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runningthoughts
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

8 Comments 8
GlinetteC
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.

runningthoughts
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

runningthoughts
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

runningthoughts
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.

runningthoughts
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.

Lincs Vehicle Collection
Level 2

Payments are very confusing to a newbie

I’m struggling with everything on this site and for what they charge there is no help I’m not sticking around on this app, take pics goes as an unrecognised expense when it’s clearly not. I get invoice to pay another customer through their QuickBooks account nothing loads no links to pay nothing it’s absolutely been a nightmare from the beginning.

RoseJillB
QuickBooks Team

Payments are very confusing to a newbie

Thank you for joining the thread, @Lincs Vehicle Collection.

 

I understand that you want your customers to pay directly to your QuickBooks Online account. This option can be so hassle-free that you can send invoices from QBO so customers can pay Online.

 

With that being said, when your customers get the email, they’ll now have the option to select the Review and pay or Pay invoice. This will open the invoice and pay it directly from there.

 

Take note that payment processing is an add-on feature of QuickBooks Payments. If you don't have it, you can still email invoices to your customers, but they won't be able to pay directly from there.

 

On the other hand, you'll want to make sure that QuickBooks Payments is activated on your customer's end for the payment link to show up.

 

QuickBooks Payments charges a fee for each transaction processed. Fees are also calculated based on how you process the payment. Kindly check out this article to learn more: What are the fees for QuickBooks Payments?

 

Based on your statement above, we can have that resolved by performing some troubleshooting steps. A stored cache can cause unexpected behavior while using the application. Here’s an article for your reference: Clear cache and cookies to fix issues when using QuickBooks Online

 

If the issue persists, I highly recommend you contact our Technical Support Team. Our phone representatives can pull up your account in a secure environment and double-check why payment links can’t be open.

 

Here’s how to get in touch with them:

 

  1. Go to the (?) Help icon in your QuickBooks Online (QBO) account.
  2. Select the Search tab, and click Contact Us.
  3. Enter a brief discussion of your concern and click Continue.
  4. Select either Chat with us (if you prefer messaging) or Give us a call.

 

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

I also added this article for your reference when QuickBooks Payments deposits customer payments.

 

Moreover, here are some of the articles that you can refer to on how to take and process payments and what to do if customers can’t pay their invoices in QuickBooks Online:

 

 

Let me know if you have any clarification about payments. The Community always has your back. Stay safe!

 

Lincs Vehicle Collection
Level 2

Payments are very confusing to a newbie

Every aspect of your site is so confusing I cannot understand any part of it, I’m sorry but I wish I had read the reviews before joining. It’s very amateur made and nothing works petrol receipts are put in as an unrecognised item everything is absolutely made up about what it says on the outside is not the real platform given to unsuspecting customers.

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