cancel
Showing results for 
Search instead for 
Did you mean: 
rachelN520
Level 1

Intuit Merchant payments received from the einvoice cannot be matched to invoice in customer account

We use Quickbooks Desktop- Manufacturing & Distribution 20.0 

 

I have spent over 8 hours on the line with support and no one can give me an answer.

 

In November we noticed that our online invoice payments coming through Merchant services were not being automatically applied to the customer account as they always had been.  

 

Since that time we have had to manually record all the payments coming from those customers paying through the "pay now" button on the e-invoice.  

 

I would love some guidance as this is creating a lot of extra steps and room for error. 

 

4 Comments 4
Maybelle_S
QuickBooks Team

Intuit Merchant payments received from the einvoice cannot be matched to invoice in customer account

Welcome to the Community, @rachelN520.

 

I'd like to share some insights regarding syncing QuickBooks Payments transactions into QuickBooks Desktop.

 

Usually, the default deposit account used for Merchant Services is Undeposited Funds. To assign these payments to their corresponding account, you can process a Bank Deposit.

 

However, once the payments are sync into QuickBooks, the system will not include the customer's name. I'd suggest getting in touch with our Merchant Services Center to verify where the payment came from.

 

To know more about QuickBooks Payments feature, check these out:

Stay in touch with us by adding a comment below if you have other questions. We're always here to help.

rachelN520
Level 1

Intuit Merchant payments received from the einvoice cannot be matched to invoice in customer account

Thank you, yes I'm familiar with the process and have done just those steps but it's not working.  Unfortunately, I've been on the phone with Quickbooks support many times before about this issue with no resolution. 

katherinejoyceO
QuickBooks Team

Intuit Merchant payments received from the einvoice cannot be matched to invoice in customer account

Thanks for coming back to us, @rachelN520. I know that we need to fix this issue right away. 

 

It could be that the Auto match and recording of payments has turned off. Let's ensure to turn this on. Here's how: 

 

  1. Go to Banking, then select Record Merchant Service Deposits.
  2. Go to Deposit Settings, then select the Auto match is record is turned off toggle.
  3. Click Save Settings.

 

For future reference, follow these steps to Change how QuickBooks records payments on your chart of accounts in this help article: Automatically record QuickBooks Payments bank deposits.

 

Let me know if you need more assistance with your Merchant payments. I'll be here to help you more. 

 

 

mal07
Level 1

Intuit Merchant payments received from the einvoice cannot be matched to invoice in customer account

Hello, the Auto matching feature doesn´t help at all. With every payment ID´d as coming from "Einvoice" it still does not attempt to match the payment amounts to existing invoices.

 

The only way I could assign an epayment to the correct customer was on that Customer´s tab, I used GET ONLINE payments from there and the payment appeared on the customer´s transactions list, where it could be saved as a credit. I then had to delete the paid invoice and create a new one,applying that credit. It´s a pain but that way the payment was cleared from Merchant deposits and the customer´s account was balanced. 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us