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Level 1

I added a new bank as client payments made to invoices wouldn’t go through given Self-employed won’t with work my bank. How can I push those invoices that are on hold through? It’s been a month, so it’s definitely not depositing in my new bank on its own.

 
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QuickBooks Team

I added a new bank as client payments made to invoices wouldn’t go through given Self-employed won’t with work my bank. How can I push those invoices that are on hold through? It’s been a month, so it’s definitely not depositing in my new bank on its own.

Hi there, @sidswitz-gmail-c.

 

It's best to connect your bank so that all transactions will automatically be downloaded to QuickBooks Self-Employed. Then, all you have to do is categorize them.

 

Though, you can still manually record the deposit. Simply go to the Transactions tab and click Add transaction. Use the Category section to specify whether it's income or spending.

 

You may check your old bank if the deposit was credited to the account. This way, you can trace if the deposit went through.

 

Further details on how you can enter transactions by hand are found in this article: Manually add transactions in QuickBooks Self-Employed. This includes steps on how you can manually enter transactions in your mobile app. 

 

Also, here's an article on how to categorize and edit transactions in QuickBooks Self-Employed 

 

I'll be here if you need anything else. Wishing you all the best!

Level 1

I added a new bank as client payments made to invoices wouldn’t go through given Self-employed won’t with work my bank. How can I push those invoices that are on hold through? It’s been a month, so it’s definitely not depositing in my new bank on its own.

Hi, I think you are confused about what I meant. My clients have paid me through Quickbooks. It shows that multiple clients have paid the invoice. This money was not deposited into my account. Quickbooks is giving the error "Deposit on Hold" and "This payment needs review. Check your email for more details."

 

They never sent me an email with next steps, but owe me several thousand dollars. How do I get that money that is supposedly on hold for review? It has been over a month.

QuickBooks Team

I added a new bank as client payments made to invoices wouldn’t go through given Self-employed won’t with work my bank. How can I push those invoices that are on hold through? It’s been a month, so it’s definitely not depositing in my new bank on its own.

Hi there, sidswitz-gmail-c.

 

Thank you for coming back for providing additional clarification on the issue. We know delays are unpleasant, but we're obligated to protect the interests of all parties involved in the payment process.

 

Once you have QuickBooks Payments and you notice a recent payment you accepted is on hold, this doesn't mean there's anything wrong. It means we need to review the payment. We regularly review payments to ensure everything is alright. This is for the benefit of everyone involved in the payment process. That said, once you received an error that "Deposit on Hold" you'll get an email at the email address you use to sign in to the Merchant Service Center. Then, read the email carefully and will give you specific steps to fix any issues. Once we have everything, we can usually complete our review within 2 business days. After the review, we can finish processing the payment. You can click this article for more details: Why are my funds on hold?.

 

However, as you've mentioned that you never received an email with the next steps and it has been over a month, I'd suggest contacting our QuickBooks Merchant Support Team. They have the tools to verify and check on why the money is not yet deposited into your account.

 

Please refer to this link to see a different list of articles that may help you with the most generally answers questions about QuickBooks Payments: QuickBooks Payments FAQ.

 

Please let me know how it goes. If you have any other concerns, don't hesitate to click the Reply button below. We're always here to help you out.

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