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. This blog coves all the reported issues related to QuickBooks Payments, as well as the troubleshooting strategies to fix each of those issues. Thus, make sure to read this article till its conclusion and get a strong grip over QuickBooks Payments (Merchant Services).
What are the Different QuickBooks Payments Issues?
QuickBooks users 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
You may also read: How to Fix QuickBooks Web Connect Import Error “No New Transactions”?
Issues related to QuickBooks Payments with their Solutions
Let us now go through each of the above listed issues one by one by a comprehensive discussion of the error and the procedure to fix them.
Issue: Resolve payment holds
Description:
Users may face delays when using QuickBooks Payments, and in case the payment is put on hold due to some technical issues, the user observes a payment hold error.
Solution:
All information related to payment which is entered while processing payment should be correct. Further, all the deposit account-related information needs to be up-to-date. Also, check if the correct bank has been chosen.
Issue: Resolve “Paid – Not Deposited” error on invoices
Description:
Submitting error related information related to the credit card via invoice in QuickBooks Payments, the payment will obviously not be processed. In turn, the status shows up on the screen as “paid – not deposited”.
Solution: Delete and Resent the Invoice
To fix this issue, the user needs to delete the existing payment first and then resent the invoice to the customer. Users also can process a manual receipt for it. In order to delete the payment, please go with the following steps:
- Initially, access the Payment transaction, then navigate to the Payment method.
- After then click on Blue transaction processed link. The message appears showing that the card was declined.
- For this, delete the payment and resend the invoice. The steps are:
- Go to Sales and then tap on to the Customers.
- After that choose Customer to whom you attempted to send the invoice previously but the process failed.
- Moving ahead hit a click on invoice with the paid – not deposited status.
- Now choose their name, then go to the Payment link.
- In the payment option, head to More, then click on Delete the payment.
- You can also send Pay now link to your customers to submit the payment again.
- Now, try resending the invoice, and the “Paid – Not Deposited” error should be fixed.
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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. Importantly, 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:
Credit Card Processing errors can be resolved by conforming to the following steps:
- You need to double-check if the credit card information corresponding to a Canadian credit card is provided correctly.
- Also, delete Browser cache and remove Temporary files in the settings of the web browser.
- Now try using the Browser in Incognito mode.
- Retry the submission of the information via a Pay now link on an Invoice.
Read Also: How to Fix QuickBooks Scheduled Backups are NOT working in Windows 10?
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:
Try the following steps to fix this error:
- 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
- In the very first step you need to go to the Sales option in the left-side menu, then choose Customers.
- After that choose the Customer option, then hit on the Customer name.
- Next step is to tap on the Payment which resulted in Clear deposit error.
- Then go to More, and then Remove payment.
- The payment can now be received but the user should 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
- Go to Sales, then navigate to Customers and here choose the Customer.
- Then choose the Name, then again select the payment inciting the error.
- Now go to Customer drop-down reading the deposit amount of X.XX was deposited on day/month/year, and hit blue mark.
- If there is only one payment involved in the deposit, you need to click on More, then 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:
This QuickBooks desktop payments issue can be observed when the user attempts to create invoice, but is unable to see credit card box.
Solution:
Check Invoice setup
Perform the following steps;
- Initially, you need to click on Gear icon, then choose Account and Settings.
- After then, go for Sales, then to Online Delivery section.
- Now tap on click the Pencil icon, then Set additional options to Online invoice.
- Also hit a click on Save, then Done.
- Select Done to exit the settings.
- If the issue still reoccurs, then clear browser cache.
Issue: Use the Resolution Centre
Description:
This issue in QuickBooks Payments occurs when the merchant has an account held up.
Solution:
Using the Resolution Centre
Follow the directions to visit the Resolution Centre:
- Check the mail, then go to “Please click here to upload your documents to Intuit’s Secure Portal”.
- In the next page that appears, login to QuickBooks using the correct credentials.
- This will take the user to the Resolution Centre. The information pertaining to the issue is encapsulated here. Check the same and connect with experts if required.
Check Also: How to Fix Payroll Service Server Error or Payroll Connection Error?
Issue: Partial payments and the Pay Now link on invoices
Description:
This hurdle can appear when users wish to pay their payments partially instead of choosing to pay in the one-time payment mode through the Pay Now link. This can be done by using the manual method only.
Solution:
Steps to make partial payments
Proceed as per the following instructions to make partial payments:
- You need to choose + New button, then opt for Receive payment or Receive invoice payment.
- After that type Customer information and payment date option.
- Then go to Outstanding Transactions section, and choose Open invoice for applying the payment
- To switch to partial payment, alter the Amount Received field.
- Also choose Credit card in Payment method drop-down, then opt for Enter credit card details.
- Moving ahead, provide the correct Credit card information.
- Then, choose Use this credit card in the future opt to save the customer’s credit card.
- Now select Process credit card option, then click on Save.
- Lastly, you need to click on Save and Close or Save and New button to conclude the process.
Issue: Customer receives invoice with “Review and Print” and not “Review and Pay” option
Description:
This issue can arise when the customer can only see Review and Print option, instead of the Review and Pay option.
Solution:
Uncheck the Credit Card checkbox
Initial prerequisite is to make sure that credit card box is unchecked. Now, find the customer invoice. The steps are:
- Initially, go to the Sales tab, then proceed to Customers menu.
- After that choose the Customers, then select the Customer name.
- Now choose the Invoice transaction list, and uncheck the credit card checkbox.
- Also click on the invoice in the list of transactions for the customer.
- Also verify that credit card box is checked off.
Check also: How to Register or Activate QuickBooks Desktop?
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 intricacies. This section should be helpful for QuickBooks payments users.
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: Users 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 walkthrough 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.
Read also: How to Import and Export Data in QuickBooks Desktop?
How to Update the direct deposit account for Payments?
Description: Updating information pertaining to Direct deposit account for Payments is possible in QuickBooks Payments. The steps to update direct deposit account in QB Payments are:
- Head for the Gear icon, then Account and Settings
- There, choose Payments, then go to Deposit accounts.
- After this, tap on Change, and provide correct information.
- Finally, 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 necessitated that the invoice settings be calibrated before processing the payment. If overlooked, this may result in credit card checkbox not being visible during the creation of the invoice.
Steps to check invoice set up are:
- Go for Account and Settings from Gear icon ⚙.
- Then, choose Sales from the left side menu, and then navigate to the Online Delivery section.
- Hit a 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?
The steps to view monthly payments statements in QBO are:
- You need to select the Gear icon ⚙, then choose Account and Settings.
- After that choose the Payments option, then choose Monthly payments section.
- Now use the drop-down menu for selecting the Month to view, then hit a click View.
Similar article: What File Types and Extensions are Used by QuickBooks Desktop?
That’s it!
We are done with all the QuickBooks Payments issues. We have mentioned all issues and important features in QuickBooks Payments which most of the users are unsure of how to use. Arriving at the end of this comprehensive blog, we hope all your queries were sorted out. However, if any doubts still remain regarding it, or any other issue, you can call us straightway at our QuickBooks online error support number i.e., 1-800-761-1787.
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