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jen94945
March 3, 2022
Question

Anyone else bank with Chase? Unable to identify who payments came from

  • March 3, 2022
  • 3 replies
  • 0 views

Hello,

We do all of our invoicing through Quickbooks.  When our customers pay, some payments that hit our Chase bank account reference the customer name while others don't.  Since many of our invoices are for the same dollar amount, I never know who has paid and who hasn't.  I've looked at the detail we get from Chase, but I can't find any identifying numbers or characters (i.e. invoice number or customer number).  Is there anyone else who banks with Chase who knows how to decipher their detail when it comes to receiving payments from customers? Thank you in advance.

-Jen

3 replies

C
ChristieAnn 11
March 18, 2022

Thank you for visiting the QuickBooks Community, jen94945. I appreciate you for performing some steps to fix the issue. With this, I'll ensure to walk you through how you can check the details of the payments you received from your customer.

 

To start with, I recommend logging in to the Merchant Service Center page. From there, you have the option to review the complete details of the payments you’ve received and search for any deposits or fees.

 

Here's how:

 

  1. Sign in using your merchant account.
  2. Choose Activity & Reports.
  3. Click Deposits.
  4. Filter and search the month you want to see.
  5. Choose View to open the statement or transactions list.

 

If you're still unable to determine to whom the payments are, you'll have to contact your Financial institution. They have the tools to pull up your bank statement in a secure environment and share with you the complete details of your transactions.

 

Additionally, you might also want to check out this article to see steps on how you can check when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

 

Please also refer to this article to see how QuickBooks Payments deposits work in QuickBooks Online: Common questions about payments deposits in QuickBooks Online.

 

Please post a reply below if you have additional questions about the customer's payment. I'll be more than happy to assist you again. Have a great day and take care always.

A
AMmath
July 2, 2023

I have the same exact problem. Is this a Chase thing? Or did the steps provided in the  QB response solve this issue? 

D
DebSheenD
July 2, 2023

Hi there, @AMmath.

 

I hear you how the importance of being able to identify payments came through Merchant Services.

 

Since you have the same issue, you can follow the recommendations provided by my colleague above.

 

If the issue persists, I encourage you to contact our Merchant Services team. To make sure we can assist you in time, contact them from Monday to Friday, every 6:00 AM to 6:00 PM PST. With their tools, one of our specialists can pull up the account on file and accomplish your goal in question. 


Here's how:

 

  1. Go to Help.
  2. Select Contact Us.
  3. Enter a few words describing how you wish to accomplish your goal for today in the What can we help you with? field.
  4. Click Continue.
  5. Choose a channel where you want to connect with our dedicated support.

 

In the same manner, you can consider reading through this article and learning more about your deposit schedule: Find out when QuickBooks Payments deposits customer payments.

 

In the meantime, I'm adding this article to answer the most commonly asked questions about QuickBooks Payments: FAQs: Need help with QuickBooks Payments?. It includes topics about funding status, managing payment accounts, and processing transactions, to name a few.

 

I appreciate your patience, and please bear with us as we're working on a permanent fix. In case you have any other issues or concerns, let me know in the comments below. I'm just around to help. Take care always.

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