Sheet is not balancing correctly but when I switch to Accrual basis the report is correct. Why?
After clicking the submit button "To continue, you must define accounting preferences" appears.This happens when any employee is missing a class, why?
I am trying to log into the QuickBooks Online app for Mac and after entering my login credentials, I get a blank screen at the company selection screen. Why?
I'm trying to download my U.S. Bank transactions into QuickBooks Online and I keep getting a 103 error. Why?
I am trying to update my NBT Bank account within QuickBooks Online and I can't - I keep receiving a 103 error. What's going on?
When I attempt to "Find Match" for downloaded bank transactions, no match is found even though the correct transactions are in the bank register in QuickBooks Online.
I have signed in to Intuit Full Service Payroll and I am receiving this error: "We didn't find any Intuit Full Service Payroll companies." Why is this happening?
I can't open the QuickBooks Online Mac app - I get this error message that says "You can't open the application because PowerPC applications are no longer supported."
I am trying to cancel my payroll service and I get a message "We've encountered an error in payroll service". Why am I unable to cancel?
I'm not able to log in to my QuickBooks Online company; when I try, I get an error message that says "Oops, something went wrong." Why is this happening?
Why am I receiving a 102 error when I attempt to download banking transactions from Union Bank N.A.?
How come when I download my bank transactions from Huntington Bank the bank balance is not updating?
In payroll preferences, when I select no to the Third Party Designee Information my 940 still shows a third party designee. Why is this happening?
When I try to connect my account to First Bankcard I get error 102. Why can't I connect?
I am unable to connect my account to Sovereign Bank - IRIS to download my banking transactions. I'm getting error 112, why?
When I attempt to download my transactions from Fidelity State Bank and Trust (Topeka, KS) I get an error 105. Why is this happening?
When I am viewing my bank account register, then change pages, the amount in the running balance column updates and shows an incorrect total. Why?
Q1 941 forms are reporting different numbers than the Tax and Wage Summary Report for Intuit Online Payroll customers in QuickBooks Online. Why?
When I try to log in to QuickBooks Online, I receive the error message "Sorry there was a problem!" What's happening here?
I'm unable to download transactions from my Hilltop National Bank (WY) account into my QuickBooks Online company. Every time I try, I am receiving a 102 error. Why?
I'm trying to update my Purdue Federal Credit Union business accounts within QuickBooks Online but I keep receiving a 324 error. Why is this happening?
I am not able to download my Affinity Bank (Atlanta, GA) transactions into QuickBooks Online. When I try, I receive a 101 error. Why is this happening?
I'm trying to connect my National Bank of South Carolina account within QuickBooks Online and I keep getting a 103 error. Why is this happening?
Why am I getting error 102 when I attempt to download my banking transactions from Great NorthWest Federal Credit Union?
I want to add my Citibusiness Online (Citibank) account within QuickBooks Online and I can't - I keep getting a 101 error, even though I know the URL is correct. Why?
I am trying to upgrade my program and am not able to. Instead I receive an error: unexpected problem occurred on the server during your request. Why is this happening?
Why does this come up "An error occurred when resetting your password.com.intuit.platform.services.qbn.domain.auth.AuthMgrException" when I reset my password?
Why am I unable to delete an attachment that I have attached to an invoice?
Why are Individual credit card batches processed on separate days being grouped together when being deposited?
Why are my direct deposit transactions reflecting the wrong pay date in my register? It does not match pay date after I edited the export preferences.
Why am I getting error 163 and/or error 324 when connecting to Citizens Business Bank?
When I log into my Intuit Online account, the client list does not show one of the companies that should be on the company selection list. Why is this happening?
When I use the trademark symbol it is displaying and printing as a question mark, why?
Why am I getting an error 102 when trying to log into my credit union?
Why are my both my accounts with Community One Bank downloading into the same account?
I'm unable to add or edit employees in my Intuit Full Service Payroll company without getting a system error. Why is this happening?
