Troubleshoot QuickBooks Payments Issues and Problems (Merchant Services)

Though QuickBooks is one of the most common software that almost all businessmen use, it is also known to catch easy bugs. From different backgrounds to troubleshoot QuickBooks Payments issues, problems, and errors.

There is no doubt in the fact that the software comes equipped with some of the best features, one feature that stands out is its unique payment option called “Merchant Service”. It is an extension of QuickBooks payment services. This enables your clients to process, manage as well as automate transactions online. It is one of the best solutions that QuickBooks offers to do all kinds of credit card processing easily.

Pay instantly through a credit card whether you are running an e-commerce store or selling products offline/at home with the extension. And that’s why you cannot afford to experience any kind of problem-related QuickBooks Merchant Service.

Causes QuickBooks Payments Challenges

However, before proceeding, it is important to know the reasons why QuickBooks Payments issues, problems, and errors arise. You also might not be able to access the merchant service feature on your QuickBooks.

The Issue may occur when

• The web page freezes.
• The remote server response is giving an error.
• The page cannot be displayed.
• Navigation to the webpage has been disallowed.
• The deposits, payments, or fees cannot be downloaded.
• Credit card transactions failed to process.
• Updates could not be applied.
• The merchant service links or buttons don’t respond.

How to Troubleshoot QuickBooks Payments Issues, Problems and Errors

We can help you if you are having problems with QuickBooks Payments (Merchant Services). A comprehensive list of issues and errors is provided below, along with advice on how to troubleshoot the QuickBooks payments issues, problems, and errors.

A- Troubleshoot payment holds Issue

Although QuickBooks payments are made to deliver your money as quickly as possible, there are sometimes delays. If your payment has been delayed, QuickBooks will alert you and ask you to fix the QuickBooks payment issues problem.

• Verify that your direct deposit account information is up to date.

B- Troubleshoot Paid Not Deposited Issues on Invoices

You have the option to manually process credit cards when using QuickBooks payments, or you may let your clients enter their credit card information when paying an invoice. When a consumer enters a credit card to pay an invoice, the information may sometimes be sent but be incorrect. Due to this, the payment is not processed, and the status of the invoice is paid but not deposited.

The information indicating that the card was denied is visible if you open the payment transaction and then you have to click on the blue transaction processed link under the payment method. The payment must be deleted, and either the invoice must be re-sent to the client or the issue must be resolved with a manual receive payment.

You have to follow the steps below to delete the payment:

• From the left-side menu, you have to select Sales.
• Then, from the top menu you have to select Customers.
• Now you have to find the customer that you sent the invoice to in the list and then you have to click on their name.
• You have to click on the invoice with the paid-not deposited status.
• In the top-left corner, you have to click on the Payment link.

You have to go to More which is at the bottom and then you have to delete the payment, once on the payment. With the error now you have deleted the payment, and then open the invoice again to be paid. To submit the payment again through the Pay Now link you can either send it to your customer, or you can do is to manually process the card for them.

C- Troubleshoot Dimmed credit card box on invoices/sales receipt issue

To process Canadian credits from Canadian customers QuickBooks Payments is created. 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.

D- Troubleshoot credit card processing errors and issue

The problem, here, however, is that there are times when the credit card process gets interrupted and does not accept the payment, and other QuickBooks credit card problems.

This could be due to many reasons

• Timeout Session: The link between the bank and the swipe machine could not be established in time.
• Technical Issue: At times technical issues like an overloaded server causing the slow connection to establish might also cause interference in the credit card processing.

Try to follow the below steps if you are trying to manually process a credit card and getting an error.

• Ask the consumer to ensure that the card details are being entered correctly and are for a Canadian credit card with enough available funds.
• Clear your cookies and cache, then try submitting the information once more.
• Have the customer attempt to enter the data by a pay now link on an invoice.

