Summary
To search for something specific in this list press CTRL + f (Windows) or Command (⌘) + f (Macintosh) and type in your search.
Note Many steps guide you to check the select all box to the left of the Status column header. When you do this the forward/back buttons in the upper right of the browser disappear. To bring them back so you can go to the next page, clear the select all box.
How to recover deleted Payments
Go to Sales > Payments
Click Payments next to the folder in the top-left corner
Click Archived
Filter dates, customer name, etc.
Find the payment
Click Actions on the right side of the row for your specific payment
Click Restore
Repeat steps 5, 6, 7 to restore other payments
How to close payments all at once
Filter Payment Status: Open
Click Filter
Check the select all box to the left of the Status column header
Click Mark Payments Closed as of <today's date>
How to send new payments into QuickBooks
Filter SYNCED TO QB ONLINE status
Click No
Click Filter
Check the select all box to the left of the Status column header
Click Sync to QB online
Filter SYNCED TO QB ONLINE status
Click Yes (Pending)
Click Filter
Check the select all box to the left of the Status column header
Click Sync to QB online
How to sync Payments older than 30 days with QuickBooks
QuickBooks Autosync won't sync anything with a date that is older than 30 days from today.
Filter SYNCED TO QB ONLINE status
Click No
Click Filter
Check the select all box to the left of the Status column header
or - Select the rows you want to syncClick the Sync to QB Online button
QuickBooks, what does update pending mean?
The invoice was edited or a payment was applied, the QB sync status changes to updates pending. To update the payment:
Filter SYNCED TO QB ONLINE status
Click Yes (updates pending)
Click Filter
Check the select all box to the left of the Status column header
Click Sync to QB Online
How to find a check # that shows which Payments were paid
Press CTRL + f (Windows) or Command (⌘) + f (Macintosh) and type in the check number
Click the next button in the upper right to move to the next page, if necessary
How to export payments to keep as a backup
Click the down arrow next to the Create Payment button
Click Export
The Payment list in CSV format will be sent to your email address
Click Export
Open the email and save the CSV file to your backup location.
Find the history of payments for just one customer
Filter by customer name
See a list of Payments paid via credit card but not charged
Filter Payment Type: Credit Card
Open each payment and reapply it to the credit card on file
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How to find out who had paid me through Stripe services
Filter Payment Type: Stripe
Click Filter
How to get to a specific page in Sales > Payments
For example, I have 150 pages and I want to be at around page 50. What's the fastest way to get there aside from clicking the next button 50 times.
Copy the following line in your address bar and change the 2 to the number where you'll want or where you think you'll want to be.
How to see Payments generated today
Click Payments in the upper-left corner
Click Today (or this week, or this month)