Fix Issues with QuickBooks Payment (Different Scenarios)

Issues with QuickBooks payments can take many different forms, including credit card processing errors, payment freezes, and broken Pay Now links. Users may become anxious and frustrated as a result of these problems since they are unable to complete the payment. We will talk about several QuickBooks payment problems in this post, along with practical solutions.

QuickBooks Payment Issues with Solutions

Resolve Payment Holds

Although QuickBooks Payments is designed to process your money as fast as possible, sometimes there are delays. There will be an alert in QuickBooks telling you to fix the problem if your payment has been held.

Make sure your direct deposit account details are correct and up to date before contacting us via the chat with us link on the error message. The steps to update the direct deposit account details are available in this article’s section under “Update the direct deposit account for Payments.”

After verifying the accuracy of the bank details, kindly initiate a chat conversation with us.

Resolve “Paid – Not Deposited” error on invoices

You can choose to manually process credit card payments with QuickBooks Payments, or you can let your clients pay with credit cards directly on their invoices. Sometimes a customer may enter inaccurate credit card information when paying an invoice online. Due to this, the invoice remains in the paid-not-deposited position and the payment is not processed.

You will see the information indicating that the card was denied if you open the payment transaction and click on the blue transaction processed link under the payment method.

This can be fixed by either manually receiving payment or by deleting the payment and sending the invoice to the customer again.

Follow the steps mentioned below to delete the payment:

From the menu on the left, you have to choose Sales.
Then you have to select Customers from the top menu.
Click on the name of the customer you sent the invoice to after finding them in the list.
Select the invoice that shows “paid but not deposited.”
In the upper-left corner, you have to select the Payment link.

After you are on the payment, select More at the bottom to remove it. Now that the payment with the error has been removed, you have reopened the invoice for payment.

You have two options: either manually process the card for your customer or provide it to them so they can submit the payment through the Pay Now link once more.

Dimmed credit card box on invoice/sales receipt

The process of QuickBooks Payments is to handle Canadian credit cards from Canadian customers. The customer for whom you are trying to create an invoice has been set up as a non-Canadian currency customer if the Credit Card option is dimmed and unavailable.

Troubleshoot credit card processing errors

Try the following steps to fix if you are encountering an error when processing a credit card manually:

Ask the customer to attest that the card details they are entering are accurate and pertain to a Canadian credit card with sufficient money available.
After clearing your cookies and cache, try submitting the data once more.
Ask the client to attempt submitting the data using an invoice’s pay now link.

If you need more assistance with your Payments Pay Now link, do get in touch with us.

Troubleshoot Pay Now link errors with your customers

A consumer who receives an invoice from you that is enabled for payments should be able to click the Pay Now link and provide their credit card details.

Try the following actions to fix the issue if your customer is getting an error when trying to enter their credit card information:

Ask the customer to confirm the card details they are entering are accurate and related to a Canadian credit card with sufficient money available.
Ask the customer to delete their cookies and cache before attempting to submit the information once more.
The merchant can manually process a customer payment inside of QuickBooks. To see that they can bypass the error.

For additional assistance with your Payments Pay Now link, get in touch with us.

Clear deposit errors

There are several reasons why a transaction could sometimes beheld or delayed. For the transaction, this results in an error in QuickBooks Online.

We must first verify that the merchant has received the funds before we can resolve a deposit error. The transaction can be corrected in QuickBooks once the merchant confirms receiving the funds.

To fix these error warnings, you must delete and recreate the payment without reprocessing the card.

Follow the fixes listed below to delete the payment:

You have to select Sales, from the left-side menu.
From the top menu, choose Customers.
Click on the name of the customer you sent the invoice to after finding them in the list.
Then you have to click on the payment that has the error on the list of transactions.
To remove the payment, select More at the bottom.

Note: If the payment is linked to a bank deposit, you will have to take it out of the deposit or, if it is the only entry, delete it.

The payment can now be applied to the invoice; however, keep in mind not to click the process credit card box to avoid charging the card again.

