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August 19, 2020
Question

How do I confirm the proper account is set up to accept payments from customers.

  • August 19, 2020
  • 1 reply
  • 5 views
When I accept a payment how to I confirm it will be credited to the proper account

1 reply

Moderator
August 19, 2020

I can see that you're new to the Community page so let me welcome you, @jamie41.

 

We can confirm that the correct account is set up by checking your payment settings in QuickBooks. This way, we can make sure that your customer's payments will be deposited into the right bank account.
 

Let me walk you through the steps on how to check this setting. Here's how:

 

  1. Click the Gear icon and select Account and Settings.
  2. Go to the Payments section and look for Deposit accounts. This will show you the information that you've set up in QuickBooks Payments.
  3. Click Done once checked.

 

In case you need to update your business and account information in your QuickBooks Payments account, you can check out this article as your guide: Update business and account information.

 

You can always tag me in the comment section if you have further questions about setting up your QuickBooks Payments account. Keep safe.