Filter the Transactions List

It's a best practice to filter the transactions list at least 1x a week to find pending payments that are unapplied in QBO or unverified.

At least once a week you should be filtering down the transaction list to search for failed or pending transactions:

• Pending:
  • Unverified: The customer has yet to verify their micro-deposits.

1. Navigate to the Payments tab.

2. Click the Filters button.

3. You have four filters to choose from:

• Customer
• Payment Method
• Status

• Invoice Amount.

You can combine filters to give you a more precise result.

4. Click Apply once you've narrowed it down.

5. Click a checked box to remove a filter.

 

6. If you want to remove all filters, click Reset All.