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pcmarketmanageme
Level 1

I don’t see the invoice payment that was made by my customer in my dashboard. I want to transfer that payment to my bank account

 
5 Comments 5
Rose-A
Moderator

I don’t see the invoice payment that was made by my customer in my dashboard. I want to transfer that payment to my bank account

I'd be pleased to help you see the customer payment on your QuickBooks dashboard, pcmarketmanageme.

 

Unable to see customer payments made by your customer on your QuickBooks Self-Employed dashboard are usually the result of outdated or corrupt cache files in your web browser. Not to worry, you can clear them in just a few easy steps.

 

We can press the F5 key on your keyboard to refresh the page. If it's still doesn't show the payment, we can do some of the basic troubleshooting steps by accessing your account in a private window. Here's how:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

Once signed in, go back to your dashboard screen and check the payment from there. If it rectifies the issue, go back to your main browser and clear its cache to remove the browser's history. You may also try accessing your account using another supported browser.

 

Additionally, you can refer to the following article to help you manage your money transfers: Categorize transfers in QuickBooks Self-Employed, This will provide you tips on how to record money from one account to another as well as other income transactions.

 

Let me know if you still need help with this or if you ran into a different situation by adding a reply below so I can look further into this. I want to make sure you're able to see the customer payment and transfer the amount to your bank account. Have a lovely week.

pcmarketmanageme
Level 1

I don’t see the invoice payment that was made by my customer in my dashboard. I want to transfer that payment to my bank account

I see the payment showing up in my transactions but I don’t see an option to transfer to my bank. Does it automatically do it or something? & why it is so hard to get all of this done. 

Jen_D
Moderator

I don’t see the invoice payment that was made by my customer in my dashboard. I want to transfer that payment to my bank account

Thanks for posting here about this invoice payment question, @pcmarketmanageme,

 

Allow me to share some insights about the online payments in QuickBooks Self-Employed. If you're using QuickBooks Payments and your account is connected for online banking, all the payments will post in the Transactions tab.


There is no need to transfer the amount, because the system will automatically post the funds to the bank account set up for your customer payments. You can find this when you go to your Merchant Service Account and going to the Account menu. You'll see the default bank under Account Profile, Deposit Account Information section.
 

See this:

 

 

The only thing you need to do is to categorize it properly so it posts in your Profit and Loss correctly.

 

Let me know if you have any other questions you need help with your Self-Employed account. Have a nice day!

pcmarketmanageme
Level 1

I don’t see the invoice payment that was made by my customer in my dashboard. I want to transfer that payment to my bank account

Thank you for your help. How long does this process to go to my bank take? I’m asking because I want to cancel my subscription due to the uncertainty surrounding where my money is going, and how long it’s going to take to get my money. I just want to want to me make sure it still goes to my bank account if I cancel my renewal on the 25th. 

Tori B
QuickBooks Team

I don’t see the invoice payment that was made by my customer in my dashboard. I want to transfer that payment to my bank account

Hey there, @pcmarketmanageme.

 

Thanks for following up with us. I'm happy to provide insight into the payment process. 

 

If this is your first payment, your funds will deposit within five business days. The first deposit takes longer while we set up your merchant account. After your account has been set up, your payments will start depositing quicker, usually within two business days. 

 

As my colleague mentioned above, the system will automatically post the funds to the bank account set up for your customer payments.

 

Feel free to check out Common questions about payments deposits in QuickBooks Online for more details. 

 

Please let me know if you have additional questions or concerns. You can reach out to the Community at any time. We're always around to lend a hand. Take care! 

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