Quickbook Online and Payments - recurring transactions and ACH failures

Thanks for checking out the Community, christibea.

I'm here to guide you in handling that transaction. The article that you've pulled up is intended for invoices. For rejected or returned customer payments from sales receipts, you can resend a new sales receipt. Then, delete the previous one to avoid duplicates.

If you were charged a fee for a returned payment, you can pass it on to your customer. To do this, you'll have to create a service item and add it to the sales receipt. Here's how:

1. Go to the Sales menu.
2. Select the Products and Services tab.
3. Click New, then choose Service.
4. In the Name field, enter "Returned Bank Transfer Fee."
5. From the Income account drop-down menu, select or add an income account called Returned Bank Transfer Fees. You also select the expense account you already use to track your bank charges.
6. Select Save and close.
7. Open the sales receipt, then add the returned bank transfer fee item.
8. Enter the amount of the fee you were charged.
9. Resend the sales receipt.

For more tips on managing returned checks or payments, you can read these articles:

• Handle a rejected or failed bank transfer payment
• Record a returned or bounced check using an expense

Don't hesitate to leave a comment below if you have any other concerns or follow-up questions. Have a good one.

I am not able to delete the sales receipt as the transaction has been processed so I receive an error. When I have tried to delete the payment record, it has thrown off the deposit and then we are unable to reconcile the books. There must be an easier solution.

I appreciate your time getting back to us regarding these recurring transactions and ACH failure concern, @christibea.

Let me share some insights on how you can remove sales receipts from QuickBooks Payments. I need to make sure your reconciliation is successful.

We cannot manually remove or delete QuickBooks Payments transactions processed online. You need to contact our Support Team to delete the transactions and recreate them when necessary.

To contact our Payments Team, refer to our contact number here: Contact Payments or Point of Sale Support.

Feel free to come back any time or mention me on your posts if you have other concerns. I'm always here to provide assistance with processing payments in the program and help with other tasks. Have a great week ahead.

The last time I contacted Payment support they messed it up further and then told me they would get back to me with an answer, which I have never received and I continually get told that somebody else will help me. How can I reach somebody who will actually help solve this?

This should not be this complicated or difficult to fix payment errors. 

Hi there, @christibea. 

This is not the experience we want you to have with our Support Team. I want to make certain that you received the assistance you required.

Just to verify, can you tell me about the error that shows when you're trying to delete the receipt? This way, we can provide you with the correct resolution. 

For future reference, check out this resource: Accepting recurring payments. It contains guidelines about your responsibility as a merchant in processing recurring credit card transactions. 

Please don't hesitate to leave a comment if you have additional questions or I can be of any assistance. I'm always here to help.