Hi@mikewillso, I'd suggest turning off the credit card option and keeping the ACH option on in your online payments. That way when your client's "view and pay" ...
Hi@LNS Group LLCYou may need to speak with an accountant on what's the best way to account for this money. Based on your description, that money is held by the ...
@cynthia8001can you try to check if you have this settings turned on? Go to Accounts and Settings > Advanced > Automation > Pre-fill forms with previously enter...
You can run your profit and loss report in your QBO by going to Reports (from the left pane) -> select Profit and Loss. From that page, you'll have options to c...
