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Level 1

Payments are very confusing to a newbie

I've gotten, I think, 3 payments from a client with one still outstanding.  Only one has made it to my bank account, but the other two are in limbo, and I received payment 2 weeks ago on them.  I have no idea how to get the funds sent and the terminology here is confusing.

 

I get that we have to "Receive payment" if they pay by cash or check or, say, a 3rd party credit processor. But when they pay through Quickbooks, to me it should automatically receive them.  But I did go through that.  I can't get the other 2 payments to actually start the transfer process.

 

Separately, I trialled, I guess, Quickbooks Plus.  That expired and now it tells me I need to subscribe. Well, I don't need Plus, I only need the basic version.  I'm just one person using this to charge for labor.  $70/month vs $25/month is a big different.  Plus I'd like to take advantage of the 3/mo for $7.50.  When I try to sign up for that, I get asked to "migrate my data" by downloading Quickbooks Desktop and exporting and then reimporting a CSV file.  It's all on Quickbooks.intuit.com- why can't QB just use the same data?

 

None of this makes any sense- I just want a simple tool and just want to receive my payments as quickly as possible to my bank account.  That's it.  For now it's one customer, but that'll grow some.  No inventory (we're talking labor here, for just 1 person).

 

Is there a simple answer to 1: Getting my money to my bank account, and 2: subscribing to a basic plan without a major hassle?

 

Sorry- I'm a usability person, so I'm ranting a bit on the un-obviousness here.  It's not the easiest of sites to use, to say the least.  The terminology itself isn't straightforward to a non-accounting person, either.

 

Thanks,

Jeff

5 Comments
Moderator

Payments are very confusing to a newbie

I understand that you want the funds available to your bank account as quickly as possible, runningthoughts. I'm here to share some information about the transfer of funds to your account.

 

Generally, it would take 5 business days to deposit your funds since we're still setting up your merchant account. If payments are made through credit cards, it can take 1-2 banking days and 2-7 days for ACH payments to hit your bank account. 

 

There are times that it can be delayed. Please check out why are my funds on hold? to learn details about it.

 

On the other hand, you can also check our QuickBooks product comparison to find out the right product that suits your business needs.

 

Please know that the Community is always here to help.

Level 1

Payments are very confusing to a newbie

Hi,

 

The funds were there 2 weeks ago, as I mentioned.  They should have made it to my account by now.  I get the time delay is needed to clear the payment and due to my bank as well, but this is well outside that window.  The funds show "Deposited", but I have received no notifications that transfer to my bank has been initiated, which I did receive for the first payment.  They appear to be in limbo.  I don't know how to get them started on the 5-7 day path to actually get my funds.  Plus, does QB charge $10 for every deposit pushed to my bank account?  I saw $10 and thought that was a subscription debit, but it appears to be a deposit charge- a steep one at that.

 

My other question was what to do with my account?  I'm literally stuck right now in a useless state. The Quicken Plus trial ended, and I *not not want* to renew with Quicken Plus- it is *way* overkill for 1 person who is only charging labor.  I only want Simple Start, but it seems that Simple Start is more like "Simple Start Over."  I seem to have 2 accounts now and they are unaware of each other, even though both use the same email address.  You are Intuit, all my data is on your servers.  It should be simple to up/down grade.  I would not have preferred doing a trial with Quicken Plus in the first place- I am not sure why that one was trialed instead of giving me an option for the Simple Start one.  How do I seamlessly continuing using Quickbooks with the solution that fits my needs without losing my previous month's data, which contains daily time logs for my client?

 

Thanks,

Jeff

Level 1

Payments are very confusing to a newbie

Hi,

 

The funds were there 2 weeks ago, as I mentioned.  They should have made it to my account by now.  I get the time delay is needed to clear the payment and due to my bank as well, but this is well outside that window.  The funds show "Deposited", but I have received no notifications that transfer to my bank has been initiated, which I did receive for the first payment.  They appear to be in limbo.  I don't know how to get them started on the 5-7 day path to actually get my funds.  Plus, does QB charge $10 for every deposit pushed to my bank account?  I saw $10 and thought that was a subscription debit, but it appears to be a deposit charge- a steep one at that.

 

My other question was what to do with my account?  I'm literally stuck right now in a useless state. The Quicken Plus trial ended, and I *not not want* to renew with Quicken Plus- it is *way* overkill for 1 person who is only charging labor.  I only want Simple Start, but it seems that Simple Start is more like "Simple Start Over."  I seem to have 2 accounts now and they are unaware of each other, even though both use the same email address.  You are Intuit, all my data is on your servers.  It should be simple to up/down grade.  I would not have preferred doing a trial with Quicken Plus in the first place- I am not sure why that one was trialed instead of giving me an option for the Simple Start one.  How do I seamlessly continuing using Quickbooks with the solution that fits my needs without losing my previous month's data, which contains daily time logs for my client?

 

Thanks,

Jeff

Level 1

Payments are very confusing to a newbie

This was literally a canned response without addressing my actual questions... I would appreciate a response from someone who takes the time to read the contents of the message.

Level 1

Payments are very confusing to a newbie

I got it fixed when I asked for an agent to call me back. In order to downgrade an expired trial, you have to subscribe at that level, and then Downgrade is an option.  You won't get charged for the more expensive tier if you downgrade quickly.

 

Regarding the second account, I had to cancel that one as well, and I'm out 1 month subscription. But at least it was on sale for $7.50/mo, so it's not much.

 

She explained the funds to me as well and how to inspect the details.  While it was not all that obvious, it made sense once she explained it to me.  I get the live technical support an A+ for solving both problems clearly and quickly.

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