Hello,   If the income is already being recorded correctly by using your service to sync the Stripe payments with QuickBooks and all records are complete and accurate, then I would recommend when the batch deposits from Stripe get downloaded in your bank feed... just exclude them.     That way you're not adding the bulk deposits from Stripe into your register as the individual payments are already recorded in QuickBooks. ... View more

Hello,   This article may shed some light on that for you.   https://quickbooks.intuit.com/learn-support/en-us/accounts-receivable/write-off-bad-debt/00/187834     ... View more

Hello,   You want to record it however it was done in real life.     Example:  If your customer paid the 2 invoices with 1 large payment, then do Receive Payment, select the customer, check BOTH invoices and what I would do is create a new payment method called "EFT" for Electronic Funds Transfer.  Mark the payment as deposited into your checking account.   When QuickBooks downloads the record on the bank feed, it should automatically see the payment you recorded and say "1 record found" and give you the option to match it.   If the customer paid the 2 invoices with 2 separate payments, do the same steps above just do them twice. 1 time for each separate payment. ... View more

Hello,   You don't "add" an opening balance to your bank account on the reconcile screen.  The opening balance is the sum of all the reconciled transactions.  Here is a common scenario.   If when you create your bank account, with an opening balance on the creation window, it will enter a beginning balance deposit and offset Opening Balance Equity.  It will mark it as reconciled.   If you have a statement you're reconciling against, take the beginning balance and add a deposit in your register for that amount.  Date it with the beginning date for what the statement covers and offset opening balance equity.  Mark it with an R in the register.  That will become your opening balance. ... View more

Hello,   You need to double click on that liability amount and see what is making up that total.  Once you see the transactions that make up the total, you will have a better idea of how they need to be changed.  Maybe they hit a liability account when it should have hit an expense account?   The only way to see WHY the amount is wrong is to drill down and see what is making up that amount. ... View more

Hello,   To answer your questions...   1) Anytime you are automatically charging a customer bank account or CC/Debit card, you should have a auth form on file from them just to make sure you are covered.   2) For this question, can you please explain what you mean by a TOS?  If you mean Terms of Service or some other disclaimer, you can add anything you want on the memo line of the recurring invoice template and it will be included with the invoice when it's saved and emailed to your customer. ... View more

Hello,   What type of account are you trying to create?  If it's a Fixed Asset, there is a detail type called Machinery and Equipment. (picture below) ... View more

Hello,   There can be a couple different reasons for this.  How you setup the sales tax (which agency you chose) and also if you're entering the full zip+4 zip code. Sometimes for local taxes you need the additional 4 digits at end of the zip code.   Can you provide some screenshots or details as to your business address and what tax it's mis-calculating? ... View more

Hello,   Yes you can.  This is a cool feature of QBO.     First, go to your Gear Icon/Account and Settings/Advanced/Automation.   Turn on the feature to automatically invoice unmilled activity and set a schedule of when you want the invoices created. (picture attached)   Now, anytime your customer comes in, create a "Delayed Charge".  This is like an invoice that hasn't been billed yet.  It's NON-posting.    When QBO creates the invoice on the schedule you set, it will take any of those delayed charges you created for the customer and pull them onto the 1 monthly invoice. ... View more

Hello, You can either create a special income and expense account for the event.  That way money in/out will still be reflected on your Profit and Loss report. You can also create a "class" for the event and track all the transactions for the event to that class.  Then run reports based on class to see info specific to the event. ... View more

Hello, There is no "specific version" of QuickBooks Online for non-profits.  You can customize QuickBooks Online for non-profit's by adjusting things in the settings. Here is an article about customizing for non-profits. https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/configure-an-account-for-a-non-profit-organization/00/185717 ... View more

Hello. Your best bet is to use the Pro Advisor directory. https://quickbooks.intuit.com/find-an-accountant/ ... View more

Hello. There is no "free" version for Non-Profits. You can however, apply for a discounted subscription for your Non-Profit through TechSoup. https://www.techsoup.org/accounting ... View more

Hello,   If you are using QUickBooks Online Plus or Advanced, you can enter them as billable expenses.  Basically you record the expenses and link them to your client.  Then, when you create an invoice to your client QB will ask if you want to add that billable expense to the invoice.  Here is the full article on that feature.   https://quickbooks.intuit.com/community/Income-and-expenses/Enter-billable-expenses/m-p/186111   ... View more

Hello,   Those options are still there under the Gear Icon/Accounts and Settings.   That beginning menu asks those questions so you can turn on some of those things right from the start but you can always go to the Gear Icon/Accounts and Settings and turn those features on and off as needed. ... View more

Hello,   Yes, you can process Visa, MC, AMEX, Discover, and ApplePay through QuickBooks payment processing. ... View more

Hello,   Account information and changes are not available on this public community board.  If you have questions about your account, please call Phone Support tomorrow and they will be happy to assist with anything you need.   If you just want to cancel your account.  You can log into QuickBooks Online and then click the GEAR icon in the upper right corner.  Select Account and Settings/Billing and Subscription and then click the CANCEL button. ... View more

Hello,   Are you using Invoices or Sales Receipts?  If not, this report will not show any data because only "Sales Transactions" populate sales reports.  If you're just recording your income using bank deposits, you would see that on income reports.   Also, if this is not the issue, you can also try double checking the date range you're setting on the report. ... View more

Hello. In the IOS App Store It's labeled as "QuickBooks Accounting" and has a white background with the green border and green logo. ... View more

Hello,   Once you connect your bank account in QBO, it will download the transactions that post every night and put them in a queue for you to review and edit (if needed) before you add them to your register or match them to existing transactions you've already entered.   Transactions will not download until they have fully posted in your bank account. (Pending transactions will not download)   Here is the full article about downloading bank feed transactions.   https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Download-Bank-Feed-transactions/td-p/203726   ... View more

Yes you can. Go to the Invoice Template you are using and edit it. Go to content section and check "Account Summary" add to invoice. This will display balance forward, nw charges and total due on the invoice. (picture attached) ... View more

Hello, When you ave the invoice, by default the button might say SAVE and SEND. Instead, click the down arrow next to it and just click Save and Close or click just the button that says SAVE. This will save the invoice but NOT send them a new email with it. ... View more