My business is in Wisconsin and we don't have a work site in Illinois, yet QuickBooks Online Payroll is calculating Illinois SUI tax on my employees' paychecks. Why?
Every time I try to pull my BBVA Compass Bank transactions into QuickBooks Online via either manual or automatic update, I receive a 106 error. Why is that?
I can't connect to my Rapid City Medical FCU (now Med5 Federal Credit Union) account from QuickBooks Online or even access their website directly. What can I do now?
My inventory reports in QuickBooks Online are showing duplicate quantity adjustments after I used the quantity adjustment function. What's happening?
Every time I attempt to log into my QuickBooks Online company using the Mac app, I am returned to the login screen with the error "Hmm. That didn't work." Why is that?
I've downloaded transactions from my Citizens Bank (New England) account into QuickBooks Online and I'm missing transactions - what's happening?
I can't download my transactions from my Bank of the Philippine Islands account; when I click update in QuickBooks Online, I receive a 102 error. Why?
Why can't I see my most current subscription charge under account payment history?
Why am I getting a 102 error when trying to download my transactions from Zions Bank?
I'm downloading transactions from my First Command Bank (TX) account into QuickBooks Online and debits are appearing as credits and vice versa. Why?
I'm looking at my statements in QuickBooks Online and the the full company address is not listed. Why not?
I'm trying to download my National Bank of Arizona transactions into QuickBooks Online and I keep receiving a 102 error. Why is this happening?
I'm trying to calculate Payroll and my Florida overtime is not calculating correctly for my tipped employees. Florida has a flat tip credit, yet it's still wrong. Why?
Why am I unable to donwload my transactions from Frontier Bank? Instead I get an error 103.
Why are my banking transactions being duplicated when I download from Farmers & Merchants Bank (CA)?
Why am I unable to download banking transactions from Frederick County Bank - Business Banking? Although I don't receive an error message zero transactions download.
Why am I receiving error 106 when I am trying to connect to Silicon Valley Bank Business Credit Card?
I cannot connect my Fairwinds Credit Union account, instead I am receiving an error message 102?
"A problem has occurred. Please exit QuickBooks desktop edition and try again.If you get this message, please contact support" when exporting from Quickbooks Online?
I am downloading my bank transactions from Santander Bank into QuickBooks Online and I've discovered that I am missing transactions. Why is this happening?
I'm trying to download my Chase Bank transactions into QuickBooks Online but keep getting a 108 error. Why is this happening?
Why can't I download my transactions from Amegy Bank of Texas? I get an error 102 message.
I'm setting up a new QuickBooks Online account but I am unable to select my business name after typing it in during the startup interview. Why is that happening?
When I use the classic invoice template I am not able to change what is displayed in the title field, why not?
Why is my downloaded inbound wire transfer showing in the Spent column? I bank with Banco Popular North America Web Cash Manager.
Why are my bank transactions being duplicated when I download them from Iberia Bank?
Why are my transactions downloading twice from Bank of American Fork?
Why is my company logo appearing in the place of my company information on Purchase Orders?
Why are downloaded banking transactions being duplicated from Kentucky Bank?
Why can't I download my transactions from United Bank - Commercial Account Bank? No error messages appear, and no transactions download.
Why can't I set the AZ SUI JTT rate for 2015, the only option I have is 0.00 and that's not correct?
When I edit the locations I only have the option to select "Is a sub-location". Why don't I have the list of options that should be there?
I am getting a system error when I try to log in to my Bank of America Intuit Online Payroll account, why?
Why am I getting error message 102 when I try and download my transactions from Bank of America State not CA -WC
Why am I receiving error 106 when I try to download my transactions from City National Bank?
Why am I getting the error message 102 when I try and download my banking transactions from Ventura County Federal Credit Union?
When I try to customize an Inventory Valuation Report I get an error message about the start and end dates. Why is this happening?
Why aren't my banking transactions downloading from Banco Popular Puerto Rico?
Why are the dates on my downloaded transactions incorrect? I am using M & T Bank. No error message appears.
