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Pattymulf
September 12, 2022
Question

Entering credit card payments in QBO

  • September 12, 2022
  • 1 reply
  • 0 views

I often take credit card payments from customers over the phone.  I would like to process the payment and then record the Merchant Transaction ID# into the Reference# field on the customer's receipt BEFORE sending the receipt to the customer.  This cannot be done seamlessly.  I have to first save and close the payment, then go to the Merchant account (which requires several steps to get to, not just a quick click) and look up the Merchant Transaction ID#, copy the Transaction ID#, go back to and find the closed Customer Payment, re-open it, paste in the Merchant Transaction ID#, and then save again - all this instead of a simply save & send.

 

Does anyone have a suggestion for a different way to do this that saves steps?

1 reply

M
Maybelle_S
September 12, 2022

Hello there, @Pattymulf. 

 

If you're using QuickBooks payments, the invoices will automatically show as paid in QuickBooks Online once the customer pays them. However, the merchant transaction ID will not sync in QuickBooks, so you'll have to enter it manually.

 

I'd also recommend sending feedback directly to our developers. Your valuable suggestion goes to our Product Development team to help improve your experience in QuickBooks.

 

Here's how:

 

  1. Go to the Gear icon in the upper right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Hit Next to submit.

 

I've added this link so you can review some of our commonly asked payment questions: QuickBooks Payments FAQ. You'll see all the topics to look up when you need help about QuickBooks Payments.

 

Leave a comment below if you have more questions about recoding merchant transaction ID in QuickBooks. I'm always here to help. Take care.

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