Skip to main content
H
Hampty
January 23, 2019
Solved

I received a customer payment from "Quickbooks Customer"

  • January 23, 2019
  • 2 replies
  • 0 views

Long story, shortened - QuickBooks crashed in the middle of processing a credit card payment. In the end, the payment was applied to "QuickBooks Customer" not the actual customer's invoice.

 

My mistake was adding the "online payment" from the Record Merchant Service Deposits transactions. 

 

I can not edit the payment to change from "Quickbooks Customer" to the actual customer. I can not edit the corresponding Batch Deposit which remains "Ready to Record" in the Record Merchant Service Deposits window.

 

I need to apply the payment to the cardholder's invoice.

 

Thanks in advance.

 

Best answer by AldrinS

I've got you covered, Hampty.

 

I'm here to get you pointed in the right direction for determining on how to apply the payment to the right invoice.

 

I'd love to pull up your Merchant Service account and trace the payment so that I can change it to the right customer. However, the resources necessary to accomplish this is under our Merchant Services Team, so I highly recommend you reach out to them. They can pull up your account in a secure environment and make the necessary adjustments right away.

 

After that, the details in the Ready To Record tab would also be corrected. That said, you can go ahead and record it as a deposit. For more information about this, you can check out this article: Record Merchant Service Deposits

 

That should do it. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Thanks for reaching out, wishing you all the best.

2 replies

A
AldrinSAnswer
January 23, 2019

I've got you covered, Hampty.

 

I'm here to get you pointed in the right direction for determining on how to apply the payment to the right invoice.

 

I'd love to pull up your Merchant Service account and trace the payment so that I can change it to the right customer. However, the resources necessary to accomplish this is under our Merchant Services Team, so I highly recommend you reach out to them. They can pull up your account in a secure environment and make the necessary adjustments right away.

 

After that, the details in the Ready To Record tab would also be corrected. That said, you can go ahead and record it as a deposit. For more information about this, you can check out this article: Record Merchant Service Deposits

 

That should do it. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Thanks for reaching out, wishing you all the best.

S
suzeta20
February 18, 2019

I had the same thing happen. I need to reassign the payment to another customer. How do you do this without deleting the payment under the deposit? 

A
AldrinS
February 18, 2019

Greetings suzeta20,

 

Thanks for joining the thread. I'd be happy to help you reassign the payment to the correct customers.

 

To clarify, did your deposit transaction also come from the Merchant Service Deposits screen? If so, you'll need to get in touch with our Merchant Services Team as well, just like Hampty did.

 

However, if it was manually created within QuickBooks, then you can simply edit the deposit and apply it as payment to the right invoice. The steps below will guide you through the process:

 

To edit a deposit transaction

  1. From the Lists menu, choose Chart of Accounts.
  2. Double-click the bank account where it's located.
  3. Change the name entered in the Received From field to the correct customer. Also, make sure the From Account is using Accounts Receivable.
  4. Click Save & Close.

To apply the deposit as payment

  1. From the Customers menu, choose Receive Payments.
  2. Select the correct customer from the Received From drop-down menu.
  3. Click the Discounts And Credits button.
  4. In the Credits tab, select the deposit in the Available Credits section.
  5. Click Done.
  6. Select the appropriate invoice.
  7. Click Save & Close.

I'm also including this helpful article for additional insight about this process: How to link a deposit to an invoice

 

You've got this! Let me know if you need additional assistance with this and I'll be sure to get back to you. I've always got you covered.

T
tb kinetic
August 12, 2020

I am having a similar issue,  QB crashed while receiving a deposit from a customer.

The receipt shows up under QuickBooks customer instead of the actual customer.

How do i correct this to be applied the invoice that was paid?  thank  you.

MorganB
MorganB
August 12, 2020

Hi there, tb kinetic.

 

Thanks for following up on this thread. I'd be glad to lend a hand so you're able to reflect the receipt to the correct customer profile. 

 

I recommend first trying to open the receipt and editing the customer name to show the correct one. This can be done by:

 

1. Clicking the Customers tab.

2. Select Customer Center.

3. Locate QuickBooks Customer and open the receipt.

4. Once you're viewing the receipt, change the customer name to the correct one you need at the top of the window.

5. Select Save & Close.

 

Additionally, you could delete the transaction with the incorrect name and manually recreate it to show your customer's name.

 

Feel free to comment below if you have any other questions. 

T
tb kinetic
August 14, 2020

Quick books doesn't allow me to change the customer name on the receipt.  this was a credit card payment through the merchant service center.  QB crashed.  the payment was sent to the Quickbooks customer in QB instead of the actual invoice that was paid.  

additionally, It won't allow me to delete the transaction without sending a refund to the customer which i definitely don't want to do. thanks.

 

Terms & ConditionsAccessibility statement