Why am I getting and error message (105) when I try and download my banking transactions from Village Bank?
Why can't I download my transactions from Silicon Valley Bank? It is giving me an error 102.
Why is error 106 coming up when I try and download transactions for my credit card? This is happening with Security BankCard Center, Inc. - CentreSuite.
Why is error 102 happening when I try to download my transactions from California Bank & Trust - Direct Business account?
Why am I getting error 102 when attempting to download my credit card transactions from Kohl's?
Why is the tab key not selecting the field contents being selected in Invoices and Quotes?
Why doesn't the cell highlight when I tab into it anymore?
Why am I getting an error 106 when I attempt to download transactions from Silicon Valley Bank?
I am using Sync with PayPal to download transactions to QuickBooks Online and all of my sales transactions are being associated with the default PayPal customer. Why?
I've made my quarterly Missouri income tax payment via QuickBooks Online Payroll but when I compare the form to my Tax Liability Report the numbers don't match. Why?
My payments account in QuickBooks Online shows as Not Connected on the Billing & Subscription page. Can I still process credit card payments?
Why can't I see the customer's shipping/delivery/billing address on the Customer Balance Report or Transaction List report in QuickBooks Online?
I am trying to export my data from Quickbooks Desktop to Quickbooks Online I get an error message. Why is this happening?
I am trying to reconcile and I get a message “Unexpected Problem” or “There are no accounts that can be reconciled”, why?
When I am adding a user and click on Finish the text [[NO message is Provided]] error, why?
I’m getting an error when trying to download my bank transactions from Citizens Bank of New England, what is causing this?
I've created a credit memo in QuickBooks Online, but when I click Print or Preview, the logo appears oversized across the top of the form. Why is that?
I just exported a bank register from QuickBooks Online to Excel and the transaction dates appear one day sooner in Excel. What can I do to fix this?
I'm trying to download bank transactions from U.S. Bank to my QuickBooks Online company and I can't get any transactions to come over or my balance to update. Why?
I use Firefox on a Mac to access my QuickBooks Online company and when I attempt to print my sales forms, my text appears in a jumbled overlay on the printed form.
I am not being redirected when I click on links in the Sales Tax Center, why not?
I’m getting error 102 when trying to download transactions from my account with Capital One, why is this happening?
I am unable to get my transactions to download from First National Bank of PA to my QuickBooks Online account. Instead, I get a 106 error. What can I do?
I'm trying to download my Union Bank (CA) transactions into QuickBooks Online and I'm getting a 103 error. Why?
I'm updating my E-Services bank account in QuickBooks Online Payroll and getting an error about a pending, unprocessed tax payment, form, or direct deposit paycheck.
What can I do to get my Citizens Bank transactions downloading into my QuickBooks Online company? I can't get manual updates to work, either?
When I try to download my American Express transactions into my QuickBooks Online company, I receive a 102 error. Why?
Why can't I edit my deposits in the register itself?
When I try to download my Regions Bank transactions into my QuickBooks Online company, I keep receiving a 102 error. Why?
My QuickBooks Online recurring invoices show "Open (Sent)" status even though the option to "Automatically send emails" is not turned on.
What can I do to get my Prosperity Bank transactions to download into my QuickBooks Online company? I am getting a 102 error.
In my QuickBooks Online Payroll company, the NC-3 North Carolina Annual Withholding Reconciliation form shows incorrect payments so it's not totaling correctly.
What can I do to get my Wells Fargo transactions downloading into my QuickBooks Online company? I can't get manual updates to work, either.
When I log into Quickbooks Online, why is it asking me to complete the company setup again?
I'm trying to create a multicurrency transfer from the online banking screen in QuickBooks Online but the amounts are incorrect and new transactions now appear.
Why can't my limited user create invoices in the iPhone or iPad Apps?
When I try to archive, view or file the Q4 940 or 941 form in QuickBooks Online Payroll I am getting this error: "Failed to load PDF document."
I have created Payroll checks in my QuickBooks Full Service Payroll account but those paychecks are not appearing in the appropriate bank register in QuickBooks.
