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Level 3

Our company sells a product with a set price. Many of the payments we receive come in via ACH and only show as 'INTUIT Payment SOLN Deposit' with no other qualifying info

making it impossible to match the payment to the correct customer. Misapplying payments to incorrect customers on this product has caused significant issues with our bookkeeping in QBO. How can I verify which customer is making each payment when every payment total is the same?
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Best answer 3 weeks ago

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QuickBooks Team

Our company sells a product with a set price. Many of the payments we receive come in via ACH and only show as 'INTUIT Payment SOLN Deposit' with no other qualifying info

Hey there, mchatwell.

 

I'm happy to help, you're best bet would be to sign into your merchant services account and check under your transactions to see if you can identify the customer. If the customer entered their name at the time of processing the transaction, you will be able to look at the transaction and see the names. However, if the merchant entered their name at the time of the transaction, there is no way to retrieve that information. So moving forward you'll want to make sure you enter the customer name when processing the transaction. Here's how to access your merchant services account and see the transaction details:

  1. Sign in to MSC.
  2. In the top navigation bar, move your cursor over Activity & Reports ▼.
  3. Select Transactions.

 

Now you'll be able to look through your batches and see which payments are combined within each of them.
 

I've included a few resources about working with invoices and processing payments that may come in handy moving forward:

If you have any other questions, feel free to post here anytime. Thank you and have a nice day. 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Our company sells a product with a set price. Many of the payments we receive come in via ACH and only show as 'INTUIT Payment SOLN Deposit' with no other qualifying info

Hey there, mchatwell.

 

I'm happy to help, you're best bet would be to sign into your merchant services account and check under your transactions to see if you can identify the customer. If the customer entered their name at the time of processing the transaction, you will be able to look at the transaction and see the names. However, if the merchant entered their name at the time of the transaction, there is no way to retrieve that information. So moving forward you'll want to make sure you enter the customer name when processing the transaction. Here's how to access your merchant services account and see the transaction details:

  1. Sign in to MSC.
  2. In the top navigation bar, move your cursor over Activity & Reports ▼.
  3. Select Transactions.

 

Now you'll be able to look through your batches and see which payments are combined within each of them.
 

I've included a few resources about working with invoices and processing payments that may come in handy moving forward:

If you have any other questions, feel free to post here anytime. Thank you and have a nice day. 

View solution in original post

Highlighted
Level 3

Our company sells a product with a set price. Many of the payments we receive come in via ACH and only show as 'INTUIT Payment SOLN Deposit' with no other qualifying info

HOLY COW. I had no idea that this option existed.  We've literally been guessing for months.  THANK YOU for this.  When I first started, I didn't understand that QBO "matches" were only suggestions, not truth, so I matched these multiple payments that would all come in at the same time of the month all for the same totals, completely incorrectly. It took months to unravel the mess this created.  This solved my problem.  Thank you again!

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