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Matt Crump
Level 1

GoCardless integration

GoCardless is integrated with my QBO but one of the customer payments is incorrect. The deposit amount in QBO is different to the actual amount taken from the client by GoCardless, and thus different to the amount I received.

I can't seem to edit the automatic deposit transaction to correct it.

I think this happened because I saved an invoice I was working on before I'd finished it to check an amount. I almost immediately went back in and updated it before sending to my client. I hadn't realised GoCardless would kick in the second I hit save but now I can't match the transactions because it's out.

Has anyone else had this and how can I correct it?

Thanks

Solved
Best answer June 15, 2022

Accepted Solutions
JamaicaA
QuickBooks Team

GoCardless integration

Thank you for integrating GoCardless with QuickBooks, @Matt Crump. I’m here to share some troubleshooting steps to help you correct your customer’s payment.

 

Yes, we’re unable to change or edit the amount of the charge for your customer once you've sent the invoice. With this, you have two options you can choose from to correct this.

 

First, you can edit the amount from the invoice you’ve created in QuickBooks so it’ll match with the payment you received from Go Cardless. You can then create another invoice for the remaining balance or refund the excess.

 

Second, you can exclude the payment from Go Cardless. After that, let’s record the payment you received and then create new invoice for the remaining amount or a refund if your customer overpaid.

 

You’ll want to visit these articles to guide you with the process of creating an invoice as well as a refund:

 

 

I’ll be here to help if you have any other questions or concerns besides receiving payments via GoCardless. Just add them to your reply below. Always take care!

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1 REPLY 1
JamaicaA
QuickBooks Team

GoCardless integration

Thank you for integrating GoCardless with QuickBooks, @Matt Crump. I’m here to share some troubleshooting steps to help you correct your customer’s payment.

 

Yes, we’re unable to change or edit the amount of the charge for your customer once you've sent the invoice. With this, you have two options you can choose from to correct this.

 

First, you can edit the amount from the invoice you’ve created in QuickBooks so it’ll match with the payment you received from Go Cardless. You can then create another invoice for the remaining balance or refund the excess.

 

Second, you can exclude the payment from Go Cardless. After that, let’s record the payment you received and then create new invoice for the remaining amount or a refund if your customer overpaid.

 

You’ll want to visit these articles to guide you with the process of creating an invoice as well as a refund:

 

 

I’ll be here to help if you have any other questions or concerns besides receiving payments via GoCardless. Just add them to your reply below. Always take care!

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