Review Pending Transactions

This message will appear upon logging into QuickBooks if there are any transactions that have been put into a Pending State. (See Unable to Create Payment in QuickBooks for more information about what causes a transaction to become Pending)

Correcting this issue can be accomplished using the following steps.

1. If there are no open windows in QuickBooks click Yes to go to the Pending Transactions window

2. You should see the transaction listed here. Click on the Update All button and the application will attempt to create the payment.

3. You should get a message that the payment was created successfully and if you navigate to your Customer Center you should see it listed.

4. If the transaction is not able to be created and remains in the Pending Transactions window after choosing to update, the payment will need to be created manually. To do this double click on the transaction in the Pending Transactions window. On the Transaction State option choose dismiss. Now choose Update All again and the transaction will be removed from the Pending Transaction window.

5. Go into your Customer Center and create a Receive Payment for this customer and choose to apply it to the Invoice that your created. If you see any boxes from QuickBooks asking to process when saving be sure to uncheck them so it does not try to run the payment again. Likewise if you get a window from Charge Anywhere asking if you want to process a sale select No. The Payment should now be applied to your customer.

If you have any questions or if the above steps did not work, please contact us at 800-211-1256 option 1 for Tech Support