The process listed below can be used to retrieve the bank deposit linked to a payment:

From the menu on the left, choose Sales.
From the menu at the top, choose Customers.
Click on the name of the customer you sent the invoice to after finding them in the list.
You have to click on the payment that has error on the transaction list
To access the deposit, click the blue date under the customer drop-down that indicates the day, month, and year that the deposit amount of X.XX was made.
Proceed to More at the bottom and remove the payment if it is the only item in the deposit.
Uncheck the payment you are attempting to remove if it is one of several that are related to the deposit.

You can now delete the payment and unlink it from the deposit.

Missing credit card box on invoice

You should verify how your invoice is set up if you are trying to make an invoice but are unable to see the credit card box.

Follow the below process:

After choosing the Gear icon , choose Account and Settings.
From the menu on the left, you have to choose Sales.
Select the pencil symbol after navigating to the Online Delivery section.
Make sure that Online invoice is selected in the extra options drop-down menu.
Click Save.
To exit the settings click on Done.

Your account has been successfully set up for payments and invoicing. Try deleting your cookies and cache if the credit card box is still not visible.

Use the Resolution Centre

The Resolution Center was designed to help merchants to get their money once it has been held. An email including instructions and a link to the Resolution Center will be sent to a merchant if the account is under hold. All of the details and processes required for a merchant to receive their payments promptly will be kept at the Resolution Center.

Take the following steps to get access to the Resolution Center:

Open the email and find the section that says Please click here to upload your documents to Intuit’s Secure Portal, please click this link and then the link that says “click here.”
Then you have to go to the sign-in page. To log in, use your QuickBooks login information.

Information regarding your case is displayed to you after you logged in to the Resolution Center. If you want more help with your case you can see in the left corner that there is an option of Chat with an expert that opens up with a chat window.

The case number and last update time are displayed at the top of the page. This is the case’s status tracker below. The detailed information section, which details the dates and amounts of the retained funds, is located below the status tracker.

Above the request box, the merchant will find a set of guidelines to follow. When they are prepared to submit the data, they can upload their papers by clicking on the request box, which will cause the right sliding panel to open. If this case has many requests connected to it, there will be multiple boxes. To verify that the document was uploaded, it will show up in the box.

Anytime a merchant wants to get the latest information regarding their case, they can visit the Resolution Center. An email detailing every detail of the case will be sent to them once a held transaction has been settled.

Partial payments and the Pay Now link on invoices

Customers want to pay some part of their invoice but not all of their invoice. When an invoice is enabled with Payments, the Pay Now link is intended to receive the entire payment amount. If a partial payment is made, the Pay Now link will not work again. The merchant will have to manually handle the payment for the product to process the remaining payments.

To get payment for an invoice, kindly follow the steps listed below:

Begin by selecting +New.
Either either Receive invoice payment or Receive payment.
Enter the payment date and the customer’s information.
To apply the payment, choose an open invoice in the Outstanding Transactions column. Change the Amount entered in the Amount Received column to accept a partial payment.
From the drop-down selection for payment methods, you have to choose a credit card.
Click Enter credit card information.
Enter the details for your credit card. To save the customer’s credit card, select Use this credit card in the future.
Choose the Process credit card option and then click Save.
You have to select Save and Close or Save and New.

Now you have successfully paid off the customer invoice.

Customer receives invoice with “Review and Print” and not “Review and Pay” option

Your customers can easily submit online credit card payments through their invoices with QuickBooks Payments. Customers should be able to Review and Pay an invoice when they receive one enabled for payments. Here are some troubleshooting steps to take if your consumer only sees the Review and Print option in the menu.

First, make sure the credit card box is checked on the invoice. To find your customer’s invoice, you can follow the following steps mentioned below:

From the menu on the left, choose Sales.
Then you have to select Customers from the top menu.
Click on the name of the customer you sent the invoice to after finding them in the list.
In the customer’s transaction list, you have to click on the invoice.
Make sure the box for the credit card is checked.

If the credit card box needs to be checked, please do so and save the transaction. After that, you can email it to your customer once more with the correct Pay Now link.

