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jewellservicesllc
Level 1

A customer paid me via this app but I don’t know where the funds were deposited

 
1 Comment 1
Ivan_G
QuickBooks Team

A customer paid me via this app but I don’t know where the funds were deposited

Verifying where customer payments were deposited would depend on whether it was manually recorded in QuickBooks (QB) or electronically transferred using QB Payments, jewellservices.

If you're referring to entering an invoice payment through the QB Mobile app, you can review where the fund was deposited by following these steps:

 

  1. Open your QB account in the app.
  2. Click the Sales icon beside the Menu and the Search tabs.
  3. Navigate to All Sales.
  4. Locate and choose the payment from the list.
  5. Check the account under the Deposit to section.

 

On the other hand, if you've manually recorded the payment through the web version of QuickBooks, you can review where you've deposited the money from the All sales menu:

 

  1. Go to Sales, then All sales.
  2. Modify the Date and Customer fields accordingly.
  3. Locate the Payment entry and click its designated View/Edit option under the Action column.
  4. Check the account under the Deposit to section.

 

However, if it was processed via QB Payments, you have two options to review where it was deposited. You can either log in to QB Online through web or see the details you need from the Merchant Services Center.

 

To check it through QB Online, follow these steps:

 

  1. Log in to your QB Online account.
  2. Go to the Gear icon, and then Account and settings.
  3. Navigate to the Payments tab and check the Deposit accounts.

     

To verify this information through the Merchant Service Center:

 

  1. Log in to the Merchant Service Center.
  2. Select the Account dropdown.
  3. Click the Account Profile option.
  4. Review the registered Bank Account under the Deposit Account Information section.

 

The instructions I've provided for funds that were processed via QB Payments also apply to transactions that were received using the Card reader or the Scan or key-in card options in the QB app. It's because these functions are part of the QB Payments feature.

 

Additionally, it's essential to note that there's a processing timeframe in handling electronic payments via QB Payments. For more information, access this link: Find out when QuickBooks Payments deposits customer payments.

 

You can always drop by again to this thread once you have more questions regarding what account your customer payments get deposited into. We always have your back.

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