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Search for Transactions in the Merchant Service Center

If you have an Intuit QuickBooks Payment account, you can search transactions for any six-month period within the past 12 months.

Detailed instructions

1. Sign in to the online service center.

2. From the blue toolbar, select the Activity & Reports drop-down then click Transactions.

The Basic Search will be selected by default, which searches by date and payment type (credit card or check).

3. (Optional) Click the Advanced Search tab to filter the search criteria.

4. Click the Search button to begin the search.

The results will be displayed in the next window.
NOTE: The default Payment Type is Card. If you also have check processing on this merchant account, change the type to Check to view these transactions.

5. Click the Trans ID number to display a detailed view of that transaction. You will also have an option to Print the report or Export the data as a .csv (comma separated value) file.


Advanced Search tab

Advanced Search: By clicking on the Advanced Search tab, you can narrow your search to a much more granular level. In addition to selecting a date range, you can also specify:

  • Transaction ID
  • Cardholder name (Must be the exact full name. If it does not match what the MSC has as the cardholder name, it will not pull those transactions)
  • Last 4 digits of card number
  • Expiration date on card
  • Card type (Visa, MasterCard, etc)
  • Whether the transaction was run as a debit (e.g. PIN-entered) or credit card
  • Type of transaction (authorization, sale, credit, void, etc)
  • Response type (declined or approved)
  • Whether the card was swiped
  • Whether the transaction was a mobile (GoPayment) payment
  • Whether the transaction was a PayPage payment
  • Whether the transaction was a recurring transaction
  • The minimum and / or maximum amount of the transaction

KB ID# HOW17063
8/20/2017 9:33:57 PM
QYPPRDQBKSWS08 9138 Pro 2017 e50984