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QuickBooks Payment Issues Fixed in No Time – Know How?

    QuickBooks Payment Issues

    QuickBooks payment issues can arise in various forms, like payment holds, credit card processing errors, and Pay Now link errors. These issues prevent users from processing the payment, which can create panic and frustration. In this article, we will discuss different QB payment issues and how you can fix them effectively.

    Payment issues in QuickBooks can be very challenging to resolve. These issues can lead to payment delays and prevent invoice processing. If you need outside assistance to navigate through these issues, reach out to our team of QB professionals by dialing +1 833-802-0002.

    Table of Contents

    Payment issues in QuickBooks can appear in the form of different error messages. Refer to the list given below to learn about these error messages, along with the reasons why they arise –

    Error Messages Reasons
    Resolve payment holds Direct deposit account information might be inaccurate or outdated.
    Resolve the “Paid – Not Deposited” error on invoicesThe credit card information submitted while paying an invoice might be incorrect.
    Dimmed credit card box on invoice/sales receiptThe customer you are creating the invoice for has been set up as a non-Canadian currency customer.
    Troubleshoot credit card processing errorsThe credit card information might be inaccurate or be entered for a non-Candian credit card.
    The cache and cookies aren’t cleared.
    The customer is trying to submit the information without a pay now link on an invoice.
    Troubleshoot Pay Now link errors with your customersThe credit card information pertains to a non-Canadian credit card.
    The credit card information is incorrect.
    A lot of caches and cookies are stored in the browser.
    Clear deposit errorsThere are problems with the current payment, and the QB transaction might be incorrect.
    Missing credit card box on invoiceThe invoice setup is incorrect.
    There are excessive cache and cookies.
    Use the Resolution Centre.
    Partial payments and the Pay Now link on invoices.A partial payment is submitted, while the Pay Now link only accepts the full payment amount.
    The customer receives invoices with “Review and Print” and not the “Review and Pay” option.The credit card box is checked.
    Use the deposits tab to determine information about your batches.The batch info is being verified from some other place instead of the Deposits tab.
    Use the deposits field on invoices with and without payments.The deposit field is not enabled under the Account and Settings.
    Use the direct deposit account for PaymentsThe direct deposit account for payments has not been updated.
    Set up invoice settings for Payments.Invoice settings are not perfectly calibrated with the payment program in QuickBooks.
    Access monthly Payment statements in QuickBooks Online.Checking out the payments statement at some other place instead of the Payments section.

    These are the major error messages that can arise due to QB payment issues. Now, move to the next section to fix these issues effectively.

    In this section, we will discuss how to fix the different error messages that can appear when there are payment issues in QuickBooks. Thus, follow the troubleshooting solutions mentioned below for each distinct error message –

    Case 1: Resolve Payment Holds

    Even though QuickBooks Payments is designed to get your money as quickly as possible, sometimes, there can be delays and halts. If your payment has been held due to QuickBooks Payments issues, you will receive an alert asking you to fix the issue. To fix the payment holds, follow the solution mentioned below –

    Solution 1 – Update the Direct Deposit Account Information for Payments

    Payment delays and holds can occur when the direct deposit deposit account is not updated. To update the account, implement the steps given below –

    1. Select the Gear icon, then click Account and Settings, and select Payments from the left-side menu.
    2. Next, navigate to the Deposit Accounts section, select Change, and fill in the information as required.
    3. Lastly, select Save, then hit Done to exit the settings.

    Your direct deposit account for payments will be updated now. Then, confirm that the bank information is correct and check if the payment holds are fixed. However, if the payment is still not going through on QuickBooks, you might need professional assistance to fix them.

    On the other hand, if you encounter the “paid—not deposited” error on the invoices, move to case 2 and fix it.

    Case 2: Resolve “Paid – Not Deposited” Error on Invoices

    Sometimes, the payment might not be processed, and the invoice status might display “paid – not deposited.” This scenario occurs when the credit card information submitted for the invoice is incorrect. To resolve this payment issue, go through the solution below –

    Solution 1 – Delete the Payment and Send the Invoice to the Customer

    You need to delete the payment and then re-send the invoice to the customer in the following manner –

    1. Select Sales from the left-side menu, then click Customers from the top menu.
    2. Locate the customer you sent the invoice to in the list, select their name, and click on the invoice with the “paid – not deposited” status.
    3. Lastly, click on the Payment link in the top-left corner, then click More at the bottom and delete the payment.

