How can I cancel a payment made from a customer with credit card.

I've got you're back, juan5.

I'm here to help you cancel the credit card payment from your customer.

We can simply void the sales transaction you recorded in QuickBooks Online to trigger the payment. Let me walk you through the steps:

1. Click Sales in the left navigation menu.
2. Go to the All Sales tab.
3. Find and select the payment transaction your to cancel.
4. Click More, then select Void.
5. Hit Yes, then OK.

To learn more about this, I recommend following this article: How to void a credit card payment or process a credit card refund

Just a heads up, you need to do this before cut-off time, 3:00 PM Pacific Standard Time (PST). If you've already passed it, you would need to get in touch with our Merchant Services Team. They can pull up your account in a secure environment and process the cancellation for you.

That should do it. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Thanks for reaching out, wishing you all the best.

How can you disconnect the payment from QBO? It seems when anything goes into Intuit merchant it is locked in place forever with that client account. Also, why is there no warning when someone declines a payment in Merchant that it will cost them a charge? This should be a huge warning flag when rejecting any payment. My admin person did this cand the end result was a loss of $800+ without any warning from Merchant or QBO. 

Hi there, @muenstermann. I appreciate your input from every angle.

If you'd want to disable the Merchant services from your QuickBooks Online (QBO) account, you can do it anytime by following these steps:

1. Sign in to your Merchant Service Center portal as an admin user.
2. Click the Account tab to display a dropdown menu.
3. Choose Account Profile.
4. Click Close Account.
5. You'll see a Reason for closing menu. Then, pick a reason and enter any comments you'd like to share.
6. Once done, select Submit.

For more information about cancelling merchant accounts, see this article: Cancel QuickBooks Payments subscription.

As for your other concern, the system or our Merchant Service Team will automatically send an email notification once customer payment is declined or disputed. If you haven't received email notifications, the email may be added to the Spam or Junk mail folder. Otherwise, the settings are not configured properly.

You can check your payments settings by following these steps:

1. Sign in to the Merchant Service Center.
2. Go to the Account dropdown.
3. Select Settings & Alerts. 
4. In the Email Alerts section, choose Yes for each notification you'd like to receive.
5. Enter the email address where you'd like to receive these notifications. 
6. Click Save Changes.

For more tips about handling disputed payments in QuickBooks, I recommend visiting this resource: Handle chargebacks and retrieval requests for QuickBooks Payments.

To help with your future tasks, here's an article that you can read: QuickBooks Payments FAQ. It contains topics that answer common questions about the Payments feature, like how to check the funding status, fix card reader issues and payments processing.

Stay in touch if you have additional questions concerning your QuickBooks account. I'll be happy to help you out. Wishing you and your business continued success.

That is not what I am asking. After the merchant account lands the payment QBO does not allow you to extract that payment from the actual invoice. The payment was declined and was clustered with several other payments in the deposit from Merchant. Therefore it is not treated as a disparate deposit. I had to create a new invoice in the clients account, flag it as a return. Then take the original invoice and apply the actual non-declined payment against it and the other associated clustered invoices from the date. I'm assuming everything will balance out properly, but it messes up the clients account with an added invoice and payment. It should actually apply to a cost center the second that Merchant and QBO see the exact payment was declined. Any declined payment, bounced check, or other returned event becomes a monumental nightmare in QBO when it is connected to Intuit Merchant. One would have thought that the SaaS engineers would have figured that one out ages ago.    

Hi. Just read your response on how to void a credit card transaction for a customer payment in QBO. I cannot yet see the transaction under Sales-All Sales to cancel the charge. Does it take hours or is it because the banks are closed due to the holiday today?

Denise

My main goal is to ensure you can void the customer payment, Denise. Let's work together to achieve this.

First, I'd like to know what type of transaction you create in QuickBooks Online (QBO). This way, we'll be able to locate it and successfully perform the void process.

When you void a payment in QuickBooks Online, you typically won't see the credit card charge associated with the payment because the payment has already been processed. Voiding a payment changes its status to "void," which cancels the transaction without returning the payment to the customer or refunding it to the credit card.

If you created a sales receipt, follow these steps to void the entry:

1. Sign in to QuickBooks Online.
2. Go to Sales, then select the All sales tab.
3. Under Type, choose Sales receipt. Then, select the correct period in the Date field.
4. Find and select the sales receipt you want to void.
5. Select More actions, then select Void.
6. Hit Void again to confirm.

However, if this is an invoice, I suggest performing the steps to void it:

1. Go to Sales, then select the All sales tab.
2. Under Type, select Invoice. Then, enter the correct period in the Date field.
3. Find and select the invoice you want to void.
4. Select More actions, then select Void.

If the transaction isn't showing, I suggest accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. The browser utilizes cached data to load web pages quickly. However, excessive cache can lead to problems that impact the appearance and functionality of your account.

An incognito mode helps us verify the issue since this doesn't save any files. Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If the entry appears, clear the browser's cache. This deletes all the data from your browser and optimizes its performance. Using other supported browsers also helps us verify if this is a browser-specific issue. 

Please note that transaction batches close at 3:00 PM PT every business day. If you void the payment before the batch closes, you can avoid the processing fee.

However, once the batch has closed, you can no longer void the credit card payment. However, you can issue a refund for the payment. Please see this article for guidance: Void or refund customer payments in QuickBooks Online.

If you're using QuickBooks Payments, I suggest browsing this article to void a transaction: Void or refund transactions in QuickBooks Payments.

Please know that I'm always here to provide additional assistance in voiding payments with your QBO account. If you encounter any obstacles or have any questions, please don't hesitate to tag me in your reply so I can provide you with the support you need. I am committed to ensuring that you are comfortable and confident in using QBO, and I will work tirelessly to ensure that you have the resources and guidance necessary to achieve your goals.