Why has my 940, 941 or 944 been rejected?
After importing a Product list into QuickBooks Online, I am trying to delete the Inventory Adjustment from my bank register but see "Unexpected Internal Error. (-30006)."
Why is the Import button greyed out when I am importing customers from an excel spreadsheet?
I've already run payroll in my QuickBooks Online Payroll account, but when I click on the Run Payroll button I get a blank screen.
I am viewing my California DE9 form in an Intuit Online Payroll or Intuit Full Service Payroll company and page 2 of the form is missing employee data.
I am trying to update my BB&T banking online transactions to my Quickbooks Online account and I'm unable to; instead I'm getting errors 106, 103 or 108.
I am trying to log in to my Intuit Full Service Payroll and Intuit Online Payroll accounts but can't; the page appears to load but then loops back to the login screen.
When I edit a downloaded expense transaction from the transaction screen the line item amount disappears.
I'm trying to access the Banking page in QuickBooks Online and I keep getting this error: "Cannot read the property length of undefined." How do I get past this?
Every time one of my users logs in to QuickBooks Online, they are prompted to reset their password.
The recurring transactions I had scheduled to run on 12/1/2015 in QuickBooks Online have not run. What am I supposed to do?
Whenever I attempt to send an invoice, estimate or purchase order in QuickBooks Online, I get the error message "Delivery server down."
I'm editing the secondary account (distribution account) on an expense or check from within the QuickBooks Online bank account register, and the change is not sticking.
I'm trying to view my current Q3 941 forms in my Intuit Online Payroll account but I'm unable to; an error message pops up that says "Failed to load PDF document."
I've created paychecks in my Intuit Full Service Payroll company but I am unable to approve them. What is happening?
I'm unable to log in to QuickBooks Online via the Mac App - I get either a blank white screen, a flashing white screen or the page gets stuck loading.
My Mac is on OS X El Capitan and when I attempt to access QuickBooks Online via the Mac app I see this: "We encountered an error trying to sign in. Please try again."
It would be great if the Sync with PayPal App supported PayPal-branded Debit Cards. Any chance of that functionality being added for use with QuickBooks Online soon?
When I try to login to QuickBooks Online via both my iOS and Android mobile apps, I see this error: "We are not able to connect to QuickBooks Online. Try again later."
When I visit www.bankofamerica.com and click on the Payroll tab, I see this error message: "You've received a system error that we need to review and resolve for you."
When I attempt to e-sign any Legal Documents under Payroll Tasks on my QuickBooks Full Service Payroll screen, I see this error: "Cannot connect to server."
I'm trying to accept an invitation to a QuickBooks Online company but when I do I get this error: "Service Temporarily Unavailable."
Some of my closed and partially closed invoices in QuickBooks Online are reflecting incorrect open balance amounts.
My Chase Bank automatic updates aren't downloading transactions in QuickBooks Online and sometimes I get a 102 error. Why is this happening?
Why am I being prompted to confirm your account information?
I'm editing an Expense Transaction added from the Banking screen and see the error: "One or more lines do not have a tax code associated..it. Please assign a tax code..."
I'm trying to view my archived Q3 941 form in my Intuit Online Payroll account and I get this error: "Failed to load PDF document."
I'm trying to export Intuit Online Payroll data to QuickBooks Online and get the error message "You're missing some information..." followed by accounts that are set up.
I am processing payroll in my Intuit Online Payroll company and after creating and approving paychecks, I get a blank page when I try to print them out.
I recently made a Federal 941 payroll tax payment in QuickBooks Online Payroll but haven't received the Federal Payment Confirmation(E-Payment Report) for the payment.
I'm trying to migrate my data from my QuickBooks Desktop company to QuickBooks Online and the import is freezing at the "Making a copy of your company file" screen.
In my Online Payroll company, my Paycheck List reflects a split direct deposit transaction as "Direct Deposit and Check" for one of my employees.
I have tried updating my company address in QuickBooks Online in both the Company Settings and Company Info areas and am unable to - I keep getting error messages.
