Hi PowPow, I have had the problem that credit card payments would record but bank, ACH e-checks, would not. I had to enter them manually. Today I found the following in a help file. I entered all the payment methods that were not already entered. I believe the E-Check method not being in the list was the cause of e-checks not matching. Now any payments coming from a bank, ACH e-check, matches and records automatically. Hopefully this may help.
- Go to Lists, select Customer & Vendor Profile Lists, then Payment Method List.
- Verify that all default Payment Methods and Payment Types are correct.
Payment MethodType | Cash | Cash |
| Check | Check |
| American Express | American Express |
| Discover | Discover |
| MasterCard | MasterCard |
| Visa | Visa |
| Debit Card | Debit Card |
| Gift Card | Gift Card |
| E-Check | E-Check |
- Correct any incorrect Payment Methods or Types.
- The payments should now record.