    Once done, send the invoice to the customer so they can submit the payment again through the Pay Now link. Alternatively, you can manually process the card for the customer. Then, check the payment and ensure that the QuickBooks error while paying invoices is resolved.

    However, if you are still facing QuickBooks payment issues because the credit card box is dimmed or unavailable on the invoice, move to the next section.

    Case 3: Dimmed Credit Card Box on Invoice/Sales Receipt

    QuickBooks Payments is used to process Canadian credit cards from Canadian customers. If the customer is set up as a non-Canadian customer, the credit card option might get dimmed or unavailable. To resolve this issue, you assign a foreign currency to the customer or edit the customer’s currency with the help of these solutions –

    Solution 1 – Assign Foreign Currency to a New Customer

    This will help record transactions in the currency in which the customer pays you. To assign a foreign currency to a new customer, go through the steps given below –

    1. Open the Customers & Leads section, then click Customers, and select New Customer.
    2. Further, open the Customer Information window, then select the customer’s currency from the Currency drop-down field.
    3. Lastly, fill out the required information and click Save to apply the changes.

    After assigning the currency, rerun QuickBooks and check if the QuickBooks payment issues are fixed. Alternatively, you can change the assigned currency for an existing customer by following the next solution.

    Solution 2 – Change the Assigned Currency for the Existing Customer

    Go through the steps given below to change the customer currency once it has been entered –

    Step 1 – Make the Customer Profile Inactive

    Go through the steps mentioned below to make the customer inactive –

    1. Firstly, move to the Customers & leads section, then select Customers, and find the customer for whom you want to change the currency.
    2. Next, select their name, hit Edit, and note down all their information.
    3. Select Make Inactive, then click Yes to implement the changes.

    Once the customer is made inactive, move to the next step and create a new customer. 

    Step 2 – Create a New Customer and Assign the Currency

    The next step is to create a new customer and assign them the preferred currency by using the following steps –

    1. In the Customers & leads section, click Customers and select New Customer.
    2. Next, fill out the fields using the info you noted down earlier (see point 2 of ‘Step 1: Make the Customer Profile Inactive above).
    3. Go to the Payment and Billing tab, then select a currency from the “This customer pays me with dropdown menu.
    4. Add a currency to their display name, then click Save to implement the changes.

    After the customer’s currency is changed, check if the dimmed credit card issue is fixed. Then, check the payment to ensure that the QuickBooks Online payment issues are resolved.

    If you are facing QuickBooks credit card processing errors, move to the next section to learn how to fix them.

    Case 4: Troubleshoot Credit Card Processing Errors

    Issues while manually processing a credit card can occur due to many reasons, like incorrect credit card info, cache and cookies, etc. These CC processing errors can be resolved by following the solutions given below –

    Solution 1 – Verify the Credit Card Information

    Have the customer confirm the credit card information to ensure that the information is for a Canadian credit card and that the credit card has enough funds. If the info is incorrect, update the correct credit card details by going through the following steps –

    1. Select Customers from the Customers & leads section and choose the customer you want to edit.
    2. Select Edit in the upper right corner, but if you can’t locate the Edit button, set up the credit card payment methods in the Payment List.
    3. Next, find the Payments section, then select the current card number below the Preferred payment method line.
    4. Lastly, click the Add link in the upper right corner, enter the new card information, and select Save.

    Ensure the new credit card info is for a Canadian credit card and has enough funds. Then, check if the credit card processing errors are resolved. If the processing errors persist, move to the next solution and clear the cache and cookies.

    Solution 2 – Clear the Caches and Cookies

    Clearing the caches and cookies can help fix loading and formatting issues. Follow the steps given below to clear the caches and cookies in Google Chrome –

    1. Open Google Chrome, select More from the top-right corner, and select Clear Browsing Data.
    2. Choose a time range, like All Time, select the information you want to remove, and click Clear Data.

