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Level 1

I received a customer payment from "Quickbooks Customer"

Long story, shortened - QuickBooks crashed in the middle of processing a credit card payment. In the end, the payment was applied to "QuickBooks Customer" not the actual customer's invoice.

 

My mistake was adding the "online payment" from the Record Merchant Service Deposits transactions. 

 

I can not edit the payment to change from "Quickbooks Customer" to the actual customer. I can not edit the corresponding Batch Deposit which remains "Ready to Record" in the Record Merchant Service Deposits window.

 

I need to apply the payment to the cardholder's invoice.

 

Thanks in advance.

 

Solved
Best answer 01-23-2019

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QuickBooks Team

I received a customer payment from "Quickbooks Customer"

I've got you covered, Hampty.

 

I'm here to get you pointed in the right direction for determining on how to apply the payment to the right invoice.

 

I'd love to pull up your Merchant Service account and trace the payment so that I can change it to the right customer. However, the resources necessary to accomplish this is under our Merchant Services Team, so I highly recommend you reach out to them. They can pull up your account in a secure environment and make the necessary adjustments right away.

 

After that, the details in the Ready To Record tab would also be corrected. That said, you can go ahead and record it as a deposit. For more information about this, you can check out this article: Record Merchant Service Deposits

 

That should do it. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Thanks for reaching out, wishing you all the best.

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Highlighted
QuickBooks Team

I received a customer payment from "Quickbooks Customer"

I've got you covered, Hampty.

 

I'm here to get you pointed in the right direction for determining on how to apply the payment to the right invoice.

 

I'd love to pull up your Merchant Service account and trace the payment so that I can change it to the right customer. However, the resources necessary to accomplish this is under our Merchant Services Team, so I highly recommend you reach out to them. They can pull up your account in a secure environment and make the necessary adjustments right away.

 

After that, the details in the Ready To Record tab would also be corrected. That said, you can go ahead and record it as a deposit. For more information about this, you can check out this article: Record Merchant Service Deposits

 

That should do it. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Thanks for reaching out, wishing you all the best.

View solution in original post

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Level 1

I received a customer payment from "Quickbooks Customer"

I had the same thing happen. I need to reassign the payment to another customer. How do you do this without deleting the payment under the deposit? 

Highlighted
QuickBooks Team

I received a customer payment from "Quickbooks Customer"

Greetings suzeta20,

 

Thanks for joining the thread. I'd be happy to help you reassign the payment to the correct customers.

 

To clarify, did your deposit transaction also come from the Merchant Service Deposits screen? If so, you'll need to get in touch with our Merchant Services Team as well, just like Hampty did.

 

However, if it was manually created within QuickBooks, then you can simply edit the deposit and apply it as payment to the right invoice. The steps below will guide you through the process:

 

To edit a deposit transaction

  1. From the Lists menu, choose Chart of Accounts.
  2. Double-click the bank account where it's located.
  3. Change the name entered in the Received From field to the correct customer. Also, make sure the From Account is using Accounts Receivable.
  4. Click Save & Close.

To apply the deposit as payment

  1. From the Customers menu, choose Receive Payments.
  2. Select the correct customer from the Received From drop-down menu.
  3. Click the Discounts And Credits button.
  4. In the Credits tab, select the deposit in the Available Credits section.
  5. Click Done.
  6. Select the appropriate invoice.
  7. Click Save & Close.

I'm also including this helpful article for additional insight about this process: How to link a deposit to an invoice

 

You've got this! Let me know if you need additional assistance with this and I'll be sure to get back to you. I've always got you covered.

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Level 1

I received a customer payment from "Quickbooks Customer"

Thank you. It was a manual transaction. My issue is, when I go to correct the deposit transaction, I get an error message that says "you can not edit payment information in a deposit transaction. 1) delete the payment from the deposit. 2) Go to the original payment transaction to edit it. 3) Redeposit the payment."
 
Which I could do, but the payment isn't alone. It was deposited with others. I wasn't sure if it would delete all of them. And of course this is from Dec. 2018, so I've reconciled long ago. 
Highlighted
QuickBooks Team

I received a customer payment from "Quickbooks Customer"

Thanks for the details that you've given, @suzeta20.

 

I'm here to get you in the right direction to get you pointed to get assistance with correction your deposit transaction.

 

To avoid your deposit transactions from deletion, It'd be best to reach out directly to our Merchant Services Department. This team is the best resource for such inquiries, as they're able to check on your transactions and guide you with the right procedure. This is also to ensure that your account is in a secure space while this is a public forum.

 

You can locate their contact information at the following link: QuickBooks Payments Contact Us.

 

Please know that the Community has your back should you have any questions.

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