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Experienced Member

Integration of Customer's payments made online

If a customer makes a payment online through the link that is sent to them with the invoice, how can the payment be recorded in quickbooks without me having to manuel record it once I receive the email that the invoice has been paid?

Also, how can the credit card transaction fee be automatically recorded?

1 Comment
QuickBooks Team

Re: Integration of Customer's payments made online

Greetings, @jh54.

 

I'm here to provide you with the information you'll need.

 

The invoices are automatically marked as paid once we receive the online payments. Thus, there isn’t a need to manually receive payments.

 

For the credit card transaction fee, QBO automatically records deposits and feeds deducted from your QuickBooks Payments transactions. Just make sure the deposit account selected is the same account received payments get deposited to. It should also be the same account where fees are deducted from.

 

Here's how to your accounts:

  1. Click the Gear icon at the right top.
  2. Under Your Company, select Account and Settings.
  3. Go the Payments tab.
  4.  On the Chart of Accounts section:
    - Select the account where you want to record payments.
    - Select the account where you want to record processing fees?
  5. Click Save, then Donereceivepayment.PNG

That answers your concern for today about recording invoice payments and credit card fees.

 

Please know I'm always here to help with any QuickBooks issues you may be having. Just leave a comment and I'll get back to you.

 

Have a great day ahead.