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jamiemorf
Level 1

Where can I download a record of all the Credit Card invoice payments I received through Quickbooks and the fees QB charges for those transactions?

I was able to find this in 2022 and it had the following info:
cardholder name
card
card no. (last digits)
funded date
amount
fee
1 Comment 1
ZackE
Moderator

Where can I download a record of all the Credit Card invoice payments I received through Quickbooks and the fees QB charges for those transactions?

Thanks for becoming part of the Community, jamiemorf. I appreciate your detailed information.

 

You can search for and review payment records, deposits, and fees from the Activity & Reports screen in your Merchant Service Center.

 

Here's how to search for transactions:
 

  1. Sign in to the Merchant Service Center.
  2. In your top menu bar, go to Activity & Reports, then Transactions.
  3. Use the Dates ▼ drop-down list to specify a timeframe. You can filter any six-month period in your last 12 months of records.
  4. If necessary, you can click Show advanced options to do a specific search using the transaction ID and expiration date of your card.
  5. Select Search.


While reviewing the transaction list, you can click a transaction's record to see more details about it. There's also a Gear icon on the right side of your record to Print, Reverse, etc.

 

You can also find fees:
 

  1. From the Activity & Reports screen, choose Fees.
  2. Specify a timeframe in your Dates drop-down.
  3. Select Search.

 

To print a report or export its data as a CSV file, use the Print of Export options.


 

I've also included a couple detailed resources about working with QuickBooks Payments which may come in handy moving forward:
 

 

If there's any additional questions, I'm just a post away. Have an awesome Monday!

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