Use the deposits tab to determine information about your batches

All of the data about your payment processing is collected by QuickBooks Payments and stored in one convenient location. The Sales section for deposits will activate once Payments is active. You may see a detailed breakdown of your batch deposits for Payments on this screen.

Use the instructions listed below to get to the Deposit screen:

Begin by selecting Sales from the left-side menu.
Then you have to select Deposits from the top menu

We can determine the following details from this screen:

The number of transactions in the batch (menu on the left)
The date of batch formation (menu on the left)
The deposit amount (right-side menu)
The cost amounts (right-side menu)
The batch’s net quantity (right-side menu)

The batch is then divided into individual transactions including the last four cards that were charged, the customer’s name, the transaction amount, and any associated fees.

Use the deposit field on invoices with and without payments

Customers can use Account and Settings in QuickBooks Online to enable the deposit field on an invoice. This field is found under the total on the invoice.

Using the deposit field will only result in the money being subtracted from the invoice’s outstanding balance if Payments is not enabled.

If you enter a value in this field and Payments is enabled, QuickBooks Online will charge the credit card that is on file if the credit card information is saved there.

To configure the Deposit field, follow the following steps:

Start by selecting the Gear icon and then click Account and Setting.
From the menu on the left, choose Sales.
Now you have to click the Sales form content section
Use the Deposits feature toggling.
Press Save.

The next time you access an invoice form, the form will be available for you to utilize.

Update the direct deposit account for Payments

You can change this directly in the product if you need to update the bank account details for your payments account for direct deposits.

Take the following steps to update your direct deposit account for payments:

Click on the Gear icon, and then you have to select Account and Settings.
From the menu on the left, choose Payments.
Then you have to go to the section Deposit Accounts and then you have to select Change.
Complete the necessary fields.
Then you have to select Save
To exit the settings you have to select Done.

The payment account linked with your direct deposit has been changed. If you need to update any additional information about your payment account, please get in touch with us.

Configure Payment Settings for Invoices

Make sure the invoice parameters are adjusted for the payments program if you are attempting to use Payments to create an invoice that you will send to your customer for payment via the Pay Now link. When creating an invoice, the credit card box won’t show up if it’s not configured appropriately.

Follow the steps mentioned below to check on your invoice setup:

After choosing the Gear icon, choose Account and Settings.
From the menu on the left, choose Sales.
Select the pencil symbol after navigating to the Online Delivery section.
Make sure that the Online invoice is selected in the extra options drop-down menu.
Then you have to click Save
To exit the settings, select Done.

Your account has been successfully set up for payments and invoicing.

Access monthly Payments statements in QuickBooks Online

Please follow the below steps to access your payment statement in-product:

After choosing the Gear icon , choose Account and Settings.
From the menu on the left, choose Payments.
Find the monthly payments section.
To choose the month you want to view, use the drop-down option.
Lastly, select View.

Conclusion

We have mentioned all the solutions above regarding Troubleshooting QuickBooks Payments issues. All the steps are clearly defined in the above article. In case still you face any kind of issues then you can call customer support. The help desk team is available around the clock for their users, so you can call anytime without any hassle.

Get hold of Beginning Balance Issues in QuickBooks

FAQs

Ques 1: What are QuickBooks Payments?

Ans 2. QuickBooks Payments is a payment processing service that allows businesses to accept credit card, debit card, and ACH bank transfer payments directly through QuickBooks.

Ques 2: Why are my QuickBooks Payments transactions not processing?

Ans 2. Transactions may not be processed due to incorrect payment information, insufficient funds, expired cards, connectivity issues, or account verification problems.

Ques 3: How can I resolve a declined payment?

Ans 3. Check the payment details for accuracy, you have to make sure the customer has sufficient funds, verify that the card is not expired, and confirm your QuickBooks Payments account is set up correctly.

Ques 4: Why are my payments not being deposited into my bank account?

Ans 4. Delayed deposits can occur due to pending account verification, bank holidays, or incorrect bank account information. You can verify your bank details in QuickBooks and check for any notifications about verification issues.