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Level 1

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 October 15, 2018

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Level 6

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

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.

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Level 6

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

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.

View solution in original post

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Level 2

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

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!

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QuickBooks Team

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

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.

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Level 1

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

This is turning out to be a pain for me because I now have an issue where I have to call up clients asking for proof of payment. It doesn't look professional. 

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Level 1

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

Thank you so much for your help! 

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Level 1

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

Hello everyone, 

I cannot see this result that you are describing. I click on Settings but I cannot find "Payments" and Merchant Services" at all. On line or mobile. This is annoying. Maybe someone at QB can assist me. 

 

Charles 

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QuickBooks Team

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

Hey there, @pturbo 

 

To access the merchant services portal follow the steps below: 

 

1. Choose Gear Icon in the top right. 

2. Select Account and Settings

3. Now choose Payments from the left. 

4. If you have a merchant account connected, you'll see the option to open up the merchant center. 

 

Here's a direct link for the Merchant Service Center.

 

That's all there is to it. If you have any other questions or concerns, please feel free to reach out.

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Level 1

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

This is a huge pain for us as well. We are looking into switching platforms because of this.

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