Become a pro at fixing QuickBooks Payments issues
QuickBooks has facilitated accountants and business owners in managing their payments seamlessly. But there are different types of issues that users can come across when making payments through QuickBooks. Are you experiencing QuickBooks Payments (Merchant Services) issues? Well, we can help you with that. This segment is going to talk about some common payment issues in QuickBooks, along with the right ways to troubleshoot QuickBooks payment issues. Thus, stick around and resolve the payment issues that you experience:
What are the Different QuickBooks Payments Issues?
You can come across the following Payment Issues while using Merchant Services through QuickBooks.
- Payment holds issue
- “Paid – Not Deposited” error on invoices
- Dimmed credit card box on invoice/sales receipt
- Credit card payment processing errors
- Pay Now link errors with your customers
- Clear deposit errors
- Missing credit card box on invoice
- Use the Resolution Centre
- Partial payments and the Pay Now link on invoices
- Customer receives invoice with “Review and Print” and not “Review and Pay” option
- Use the deposits tab to determine information about your batches
- Use the deposit field on invoices with and without payments
- Update the direct deposit account for Payments
- Set up invoice settings for Payments
- Access monthly Payments statements in QuickBooks Online
- My subscription payment failed
- Rejected ACH payments or fees in QuickBooks Payments
- Rejected bank transfer payment
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QuickBooks Payments Issues, Description with Solutions
Let us now go through each of the above listed issues one by one and the quick steps to fix them.
Issue: Resolve payment holds
Description:
QuickBooks payments usually work as swift money, but there can be some unwanted delays, and if your payment is on hold, then you will get an alert in QuickBooks.
Solution:
Before you proceed with any solution to this error, make sure that your direct deposit account information for payments is updated. After you have confirmed the bank information, you are suggested to connect to the professionals.
Issue: Paid – Not Deposited error on invoices
Description:
Usually, the options to manually process credit cards or allow your customers to submit the credit card information using the invoice are available when you use QuickBooks payments. But in certain cases, when you enter a credit card to pay the invoice, the information submitted might not be correct. This would simply end up in the payment not being processed and the invoice sitting as Paid-not deposited status. To see the information related to the card declined, you will have to open the payment transaction and click on the blue transaction processed link under the payment method.
Solution: Delete and Resent the Invoice
To fix this, delete the payment and resent the invoice to the customer or settle with a manual receive payment. In order to delete the payment, please go with the following steps:
- Access the Payment transaction first and navigate to Payment method.
- Click on Blue transaction processed link. The message appears showing that the card was declined.
- For this, delete the payment and resend the invoice.
- Here is how you can delete the payment:
- Choose Sales from the left-side menu.
- Go for Customers.
- Identify the customer you sent the Invoice to in the list.
- Click on the name.
- Further click on invoice with Paid-not deposited status.
- Also, click on the Payment link.
After you are on the Payment option, head to more at the bottom and further Delete the payment. Now, that you have deleted the payment with an issue, this will reopen the invoice to be paid.
Note: you can either send it to the customer to submit the payment again through the Pay Now link, or you can further manually process the card for them.
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Issue: Dimmed credit card box on invoice/sales receipt
Description:
This error occurs when the user creates invoice for non-canadian currency customer. Mostly, QuickBooks Payments can be used for processing Canadian credit cards exclusively for Canadian customers.
Solution:
To fix this issue, you can retry the same process using a different Credit card.
Issue: Troubleshoot credit card processing errors
Description:
This error has been reported by many users who try to process their credit card manually in QuickBooks Payments.
Solution:
- You need to cross check the credit card information that the Canadian credit card is entered correctly.
- Also, delete Browser cache and Temporary files from the web browser.
- Try to browser in Incognito mode.
- In last step retry to submit the information via a Pay now link on an Invoice.
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Issue: Troubleshoot Pay Now link errors with your customers
Description:
This error is generally encountered when using the Pay Now link for the submission of the credit card details in QuickBooks Payments.
Solution:
- Make sure the credit card information entered is accurate.
- Try processing the customer payment within QuickBooks.
- Clear the Browser cache and cookies and try to submit the info again.
- The merchant has the capability to manually start the customer payment within QuickBooks to see if it can bypass the error.
Issue: Clear deposit errors
Description:
Clear Deposit errors in QuickBooks Payments connote an issue related to a held up or delayed transaction.
Solution:
Step 1: Confirm whether the funds were received by the merchant
If the funds were received, then go for the correction of the transaction (Deletion and Recreation), discussed in the next Step.
Step 2: Delete and Re-create payment
- Go to Sales option in the left-side menu, then choose Customers.
- After that select Customer, then click Customer name.
- Now tap on Payment which resulted in Clear deposit error.
- Also click on More.
- Select Remove payment.
The payment can now be received but you need to avoid checking process credit card box as this action shall charge the credit card once again.
Step 3: Access the bank deposit corresponding to the payment
- At first, Go to Sales.
- After that select Customers and choose the Customer.
- Now select Name, then again select the Payment that is having issue.
- Now go to Customer drop-down reading the deposit amount of X.XX was deposited on day/month/year.
- Hit blue mark.
- If there is only one payment involved in the deposit, you need to click on More, and delete the payment.
- If many more payments are involved, uncheck the payment to delete to unlink it from the deposit.
- In last step you need to Delete the payment.
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Issue: Missing credit card box on invoice
Description:
Just in case you are trying to create an invoice, but an option related to the credit card box isn’t visible, then you simply have to check your invoice set-up with the help of the below steps:
Solution:
Check Invoice setup
- To start, go to Gear icon and choose Account and settings.
- After that, choose Sales.