I am trying to update my Citibusiness Checking Online transactions to my corresponding QuickBooks Online account and I'm unable to; instead, I'm getting a 102 error.
I am trying to update my Citibusiness Checking Online transactions to my corresponding QuickBooks Online account and I'm unable to; instead, I'm getting a 103 error.
I've created rules for Bank Transfers in QuickBooks Online but when they appear in Banking, the rules don't apply and the transfer details show as "uncategorized asset."
When I try log in to QuickBooks Online, I get the error "The feature you've requested is temporarily unavailable," and am prompted to reference code 25625 with support.
When I look at my Activity Feed in QuickBooks Online, I see a payroll tax payment due for a tax payment that I've already paid.
My recurring sales receipts are set to charge a credit card I have stored in QuickBooks Online. Editing those transactions unchecks the "Process Card when saving" box.
I am trying to download my banking transactions from Chase Bank to QuickBooks Online and I'm getting a 102 error.
I created paychecks using multiple pay types and selected Save for Later. When I go back, Regular hours are increased and other pay types hold their original values.
When I click on the "Download" button while exporting my QuickBooks Online company file to QuickBooks Desktop, I get this error: "Unexpected result code from server."
I am trying to view forms in QuickBooks Online Payroll and I am being redirected to the Intuit Full Service Payroll login portal instead.
When I try to pay payroll taxes or run payroll in QuickBooks Online Payroll, I see this error message: "Uh-oh. We hit a system error. Please sign out and sign in again."
Exporting Intuit Online Payroll data to QuickBooks Online and I see this: "You're missing some information. Please enter the following on the Export Preferences Page."
My employees are trying to log in to the Intuit Online Payroll time clock and are getting a "HTTP Status 500" error message.
When I click on any QuickBooks Online Payroll link, I get this message: "Uh-oh. We hit a system error."
I am exporting my Intuit Online Payroll data to QuickBooks Online and I see this message: "We couldn't connect your Online Payroll to your QuickBooks account."
I am unable to manually reconcile the "Transfer Funds To" account from a Transfer transaction in QuickBooks Online.
My credit card deposits are not auto batching as they should be in my QuickBooks Online account.
I have received an email advising me that my QuickBooks Online subscription did not successfully renew and will be suspended unless I updated my billing information.
When I try to log in I see this message: "Your administrator has not granted you access to QuickBooks Online.Please contact your system administrator with any questions."
I have both Intuit Online Payroll and Intuit Full Service Payroll companies and when I try to export paychecks into QuickBooks Online, I am seeing a 6003 error.
When I click on a previous tax payment made in my QuickBooks Online Payroll account, I see the message "Uh-oh. We hit a system error."
After filling out the employee new hire form in Intuit Online Payroll, the employee information is not populated into the state new hire form.
I'm trying to access the App Center in QuickBooks Online. After entering my password, I'm returned to the sign-in screen and prompted to enter the password again.
An invited user to QuickBooks Online sees a "Service Temporarily Unavailable" error when trying to accept the invite and is unable to accept the invite.
I see "An unexpected problem occurred on the server during your request," error when I run the Customer Balance Summary report or A/R Aging report in QuickBooks Online.
If I change a transaction status from Cleared ("C") or Reconciled ("R") and navigate away from the register, when I go back to the register the status remains unchanged.
I am importing my company file from a QuickBooks Desktop 2015 version to QuickBooks Online and my screen freezes and hangs on "Making a copy of your company file."
When I print a multi-page invoice in QuickBooks Online, the last line item on the first page is duplicating on the next printed page of the invoice.
When trying to send an invoice, estimate or purchase order in QuickBooks Online, I see the error "Delivery Server Down."
When I try to use the QuickBooks Online mobile app on my Apple device with iOS 9, several functions cause the app to become non-responsive or crash.
I have logged in to QuickBooks Online - when I go to select my company, I get a blank, white screen.
I am trying to export tax payments from Intuit Full Service Payroll to QuickBooks Desktop and I'm seeing a "Java 144" error.

