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lori129
Level 1

Does self employed quickbooks allow for customers to pay you w/online transfer? I've added my bank account and still customers says it doesn't work. Please advise.

 
1 Comment 1
JamaicaA
QuickBooks Team

Does self employed quickbooks allow for customers to pay you w/online transfer? I've added my bank account and still customers says it doesn't work. Please advise.

Yes, QuickBooks Self-Employed allows customers to pay you online by subscribing to the Payments service, lori129. I'll walk you through the setup process to ensure you receive them on time.

 

You can turn on QuickBooks Payments to activate online card or bank transfer payments for your customers. Follow the steps below to start receiving electronic pay for their purchases:

 

  1. Go to the Invoices menu, then hover your mouse under Invoice.
  2. Select the Create invoice button.
  3. Navigate to the Customize icon to click the Payments dropdown menu, then Activate payments.
  4. Choose the Credit card or Bank transfer (ACH) toggle to turn on the options. 

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Additionally, you can do the same on the Invoice page under the Product or Service section.

 

Once done, send the sales form to your customers by following this article: Create invoices in QuickBooks Self-Employed.

 

Moreover, check out this material if you need to collect sales tax for the products and services you market: Manually track sales tax in QuickBooks Self-Employed.

 

Switching on the Payments feature gives you the convenience of automating the collection of settlements. For additional inquiries or guidance on how it works, add them below. I'll be here to help you further.

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