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  • I processed a Sales Receipt using the correct credit card, but under the wrong customer name through Merchant Services, how do I correct this?

    From the article: In order to correct the transaction processed via credit card through QuickBooks Payments, and reflect under the correct customer name, the Sales Receipt will need to be reversed via the entry of a refund.

  • Using a USB credit card reader with QuickBooks Online

    From the article: If you have a USB card reader, you can swipe a credit card to process a payment in QuickBooks Online.

  • Licensing Agreement

    From the article: This terms of service agreement ("End User License") is a contract between you and Intuit ("Intuit" or "us").

  • How do I edit the name on a deposit?

    From the article: If the line on the deposit is from a  Received Payment , temporarily delete the entire deposit and then re-enter it.

  • Next steps after signing up for GoPayment

    From the article: If you've already applied for a Merchant Service account or GoPayment from Intuit, here are your next steps: First, be aware that it takes up to 3 business days to get a decision, which you'll receive via email.

  • Error: You are currently not subscribed to any services

    From the article: If you are receiving the error message, "you are currently not subscribed to any services", it could be one of two scenarios: You are using the wrong user ID and password.

  • Why are my invoices/sales receipts importing as journal entries?

    From the article: Do you have sales tax items or groups on your sales transactions?... If so, then keep reading!... In our latest update, a fix was implemented to solve an issue where sales transactions were not importing due to a sales tax group/item being edited.

  • How do I find recent or previous transactions?

    From the article: To find a recent or previous transaction that was saved, you can click on the Clock Icon found at the top of QuickBooks Online to the right of to the Plus Sign (+) .

  • Setting up and working with location tracking

    From the article: You can use locations to categorize data from different locations, offices, regions, or outlets of the same company.

  • Default bank account

    From the article: Currently, QuickBooks Online (QBO) does not have a Company Setting to set a default bank account for writing checks/cheques.

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