Automatic matching for QuickBooks Payments.Take and process payments with QuickBooks Payments.I’m also adding these references to get more information about updating business and account info, processing payments, and how the program matches transactions for you: It includes details about our operation hours so you’ll receive responses quickly. You can use this Contact option to get in touch with our experts. Our representatives can assist you in navigating the reimbursement process with ease. Since the refund instructions provided didn’t work, it would be best to contact our Payments Support team to help reverse your transaction made via ACH. Thanks for joining and updating us, Let me provide information to get your refund settled. Please let me know if you have further questions about processing refund. In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help. Select the transaction you want to reverse and refund.Ĭheck out the Void or fully refund a transaction section in this article for more information: Void or refund transactions in QuickBooks Payments.Enter the details asked and click Search.Click the Processing Tools drop-down and select Reverse a Transaction.To send an actual refund to the customer’s account to reverse the transaction. However, you can make an internal arrangement with your customer about how he/she wanted to receive the refund. The option to process the refund to a customer in QuickBooks is via credit card, checks, and cash payments. Regarding of the payment method, we were unable to make a refund via bank transfer in QuickBooks Payment. Let me know if you still have follow-up questions about QuickBooks payments or any other concerns. It'll be based on your pricing plan and transaction type.įor more information about when QuickBooks deposits customer payments into your bank account, refer to this article: Find Out When QuickBooks Payments Deposits Your Money. To know the fee that you may incur, see this guide: Understand fees for refunds or void transactions. In case you'd need to void and refund a transaction, here's how to void or fully refund a transaction and partially refund or credit a transaction: Void or refund transactions in QuickBooks Payments. For more information about payment fees for invoicing, using a card reader, and keyed transactions, refer to this link: Payments pricing. I can share some information about our rates per transaction for QuickBooks Payments, you're right! Our rate per transaction for ACH bank payments is 1% (max $10 per transaction). I'm only a few clicks away if you need assistance managing your customer transactions in QuickBooks, jay87. It's always my pleasure to help you out again. Process and Take Payments with QuickBooks Payments.Add a checkmark in the I have signed authorization box, then click Save.įor more details, please see this article: Process an ACH Bank Transfer from a Customer.Īdditionally, I've added these articles that'll help you stay informed about how QuickBooks Payments works:.

Click the signed authorization link or select the authorization script link to open the authorization script, then have your customer fill out and sign the form or read the script.Place a checkmark in the Use this account information in the future box.Select ACH as a new payment method, then choose Enter bank info.On the Payment method section, click the drop-down menu, then Add new.Go to the + New icon and then choose Sales Receipt or Receive Payment.This will prevent your customer from entering it every time they pay you. If you'd like to set up ACH as a payment method, you have a way to save the bank details for future use. At this time, QuickBooks Online doesn't have the option to save your customer's billing info when paying via ACH or other third-party merchant accounts. In QuickBooks Payments, you can only enter bank details in the customer's profile. This helps us get a clearer view of your issue, so we can share more info about the two payment options.

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