Source






Categories
Bank Register Customers Invoice Receive Payment

How do you apply customer payment that has a merchant fee to an invoice in QBO?

You will need to group both your deposit and fee together so your deposit in QBO matches the bank deposit that was made in real life.

Here’s how to handle it in QBO at this time:

RECEIVE PAYMENT

  1. Create an Invoice for your customer as you normally would.
  2. From the home page screen, click the Create icon (+) when you’re ready to receive the payment from your customer.
  3. Choose “Receive Payment” from the dropdown that appears.
  4. Fill out the Receive Payment as you normally would, but ensure the Deposit to field reads “Undeposited Funds” account.
  5. Click Save and close.
receive payment deposit to uf
receive payment deposit to uf

 

BANK DEPOSIT

  1. From the home page screen, click the Create icon (+) when you’re ready to get the deposit, minus the fee, in your bank account.
  2. Choose Bank Deposit (under Other) from the drop-down that appears.
  3. Check off the payment from this customer (and any other payments in the batch).
  4. In the Add New Deposits area, enter in the fee as a negative number, so it reduces the overall deposit total.
  5. Click Save and close.
payment minus fee
payment minus fee

This will then match the deposit made to your bank account and record the proper account.

 

WATCH VIDEO

Categories
Tutorial Videos

QuickBooks Online QBO Tutorial for Beginners – August 2016

How would you like to learn QuickBooks in 90 minutes? This FREE video tutorial is specifically designed for beginners in mind. You will learn QuickBooks Online the right way from the start. It covers all the basics you need to learn and offers some helpful tips. If you are looking for step-by-step educational guidance and ready to learn QBO, this is the one. And this video is produced by Top International QuickBooks Trainer, VPController.

Categories
Bank Deposit Banking Customers Receive Payment

I have already received payments in QBO from multiple customers. How to make them match with a single deposit I see in my bank feed.

You’ve two ways to match with bank feed deposit.

1) Match it directly from the bank feed downloaded transactions.

Select a row for deposit in question. The row expands to show you “Find other matching transactions” button. Once you click this button, you will see a long list of possible match transactions. To easily locate your deposits, change payment date as you’ve recorded. Select payments (type = payment) to match with bank feed deposit amount. Make sure difference is zero. Save. Done.

find other matching transactions1
find other matching transactions1

2) Manual. This will take few steps, but you will see green MATCH sign once done.
a) Go back to “Receive Payment” (create+ sign > customer > receive payment > upper left corner clock, locate payment) screen for customer payment you’ve already recorded and change Deposit to: “Undeposited Funds” instead of a bank account. Do the same for other customer payments that you want to match to a batch deposit.
b) Bank Deposit (create + sign > other > bank deposit) – check existing payments from the list to match batch bank deposit. Make sure to check correct bank account if you’ve multiple bank accounts. Save. Done. Save and Close.
c) Go back to banking center (bank feed) and now you should see green Match sign for that deposit. Click Match. It should disappear from the list.

Note: #2 is recommended process in QBO if you’ve merchant card payments or use bank deposit slip from depositing checks from various customers.

If you found our answers useful then please contribute few bucks to support this forum. Thank you!





Thank you!






Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





QuickBooks Canada








Categories
Credit Memo Customer Center Customers Journal Entry Receive Payment

How can I transfer unapplied credit from one customer to another in QuickBooks Online

A case may occur when a customer wants to apply credit balance to an affiliated company’s open invoice.

EXAMPLE:

Customer (Mark) has a $500 credit balance. Customer (Martha) has a $500 Open Invoice. They like to clear the accounts by applying $500 credit from Mark’s account to $500 Open Invoice of Martha’s account.

One easy way to handle transfer credit from one customer to another customer is to write a Journal Entry in QBO.

