QuickBooks 2022 Payment Processing - Unsure if Customer was Charged

Good day, @troy1. I'll assist you on how to check customer payments.

You'll want to go to your Merchant account and view your transactions. Then, verify if it went through.

Here's how:

1. Log in to your Merchant account.
2. From there, choose the Activity & Reports drop-down to select Transactions.
   
3. Click the Dates drop-down to set the correct date range and then the Search button. This will open a list of processed payments for that period.
    

If you're unable to find it, I suggest contacting our Payments Support team. They're equipped with tools to trace customer payments.

Additionally, you have the option to enable your preferences to receive notifications for paid invoices. 

Follow these steps:

1. In your Merchant account, choose Settings & Alerts under Account.
   
2. Select Yes under Receive Credit Card Deposit Notification in the Email Alerts section.
3. Enter the email address where you'd like to receive the notifications. For multiple email addresses, separate them with semi-colons.
4. Enter the email address in the empty box that appears when you click a notification's Yes radio button.
5. Save the information.

Tap the Reply button if you have more questions about setting up emails or anything else QuickBooks. I'll be just around the corner waiting for your response!

Thanks, however I am really concerned with how to actually charge a customer based on the screenshot provided. There is a prompt to enter CC info, but it isn't clear how to actually charge the customer. The prompt/UI/UX was different in QB 2019. Please clarify.

I appreciate you getting back to us, troy1.

As long as the customer's card is authorized for paying online, they will be charged once you enter the card number and its expiration date.

You might want to follow the steps provided by my peer above to track your customer payments through the merchant services account.

I've also included some references for a compilation of articles you can use while working with us. On the same link, you'll find resources about how payment processing works as well as steps to receive in-person payments:

Receive and process payments in QuickBooks Desktop.

QuickBooks Payments FAQ.

If you still need help with this, feel free to let me know by adding a reply below. Id be more than willing to provide additional assistance. Have a good one!

So if I enter the credit card info on the screenshot screen I provided, and click "done," that charges the customer?

There is no prompt that comes up? How do I ensure that merchant processing is properly integrated with QB Desktop?

I would say it is a bit odd that after clicking "done" on the QB Desktop screen, there is no feedback to confirm that the customer was charged, that is where it is confusing.

So if I enter the credit card info on the screenshot screen I provided, and click "done," that charges the customer?

There is no prompt that comes up? How do I ensure that merchant processing is properly integrated with QB Desktop?

I would say it is a bit odd that after clicking "done" on the QB Desktop screen, there is no feedback to confirm that the customer was charged, that is where it is confusing.

I am entering the customer card information into QuickBooks and it is not charging them. I am getting no feedback on whether charges go through, but I can confirm based on the merchant services history in the link provided it is not going through. 

We need to know immediately how to charge customers, the 2022 screenshot we provided is where we are entering the information.

Hi troy1,

Thank you for being so patient in wanting to get an answer about processing a credit card payment. I'd like to jump in and clear this up.

You would normally see a prompt saying whether the transaction is successful or not, just like how the previous versions would. Nothing has changed.

At this point, I recommend reaching out to our QB Desktop Support so they can view your setup and gather more information to investigate this issue. They have the tools for that.

If you have other concerns, feel free to go back to this thread.