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Wait-What-Huh
Level 1

Export information from the Merchant Service Center to Include the Invoice Number

In using the Merchant Service Center to download transactions into Excel, why doesn't the system pull the Invoice Number with the transaction that was paid online?  It exports everything else, but not the Invoice Number that the payment was being paid on.  Is there someway I can get this information when dowloading the transactions to include the Invoice Number the customer is paying on?

4 Comments 4
MaryLandT
Moderator

Export information from the Merchant Service Center to Include the Invoice Number

I'm here to help get the invoice number, Wait-What-Huh.

 

You'll want to take note of the invoice number from the transaction history on your Merchant Service Center. Then, manually enter them when on the downloaded Excel.

 

Follow the steps below to get the information.

  1. Log in to the Merchant Service Center.
  2. From the Activity & Reports menu, select Transactions.
  3. Choose the Show advanced options, which allows you to do a more specific search using information.
  4. The system will display a detailed view of a transaction. 

Check out the Export information from the Merchant Service Center for more details about downloading your data.

 

Stay in touch if you need anything else with your transactions. I'm always around to help.

CS46
Level 1

Export information from the Merchant Service Center to Include the Invoice Number

Our clients pay by direct bank transfer through QB.  When I review the transactions reported for those payments, the invoice number doesn't display for that payment.  How do I add this?  The name of the client sometimes differs in the name sections of the transfer information so it isn't always obvious which client made the payment.  I need the invoice number please.

CS46
Level 1

Export information from the Merchant Service Center to Include the Invoice Number

I need the invoice number to appear next the bank transfer payments.  I'm not searching individual invoices.  I'm trying to update an external spreadsheet as to who has paid their bill.  So when I go to the Merchant Services to see who has paid - I need invoice numbers to appear next to the payment.

AlcaeusF
Moderator

Export information from the Merchant Service Center to Include the Invoice Number

Hi @CS46,

 

Thank you for reaching out to us here in the Community. I'm here to share some clarification about the information you need in the Merchant Services Center.

 

I know how beneficial and time-saving being able to add a column for the invoice numbers. However, the ability to do so is not yet available in QuickBooks Payments.

 

Currently, the option to show the invoice numbers next to the payments is unavailable. Right now, the only workaround available is to view them from the transaction history.

 

In the meantime,  you can use the steps provided by my colleague to acquire the needed information. This way, you can update your external spreadsheet as to who has paid their bills.

 

Please know that I appreciate your input on this feature. We continue to improve the features in QuickBooks, and this preference might be available in the future. As we assess this, please visit our QuickBooks Blog to stay updated with all the changes in the product.

 

You can also check the articles for more details about ACH payments and fees, like how to resolve R## codes you may see in your email: Fix rejected ACH payments or fees in QuickBooks Payments.

 

Leave a comment below if you need any help getting the data from the invoices. The Community and I will be around to help you.

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