Click on the screenshots below to enlarge them

Customers Page
Customers Page

Customer Mark's Account with $500 Unapplied Credit
Customer Mark’s Account with $500 Unapplied Credit
Customer Martha's Account with $500 Open Invoice
Customer Martha’s Account with $500 Open Invoice

 

To create a Journal Entry

From the home page screen, click Create+ sign

  • Click Journal Entry tab under Other heading.
  • Enter the date.
  • On the first line, from the Account drop down list, select Accounts Receivable (A/R).
  • In the Debit field, enter the unapplied amount being transferred. Example:$500.
  • In the Memo field, note the reason for the Journal Entry. Example: credit transfer to Martha’s account.
  • From the Name drop down list, select the customer name that credit is being transferred from. Example: Mark
  • On the second line, from the Account drop down list, select Accounts Receivable (A/R) again.
  • In the Credit field, enter the credit amount (same as debit amount). Example:$500
  • In the Memo field, note the reason for the Journal Entry. Example: credit transfer from Mark’s account.
  • From the Name drop down list, select the name of the customer that the credit is being transferred to. Example: Martha
  • Click Save.
Journal Entry
Journal Entry
Mark's Customer Page after Journal Entry
Mark’s Customer Page after Journal Entry
Martha's Customer Page after Journal Entry
Martha’s Customer Page after Journal Entry

 

The final step is to Receive Payment on both customer accounts so that it will show “Paid and Closed” customer status

From the home page screen, click Create+ sign

  • Go to the Customers tab and click Receive Payment.
  • Select the customer (example: Mark).
  • Make sure that the credit and Journal Entry are checked at the left (make no other entry on the Receive Payment form.)
  • Make sure “Amount received” show zero amount.
  • Click Save.

Follow the same “Receive Payment” steps as above for the customer (Martha).

Screenshot 2015-08-23 14.18.55
Receive Payment (Customer Mark)

Screenshot 2015-08-23 14.19.23
Receive Payment (Customer Martha)

Screenshot 2015-08-23 14.20.43
Customer Mark’s Page with Paid and Closed Status

Screenshot 2015-08-23 14.20.52
Customer Martha’s Page with Paid and Closed Status

If you liked this video, then please subscribe to our YouTube Channels (VPController and NewQBO) for QuickBooks video tutorials.

 

#QuickBooks Online

 

Categories
Customers Pay Bills Receive Payment Vendor Vendors

I have a vendor that I purchase from and who also purchases from me. How do I handle this barter transactions in QB online?

A barter transaction is one in which you buy products and services to a person (vendor) or company from whom you also sell other products and services (customer).

Set up the bartering process in QBO:

  1. Open your vendor center and add the vendor to your vendor information screen with a “(V)” after the name.
    From the home page screen > left blue navigation bar > Vendors > New vendor (upper right corner) > Fill out vendor information > Example: Barter Enterprises (V)
  2. Open your customer center and add the customer to your customer information screen with a “(C)” after the name.
    From the home page screen > left blue navigation bar > Customers > New customer (upper right corner) > Fill out customer information > Example: Barter Enterprises (C)
  3. Set up a new bank account for your barter transactions.
    From the home page screen > left blue navigation bar > Transactions > Chart of Accounts > New > Category Type = Bank > Detail Type = Cash on hand (or select one) > Name = Barter Clearing > Description = Bank Clearing – Same Vendor and Customer

Check out our helpful YouTube tutorial video. Be sure to subscribe our channel. Follow us on Twitter (@newqbo). We highly encourage you to watch the entire video.. You do not want to miss a step!

 
vendor

customer

barter bank

Enter Bills and Invoices:
Enter Bills and Invoices as normally would. No difference. Make sure to select Vendor (V) on bills and the Customer (C) on invoices.
For entering Bill > From the home page screen > create + sign > vendors > bill
For entering Invoice > From the home page screen > create + sign > customers > invoice

create vendor bill

create customer invoice

 