    Once the caches and cookies are removed, try processing the credit card payments. If the errors persist, move to solution 3 to fix them. 

    Solution 3 – Submit the Information through a Pay Now Link on an Invoice

    Credit card processing errors can be fixed by having the customer submit the information via a Pay Now link on the invoice. To add a Pay Now button to the invoice, implement the following steps –

    1. Open QBO, click on the Gear icon, choose Account and Settings, then go to the Payments section.
    2. Click on Learn more and complete the company information, then you will be routed to the QuickBooks Payments page.
    3. On the page, click Add QuickBooks Payment, then wait for the application approval.

    The application will take about 24-28 hours to get approved, after which you will receive a confirmation mail. Once you have completed it, you can start sending invoices with the Pay Now button.

    Now, try processing the credit card payment to ensure that the processing errors are resolved.

    If you are encountering Pay Now link errors with your customers, follow the solutions given in the next section.

    Case 5: Troubleshoot Pay Now Link Errors with your Customers

    When you send a payment-enabled invoice to the customers, they should be able to submit their credit card information by using the Pay Now link. However, if the customer is facing issues while submitting the information, follow the solutions given below to resolve them –

    Solution 1 – Verify the Customer’s Credit Card Information

    Make sure that the information on the credit card pertains to a Canadian customer and has enough funds. Also, ensure that the CC information is correctly entered. Follow ‘Solution 1: Confirm the Credit Card Information’ of ‘Case 4: Troubleshoot Credit Card Card Processing Errors’ above to check the credit card info.

    However, if the Pay Now link errors persist, move to solution 2.

    Solution 2 – Remove the Cache and Cookies 

    If the above solution doesn’t work, try removing the cache and cookies in Google Chrome. For this, follow ‘Solution 2: Clear the Cache and Cookies’ of ‘Case 4: Troubleshoot Credit Card Processing Errors’ above.

    Once done, submit the information again and check if the Pay Now Link errors are fixed. If not, the you can try manually processing the customer payment inside QuickBooks.

    On the other hand, if you are facing clear deposit errors in QuickBooks, move to the next solution.

    Case 6: Clear Deposit Errors

    Sometimes, due to multiple reasons, the transaction might get delayed or held, leading to an error in QBO for the transaction. To fix the clear deposit error, firstly, make sure that the merchant has received the funds. Then, proceed to the following steps to correct the transaction.

    Solution 1 – Delete the Customer’s Payment 

    You need to delete the customer’s payment in the following manner –

    1. Firstly, select Sales from the left-side menu, then select Customers from the top menu.
    2. Locate the customer you sent the invoice to in the list, click on their name, and select the payment that has the error on the list of transactions.
    3. Lastly, select More at the bottom and delete the payment.

    You can now receive the payment, but remember not to mark the process credit card box.

    However, if the payment is attached to a bank deposit, you need to remove it by using the steps given below.

    Access the Bank Deposit and Remove the Payment

    Implement the following steps to access the bank deposit related to the payment and delete the payment –

    1. Choose Sales from the left-side menu, select Customers from the top menu, and locate the customer to whom you sent the invoice in the list.
    2. Next, click on the customer name and choose the payment with the error from the list of transactions.
    3. Under the customer drop-down, click on the blue date that reads “deposit amount of X.XX was deposited on day/month/year, and get the deposit.
    4. Now, if the payment is the only entry included in the deposit, select More at the bottom and delete the payment.
    5. However, if the payment is one of the multiple payments attached to the deposit, uncheck the payment you are trying to delete.

    Now, you have successfully unlinked the deposit and payment, and you can delete the payment. Once done, ensure that the clear deposit issues are fixed.

    However, if there is a missing credit card box on the invoice, move to case 7 and learn how to fix it.

    Case 7: Missing Credit Card Box on Invoice 

    If you don’t see the credit card box while creating an invoice, the invoice setup might be incorrect. This issue can be resolved by using the troubleshooting solutions below –

    Solution 1 – Check the Invoice Setup

    You need to check the invoice setup and ensure that it is correct by implementing the steps given below –

    1. Select the Gear icon, then select Account and Settings, and click Sales from the left-side menu.
    2. Now, navigate to the Online Delivery section, click on the Pencil icon, and make sure that the additional options drop-down is set to Online Invoice.
    3. Lastly, select Save, then click Done to exit the settings.

