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How do I find out which customer made an online payment? The deposits are showing up in "banking" but there's no info to tell us which invoice to apply it to?

 
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Best answer 11-12-2018

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Anonymous
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How do I find out which customer made an online payment? The deposits are showing up in "banking" but there's no info to tell us which invoice to apply it to?

Good day, Dan9,

 

I can share some information about how online payments work in QuickBooks Online.

 

If you're using GoPayments but haven't linked your account to QBO, the system is unable to identify which invoice the deposits will apply. You'll need to match these deposits manually by finding the correct invoice. Let me guide you how to match your transactions:

 

  1. In the Banking page, click the payment Deposit.
  2. Select the Match radio button.
  3. Click the Find other records button to open the Match Transactions window and search for other possible matches.
  4. Mark the invoices you're matching then click Save.

If you're unable to determine which transactions to match, you can go to your Merchant Services Center account to verify incoming payments. Also, if you'd like to automatically sync your customer payments to your invoices without matching them manually, you can connect your payments account to QBO.

 

That should do it, Dan9. Please update me how this goes, I'm here to assist you anytime.

View solution in original post

1 Comment
Highlighted
Anonymous
Not applicable

How do I find out which customer made an online payment? The deposits are showing up in "banking" but there's no info to tell us which invoice to apply it to?

Good day, Dan9,

 

I can share some information about how online payments work in QuickBooks Online.

 

If you're using GoPayments but haven't linked your account to QBO, the system is unable to identify which invoice the deposits will apply. You'll need to match these deposits manually by finding the correct invoice. Let me guide you how to match your transactions:

 

  1. In the Banking page, click the payment Deposit.
  2. Select the Match radio button.
  3. Click the Find other records button to open the Match Transactions window and search for other possible matches.
  4. Mark the invoices you're matching then click Save.

If you're unable to determine which transactions to match, you can go to your Merchant Services Center account to verify incoming payments. Also, if you'd like to automatically sync your customer payments to your invoices without matching them manually, you can connect your payments account to QBO.

 

That should do it, Dan9. Please update me how this goes, I'm here to assist you anytime.

View solution in original post

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