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Quickbooks online over payment

 
1 Comment
QuickBooks Team

Re: Quickbooks online over payment

It’s great to have you here, @jackmandental.

 

Welcome to the Community! I’d be delighted to make sure you’re able to resolve any overpayments made via QuickBooks Online.

 

For starters, may I asked what specific type of overpayment you had? I’d like to make sure you’re provided with an accurate information to resolve your concern.

 

If you’re referring to Sales Tax overpayments and you’ve received a refund for it, here’s how to record it as a deposit:

  1. Click the Plus Icon.
  2. Choose Bank Deposit.
  3. In the Account field, choose the bank account where the refund will be deposited.
  4. Enter the deposit details:
    1. In the Add funds to this deposit table, enter the name of the state agency the item was Received From.
    2. Enter the amount and description.
    3. Choose the Sales Tax Liability account since this is the affected account when you made the payment.
  5. Click Save and Close.

For customer-related overpayments, you may check out this article for step-by-step instructions: Refund customers for overpayments.

 

If you‘re having difficulty resolving overpayments on your end, I’d suggest reaching out to your accountants for proper guidance. Also, you can contact our Customer Care Team. A specialist will be able to further assist you via secured remote access session.

 

Here’s how to contact us:

  1. Go to the Help menu.
  2. Click Contact Us.
  3. Under How can we help?, type in your “Import Customer’s List”.
  4. Hit Continue.
  5. Click Get our phone number to contact us.

Let me know if you’re referring to something else. I’m always here to answer you inquiries about resolving overpayments in QuickBooks Online.

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