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On our receipt from GoCardless on 5/6/24, we had 10 transactions listed in the lower section, all with the Memo/Description as above 'GoCardless Payment initiated outside of QuickBooks'
Checking the history of the account (Other Income from GoCardless), this has never happened before.
So how do I identify the customers the funds have come from?
Thanks in advance ;)
Solved! Go to Solution.
With all due respect @emmam6 ,
Why did neither of you advise that I download the Payout data from GoCardless? That was the answer to the question I asked.
I am very frustrated by the insistance that the GoCardless payments seamlessly post into QuickBooks.
They don't always! And when they don't, most of the time it's for a good reason - something that needs to be brought to attention. But nothing in your Help, Articles, or even Community Q&A, acknowledges that sometimes the automated process doesn't complete.
It doesn't complete precisely because it needs attention. Failed DDs and the associated surcharges need attention. Quoted invoice is already paid, needs attention.
Where the payment reference is anything other than "Payment for QuickBooks Invoice xxxxx". Even if the reference is "Invoice xxxxx", the automated process trips over, and the posting has to be completed manually.
I cannot possibly be the first person to ask these questions, so why is it so difficult to find the answers?
For that matter, why is it so difficult to find the questions? Other people MUST have asked this one.
I can show you how to view the details of the payments made outside QuickBooks, MagsMc.
Knowing who sent you the payment is crucial, especially when you're about to match or categorize your transaction. Let me walk you through where you can see the details of this payment transaction.
Here's how:
To see your QuickBooks Payments statements, you can also follow these steps:
I'll leave these articles for you to view whenever you want to dig deeper into payment deposits and categorizing transactions:
Whenever you're ready to reconcile, you can access this material and start reconciling your accounts: Reconcile an account in QuickBooks Online.
Feel free to tag me whenever you have questions about payment deposits or anything related to QuickBooks. We got your back.
Hi IrizA
When I click on the Gear icon and select 'Account and Settings', the options I get on the left tabs are: Company, Sales, Expenses, Time, Advanced and Payroll.
Nothing for Payments/Documents.
Not sure where I'm going wrong here
Hello MagsMc, my apologies the other commenter was referring to a different feature. Can we ask Is this a customer that is newly paying via Go Cardless or did they pay Go Cardless prior to being directly invoiced through QuickBooks to pay that way?
With all due respect @emmam6 ,
Why did neither of you advise that I download the Payout data from GoCardless? That was the answer to the question I asked.
I am very frustrated by the insistance that the GoCardless payments seamlessly post into QuickBooks.
They don't always! And when they don't, most of the time it's for a good reason - something that needs to be brought to attention. But nothing in your Help, Articles, or even Community Q&A, acknowledges that sometimes the automated process doesn't complete.
It doesn't complete precisely because it needs attention. Failed DDs and the associated surcharges need attention. Quoted invoice is already paid, needs attention.
Where the payment reference is anything other than "Payment for QuickBooks Invoice xxxxx". Even if the reference is "Invoice xxxxx", the automated process trips over, and the posting has to be completed manually.
I cannot possibly be the first person to ask these questions, so why is it so difficult to find the answers?
For that matter, why is it so difficult to find the questions? Other people MUST have asked this one.
Hi @IrizA
Your advice was no help at all.
Why didn't you tell me to export/download the Payout data from GoCardless?
That told me everything I needed to know, including how to resolve the issue.
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