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My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

 
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Best answer 10-15-2018

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Super Contributor *

This may be my next blog post as I am not seeing it happe...

This may be my next blog post as I am not seeing it happening automatically like it should be.  Click gear, acct settimgs, payments, go to merchant services and run a deposit report to see who paid in that deposit.  Then-go to + bank deposit to group them.  They are listed under the Qb payments arrow.

3 Comments
Super Contributor *

This may be my next blog post as I am not seeing it happe...

This may be my next blog post as I am not seeing it happening automatically like it should be.  Click gear, acct settimgs, payments, go to merchant services and run a deposit report to see who paid in that deposit.  Then-go to + bank deposit to group them.  They are listed under the Qb payments arrow.

Community Explorer **

Re: This may be my next blog post as I am not seeing it happe...

Hi - is there a way to change the details sent to the bank so the customer information is on the transaction detail? I get “INTUIT PYMT SOLN DEPOSIT XXXX CC ID: XXXX” for every transaction and the numbers “XXXX” doesn’t change.

 

I can have up to 10 customers paying the same amount each month and I need to log into Merchant Services to see who that may have been around that date and guess (the Merchant Services doesn’t record the date the bank accepts the deposit and only has a funded activity a few days before).

 

Ideally, I’d like to be able to setup a rule so it will recognize all transactions associated with a customer so I don’t need to investigate each time to match to the correct Customer/invoice/payment.

 

If not, is there somewhere I can submit a product enhancement request? Thanks!

QuickBooks Team

Re: This may be my next blog post as I am not seeing it happe...

Thanks for joining this conversation, @jeremyoz.

 

By default, the transaction details are censored for your account's privacy. We don't have the option to change it for now. But I get your point and its useful effects, and I'm sending your feedback to our developers. These suggestions help us determine improvements needed to make the product more convenient.

 

I recommend you to visit our Blog site(https://quickbooks.intuit.com/blog/) for the latest updates and additional references while working with QuickBooks.

 

Please update me in the comment section if you have follow-up questions. I'm still here to help you more.