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This has been an ongoing issue since the new black circular chip readers with Tap feature were introduced. We have well over 100 of these things now at 6 service locations around the country. The constant issue we run into is when using the Tap feature, the name does not come along into QB. For example, I pay for an item with my Visa card, when we import the mobile transactions into QB desktop Enterprise, it says "Visa Cardholder" instead of Korbin Mauger. This happens on every single transaction when the tap feature is used both for card tap and mobile tap. It will say the type of card followed by cardholder. So naturally it takes away a convenient feature for customers using their phone based wallet as well as contactless payment. Unless we feel like problem solving later in the accounting office with other means of process of elimination. Not to mention the constant headache of all the "mobile customer" default entries unless we type the actual name on every single transaction. We process 150-200 cards per day and my bookkeepers are manually entering all those payments and finding the cardholder entries every day.
I appreciate you for reaching out to us, @Korbin.
I understand how convenient it is to use a contactless payment with a tap feature on your mobile transactions. However, the tap card reader doesn't capture customer name and will only display "visa cardholder". It was built into the credit card system by default for security reasons.
Please let me share a workaround for you to keep track of and review the received customer payments in QuickBooks Desktop. Here's how:
I also recommend providing feedback on the product feature to our software engineers. They might consider and include it in our upcoming product improvements. To do that:
I've included the following articles to help you manage QuickBooks Payments bank deposits in QuickBooks Desktop:
If you have any additional questions about managing your payments, feel free to comment down below. We're always willing to help you. Stay safe.
I am very familiar with QB and merchant payments. Navigating me to that area does absolutely nothing for this issue and the built in security feature is a joke that does nothing but create more work for your customers. I have personally used the tap feature with other merchant providers and that does not happen so I know it can be fixed or adjusted. We pay too much money for all the Intuit products we use and trust to have these kind of issues and feel Intuit should take our recommendations more serious and fix them. So many changes are geared towards the QBO rather than the desktop users and it shows. I have been personally told by QB employees that QBO is a joke and not compatible for bigger business like ourselves and I try not to shop around but that time may be coming. I have made several suggestions and nothing is ever done.
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