Record Merchant Services Deposits

Hello there, Hazel L.

This isn’t what I want for you when using the merchant services feature. You should be able to use the Dismiss transactions seamlessly since a patch was released via Payments Server update. Make sure to download the latest maintenance release to resolve this unexpected behavior.

Here’s how:

1. Go to the Help menu at the top to select the Update QuickBooks Desktop.
2. Tap the Update Now tab and mark the box for Reset Update to remove previously downloaded releases.
3. Hit the Get Updates button and OK to continue.
4. Once done, close and reopen QuickBooks to kick off the installation.

Next, open your merchant account and try downloading the transactions. If you continue to get the same result, follow the recommended steps in the following article: Error in Merchant Deposits "A payment you are trying to download cannot be matched or recorded".

I’m adding a guide that contains resources to help easily perform any QuickBooks Payments related tasks: Merchant Services.

Please let me know if there's any other way I can be of assistance. As always, I'm just a few clicks away if you have any questions. Have a good one.

Thank you for getting back with me.  I have done all the steps with the same error message.  I have spoken with customer service 3 times and all have me do the same steps which was in the steps you provided as well.  I don't want to dismiss them I want to record them so that it will enter the deposit and service charge for me.  I am entering 90% of my credit card sales manually.

I know this process hasn't been easy for you, Hazel.

I also understand that you've already contacted us several times. However, the ability to pull up your account and investigate this issue further is done by our Customer Care Team.

They will be able to pull up your account in a secure environment. Once you're in, one of our representatives will check the previous cases you have and continue from tehre.

I'm including these articles to know more about merchant deposits in QuickBooks:

• Record Merchant Service Deposits
• Find out when QuickBooks Payments deposits your money

Let me know if you have other concerns.

Did you ever get this resolved?  I am having the same problem.

Thanks for joining on this thread, @whitmag.

Resolving the error A payment you are trying to download can not be matched or recorded in your Merchant Services account is my priority. 

Once done and the issue keeps going, I advise communicating with our Customer Support Team. They can double-check the main cause of the error in a secure place and can provide a resolution about the issue. Also, they can create an investigation if necessary. 

Here's how: 

1. Go to this link: https://help.quickbooks.intuit.com/prechats/offerings/Messaging-Payments-Desktop/23041/view.
2. Enter all the necessary details. 
3. Hit Submit. 

Our support is available M-F from 6 AM to 6 PM PT. Ensure to call them within that hour to ensure we address your concern quickly. 

I'd also encourage you to visit this article to know the commonly asked Payments questions: QuickBooks Payments FAQ.

Please know that you're always welcome to leave a comment below if you have additional questions about deposits. I'm eager to help you out. Be safe. 

I'm having this same issue. Did anyone resolve this? I have been trying to get help from Intuit for 4 days now and I keep getting bounced from chat to chat trying to connect with the elusive correct expert. I'm ready to punch a wall in frustration. If anyone has any suggestions, I'd be forever grateful.

Let me help you from here, Smgabby.

The error you've encountered has different causes. We have corresponding solutions depending on the reason. You can check this article for the steps: Error in Merchant Deposits "A payment you are trying to download can not be matched or recorded".

If it didn't make any difference, though, I suggest reaching out to our customer care support again. I know you've called us several times already. However, live agents have more tools to help you resolve your concern.

The Community is available 24/7. Feel free to let us know if you have other concerns. Keep safe!

I have been manually entering all my merchant deposits for over a year.   

Have spoken with Qb many times and hours with no resolve.

Also have been on the "task force" and have not heard back, that has been since Feb 2022.

Totally frustrated. 

Same thing here - this was 3 hours of troubleshooting and still no resolution with Quickbooks.  

All of this is wrapped into the issues around their choice of Internet Exploder as the nearly-always lagging behind awful software.

I'm getting the dreaded "A payment you're trying to download can't be matched or recorded. Please record your merchant payments manually." I have dozens of invoices with payments coming in. A few of them record, but most do not. It doesn't seem to be related to the payment type. I have not had this problem in previous years (back to 2016). I went through the troubleshooting without success. Please help! 

Thanks for joining this conversation, @LauraDilts. I appreciate you for following all the steps shared in this post.

Since the issue persists, I'd recommend contacting our Customer Care team. That way, we can take a closer look at the issue and help you fix it.

Here's how:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Click the Contact Us button, them enter a brief description of your issue, then click Continue.
3. Sign in to your Intuit account and select Continue.
4. Click Continue with my account. 
5. Choose an option to connect with us: chat with us or Have us call you.

Feel free to message again if you have additional concerns. I'll be here to guide you again. 

How is this still an open unresolved issue?  I have had this problem for years.  Sometimes it will work and sometimes I get the dreaded error message.  Intuit is offering no solution except for contacting them to be on the phone for hours only to not resolve the issue.  I have followed the instructions, I have updated my QB, I have turned off auto matching, I have turned it back on.  I don't get how you can offer this feature, but do not support it when it doesn't work.  Annoying af

I'm not surprised at all - QB does not care about their customers. I get these messages all the time and have to manually enter transactions that QB IS PAID HANDLE.

They really do not have any concern OH BUT WAIT - LET'S MODIFY AND CHANGE THINGS THAT ARE NOT OF ANY ISSUE SO WE CAN CHARGE CUSTOMERS OUTRAGEOUS UPGRADE FEES!

*****QB PLEASE DO NOT RESPOND WITH YOUR SAME OLD BORING TEMPLATED REPLIES - ALL OF YOUR CUSTOMERS ARE TIRED OF READING HOW CONCERNED YOU ARE!

I can't get my deposits to record automatically and can not find how to do it manually.  Everything I've read says something different and there is no clear instructions that I can find.

Good morning LauraRoseHenning,

Thanks for chiming in on the thread. I will be happy to share how to record these payments manually. Here's how:

1. Turn off the automatic matching setting by going to the Banking menu and selecting Record Merchant Service Deposits.
2. Select Change your deposit settings.
3. Turn off Auto match & record settings and Save.
4. Then, go to the Banking menu and select Record Merchant Service Deposits.
5. Click the Add payments to record tab and select the small arrow icon ▼ next to the first deposit on the list.
6. Review the payments in QuickBooks.
7. Select Add payments in the Action column to add payments to the bank deposit.
8. Compare the deposit total in QuickBooks with your bank statement's deposit for that day.
9. When everything matches, select Save and close.
10. Review each bank deposit on the list.
11. When you've added all the payments in QuickBooks to a bank deposit, select Record Deposit.

The deposits you record will move to the Recorded tab. Therefore, each deposit in QuickBooks should match the corresponding deposit and bank statement.

For more information about this, you can use this article as a guide:

• Record QuickBooks Payments bank deposits in QuickBooks Desktop

Let me know if you have any questions! I will be around.