Hi there Tory,
I'm glad to hear that you've been using QuickBooks Self-Employed and want to use QuickBooks Payments in connection with it in order to receive payment from your customers towards invoices you've sent. Getting this set up is a simple process, and I'm going to give you a hand.
Here's how to Set up Payments (Merchant Services) within QuickBooks Self-Employed:
- Navigate to the Invoices menu.
- Choose Create invoice.
- Select Set up Payments. A window will display and you'll need to select Set up Payments again.
- Complete the forms required for you to start accepting payments.
- Follow the instructions on screen to complete the process.
Once you've finished the set-up process and your application has been approved, the transactions will automatically pull into your transaction feed. You won't be required to input them manually. It's as easy as that!
If you have any other questions, don't hesitate to reach out. I'm happy to help.