E- Troubleshoot the Pay Now link issue with customers

Customers should be able to click the Pay Now link and enter their credit card information when you send them a Payments-enabled invoice. Try the following steps to fix the issue if your consumer is getting an error message when attempting to enter their credit card information.

• You can ask the consumer to ensure that the card details are being entered correctly and are for a Canadian credit card with sufficient available money.
• The consumer should try entering the information again after clearing their cache and cookies.
• To check if they can get around the problem, the merchant can manually process a customer payment inside QuickBooks.

F- Troubleshoot Clear deposit issue

A transaction may sometimes be postponed or delayed for a variety of reasons. For the transaction, this results in an error in QuickBooks Online. We must first ensure that the merchant has received the disputed funds before we can fix a deposit issue. The transaction in QuickBooks can be corrected if a merchant confirms they have received the money. You must remove and recreate the payment without reprocessing the card to fix these issue warnings.

You can follow the below steps to delete the payment:

• From the menu on the left, you have to choose Sales.
• From the top menu, you have to select Customers.
• Click on the name of the client you submitted the invoice to after finding them in the list.
• On the list of transactions, you have to click the incorrect payment.
• To delete the payment, you have to go to More at the bottom.

The payment can now be applied to the invoice, but be careful not to tick the box that says process credit card or you will charge the card once more. The procedures listed below should be followed to get the bank deposit linked to a 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 client you submitted the invoice to after finding them in the list.
• On the list of transactions, you have to click the incorrect payment.
• To access the deposit, click the blue date under the customer drop-down that says the Deposit amount of X.XX was deposited on day/month/year.
• Go to More at the bottom and delete the payment if it is the only item in the deposit that it includes.
• Uncheck the payment you want to delete if it is one of several that are linked with the deposit.

G- Troubleshoot Missing credit card box issue on invoice

You need to check your invoice setup if you are trying to create an invoice but do not see the credit card box. The steps below can be used to check the setup of your invoice.

• You have to start by selecting the Gear icon and then you have to select Account and Settings.
• From the menu on the left, you have to choose Sales.
• Then you have to go to the Online Delivery section and then you have to click on the pencil icon.
• Make sure that Online Invoice is selected in the drop-down menu for more options.
• Choose Save.
• To exit the settings you have to select Done.

H- Troubleshoot money-held issues with the use of the Resolution Center

The Resolution Center is made to help merchants in recovering their money after it has been held. An email with instructions and a link to the Resolution Center will be sent to the merchant if the account is under hold. The Resolution Centre will include all the details and instructions required for a merchant to receive their funds promptly.

Follow these instructions to reach the Resolution Centre.

• In the email, you have to go to the part that reads Please click here to upload your documents to Intuit Secure Portal and then you have to click where it reads click here.
• Your browser takes you to a sign-in page. To log in, use your QuickBooks login details.

The page’s top has the case number and last update time. The case’s status tracker is located below this. The detailed information section, which breaks down the times and amounts of the help funds, is located below the status tracker.

• When they are prepared to submit the information, they can upload their papers by clicking the request box to reveal the sliding panel on the right side of the page.
• If there are several requests related to this case, there will be more than one box. They may see the uploaded document in the box to verify that it was successfully uploaded.
• Anytime a merchant wants to check for updates on their case, they can do so at the Resolution Centre. An email including all the details of the case will be sent to them once a held transaction has been resolved.

I- Troubleshoot Partial payments and the Pay Now link issue on invoices

Customers sometimes just wish to pay a portion of their bill. The Pay Now button on invoices that have Payments enabled is intended to accept the full amount of the payment. The Pay Now link won’t work a second time if only a partial payment has been made. The merchant must manually process the payment for the product before processing the remaining payments.

Please follow the steps that are mentioned below to receive payment on an invoice:

• You have to select +New.
• Then you have to choose either Receive payment or Receive payment invoice.
• The date of payment and customer details should be included.
• Choose an open invoice in the Outstanding Transactions section to apply the payment. Change the value in the Amount Received field if you want to take a partial payment.
• From the drop-down selection for Payment method, choose a Credit card.
• Choose Enter credit card information.
• Type in the credit card details. To save the customer’s credit card, you have to select Use this credit card in the future.
• Then you have to select Process credit card and then click on Save.
• You have to select Save and Close or Save and New.

