NO PAYMENT ID IN INVOICE TRANSACTIONS

It's a great initiative to ask for your customer's payment status, @kimi21. I'll be glad to outline the steps to track them in QuickBooks Online (QBO) and provide information regarding their transaction IDs.

When using QuickBooks Payments, the transaction IDs differ depending on the banking institution. In some cases, your bank may not provide a unique identification number for each deposit.

Moreover, I would love to assist you in verifying the payment status. However, the Community is a public forum, and we're unable to pull up any account information for privacy purposes. Don't worry. You can confirm the deposited payments within the program. To do that:

1. Sign in to QBO.
2. Go to Sales and select Deposits.
3. Choose the transaction to review. You'll see each payment included in the daily deposit and the related processing fees as separate transactions. 

For more in-depth information about how long it takes to receive payments, please read this article: Find out when QuickBooks Payments deposits customer payments.

Additionally, we've collected references that may help answer your questions concerning QuickBooks Payments: QuickBooks Payments FAQ.

We appreciate you raising your concern with us. If you have further issues with QuickBooks Payments, please feel free to reach out to us. We'll ensure to address your queries as soon as possible. Keep safe and have a great rest of the day!

Good day!

I tried checking one in our deposits as well as in our bank transactions. Filtered the amount and client's name but it seems that it is not really in there although it is saying as paid in the client's profile. 

I remember our client saying she called her bank to confirm the amount she paid so I am not sure why there isn't any payment ID.

Good day!

I also have checked the deposits but unfortunately was unable to find a deposit made on 9/3/23 which indicates that the client paid on that date. 

Good day!

Here is another screenshot for your reference for a certain client with no payment ID on 9/3/23.

Good day!

As advise above "When using QuickBooks Payments, the transaction IDs differ depending on the banking institution. In some cases, your bank may not provide a unique identification number for each deposit."

May I confirm if this can also happen to transactions wherein we were not provided any payment ID and is not also in the deposits? Some of them were confirmed by clients to be received but in some cases, they were not. May I ask what other ways can we confirm that these were really deposited if they are not in our bank transactions as well as deposits?

Hello there, @kimi21. I'll share details about the payment ID of your deposits.

Yes, the information of the transactions (like payment ID) depends on the bank that processed it. Normally, this should show in the daily deposit. Since you're unable to see payment ID of some deposits, there might be some issue with the payments. With that said, you would receive an email for this. If you haven't received one, you can check your email settings. It might be that the email address entered is incorrect. For reference, check out this article: Unable to receive Intuit email from QuickBooks Payments. 

Then, to confirm those deposits, you can sign in to your Merchant Service Center account. Here's how:

1. Log in to Merchant Service Center.
2. Next, select the Activities & Reports tab.
3. From there, choose Deposits.
4. Then, search the date range of the transactions. 

I also include this helpful article that you can use as a guide in checking when QuickBooks will deposit customer payments: Find out when QuickBooks Payments deposits customer payments. 

If you have other concerns or questions about managing your deposits in QuickBooks, please don't hesitate to leave a reply below. The Community is always open to provide assistance to ensure your goals are met. 

Good day!

What can be the issue with the payments? 

I tried this: 

Then, to confirm those deposits, you can sign in to your Merchant Service Center account. Here's how:

1. Log in to Merchant Service Center.
2. Next, select the Activities & Reports tab.
3. From there, choose Deposits.
4. Then, search the date range of the transactions. 

But was unable to locate the payment for our client with these details:

I can help you with checking your customer's payment, @kimi21. 

That depends on the deposit speed of the product you're using and the type of payment.

If you're a new user, your first set of payments will be deposited within 5 business days. It can take some time since we’re still setting up your account. After that, it'll be deposited into your bank account much faster.

For next-day deposits in QuickBooks Online (QBO), payments processed before 3 p.m. PT will be placed in your bank account the next business day. Payments received after 3 p.m. PT will be deposited within two business days.

Payments made before 3 p.m. PT should be in your bank account in two business days if you don't have a next-day deposit. We'll start the deposit the next business day if you process payments after 3 p.m. PT.

To learn more about this process, check out this article: Find Out When QuickBooks Payments Deposits Your Money.

I'd recommend contacting our Merchants Services Support Team if the payment is still not deposited within the specified time frame. Since they can request account information, this team is the best resource for such questions. They can also check on the payment's status and look into why it hasn't yet been placed into your account.

I'm also adding this resource to know more about recording invoice payments: Record invoice payments in QuickBooks Online.

Let me know if you still have follow-up questions about customer payments or any other concerns. I'll be there to help in any way I can. Have a wonderful day!

Is there a document that shows the invoice #, and the payment #, and the payment ID - all on 1 page?

I have a client asking for receipts.  On the customer transaction list, I can click the Payment, which pops out a sidebar, and shows "Memo: Paid via QuickBooks Payments: Payment ID 123456."  However, there is no reference to the invoice #, so there is no papertrail to provide the client which invoice # this is paying.  On the customer transaction list, when I click an Invoice that is Paid, it pops a sidebar that shows "Invoice Activity - Paid, Date, Credit Card short info, $, View payment #5678."  However, this Payment #5678 is nowhere on the Payments page, and the reference #'s are different.  So again, difficult to connect and make a papertrail.  Are there any solutions for this?  When I click "View Payment #5678" it brings me to a Receive Payment page, where there is are invoice #'s in a list: outstanding invoices that were unpaid, and the connected invoice also with a checkbox next to it, with a note at the bottom "Memo: Paid via QuickBooks Payments: Payment ID 123456."  However when I try to print it, it doesn't show the checked Invoice #90 anywhere on the document.  The only way I can connect this information is if I filter the dates to only have the checked invoice, and screenshot the page.... Is there a more efficient way to do this?

The option to pull up a transaction list showing the invoice #, payment #, and payment ID isn't possible, IT909.

The payment ID will only show up once you open the connected invoice. 

Since you want the invoice number to appear on the printout, take note of this, and then you can add it to the memo section as a workaround.

Moreover, I'll drop this article to help you provide a copy of the product or service and the amount the buyer paid: Create sales receipts in QuickBooks Online.

Hit reply if you have further questions about managing your invoice payments, and I'll get back to you. Stay safe!