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Level 1

Merchant Services

We just started with Merchant Services and are not able to automatically match and download customer credit card/bank payments.  I spent some time on the phone with a rep who was very helpful.  She in turn spoke with a tech.  I was VERY disappointed to hear that there is no solution to our issue.  They told me that the customer's name in Quickbooks needs to match the customer name on the credit card.  In Quickbooks, we have the customer name set up as Last Name, First Name (for so many reasons).  Credit cards typicially have First Name, Middle Initial, Last Name.  I tried removing the comma between the names and also changing the customer name to First, Last and neither worked.  I also went to online help before calling support and realized that this problem is not a new problem, I saw posts from a couple years ago.  If this is truly the issue, I would think that there is or should be a solution in the works.  If this is NOT the issue, I would appreciate knowing how we can automatically match customer payments to invoices and what we are doing wrong.  Thanks!

 

Solved
Best answer 03-12-2018

Best Answers
QuickBooks Team

Re: Merchant Services

Good day, bethtandc.

 

First of all, I'd like to welcome you to QBCommunity and thank you for using Merchant Services. I'm here to help you with what you need.

 

You're right. The posts you saw on our online page are correct. You would need to manually record transactions and fees which come from the Merchant Service Center. This is to ensure that the amount in QuickBooks matches the amount on your bank statement.

 

For more details on how this works, allow me to share these helpful articles with you:

Your feedback means a lot to us. Please let our product developers know that automatically matching your customer's credit card payments is something you'd like to do in QuickBooks. This will make them aware of how you'd like the program to work.

 

Here's how:

  1. Click Help at the top.
  2. Select Send Feedback Online.

We appreciate your time for visiting us today. Please let me know if you need more help.

View solution in original post

3 Comments
QuickBooks Team

Re: Merchant Services

Good day, bethtandc.

 

First of all, I'd like to welcome you to QBCommunity and thank you for using Merchant Services. I'm here to help you with what you need.

 

You're right. The posts you saw on our online page are correct. You would need to manually record transactions and fees which come from the Merchant Service Center. This is to ensure that the amount in QuickBooks matches the amount on your bank statement.

 

For more details on how this works, allow me to share these helpful articles with you:

Your feedback means a lot to us. Please let our product developers know that automatically matching your customer's credit card payments is something you'd like to do in QuickBooks. This will make them aware of how you'd like the program to work.

 

Here's how:

  1. Click Help at the top.
  2. Select Send Feedback Online.

We appreciate your time for visiting us today. Please let me know if you need more help.

View solution in original post

Level 1

Re: Merchant Services

I, too, have been told there is nothing Quickbooks can do. A huge selling point to migrating to this software was how it "auotmatically" matches credit card payments and marks invoices "paid". I have been using qb for a year and would say 95% of every payment made either Credit Card, or ACH, will not match. Very frustrating and if there was an option to leave Quickbooks, I would. When a customer is setup as a business, it will never match the individual name on a credit card. This can't be the answer.

Level 1

Re: Merchant Services

This is not true.  All of my (over 2,000) customers are listed Last, First and my Merchant Service credit card payments have been processing automatically.  I have been assuming they are matching on Invoice number.  If your payments are not matching, the problem is somewhere else, not with how your customer names are listed.  Try checking your Accounts Receivable.  If you have more than one AR account, it only looks at the first one in your chart of accounts. If it can't match your invoice in that AR account, it will give you that error.

 

I do understand your frustration, though.  Quickbooks tech help is terrible.  Every time they do an update, it causes more problems and no one seems to be able to help with a solution. 

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