J- Troubleshoot Customer receives invoice with “Review and Print” and not “Review and Pay” option issue

Your customers may easily submit credit card payments online for your invoices thanks to QuickBooks Payments. The option to review and pay an invoice should be available to customers who get one that is Payments-enabled. Here are some troubleshooting measures to take if your consumer only sees the Review and Print option.

First, make sure the box for the credit card is checked on the invoice. Follow these steps to find your customer’s invoice:

• From the menu on the left, you have to choose Sales.
• Customers can be found on the top menu.
• Click on the name of the customer you submitted the invoice to after finding them in the list.
• In the customer’s list of transactions, you have to click the invoice.
• Make sure the box for the credit card is checked off.

K- Troubleshoot breakdown of batch deposits for Payments

In one convenient place, QuickBooks Payments records all the data related to your payment processing. The Deposit section of Sales will turn on once Payments has been activated. You can view a detailed breakdown of your batch deposits for Payments on this screen.

Follow the below-mentioned steps to set up the Deposit field.

• From the left-side Menu, you have to select Sales
• You have to select Deposits from the menu.

Follow the steps that are mentioned below to access the Deposit screen:

• The amount of transactions in a batch (left-side menu).
• After that date of batch creation the deposit amount.
• Now click fees amount.
• The batch’s net value is shown in the right-side menu.

L- Troubleshoot Payments is not currently an active issue

Customers can choose to enable the deposit field on an invoice in QuickBooks Online by going to Account and Settings. On the invoice, this field is located below the total. Using the deposit field will only serve to reduce the balance owed on the invoice if Payments is not currently active. If the credit card on file is saved in QuickBooks Online and Payments is turned on, entering a value here will result in a charge being made to that card.

Follow the below steps to set up the Deposit field:

• Firstly, you have to select the Gear icon and then you have to go to Account and Settings.
• From the left side of the menu,  you have to choose Sales.
• Then, from the content section you have to click the Sales form.
• After that, you have to toggle the Deposits feature and click on Save.
• The next time you need an invoice form, it will be there for you to use.

M- Troubleshoot direct deposit account for payments updating failed issue

You can edit this information directly in the product if you need to change your direct deposit bank details for your payments account. The steps listed below should help you adjust your direct deposit account for payments.

• Begin by selecting the Gear icon and then you have to select Account and Settings.
• Then you have to select Payments from the left-side menu.
• Select Change after navigating to the section for Deposit accounts.
• As required you have to fill in the information
• Then you have to select Save.
• To exit the settings, you have to select Done.

N- Troubleshoot not setting up invoices correctly for Payments

You must make sure that the invoice settings are adjusted for the payments program if you want to create an invoice to send to your customers so they may pay through the Pay Now link using Payments. When creating an invoice, the credit card box won’t show up if it’s not configured properly.

The steps below can be used to check the setup of your invoice.

• After choosing the Gear icon, you have to choose Account and Settings.
• From the menu on the left, choose Sales.
• Click on the pencil symbol in the Online Delivery section.
• Make sure that Online Invoice is selected in the drop-down menu for more options.
• Then you have to select Save.
• You have to choose Done to exit the settings.

O- Troubleshoot Access monthly Payments statements in QuickBooks Online

Please follow the instructions below to retrieve your payment statements in-product.

• You have to select the Gear icon and then you have to select Account and Settings.
• From the menu on the left, you have to choose Payments.
• Find the part where monthly payments are made.
• To choose the month you want to view, you have to use the drop-down option.
• Then you have to select View.

Call the QuickBooks error consultant expert team whenever you are facing QuickBooks payments issues and get a handful of superior solutions instantly.

Frequently Asked Questions