Barter Settlement

Make payment due (money out) to the Vendor (V)
Case # 1:
Vendor Bill = $600.00
Customer Invoice = $500
Balance due to Vendor (V) = $100

Pay Bills and Receive payment

  1. To Pay Bills (partial $500) > From the home page screen > create + sign > vendors > pay bills
    Payment Account = Barter Clearing (IMPORTANT)
    Select “Pay” Vendor (V) checkbox
    Amount to pay = Same amount as Customer Invoice (example: $500)
    Starting Check No. = Non Cash Payment
  2. To Receive Payment > From the home page screen > create + sign > customers > receive payment
    Select Customer (C)
    Payment Method = Non Cash (add new if needed)
    Reference = Barter
    Deposit to = Barter Clearing (IMPORTANT)
    Select Outstanding Invoice transaction
    Amount = $500
  3. To Pay Bills (remaining $100) > From the home page screen > create + sign > vendors > pay bills
    Payment Account = Bank Account (IMPORTANT)
    Select “Pay” Vendor (V) checkbox
    Amount to pay = $100
    Starting Check No. = Non Cash Payment

vendor payment offset against customer invoice

customer payment applied against vendor bill

balance due payment to vendor

vendor page

customer

Review Bank Register for Barter Clearing account (from the home page screen > left blue navigation bar > transactions > chart of accounts > view register under action column
This account should have zero balance.

bank register

 

Receive payment due (money in) from the Customer (C)
Case # 2:
Customer Invoice = $2,000
Vendor Bill = $800.00
Balance due from Customer (C) = $1,200

Receive payment and Pay Bills

  1. To Receive Payment > From the home page screen > create + sign > customers > receive payment
    Select Customer (C)
    Payment Method = Non Cash (add new if needed)
    Reference = Barter
    Deposit to = Barter Clearing (IMPORTANT)
    Select Outstanding Invoice transaction
    Amount = $800 (partial)
  2. To Pay Bills > From the home page screen > create + sign > vendors > pay bills
    Payment Account = Barter Clearing (IMPORTANT)
    Select “Pay” Vendor (V) checkbox
    Amount to pay = $800 (same as vendor bill)
    Starting Check No. = Non Cash Payment
  3. To Receive Payment ($1,200 by check) > From the home page screen > create + sign > customers > receive payment
    Select Customer (C)
    Payment Method = Check
    Reference = Customer (C) check number
    Deposit to = Bank Account (IMPORTANT)
    Amount = $1,200

2 create customer invoice

2 enter bill

2 received payment offset by vendor bill

2 vendor bill payment

2 recevied payment by check

2 customer page

2 vendor page

Review Bank Register for Barter Clearing account (from the home page screen > left blue navigation bar > transactions > chart of accounts > view register under action column
This account should have zero balance.

2 bank register

 
Note: It can also make this barter process to work even if the customer and vendor are different, but need to settle out A/R and A/P balances.

 

If you found our answers useful then please contribute few bucks to support this forum. Thank you!





Thank you!





Categories
Receive Payment

Is there a way to show Customer address information on the Receive Payment Form? We have several customers with names that are close, and I like to verify by address.

You can find by Invoice Number, but not by Customer address or zip code at this time.

Alternative choice is to use directly from the Customer Center where you can verify address before recording payment. And, that may be much quicker as well.

From the home page screen > go the blue navigation bar on the left > select customers > go to small middle gear in the middle right section (next to print icon and export to excel icon)

From the Gear drop-down > choose Address > Page will refresh with Address column added

Now you have Customer name as well as to verify that customer’s address.

Next go to Action column (last column on far right) > select Receive Payment from the drop-down list. It will take you to the Receive Payment page with outstanding transactions checked. Verify payment received on invoice. Choose Save and Close button. It will take you back to the Customer Center again.

receive payment from customer center

Categories
Bank Deposit Invoice QBO Receive Payment Sales Receipt

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees. It also explains how to match bank downloaded transactions.

 

#QuickBooks Online