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dan9
November 10, 2018
Solved

How do I find out which customer made an online payment? The deposits are showing up in "banking" but there's no info to tell us which invoice to apply it to?

  • November 10, 2018
  • 1 reply
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Best answer by

Good day, Dan9,

 

I can share some information about how online payments work in QuickBooks Online.

 

If you're using GoPayments but haven't linked your account to QBO, the system is unable to identify which invoice the deposits will apply. You'll need to match these deposits manually by finding the correct invoice. Let me guide you how to match your transactions:

 

  1. In the Banking page, click the payment Deposit.
  2. Select the Match radio button.
  3. Click the Find other records button to open the Match Transactions window and search for other possible matches.
  4. Mark the invoices you're matching then click Save.

If you're unable to determine which transactions to match, you can go to your Merchant Services Center account to verify incoming payments. Also, if you'd like to automatically sync your customer payments to your invoices without matching them manually, you can connect your payments account to QBO.

 

That should do it, Dan9. Please update me how this goes, I'm here to assist you anytime.

1 reply

A
Anonymous
Answer
November 12, 2018

Good day, Dan9,

 

I can share some information about how online payments work in QuickBooks Online.

 

If you're using GoPayments but haven't linked your account to QBO, the system is unable to identify which invoice the deposits will apply. You'll need to match these deposits manually by finding the correct invoice. Let me guide you how to match your transactions:

 

  1. In the Banking page, click the payment Deposit.
  2. Select the Match radio button.
  3. Click the Find other records button to open the Match Transactions window and search for other possible matches.
  4. Mark the invoices you're matching then click Save.

If you're unable to determine which transactions to match, you can go to your Merchant Services Center account to verify incoming payments. Also, if you'd like to automatically sync your customer payments to your invoices without matching them manually, you can connect your payments account to QBO.

 

That should do it, Dan9. Please update me how this goes, I'm here to assist you anytime.

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danspud
August 8, 2024

What about in desktop. I have a transaction on my bank statement that says intuit bill pay but can't find a total in quick book that matches.

A
AnneMariee
August 8, 2024

Let's locate the corresponding transaction in QuickBooks so you can get back to matching them, danspud.

 

Here are a few reasons why QuickBooks can't match a transaction:

 

  • The transaction isn't in QuickBooks yet. If this is the case, record the bill and bill payment.
  • A downloaded transaction matches an already reconciled transaction.
  • QuickBooks has downloaded a duplicate transaction that has already been matched.
  • The transaction could have a different number, amount, date or name. If this is the case, you'll need to make edits based on your bank records.

 

Please take note that you'll need to ensure that the transaction is the exact match in QuickBooks before making changes. See more details in this article: Match Bank Feed transactions.

 

You might want to create rules to categorize transactions easier. Check out this guide on how to do that: Create rules to categorize transactions.

 

Feel free to return to this thread if you have other banking concerns in QuickBooks, danspud. I'll be here to assist you. Stay safe!

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