How to Set Up and Use QuickBooks Payments
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Start the Sign-Up Process
Go to your Company Settings by clicking on the Gear icon and then selecting Account and Settings.
Click Payments from the left navigation and then the Learn More button.
Click Set Up Payments to get started.
Tell Us About Your Business
Enter information about your business including the bank account where you want your customers’ payments to be deposited.
Tell Us About You
Tell us more about yourself so we can verify you for using QuickBooks Payments.
Select a Bank Account
Tell us which bank account in QuickBooks you want to use to record the deposit This is the bank account you entered a routing number for earlier.
Get Paid Straight From Your Invoice
Now you can ask for payment on invoices—and even include a Pay Now button.
Click the Plus Sign icon and select Invoice.
When you’re creating your invoice, be sure to select the types of payments you’ll accept.
Then click Save and Send to email the invoice to your customer. When she opens the invoice she’ll see the Pay Now button and can pay for the invoice with her credit card.
Click the Plus Sign icon and then Receive Payment.
Enter Your Customer's Credit Card Details
Click Enter credit card details and then enter their credit card number.
If the customer pays you at the time of the sale, create a sales receipt. Go to the Plus Sign Menu and under Customers choose Sales Receipt.
Then select Credit Card as the payment method.
Set Up Recurring Payments
You can even set up QuickBooks to automatically charge your customer a set amount at regular intervals.
First, open a sales receipt. Then select a customer or enter a new one. Next, select the product or service you provided. And then choose a credit card as the payment method.
Now the important part: click Make Recurring.
Enter a name for the template and choose Scheduled as the Type.
Enter the interval QuickBooks will use to charge the customer. For example, you could automate the charge for every Wednesday starting on 11/01/2017.
Enter the Start date for the automated charges. And then enter how many times you want to charge your customer (occurrences).
Click Save Template.
To make this legal, you’ll need your customer to sign an authorization form giving you permission to charge their credit card automatically.