How To Set Up Quickbooks Online Payments

Acquire how to accept electronic customer payments for online invoices and in-person sales.

If you have QuickBooks Payments, you can take electronic payments similar credit cards and ACH transactions directly from an invoice or email..

There are a few ways to become paid. Y'all tin plough on online payments for the invoices y'all email to customers. Customers tin pay for invoices by credit card or ACH bank transfer. All they have to practice is follow the link in the electronic mail. Yous can too process payments in-person or over the phone.

If yous don't use QuickBooks Payments, here'southward how to record credit card payments processed outside QuickBooks.

Annotation: Bank check the QuickBooks Payments website for the latest plans and check out our guide to QuickBooks Payments fees . If y'all're a ProAdvisor, encounter how you can qualify for lower payment rates .

Step i: Sign upwardly or connect an existing QuickBooks Payments business relationship

If you oasis't already, sign up for QuickBooks Payments .

Or, if y'all already have a QuickBooks Payments account, follow these steps to connect your existing account to QuickBooks Online .

Step 2: Set upward your account so customers can pay invoices online

QuickBooks estimates and invoices are improving! Your workflow for estimates and invoices volition expect dissimilar depending on whether y'all have the old or the new version of estimates and invoices.

Learn more than well-nigh the new estimates and invoices .

Check if you have the new version of estimates and invoices

To come across which version of estimates and invoices you accept:

Select + New.
Select Invoice or Guess.
At the top left of the course, if you come across "New" by the form title, then y'all're currently using the new version.

At present that you empathize if y'all have the erstwhile or new version of estimates and invoices, hither'due south how to ready your account so you tin can accept online invoice payments.

Set your company preferences

First, set your account settings for invoice payments:

Go to Settings ⚙.
Select Business relationship and settings, and select the Sales tab.
Nether Invoice payments, select the pencil icon ✎ and marker the checkbox for the payment options you desire.
When you're finished, select Salve .

Larn more about creating invoices in QuickBooks Online .

Set your payment options directly on the invoice

How you change the payment options on an invoice will depend on whether y'all have the onetime or the new version of invoices.

Change the invoice payment options with quondam invoicing

To modify the payment options on an existing invoice:

Go to Get paid & pay and select Invoices ( Take me in that location ).
Find and select the invoice you want to update.
Under Online Payments, select Edit.
Select the checkboxes for the payment options y'all want. Or remove payment options by unchecking the checkboxes.
When y'all're finished, select OK.
Select Save.

Modify the invoice payment options with new invoicing

The default settings in your company preferences will brandish on the invoice. If you change them on one invoice, this will only affect the invoice you alter and won't bear upon the company preferences.

To change the payment options on an existing invoice:

Become to Become paid & pay and select Invoices ( Have me there )
Find and select the invoice you want to update.
Select Edit Invoice.
In the Manage ⚙ section, select Payment methods.
To update the invoice payment options, turn the switches on or off for ACH or Credit Card.
Select Salve.

Stride 3: Process payments in QuickBooks Online

Now you're ready to get paid. Follow the steps based on how yous received the payment:

Procedure in-person payments

If customers come into your business, y'all don't demand to ship them an invoice. Instead, create a sales receipt:

Select + New.
Select Sales receipt or Make a sale.
Select the customer from the Client dropdown.
Add the products and services you're selling.
Make full out the form.
In the Payment method dropdown, select the payment method.
When you're washed, select Salvage and close.

For credit menu and check payments

If you select Credit card for the payment method:

Select Enter credit carte details and enter the menu info. Or, if you have a Magtek card reader, select Swipe Menu and swipe their carte. Select Procedure credit carte du jour and then Save.

If yous select Check for the payment method, make sure you get a signed authorisation form . This lets customers give you permission to debit their account.

If you add the customer's email address, QuickBooks sends them a copy of the sales receipt.

Process payments for invoices

If you already sent a customer an invoice but they wish to pay in-person, yous have a few options. You can ask them to follow the link in the electronic mail and finish paying for the invoice online.

Or you can procedure the payment for them and friction match it to their existing invoice:

Select + New.
Select Receive payment.
Select the customer from the Customer dropdown.
In the Outstanding Transactions section, select the open invoice you wish to apply the payment toward. Tip: To employ a partial payment, change the amount in the Amount Received field.
In the Payment method dropdown, select the payment method.
When you're done, select Save and close.

For credit card and check payments

If you select Credit card for the payment method:

Select Enter credit card details and enter the card info. Or if you take a Magtek carte reader, select Swipe Card and swipe their menu. Select Process credit carte du jour and and so Salve.

If yous select Check for the payment method, brand sure you get a signed authorization form . This lets customers requite you permission to debit their account.

Step 4: Learn most deposit times for customer payments

After y'all procedure payments, QuickBooks puts the coin in your banking concern account. It uses the bank account you picked when you signed up for QuickBooks Payments. The time it takes to get the money into your depository financial institution account depends on your product and payments programme. Larn more about eolith times for QuickBooks Payments . Notation: If yous're new to payments, your kickoff payments may accept a bit longer while we gear up your accounts. Going forward, customer payments process much faster.