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kwhite
Oct 16, 2018 2:25 AM UTC
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My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

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    lynda11_2
    lynda11_2Answer
    Oct 16, 2018 2:25 AM UTC

    This may be my next blog post as I am not seeing it happening automatically like it should be.  Click gear, acct settimgs, payments, go to merchant services and run a deposit report to see who paid in that deposit.  Then-go to + bank deposit to group them.  They are listed under the Qb payments arrow.

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    17 replies

    lynda11_2
    lynda11_2Answer
    Oct 16, 2018 2:25 AM UTC

    This may be my next blog post as I am not seeing it happening automatically like it should be.  Click gear, acct settimgs, payments, go to merchant services and run a deposit report to see who paid in that deposit.  Then-go to + bank deposit to group them.  They are listed under the Qb payments arrow.

      jeremyoz
      Jul 6, 2019 6:22 PM UTC

      Hi - is there a way to change the details sent to the bank so the customer information is on the transaction detail? I get “INTUIT PYMT SOLN DEPOSIT XXXX CC ID: XXXX” for every transaction and the numbers “XXXX” doesn’t change.

       

      I can have up to 10 customers paying the same amount each month and I need to log into Merchant Services to see who that may have been around that date and guess (the Merchant Services doesn’t record the date the bank accepts the deposit and only has a funded activity a few days before).

       

      Ideally, I’d like to be able to setup a rule so it will recognize all transactions associated with a customer so I don’t need to investigate each time to match to the correct Customer/invoice/payment.

       

      If not, is there somewhere I can submit a product enhancement request? Thanks!

        HoneyLynn_G
        HoneyLynn_G
        Jul 6, 2019 8:07 PM UTC

        Thanks for joining this conversation, @jeremyoz.

         

        By default, the transaction details are censored for your account's privacy. We don't have the option to change it for now. But I get your point and its useful effects, and I'm sending your feedback to our developers. These suggestions help us determine improvements needed to make the product more convenient.

         

        I recommend you to visit our Blog site(https://quickbooks.intuit.com/blog/) for the latest updates and additional references while working with QuickBooks.

         

        Please update me in the comment section if you have follow-up questions. I'm still here to help you more.

          rilliam
          Aug 18, 2020 9:48 PM UTC

          2+ years and this problem still exists! Awesome job intuit! Keep raking in the profits, price gouging and providing minimal support to your customers.

           

          Its been a nice (hellish) ride for several years but after being told today there are no refunds or any kind compensation for the dozens of hours lost due to this bug (cough "security feature"), I am done!

           

          Good bye QBO! - Hello Invoice Ninja!

          Goodbye Indian Standard Time chat support!

            elysianyc
            Feb 14, 2024 2:52 PM UTC

            I have soooo many issues with QB and want to switch. Do you like Invoice Ninja or is there another program you have used that you would recommend.

             

            rilliam2600
            Feb 14, 2024 6:33 PM UTC

            Switched to Invoice Ninja hosted. There are some cosmetic issues that I didn't really care about. Other than that it works for me and I'm not feeling EXTORTED anymore by intuit.

             

            Good luck getting your data out of Quickbooks Online (QBO), the export tool has been broken for YEARS and intuit refuses to even acknowledge it (probably was intentional to keep EXTORTING PEOPLE).

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