Connecting Accept Card Payments with PayPal app in QuickBooks Online lets you quickly and securely send invoices with a ‘Pay now’ button, so your customers can make payments with Visa, Mastercard, American Express, or their PayPal wallet.
After customers make a purchase, their payment will automatically be deposited into your PayPal account and the accounting will be done in QuickBooks Online. This makes it easy to track incoming payments and stay organised.
Note: To download the PayPal app, visit our App Store or select the Apps tab in QuickBooks Online.
Step 1: Sign up for a PayPal business account
If you don’t already have one, sign up for a PayPal business account. Setting up a business account will let you create a link in your invoice email for your customers to click to pay you.
Step 2: Connect PayPal to QuickBooks Online
Next, it’s time to connect your PayPal account to your QuickBooks Online account. To do this:
- Sign in to QuickBooks Online, select + New.
- Select Invoice.
- Select Accept card payments with PayPal.
- Select Launch PayPal.
- Sign in and follow the prompts to grant QuickBooks permission to connect to PayPal.
- Select Go back to QuickBooks Online.
- Check the account names and fee categories to make sure they’re correct.
Step 3: Create a unique PayPal link
Now that your business account is ready, create a unique PayPal link to put in your invoices. This is the link that your customers will click in the invoice email to submit payment to you.
However, there is one important step that must be taken before creating your unique Paypal link: encoding your email address.
You can't do this in QuickBooks, but you can use any online tool to encode an email address. Search for "URL encoding" to learn how to encode your email address. Then, copy and paste the encoded email into the email message.
Step 4: Add your unique link to an invoice
Copy this link into an email or onto your invoice so that customers can click it and submit payment quickly and securely. To do this:
- In QuickBooks, select the gear icon.
- Select Account and settings.
- Select the Sales tab.
- Select the pencil icon next to Messages.
- In the Email message field, paste the encoded link.
- Select Save.
That’s it! Now that you can use PayPal to receive payments in QuickBooks Online.
Create an invoice and email it to your customers. All they’ll need to do is click the PayPal link in their invoice email to submit a payment to you. When they make a payment to the invoice, payment is automatically created in QuickBooks Online and linked to the invoice.
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If you have questions about invoices or need help creating, customising or importing them, let us know. Sign in to QuickBooks start a discussion with a qualified QuickBooks Online expert in our community.