    Once you have successfully set up your account for invoices with payments, check to see if the credit card processing issues are fixed. If the CC processing issues persist, move to the next solution.

    Solution 2 – Remove Cache and Cookies

    If the above solution doesn’t work, fix the missing credit card box issue while creating the invoice by clearing the cache and cookies. See ‘Solution 2: Clear the Cache and Cookies’ of ‘Case II: Troubleshooting Credit Card Processing Errors’ above. Then, check the status of the credit card processing issue in QB.

    If you want to use the Resolution Centre, see case 8 below.

    Case 8: Use the Resolution Centre 

    The Resolution Center in QuickBooks is designed to help merchants when their money is held, and it contains information on how to release their funds. They will receive an email with instructions and a link that will help them access the Resolution Centre. You can follow the steps given below to access the Resolution Centre –

    1. Open the email, go to the part that reads, “Please click here to upload your documents to Intuit’s Secure Portal,” and select click here.
    2. Once the sign-in page opens, use your QuickBooks login credentials to log in to the Resolution Centre.

    Once logged in, go to the top-left corner to chat with an expert and get assistance. On the top of the page, you can find the case number and update time. Underneath this is the status tracker, below which you can find the info that contains details about the dates and amount of funds held. 

    Follow the list of instructions above the request box, then submit the information. To submit the information, click on the request box, open the sliding panel, and upload the documents. If there are multiple requests linked with the case, there will be multiple boxes. The uploaded document will appear in the box for the merchant to confirm that it was uploaded. Once done, they can check the Resolution Center to get updates about their case. They will receive an email once a held transaction is resolved.

    On the other hand, if you are facing issues while making partial payments while using the Pay Now link, follow the next section.

    Case 9: Partial Payments and the Pay Now Link on Invoices

    The Pay Now link on invoices is designed to accept the full payment, but if a partial payment is made, the link won’t work a second time. To resolve this, the merchant needs to manually process the remaining payment amount by following the solution below –

    Solution 1 – Manually Receive the Partial Payment Towards the Invoice

    Go through the steps given below to receive the partial payment toward the invoice –

    1. Click New, choose Receive payment or Receive invoice payment, and enter the customer information and payment date.
    2. Next, move to the Outstanding Transactions section and choose an open invoice to which you want to apply the payment. Then, edit the amount in the Amount Received field to receive the partial payment.
    3. Select Credit card from the Payment method drop-down, click Enter credit card details, and enter the credit card information.
    4. Further, click Use this credit card in the future to save the customer’s credit card.
    5. Lastly, select Process credit card, click Save, then hit Save and Close or Save and New

    After the process ends, you will have successfully paid off the customer invoice.

    On the other hand, if you are unable to see the Pay and Review option in the invoice due to QuickBooks Payments issues, move to case 10 below.

    Case 10: Customer Receives the Invoice with “Review and Print” and not the “Pay and Review” Option

    When a customer receives a Payments-enabled invoice, they have the option to Review and Pay that invoice. But if you are only seeing the Review and Print option, follow the solution mentioned below –

    Solution 1 – Ensure that the Credit Card Box is Checked Off 

    Confirm that the credit card box is checked off in the customer’s invoice by following the steps below –

    1. Firstly, click Sales from the left-side menu, select Customers from the top menu, and locate the customer you sent the invoice to in the list.
    2. Further, select the customer name and click on the invoice in the transaction list for the customer.
    3. Now, make sure that the credit card box is checked off. If not, uncheck the credit card box and save the transaction.

    Once done, you will be able to send the transaction to the customer using the Pay Now link. Then, check if the Review and Pay option is finally available in the invoice.

    If you want to use the deposits tab to determine information about the batches, follow the next section.