- Head to the Online delivery tab.
- Now click on the Pencil icon.
- Ascertain that the additional options are Set to online invoice.
- Also choose Save.
- And once done with all that, choose Done to exit the settings.
Successfully set up the account for invoicing with payments. And in case you see the credit card box, then try to clear the cache and cookies.
Issue: Use Resolution Centre
Description:
Using the resolution centre can help merchants to get the money after it has been held. In case a merchant has a hold on the account, then he/she will get an email with a link to the resolution centre. Here, you will find the steps to be performed.
Solution:
Using the Resolution Centre
- Head to the Please click here to upload your documents to Intuit’s secure portal option.
- And click on Click here.
- This will redirect you to the sign-in page
- In the next page, use the Correct credentials to log in.
- After you are logged in, go for the Chat with an expert option, which will show up a chat window.
- The top of the page will show the Case number and last update time.
- Below you will find the dates and amounts of the held funds.
- You will see a list of instructions to follow above the request box.
- After you are done, Submit the information.
- Now, click on the Request box to open up the sliding panel.
- Furthermore, Upload the documents.
- Confirm the Upload.
- Check the Resolution centre to look for an update.
- An email will be sent after the case is resolved.
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Issue: Partial Payments and Pay Now Link on Invoices
Description:
Making partial payments is a great option. However, the Pay Now link on invoices enabled is designed to receive the full payment amount only. And if the payment link is accessed for the first partial payment, the rest of the payment will have to be received manually. In such a scenario, here is what can be done:
Solution:
Steps to make partial payments
- You need to go for + New button.
- Then go for Receive payment or Receive invoice payment.
- Furthermore, enter the Customer information and payment date.
- Now, in the outstanding transactions section choose an Open invoice to apply for the payment. And to take the partial payment, change the Amount received field.
- Choose a Credit card that is present in the Payment method menu.
- Head to the enter Credit card details tab.
- Now, enter the credit card info and choose Use this credit card in the future.
- Now go for Process credit card, then choose the Save tab
- And then, go for Save and close or Save and new button to finish the changes.
This will now successfully pay off the customer invoice.
Issue: The customer receives an invoice with ‘Review and Print’ and not the ‘Review and Pay’ tab
Description:
With QuickBooks payments, it is easy for the customers to submit the credit card payments only using the invoice. But as a result of QuickBooks payments issues, one might see a payments-enabled invoice having a review and print option, instead of a review and pay tab. To resolve this error, you simply have to do the following:
Solution:
Uncheck the Credit Card checkbox
- Begin with simply opting for Sales.
- After that go for Customers, then select Customer name.
- Identify the customer you sent the Invoice to in the list.
- Click on the Names.
- Click on the Invoice in the list of transactions.
- Ascertain that the Credit card box is not tick-marked.
If you need to tick off the box, then make sure to do so and save the transaction. This will let you send it to your customer again with the correct pay now link for them.
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How to Use Different Features in QuickBooks Payments?
QuickBooks Payments show cases a whole new array of different features. Many users have experienced difficulties when “Using deposits tab”, “Updating the Direct Deposit account for Payments”, “Setting up the invoice settings”, or other similar issue. Go with the below steps:
How to Use the deposits tab to determine information about your batches?
Description: The Deposit section in Sales in QuickBooks payments provides a thorough insight of the batch deposits corresponding to Payments.
- Go for Sales menu, then Deposits, then look for:
- The amount of batch transactions
- Date of batch creation date
- Deposit amount
- Amount of fees
- Net batch amount
The batch is split into different solo transactions going over last four of the card charged.
How to use the deposit field on invoices with and without payments?
Description: You can enable deposit field in invoice via Account and Settings. In case QuickBooks Payments is inactive, deposit field subtracts amount from balance due in the invoice. On the other hand, when QuickBooks Payments is active, incorporating any value in the field will lead to charging of the Credit card.
How to Set up Deposit field?
The simple steps to set up the deposit field is given below:
- Go for Gear, then Account and Settings.
- Choose Sales, then the Sales form content section.
- Proceed by toggling Deposits feature, then hit Save.
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How to Update the direct deposit account for Payments?
Description: Updating information related to Direct deposit account for Payments is possible in QuickBooks Payments. The steps to update direct deposit account in QB Payments are:
- Head to the Gear icon then move to Account and Settings
- Select Payments tab, and go to Deposit accounts.
- After this, tap on Change.
- Also provide correct information.
- Lastly, hit on Save then Done.
How to Set up invoice settings for Payments?
Description: Using Pay now link feature in QuickBooks Payments is easy. But it is necessary that the invoice settings be calibrated before processing the payment. If missed, this may result in credit card checkbox not being visible during the creation of the invoice.
- You need to go to Account and Settings from Gear icon ⚙.
- Then, choose Sales from the left side menu.
- Move to Online Delivery section.
- Click on the Pencil icon.
- Set additional options to Online invoice, then Save.
- Last step is to click on Done to exit the settings.
How to Access monthly Payments statements in QuickBooks Online?
For accessing the payment statements in-product, here is what can be done:
- Initially go for the Gear icon ⚙ and further opt for Account and settings.
- You further have to choose Payments.
- Now, locate the section for Monthly payments section.
- And select the drop-own to choose the month you want to View.
- And this is pretty easy. You can conclude by opting for the View tab.
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That’s it!
We hope you find this article helpful. Well, there can be a bunch of other QuickBooks payment issues that you might land upon. In case you didn’t find your payment issue in this segment, feel free to dial our QuickBooks online error support number i.e., 1-800-761-1787, and talk to our certified ProAdvisors regarding your queries. You will get the best possible answers to all your queries immediately.
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