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Experienced Member

Merchant Service Deposit not linking to open invoice

When I downloaded a recent merchant service deposit, it said "other customer" and did not give me an option to link it to an open invoice. What are the proper steps to download and/or receive payments this way and have them attach to an open invoice?
1 Comment
QuickBooks Team

Re: Merchant Service Deposit not linking to open invoice

Hi there, @Frank8.

 

I'm here to help ensure your able to link your merchant deposit to an open invoice in QuickBooks Desktop (QBDT).

 

Once you synced your Merchant payment account with QBDT, you should have an option to link it to an open invoice. I've also checked our investigation list, but we haven't received any similar reports about this issue.

 

In this case, let's process troubleshooting steps to resolve this issue. To check if there's an empty or damaged information from the file, let's rebuild and verify your QuickBooks Desktop. 

 

Here's how to rebuild the data: 

  1.  At the top menu bar, click File.
  2. Select Utilities, and choose Rebuild Data.
  3. Click OK if you receive a prompt to backup your company file. Your computer may display the message QuickBooks is not responding. However, as long as you can see your mouse cursor to move, Rebuild is still ongoing. Wait for it to complete.
  4. Click OK when you get the message Rebuild has completed and process the next troubleshooting steps.

To verify the data in QuickBooks, you can follow the steps in this article: Resolve data damage on your company file.

 

If the same thing happens, I recommend contact our Merchant Service Support Team. They have additional tools to pull up your account and investigate this on why you don't have the link option to for an open invoice.

 

You can contact our Merchant Support through this link: https://community.intuit.com/browse/payments-contact-us

 

For additional reference, you can check these articles to learn more about the Merchant Service Deposit in QBDT:

Please let me know how it goes. I'll be around to help if you have any other questions about the Merchant Service Deposit. Wishing you and your business continued success.