    Case 11: Use the Deposits Tab to Determine Information about your Batches

    QuickBooks payments store all the information about your payment processing in one place. Once the payment is activated, the Deposit section will also get activated. You can access the deposit screen by following these steps –

    1. From the left-side menu, select Sales, then click Deposits from the top menu.
    2. From the Deposits screen, determine the information as follows –
      • The number of transactions in a batch and batch creation date from the left-side menu.
      • The amount of the deposit, fees, and the net amount of the batch from the right-side menu.

    You will now be able to access the deposit screen successfully. The batch is also broken down into individual transactions, such as the last four digits of the card charged and the customer’s name.

    If you want to use the deposit field on the invoice, follow the steps given in the next section.

    Case 12: Use the Deposit Field on Invoices with and without Payments

    In QBO, customers can turn on the deposit field on an invoice through Accounts and Settings. If Payment is inactive, the deposit field will simply subtract the amount from the balance due on the invoice. On the other hand, if Payment is active, entering a value in the deposit field will result in the credit card on file being charged if the credit information is saved in QBO. Follow the steps mentioned below to set the deposit field –

    1. Click the Gear icon, then select Account and Settings, and select Sales from the left-side menu.
    2. Further, click the Sales form content section, toggle the Deposits feature, and click Save.

    This will successfully set the deposit field in QuickBooks Online.

    If you want to update the direct deposit account for payment, move to case 13.

    Case 13: Update the Direct Deposit Account for Payments 

    The direct deposit bank information for your payments account needs to be up-to-date. To update the info, follow ‘Solution 1: Update the Direct Deposit Account Information for Payments’ of ‘Case 1: Resolve Payment Holds’ above.

    On the other hand, if you want to set up the invoice settings for payments, follow the next section. 

    Case 14: Set Up Invoice Settings for Payments 

    If you want to create an invoice to send to the customer via the Pay Now link, the invoice settings need to be correctly set. Otherwise, the credit card invoice will not appear while creating the invoice for Payments, causing the QuickBooks payment issues. To check the invoice settings, implement the steps given below –

    1. Firstly, click the Gear icon, then select Account and Settings, and click Sales from the left-side menu.
    2. Now, navigate to the Online Delivery section and select the Pencil icon.
    3. Ensure that the additional options drop-down is set to Online Invoice, then click Save and Done.

    Once the invoice settings are correctly set, you will be able to send the invoice to the customer via the Pay Now link.

    On the other hand, if you want to access monthly payment statements in QBO, follow the steps given in case 15 below.

    Case 15: Access Monthly Payments Statements in QuickBooks Online

    To access your monthly payments statement in QBO, go through the steps given below –

    1. Firstly, select the Gear icon, click Account and Settings, then select Payments from the left-side menu.
    2. Locate the section for monthly payments, then use the drop-down menu to select the month you want to view and select View.

    Now, you will be able to see the monthly payment statements in QBO. 

    The solutions provided in this article will help you fix common QuickBooks payment issues with ease. However, if these solutions are ineffective or you are stuck in the troubleshooting process, reach out to our team of QB experts by dialing +1 833-802-0002 and get immediate guidance in fixing these issues.

    How can I refund or completely void a payment in QuickBooks?

    To correct an incorrect payment in QuickBooks, follow these steps –

    Sign in to your QuickBooks Payments account, open the Processing Tools drop-down, and select Reverse a Transaction.
    Fill out the necessary fields, click Search, and choose the transaction you want to refund.
    Lastly, hit Submit to complete the process.

    What are the payment options for QuickBooks invoices?

    With QuickBooks, you can send invoices to customers via debit, credit, Apple Pay, PayPal, Venmo, or ACH bank payments. 

    Why is my payment not going through in QuickBooks?

    If your payment is not going through in QuickBooks, you might receive a My subscription payment failed mail. This can happen when QB is unable to charge the billing account or the card on file is outdated or invalid. Thus, you need to update your billing info to ensure that the payment goes through.

    How to fix internet connection problems in QuickBooks Payments?

    Follow the steps given below to fix the internet connection problems in QuickBooks payments –

    Clear the caches and cookies in Internet Explorer.
    Edit the compatibility view settings in Internet Explorer.
    Modify the internet connection settings in QuickBooks.
    Configure the Windows firewall and the anti-virus program.

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