Ask Me Anything with Product Manager, Connie

How to tie a bill for materials purchased to a particular job number. In desktop I was able to do that while entering the bill, now I do not see a place to add the job number that the material is purchased for.

i am a contractor and my client submitted two payments to my bank, both were rejected by my bank because of an accounting error. Quickbooks has them saying paid but neither has been paid. My client also says the funds are not back in their account. Why is Quickbooks saying paid and where are the funds?

It seems there is a discrepancy between what QuickBooks Online (QBO) is displaying and the actual status of the payments, Ogden. I'm here to ensure you get the payments properly reissued and recorded in QuickBooks.

If you're using QuickBooks Online Payments, the initial deposits may require additional time as we set up your account. Once done, your payments will typically be deposited within two business days. Though, some banks may take longer to process the transaction. For more details, please see this article: Payments Deposits in QuickBooks Online.

Also, you'll need to coordinate with your client and have them confirm the status of the payments with their bank. 

To verify the status of the payments, I suggest contacting our Customer Care Team. They have the tools that can check your account and ensure that your records are accurate.

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.
2. Type in Talk to a human, then press Enter.
3. Select Contact Support Team.
4. Type again Talk to a human and click Contact Support Team.
5. Choose a way to connect with us.

If you need more details about payment holds, here are some articles with helpful information:

• Why are my funds on hold?
• Understanding Payment Holds in QuickBooks Online

Also, you may want to check out this article as your reference in case you need to learn more about how QuickBooks Payments handles your deposit and funds: Find out when QuickBooks Payments deposits customer payments. 

If you require any additional assistance with regard to payment deposits, don't hesitate to reach out again. Take care.

Hi @Ellen241!
Today Connie will be answering questions specific to our product Solopreneur, but feel free to DM us on Facebook or give us a call and an agent can answer your question! 
Here is more information on how to reach us: https://quickbooks.intuit.com/learn-support/en-us/help-article/account-management/quickbooks-online-...

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