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Do ACH Payments from Email Invoice Link get automatically recorded in Quickbooks Desktop, as the Merchant Services credit card payments do? Only asking because I am not seeing it.
Hello there, Diver_Allen.
Welcome aboard to the Intuit Community. Thanks for reaching out to the Community about your concern.
If your bank account is not set up to automatically record deposits, the funds will not show in QuickBooks. You can consider changing the deposits settings in the company file.
This way, the actual bank account used for both funds and expenses will reflect in QuickBooks. To accomplish this task, follow these steps.
*Allow creation of new invoice after you apply a payment: This lets you create an invoice if one hasn’t been created for a specific transaction and customer.
*Your Bank for Deposits: Use the dropdown menu to choose the bank where you’d like your money deposited.
*Memo: Add a default memo that’s included on your merchant service transactions.
*Your Fees Account: Use the dropdown menu to choose the account type to apply to your fees. Ask your accountant if you’re not sure which account to use.
*Your Bank for Fees Withdrawal: Use the dropdown menu to choose the bank where you want your fees withdrawn.
*Show Welcome Screen: Select this checkbox to show the welcome screen every time you open merchant service deposits.
*Auto match & record: If you’d like to manually match and record transactions, toggle this option to off.
For an overview on how automatically match and record deposits as well instructions to manually record fees, see the How to record merchant service deposits article.
Stay in touch if you have any clarifications or other concerns. Please know the Community has your back, and I’m here to assist further. Have a great rest of the day.