How to Include Authorization & Reference Numbers on QBO Payment Receipts?

It's great to know that you're utilizing QuickBooks for managing your payments, ibpaulyb. I would be happy to provide insights and assist you in crafting feedback to ensure that the payment receipts include all the details you want.

Currently, QuickBooks Online doesn't automatically show details such as the Authorization Number, Reference Number, Order ID, or the masked Credit Card Number (last 4 digits) on the payment receipts it generates.

Therefore, I recommend that you send feedback to our product engineering team. This specialized platform allows our developers to prioritize the features and improvements requested by our customers.

Here's how:

1. Go to the Gear or Settings icon and select Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit feedback.

In the meantime, for enhanced payment processing and additional receipt customization options, you can integrate QuickBooks Online with a third-party app. While I cannot suggest a specific app, I'll navigate you to our App menu to find compatible options.

Here's how:

1. Go to the Apps menu.
2. Select Finds Apps.
3. Search for an app on the Find Apps to streamline your work field or click Browse Category to find a suitable app that works best for you.
   
4. Once you have found an app, click it and then select Get App Now.

Additionally, I'll provide you with these resources to assist you in understanding when customer payments are deposited into your bank account:

• Find out when QuickBooks Payments deposits customer payments
• Common questions about QuickBooks Payments deposits in QuickBooks Online

Please feel free to reach out if you have further questions regarding your payment receipts or any other QuickBooks-related issues. I'm here to help.

Thank you for your response. I understand that QuickBooks Online does not currently support the automatic inclusion of details such as Authorization Number, Reference Number, Order ID, or masked Credit Card Number in payment receipts.

Given this limitation, could you please guide me on the best available workaround to manually include as much of this information as possible? Specifically:

• Are there any fields within the payment receipt template that can be repurposed to display some of these details?
• Can custom fields be used to manually enter this information on a per-transaction basis?

The use of a Third-party app is a complete pivot away from the convenience of QBO's native payment tools, we're not looking to do that. 

Thank you for your follow-up questions regarding payment receipt customization in QuickBooks Online, ibpaulyb. I'll provide some clarity on this matter.

First, there's no option to create a template for payment receipts. For now, we can only create templates for invoices, estimates, and sales transactions.

Here's an article about creating templates for additional details about this feature: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Second, custom fields can only be used on the following transaction types:

• Sales Receipt
• Invoice
• Estimate
• Credit Memo
• Refund Receipt
• Purchase Order
• Expense
• Bill
• Cheque
• Supplier credit
• Credit card credit

Complete details about creating and using custom fields are also provided in these articles:

• Create and edit custom fields in QuickBooks Online Advanced
• Add custom fields to sales forms and purchase orders in QuickBooks Online

Once the payment is synced in QuickBooks Online, you can use the Memo field in the Receive Payment window to add any necessary details or notes.

I’d also like to share some articles to provide you with additional guidance and resources, especially since you're new to the QuickBooks Payments feature:

• Common questions about QuickBooks Payments deposits in QuickBooks Online
• Find out when QuickBooks Payments deposits customer payments

Please don't hesitate to reach out if you have additional questions about sending invoices or processing online payments from your clients. We're here to assist you and ensure that you have the support you need to effectively manage your financial transactions.