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cole5
Level 1

I had a customer pay with a Credit card but I do not have QB set up to take credit cards at this time. The payment says "in review". How do I cancel their payment?

Will QB charge me a fee, or will it just not go through?
2 Comments 2
SarahannC
Moderator

I had a customer pay with a Credit card but I do not have QB set up to take credit cards at this time. The payment says "in review". How do I cancel their payment?

Hello there, cole5.

 

QuickBooks is unable to process online payments unless you subscribe to a QuickBooks Payment account. You can check this article for figures and for detailed information: Connect your Payments account to QuickBooks Online.

 

Since you haven't set up to take payment from your customer, it could be that you're referring transactions from the Banking page. If so, QuickBooks downloads bank data. This happened when your bank account is connected to the program.

 

Your bank transactions need to be categorized or matched to keep them organized. It tries to find a match with any QuickBooks transactions already entered. If you agree with the match information shown in the row, click the Match button. This will match with the existing QuickBooks transaction. 

 

For additional reference, please consider checking the links below:

 

 

Let me know if you have follow-up questions. I'll be right here to continue to help you. Take care and stay safe always.

SarahannC
Moderator

I had a customer pay with a Credit card but I do not have QB set up to take credit cards at this time. The payment says "in review". How do I cancel their payment?

Hi cole5,


Hope you’re doing great. I wanted to see how everything is going about the transactions you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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