QuickBooks payments are clogged up. They just sit there. The bank feed shows a deposit but it cannot match because it is not doing the last step in the process of automatically making the deposit. How do you figure out what payments go into the deposit? Where do you search? Who do you call? Help!
QuickBooks Payments: It is supposed to be automated…
It is. That is probably why the payments are a bit hidden. (See this blog post of hidden things to see where you find them.) . But there is a bug out there and they sometimes get stuck. I found this out working with a clean up client and she had a ton of payments in there not depositing from 2017. I contacted QuickBooks and sure enough, it’s a bug. So how do you fix it?
So, what are the steps? How do I fix it?
The first step is go to gear>account settings>payments and log into your merchant account. Go to reports>deposit and create a report in the date range that is inclusive of your missing deposit. Open it on the screen and expand it to see the customer payments details. See the video below to see the steps.
Create the deposit in QuickBooks by grouping the payments…
Back in QuickBooks, go to + bank deposit and select your payments. Once you do find the payments and group them. Create the deposit and match it in the bank feed. Done! Simple!
Last piece of advice: This should be automated…
So, it seems to “fix” itself if you clear them. But there is a problem with this automated system for sure. But at least this is a way to fix it. Sure, it’s a manual fix, but it’s a fix so you can continue depositing and reconciling and keeping your records current. Hopefully, soon Intuit will have a fix for this issue. Until then, use this fix.
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