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2chanjae
Level 1

Payment setup required to release funds

Sent an invoice out to get paid for my products.

Customer has payed, and said "payment is in review"

 

Now I check it today and it says "

Payment setup required to release funds This Payment needs review. Check your email for more details"

 

There were no emails. And I have set up all my payments before hand. This isn't my first time getting payment through via QB

What should i do?

1 Comment 1
GebelAlainaM
QuickBooks Team

Payment setup required to release funds

I can explain what it means when a payment is in review status and provide steps to help fix the issue with your email not receiving notifications, @2chanjae.

Payments are periodically reviewed to ensure the security of the transaction. This status can occur for various reasons, such as an issue with the customer's direct deposit information or an incorrect bank account number.

You should receive an email from Intuit with specific steps on how to resolve it. Since you didn't receive one, please do the following:
 

  1. Review your Spam or Junk folder
  2. Add QuickBooks Payments email addresses to your contacts.
  3. Reach out to your IT or domain provider to get help. This could include temporarily turning off Sender ID filtering.


To view the following emails and the list of allowed SPF server hostnames and IP addresses to give your IT contact, check out this article: Can't receive email from QuickBooks Payments.

If you still can't locate the email and the payments didn't receive the deposit after five (5) business days, I suggest reaching out to our Merchant Services Support Team. They have the tools to check your account internally and review the transaction status of your payment.

Additionally, you can check out these articles for more details about managing QuickBooks payments:
 

Furthermore, you can visit this helpful resource about categorizing your bank transactions in QuickBooks Online: Categorize online bank transactions in QuickBooks Online.

Return to this post if you have other concerns about your invoice payment status in QuickBooks. I'll be here to assist you.

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