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How do I locate a credit card payment that was deposited into my bank account- but did not close/post against the invoice for the customer? Shows as receivable still

 
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Re: How do I locate a credit card payment that was deposited into my bank account- but did not cl...

Hi vpmechanical,

 

QuickBooks automatically matches the credit card payment to the invoices once your customer pays you. Let's link the payment by downloading it on the banking page since it still shows as receivable.

 

Here's how:

 

  1. Go to Banking on the left panel.
  2. Click the File upload button.
  3. Select file to import.
  4. Then, Next.

 

Then, find the payment in the For Review tab to match the transactions. Simply click the Match under Action column. You'll want to check this article about downloading, matching, and categories your transactions inQBO.

 

You can log in to your merchant account. In the Activity & Reports section , click the Deposits link to see all the deposit transactions. Please take a look at this screenshot:
ss.PNG

 

Let me know if you need more help with QuickBooks payments.

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