Quickbooks is creating havoc in my accounting by randomly assigning payments allocated to other invoices and they won't help what do I do?

What usually causes this is QuickBooks auto-apply credits or auto-matching from the bank feed, so payments end up stuck on the wrong invoices. The quick fix is to open the customer, edit each payment, and re-check the right invoice, then save. If it’s part of a bank deposit, open the deposit and fix the lines there. To stop it from happening again, turn off Automatically apply credits in Account and Settings - Advanced - Automation, and make sure your bank rules aren’t auto-adding transactions straight to A/R. For invoice messages, set a default under Sales - Messages so you don’t have to edit each one manually. It’s annoying, but once you clean up the payments and switch off those auto settings, the problem usually stops repeating.

@Blacksquirrel2022 Thanks for sharing your experience in the Community. I've brought your issue to the attention of our Next Level Help team, and they'll take a close look at your account. They'll review your comments and support history to understand the full context of what's been happening.

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No one has reached out regarding this, nor have they followed up on their promise to make it right. It has been almost 2 weeks. I brought this up as an urgent matter. Because of all the distraction, back and fourth, I made an honest mistake with the same clients (normally mot a big deal) billing and got confused. It has damaged my relationship with this person because my intercity is in question, which is directly related to QB and the problems this has created in my Business! The last representative was fully informed and told me I would be contacted by someone in the back office to “approve” of getting “free” ad hoc help from there NEW tier of HELP service that they now charge money for. What’s most concerning is that QB shows no interest in helping support their software, and has no connection to the small business, which are the Backbone of our economy. I had many potential contract opportunities with my client with significant dollar revenue attached, my work was impeccable and 1st class….None of this matters if they have any opportunity to question the accuracy of my numbers or if I can’t get my billing correct.

Because I run the day to day of construction I rely on an accurate back office and systems to alleviate the stress of billing. QB doesn’t care at all, and is only interested in up-selling services, repackaging services I pay for to then re-charge me, and then give less customer support and accountability.

Additionally I have angry clients now (never before - and this has nothing to do with the artisan work I do) because QB is charging for ACH payments. ACH payments have always been “fee free” (it’s a federal bank thing). They are not legally allowed to collect ACH fees and have been brought up on charges by the federal government with an additional lawsuit for over 100M relating to ACH fees. I would also like to close with another fact: Quickbooks refused to reconnect my business account to my Chase Bank. I had numerous communications about it for a year. This meant I could not reconcile my account. Then only after suffering legal ramifications myself when I could not file my tax’s because of it, which in turn opened them up to legal liability did they “MAGICALLY” connect the account. A ton of back and fourth, and “we will talk to the developers” “it’s not our fault” “your solution is to manually input every transaction”….None of this is OK, and if it takes an open form on QB to speak this truth I will.

Now, let’s sit back and watch Quickbooks tap dance around this, and find every excuse and distraction to deny accountability. 

Let’s see if they follow up and “grant” me free help on my account in perpetuity. 

Let’s see if they reverse the “instant fee” I received when they changed the account in the back office checking the box for instant payment with ridiculous fees

Lets see if they actually fix the system and restore functionality to the preview invoice so you can update the invoice prior to sending it on the same page as you are reviewing it to customize the message in the invoice itself. Not this BS of the GEAR ICON with multiple steps to individually update each invoice. This critical functionality was critical to dealing with multiple clients across multiple projects. 

Let’s see if they make the Mobile APP FUNCTIONAL and not some joke of a 1/2 functioning placeholder so they can check a box and say they are giving “us” a robust APP we can rely on to do instant invoices and get paid. I tried it and it failed miserably and I almost lost the client. 

Let’s see if the management does anything instead of pathetically hiding behind developers, “back office” people,

or representatives that they punitively control by giving them less and less help options for customers essentially turning them into salesman to up-sell services they actually don’t support. 

No one has reached out regarding this, nor have they followed up on their promise to make it right. It has been almost 2 weeks. I brought this up as an urgent matter. Because of all the distraction, back and fourth, I made an honest mistake with the same clients (normally mot a big deal) billing and got confused. It has damaged my relationship with this person because my intercity is in question, which is directly related to QB and the problems this has created in my Business! The last representative was fully informed and told me I would be contacted by someone in the back office to “approve” of getting “free” ad hoc help from there NEW tier of HELP service that they now charge money for. What’s most concerning is that QB shows no interest in helping support their software, and has no connection to the small business, which are the Backbone of our economy. I had many potential contract opportunities with my client with significant dollar revenue attached, my work was impeccable and 1st class….None of this matters if they have any opportunity to question the accuracy of my numbers or if I can’t get my billing correct.

Because I run the day to day of construction I rely on an accurate back office and systems to alleviate the stress of billing. QB doesn’t care at all, and is only interested in up-selling services, repackaging services I pay for to then re-charge me, and then give less customer support and accountability.

Additionally I have angry clients now (never before - and this has nothing to do with the artisan work I do) because QB is charging for ACH payments. ACH payments have always been “fee free” (it’s a federal bank thing). They are not legally allowed to collect ACH fees and have been brought up on charges by the federal government with an additional lawsuit for over 100M relating to ACH fees. I would also like to close with another fact: Quickbooks refused to reconnect my business account to my Chase Bank. I had numerous communications about it for a year. This meant I could not reconcile my account. Then only after suffering legal ramifications myself when I could not file my tax’s because of it, which in turn opened them up to legal liability did they “MAGICALLY” connect the account. A ton of back and fourth, and “we will talk to the developers” “it’s not our fault” “your solution is to manually input every transaction”….None of this is OK, and if it takes an open form on QB to speak this truth I will.

Now, let’s sit back and watch Quickbooks tap dance around this, and find every excuse and distraction to deny accountability. 

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Part 2 of 2

Now, let’s sit back and watch Quickbooks tap dance around this, and find every excuse and distraction to deny accountability. 

Let’s see if they follow up and “grant” me free help on my account in perpetuity. 

Let’s see if they reverse the “instant fee” I received when they changed the account in the back office checking the box for instant payment with ridiculous fees

Lets see if they actually fix the system and restore functionality to the preview invoice so you can update the invoice prior to sending it on the same page as you are reviewing it to customize the message in the invoice itself. Not this BS of the GEAR ICON with multiple steps to individually update each invoice. This critical functionality was critical to dealing with multiple clients across multiple projects. 

Let’s see if they make the Mobile APP FUNCTIONAL and not some joke of a 1/2 functioning placeholder so they can check a box and say they are giving “us” a robust APP we can rely on to do instant invoices and get paid. I tried it and it failed miserably and I almost lost the client. 

Let’s see if the management does anything instead of pathetically hiding behind developers, “back office” people,

or representatives that they punitively control by giving them less and less help options for customers essentially turning them into salesman to up-sell services they actually don’t support.