see details of account payor of a transaction?

calbarrier · ‎June 29, 2021

I need to verify for a customer which account her funds were taken from. I've done it once before on QBO but can't seem to find how to do it again.

Long story short, customer is saying it was paid from two different accounts so it was paid twice. I dont think so.

MirriamM · ‎June 29, 2021

Thanks for reaching out to the Community, @calbarrier.

You can search the payment transaction details made by your customer in the Merchant Service Center. From there, you can see payment details.

To check, here's how:

Log in to the Merchant Service Center.
Go to the Activity & Reports menu.
Select the Transactions tab.
Choose the Show advanced options, which allows you to do a more specific search using information like transaction ID and expiration date of the card.
Click Search.
Locate the invoice payment and click the Transaction ID to display a detailed view of a transaction.

For more details about this process, see this article: Search for transactions in the Merchant Service Center.

For additional reference, you may also find the below articles helpful:

Feel free to post a reply below if you have any other questions. I'm always around to help. Stay safe and take care always.

MirriamM · ‎June 29, 2021

Thanks for reaching out to the Community, @calbarrier.

You can search the payment transaction details made by your customer in the Merchant Service Center. From there, you can see payment details.

To check, here's how:

Log in to the Merchant Service Center.
Go to the Activity & Reports menu.
Select the Transactions tab.
Choose the Show advanced options, which allows you to do a more specific search using information like transaction ID and expiration date of the card.
Click Search.
Locate the invoice payment and click the Transaction ID to display a detailed view of a transaction.

For more details about this process, see this article: Search for transactions in the Merchant Service Center.

For additional reference, you may also find the below articles helpful:

Feel free to post a reply below if you have any other questions. I'm always around to help. Stay safe and take care always.

calbarrier · ‎June 29, 2021

Thank you. I've bookmarked that site for future reference.

While waiting for a response, I found that I could click on "Transaction Processed" on the payment page of the invoice to get the same details

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