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Replying to:
ReymondO
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I'll share additional info that can help you remove the prompt, @MaximillianC.

 

Bank transfer payments can fail because of incorrect bank info or insufficient funds. This can be the reason why you're getting the "Needs Attention"  prompt in your Dashboard. 

I'll show you how to handle this situation to keep your books in order. First, let's figure out where the failed payment is in QuickBooks. Here's how:
 

  1. Select + New and click Bank deposit or Record bank deposit.
  2. Review the QuickBooks Payments section.
  3. Look for the payment on the list. If you see it, it isn't deposited yet. If you don't, it is deposited.

 

Once done, create a service item to track the rejected bank transfer. Just follow these steps:
 

  1. Go to Settings and select Products and Services.
  2. Click New and then Service.
  3. Enter "Rejected bank transfer" for the name.
  4. Enter "Bank transfer payment received rejected by the bank" for the description.
  5. If the bank deposit is already deposited, select the bank account you deposited into for the Income account. Or if you haven't made the bank deposit yet, select Undeposited funds for the Income account.
  6. Select Save and close.

 

Then, create a new invoice and continue steps 3, 4, and 5 in this article: Handle a rejected or failed bank transfer payment.

 

If you're still getting the same result, let's troubleshoot your browser. There are times that too much cache accumulated in a browser can cause unexpected behavior with the product. This can be the reason why you're still getting the Needs Attention prompt.

 

Let's start by accessing your account in a private window. Simply press the following shortcut keys to access this mode.
 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to remove the prompt, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative fix. This might be a temporary issue with QuickBooks and the current browser that you use.

 

If the issue persists, I'd recommend reaching out again to our Customer Support Team. That way, they can check your account in a secure environment and help fix the error.

 

I'll also share with you this handy article about automatically record QuickBooks Payments bank deposits that I'm sure you'll find helpful. It contains steps that'll guide you through process.

 

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

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