How cani check I have matched the GoCardless Direct Debit to the Correct Customer in QB Online ?

GoCardless payments are reconciled against the designated invoice once you have set up the information accordingly, Darren. Let me give you insights on how you can check if the GoCardless Direct Debit matches the correct customer.

Before utilizing the GoCardless payments, set the QuickBooks Online (QBO) settings, direct debit mandates, QBO mandates, direct debit payments schedule, and GoCardless app settings. Once everything is in place, including the customers' information, all you need to do is to send your invoices. GoCardless will then collect the amount as payment directly from their bank account on the invoice due date. Once collected, the amounts are linked against the correct transactions automatically.

To verify if the GoCardless Direct Debit matches the correct customer name, you can review each entry manually.

1. Click on Sales on the left pane, then click on Customers.
2. Locate the customer's name.
3. Open the invoices and payments under the Transaction List section.
4. Check the payment link under Payment Status.

I'm adding this article for more tips about collecting direct debit payments: Get started with GoCardless in QuickBooks Online.

If you wish to disconnect the app and decide to track payments manually, see the resources from this article as your guide: How to disconnect from GoCardless in QuickBooks Online.

If you have other questions while working with your customer entries in our system, let me know by leaving a comment below. I'm more than happy to provide additional assistance. Have a good one!