Hello and thank you for reading my question. I had a customer invoice and received a credit card payment for it using Intuit Merchant Services and the invoice was marked as paid in QuickBooks. After a little while I went into "Merchant Services Deposits" in Quickbooks Desktop and saw the received payment in the "Add Payments to Record" section. However, as the name on the credit card that was used did not match the invoice exactly, it was applied to "QuickBooks Customer" instead of the name on the invoice. I normally pay more attention and change the name but I did not this time and I added the payment using "QuickBooks Customer." The situation now is that the invoice is marked as paid for the customer, "QuickBooks Customer" shows a credit for the amount of the invoice, and in "Make Deposits" there is a deposit waiting to be recorded and it has the correct name tied to it. Sorry to be so long winded. If anyone has step by step instructions for a non-accountant I would greatly appreciate it. Thanks.
We have different steps to fix it, depending on your scenario. Based on your situation, you have to move the deposited payment to the correct customer. I'll share the article with the detailed steps, then follow Scenario 1.
Although, if you're unable to move the payment, I'd suggest reaching out to our customer care support. An agent will help you match the customer names. This way, it will be paid to the correct one. Just open this link, then click Chat with us or get the number under QuickBooks Desktop with Payments.