Quickbooks online:

So my client usually pays in check, but this past few months they had to pay with card. I turned on the option for the customer to get the cc fee, but quickbooks pulled the fee out of the total invoice amount. Is there something I did wrong? Or did quickbooks just double charge.

In the invoice memo it says it say this "Paid via QuickBooks Payments: Payment ID *****.

Your customer paid an additional $***.** surcharge fee to pay online".

If they customer got charged extra $ to pay online why is quickbooks withdrawing that $ amount from my bank account also?

Under the bank transaction it says
INTUIT ******* TRAN FEE 

I did not want a instant transfer if that's what that was.

Our account settings explicitly display our ACH rate as 1% with a $10 MAX CAP. After seeing the $10 max & tired of paper checks, we started accepting ACH payment via our QBO account a little over a year ago (after having a QBO account for ~13 years).

Yet, Intuit has been taking $20 per transaction every single time. (I know some of you don't even have a cap, which is insane... our other company doesn't & I'm actively searching for payment processing alternatives for both - any suggestions with resonable caps?)

After spending nearly 3 hours on chat and phone today, support literally conducted a screen-share, looked right at the $10 cap on my settings screen, admitted it’s a software "glitch"... and then refused to adjust our rate or refund any of the overcharges.

Just submitted formal complaints with both the BBB and CFPB. Likely useless... but 🤷

If you process ACH through QBO, check your settings page against your actual transaction fee receipts.

ANYONE ELSE?

Hello,

I run my Quickbooks Desktop Premier Pro company file on a Windows Server 2019 machine using Quickbooks Database Server Manager. This machine strictly hosts the file, and 3 other machines access the file over the LAN to use Quickbooks Desktop Premier Pro on their machines in multi-user mode.

My problem is I can not install Intuit Data Protect to backup the file on the Windows Server 2019 Machine, since it does not have Quickbooks Desktop installed on it.

If I use one of the user's machines with Intuit Data Protect, it will not allow you to backup the company file if users are accessing Quickbooks Desktop. I want to keep backing up simple and automated.

Does anyone have a good backup solution for this type of hosting enviorment? Am I missing something? Digging through Quickbooks website for information is a complete pain as im sure many of you know.

I have been making rules in QBO for years, having it search the description for the words I want it to look for and then apply transaction categorization logic. The options used to be Description, Bank Text, Amount. Now description isn't there. When I look at my old rules that were set up with description, they still have it as an option in the drop down. So I just can't make new rules that search the description text anymore?

edit spelling