Trying to match payment made through QB Merchants, but Cardholder name doesn't match Customer Name. How do I find the match?

jonathan-storyla · ‎December 14, 2020

Process: created

FritzF · ‎December 14, 2020

Welcome and thanks for reaching out to the Community, @jonathan-storyla.

We can check the transaction history in the Merchant Services Center to identify what invoice payment you'll include when creating Bank Deposit in QuickBooks Online (QBO) for matching.

Here's how:

sign in to the Merchant Service Center.
Go to Activity Reports, then Transactions.

From there, you can just base the matching of payment from the customer's name in the Merchant.

Here's how:

In QBO, go to the Banking menu at the left pane to get to the Banking page.
Proceed to the For review tab.
Click the transaction and select Find match.
On the Match transactions page, locate the payment or the deposit and check it.
Hit Save to complete.

For more information about solving QuickBooks Payments deposit issues, I suggest checking out this article: Fix QuickBooks Payment deposits that don't match your bank statement.

Please let me know if you have any other issues or concerns in the comment section below. I'm more than willing to help. Enjoy the rest of the day!

View solution in original post

FritzF · ‎December 14, 2020

Welcome and thanks for reaching out to the Community, @jonathan-storyla.

We can check the transaction history in the Merchant Services Center to identify what invoice payment you'll include when creating Bank Deposit in QuickBooks Online (QBO) for matching.

Here's how:

sign in to the Merchant Service Center.
Go to Activity Reports, then Transactions.

From there, you can just base the matching of payment from the customer's name in the Merchant.

Here's how:

In QBO, go to the Banking menu at the left pane to get to the Banking page.
Proceed to the For review tab.
Click the transaction and select Find match.
On the Match transactions page, locate the payment or the deposit and check it.
Hit Save to complete.

For more information about solving QuickBooks Payments deposit issues, I suggest checking out this article: Fix QuickBooks Payment deposits that don't match your bank statement.

Please let me know if you have any other issues or concerns in the comment section below. I'm more than willing to help. Enjoy the rest of the day!

jonathan-storyla · ‎December 28, 2020

Great. Thank you for your help. :)

terry1985 · ‎January 25, 2022

It is absolutely insane that QB merchant account does not have the invoice

number on the merchant receipt that matches that customer.

This (below) is the only solution I could find.

You should be receiving an email notification for each merchant account

payment that has been received. This email notification has the

invoice number on it. (See instructions below)

1) Open Email ( I have Gmail)
2) Put invoice number in search bar.
3) Click search.

( That notification should show up & it will have the invoice number on it )

terry1985 · ‎January 25, 2022

Quickbooks Merchant Account should be emailing you a notification with all the needed info on it.

(I have set up a separate email box/label & filter these emails in to in)

You can type the transaction number or the last 4 of the account number shown

in that window into your email search bar & it will bring up the email notification

QB MA sent you & it will have all the info you need to identify your transaction.

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Trying to match payment made through QB Merchants, but Cardholder name doesn't match Customer Name. How do I find the match?