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kimi2
kimi2
June 29, 2020
Solved

How do I find out which customer's bank transfer was canceled due to a problem with their account?

  • June 29, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
    Best answer by Steve_C

    There is nothing that tells me what was rejected


    Hi kimi2. My mistake, I should have linked you the page for getting logged into the Merchant Center.  From the merchant center, you can see transactions that have come in and out and possibly be able to view ones that have attempted to deposit. Let me know if this helps. And if not, I highly suggest reaching out to our phone support team, they can handle sensitive information and will be able to access your account and get to the bottom of it for you. Have a great rest of your day. 

    2 replies

    Rejeil_O
    Rejeil_O
    June 29, 2020

    Hi there, @kimi2.

     

    You can check your bank statement to find out which bank transfer transactions have been canceled. Also, I recommend contacting your client to discuss on how you settle the funds.

     

    These steps may also help you view your bank statement in your QuickBooks Online account.

     

    1. Go to the Accounting tab.
    2. Select Reconcile.
    3. From the Account dropdown, select the bank account.
    4. If you see the View statements option, you can get your bank statements directly from your bank for this account. Select View statements to see your available statements.

     

    If this feature is not yet supported by your financial institution. You can directly request the bank statement to your bank.

     

    For your future help, in case you'll need help downloading your bank transactions manually in your QuickBooks Online account, you can refer to this article: Manually upload transactions into QuickBooks Online

     

    If you have additional questions, feel free to leave a message in the comment section. I'm always around here in the Community to help. Take care and have a great day!

    kimi2
    kimi2Author
    June 29, 2020

    The problem is that I don't know how to find out which client it is.  I got an alert on my dashboard that said:

    Alert
     
    A bank transfer from your customer has been canceled due to a problem with their account. We’ve already voided the receive payment transaction, so your books are correct. 
     
    There was no date or customer name
      S
      Steve_C
      June 29, 2020

      Hi kimi2. I know exactly the article to help you find out what happened. We have a guide on how to handle a rejected or failed bank transfer here. It contains step-by-step instructions on finding these transactions and how to handle them going forward.

       

      If you run into any other issues, or you can't find it you may need to speak with one of our support team by phone. You can get the up-to-date phone contact at the Intuit Support page. Have a great rest of your day. 

      R
      ReymondO
      July 29, 2024

      I can see the importance of including both the customer’s name and invoice number in payment-related alerts, @mmidyette. 

       

      Knowing these details allows you to quickly identify which customer transaction has an issue. With that, I suggest sending sending to our developers. That way, they can review your suggestions and most likely include this in future updates.

       

      Here's how:

       

      1. Go to Settings, then click Feedback.
      2. Enter your comments or product suggestions. Then, select Next to submit feedback.

       

      Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

       

      Additionally, you can tailor the look and layout of your invoices to improve communication with your customers. It gives you control over the information they receive and highlights the details crucial for your business.


      Please let me know if you have additional concerns about QuickBooks alerts. I'll be here to help.

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