Is anyone else having issues with automatic payments? The payment won't match, and it is showing "Processed Outside of Quickbooks" so has no information on who paid.

I understand how important it is to ensure your payments in QuickBooks are accurately matched, Matthew. Let me guide you through the steps to resolve this.

To begin, we’ll locate the payments you need to fix by accessing your Merchant Service Center. Please follow the steps given below:

1. Log in to the Merchant Service Center.
2. Select Activity & Reports, then choose Deposits.
3. Use the Dates field to set the date range you’re reconciling.
4. Find the deposit you need to address.
5. In the Fee column, click the deposit to expand and view all associated payments.

Next, compare the deposit details in QuickBooks to your bank statement to identify any discrepancies.

Here's how:

1. Log in to QuickBooks Online.
2. Go to Settings and click Chart of Accounts.
3. Locate the account you’re reconciling, then select View Register.
4. Look for the deposit you need to adjust (it should list System-record deposits for QuickBooks Payments in the Memo column).
5. Expand the deposit details and click Edit to make corrections.

If you need further assistance, don’t hesitate to get in touch.

This is not the problem I have.

My understanding was that the Recurring Payment function was supposed to 

1. Create an invoice

2. Create a payment

3. Charge the customer

4. Maintain the invoices in the deposit information so that I could reconcile it with the bank deposit.

What I am seeing is that some customers are getting invoices created, some are getting invoices and payments created and some are getting nothing. All appear to be getting charged. 

When I look at the deposit (Sales --> Deposits) it doesnt show invoice information but rather shows "Processed Outside of QuickBooks Online" - so I have no way of knowing who is even charged. I understand I can look at Merchant Services but it has the cardholder name, not the Customer Name and since there is no other matching opportunities as Merchant Services doesn't have an Invoice Number or other identifier. 

I think this is a major glitch in the recurring payments process. August 1 was the first time this happened, prior to that this function worked. I thought a ticket was opened but I don't know if this is just an issue I am experiencing or if others are as well.

Matt