CC payments through Quickbooks show up in the banking tab as "Intuit Soln Deposit" and are not connected to the invoice they match. How and why is this the case?

Hi mikael,

Automatically matching payment transactions is indeed a time-saver. However, this isn't covered in QuickBooks Payments anymore.

Yes, the automatic part is the invoice gets paid when your customer pays online. However, when the money is transferred to your account, it's also reflected in your business account if you set it up. This will be a matching entry to your downloaded payment, and you can simply accept it without changing anything on the transaction. I can imagine what you've been through, and going through each transaction is an extra job and it costs time.

In the sample below, I have 2 bank download payments with matches. I can just select them and click Accept.

Feel free to reach back out if you have more questions.

Yea I was hoping that these deposit transactions would appear as your attached image suggests, as I have seen Quickbooks do for other matching items. However this option does not appear for these transactions. And choosing the "match" radio button does not give me a list of matching transactions that it could merge with. It seems as though these deposits are actually duplicating the amount I am showing for income and therefore perhaps I should be deleting these transactions entirely...?

Following your "set it up" link indeed takes me to that chart of accounts option page however none of my accounts appear in the dropdown menu, the dropdown is empty. It asks me to create a new account to reflect these deposits. Is the advice to create a new account for these Intuit Soln Deposits first, and then once they are attached to this new account, pair them with the respective transactions? I don't want to show duplicate income for all CC transactions. 

Thanks for your help!

Hi mikael.

When QuickBooks Online downloads transactions from the bank, it analyzes the bank data against your QuickBooks Online data. What QuickBooks Online suggests for each downloaded transaction depends on whether you have existing QuickBooks Online transactions or not.

If you have one exact match, under the Category or Match column Quickbooks Online displays a green icon that says Match. The matching transaction will be displayed. If it is the correct match, click Match under the Action column towards the right. 

However, If you know there is a match but Quickbooks Online transaction can’t find the transaction or it isn’t matching to the right one. Here is how to find transactions to match:

1. Banking, select a transaction.  
2. Click Find Match.  
3. In the Match Transactions window, type text to help you find the transaction: a name, part of a name, an amount, etc. 
   
4. If the transaction you want to match to is outside the date range displayed, change the dates to help find the transaction you’re looking for. Click within the date box to manually change or click the calendar icon to change the from and to dates. 
5. Once you have set your search parameters, click the magnifying glass to search. 
6. When you find the item you’re looking for, click the checkbox in the list on the left of the date. 
7. If the total amount is the same as the downloaded transaction amount, click Save. If the amounts are different, you can match to multiple transactions or Click Resolve Difference to add a new transaction to make the amount equal.  
8. When you’re satisfied with the match, click Save. The transaction moves to the In Categorized tab. 

Note: If you still can’t find a transaction you entered in QuickBooks Online, there are a few reasons it may not be showing as an option to match: 

• Verify that the transaction has not been reconciled  
• Verify the transaction was entered using the same bank account 
• Make sure the Quickbooks Online transaction has not been previously matched to another bank downloaded transaction  
• If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited) 

To learn more about matching transactions and avoid duplicates, you can check out this article: Tips for matching transactions in QuickBooks Online.

Please let me know if you need further assistance with this. I'll be here to lend a hand. Have a great day, and take care always!

You are correct about finding a match and this is good sometimes but not most of the time.

I have a client that it matches the batched deposit to all the time ( I think its because they have just intuit payment solutions to process all credit cards) then I have another where it only matches when there is not transactions Processed outside of Quickbooks Online. For this client this is most of the time. Is my only only option to "find match" for all the deposits? Please tell me there is or will be a setting to fix this.

Hi Oluther2,

I'm here to share some information about matching transactions.

Match means the system will link the downloaded transactions with one you already entered. This match them together so you don't get duplicates. That said, the option to Find match the deposits helps you saves time accurately link transactions.

Feel free to pin this article for more information about matching transactions: Categorize and match online bank transactions.

Also, when you're ready to reconcile the transactions, you can check this reference: Reconcile an account.

I'll be around if there's anything that I can help with. Keep safe!

This is the way things were working, then In September stopped working that way and.  Help

Is there some place to go to look at the CC payments to see who paid and when

Hello there, @cherbers.

Thanks for joining this conversation. Allow me to jump in and provide details about viewing payments in QuickBooks Online (QBO).

In QBO, you can view your monthly statements to see the credit card payments deposited into your bank account. Here's how to do it:

1. In QBO, go to the Gear icon at the top right and select Account and Settings.
2. Select the Payments menu, then go to the Documents section.
3. From the Monthly Statements drop-down, choose the month you want to view.
4. Click View.

If you have a QuickBooks Payments account, you can check for the transactions to view its details. You can refer to this article for the detailed steps on how: Find transactions, deposits, or fees in the Merchant Service Center.

For more information about managing processing payments in QBO, check out this article: Take and process payments in QuickBooks Online. You may also visit our website for other tips and resources you can use in the future. Here's the link: Self-help articles.

Please know that you can visit the Community again if you have additional questions about credit card payments or anything else. I'm always here to help. Have a wonderful day.