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I understand the importance of keeping your transactions accurate in your QuickBooks Self-Employed (QBSE) account, @pwilsonmd. I've got the steps to help you figure out the payer of those payments.
You can view the details of the deposit transaction by expanding it. From there, let’s compare it to your bank statement. This way, we can identify who made the bank deposit. Please also know that QuickBooks relies on the information given by your bank.
Here’s how:
Feel free to read these articles to learn how to handle transactions and create rules in QBSE:
Please know that I'm just a reply away if you need any further assistance in managing your payment transactions. I’d be glad to lend a hand. Take care.
Thx for the effort.
This is an example of what I see when i expand the transaction and look at "notes";
ORIG ID:9215986202 DESC DATE:220226 CO ENTRY DESCR:DEPOSIT SEC:CCD TRACE#:021000022284751 EED:220228 IND ID:524771991849823 IND NAME:GLOBAL ANESTHESIA SERV TRN: 0592284751TC
My bank has no better information, either.
I've spent HOURS with QB tech support.
The conclusion is this ACCOUNTING SOFTWARE is not able to give me ANY IDENTIFYING INFORMATION ABOUT WHO SENT WHAT PAYMENT!
ARE YOU KIDDING ME????
This isn't the impression we want to leave you with, @pwilsonmd.
I'll share some information about customer payments. You can log in to the Merchant Center to view the details. Let me guide you how.
For more information about finding payment transactions, check out this article: Find transactions, deposits, or fees in the Merchant Service Center.
You can also reach out to our dedicated payment support. They can assist you further with the deposit details. Use this link to reach out: QuickBooks Payments.
I'm also adding this link to help you review some of our commonly asked payments questions: QuickBooks Payments FAQ.
With the above steps, you're able to check the details of your customer payments. If you have follow-up questions or concerns with deposits, please drop them below and I'll be happy to answer them for you. Take care and have great day ahead.
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