PayPal and Venmo off by default

I appreciate you for what you've done on your end, Chris. Let me help you set up your QuickBooks payments.

In QuickBooks Online (QBO), PayPal and Venmo payments are only available in the new layout. I'd recommend switching to the new face for a better experience. I also added a screenshot for your better visual reference.

Furthermore, you can check out this article if you want to learn how to accept electronic customer payments for online invoices and in-person sales: Take and process payments in QBO with QuickBooks Payments.

Please let me know if you have additional questions about your QuickBooks payments. The Community is here 24/7.

I'm really new to the platform or payments. I have been using QBO quite extensively since I started my own small business in 2021. Before then I implemented and was an admin with NetSuite ERP.  I say that not to come across as a know it all, but because I have experience and really put a good deal of effort into setting my instance up for success.

I transitioned to the new layout pretty much as soon as it was available.

I have recurring transactions (invoices) that are being auto-created and auto emailed but with PayPal and Venmo turned off. All payment methods are turned on in settings (which seems to be a global setting for all invoices). I recently spoke with a support rep over the phone and was told that PayPal and Venmo are turned off by default for all recurring invoices? That's literally what I was told, but it is quite consistent because I am seeing some recurring invoices with PayPal and Venmo active and others are not. I can activate them manually (the QBO API doesn't send PayPal and Venmo payment methods to Zapier to create a fallback automation either - so it's a completely manual fix until I figure out what's broken).

Following up the previous reply with another screenshot

Oops! I meant to say that I'm not terribly new to the Quickbooks Online Platform...

I have run into several seemingly odd behaviors though and I tend to get a good deal of pushback on acknowledging the issue(s) and finding solutions.

Thanks for getting back to this thread and providing additional details and screenshots, Chris.

I suspect that your books work unusual based on the information you added. For now, I recommend accessing your QBO in a private browser to isolate this behavior.

1. Access your QBO account using an incognito window.
   Google Chrome: Ctrl + Shift + N
   Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
   Safari: Command + Option + P
2. Clear the cache and cookies in your browser.
3. Use other browsers that are supported for QBO.

If it persists, I still recommend contacting us again. At this time, we'll need to investigate this behavior and might create a ticket if necessary.

1. In your QBO account, click on the Help icon.
2. Choose Contact us.
3. Provide a brief description of your issue and follow the on-screen instructions.

Additionally, here are some articles that provide step-by-step instructions on how to personalize your sales forms and record incoming invoices:

• Customize invoices, estimates, and sales receipts
• Receive and record invoices.

If you have further questions about managing invoice payments in QuickBooks, feel free to reach out. I'm here to assist you.

I’ve used several different browsers, cleared caches and data and used private browsing. Thanks but that’s not the fix for this software (as I’ve mentioned to at least three other support techs).

Browsers don’t have much affect on backend processes. The setting for payment methods is set.

I’ve been given several different answers to this problem from browser related to QBO has turned off PayPal and Venmo by default.

It’s whatever at this point. I’ll just deal with it and move on.

This is a feature people have been asking for now for years and years. PayPal and Venmo can be turned on in individual invoices, but not recurring ones. QB has not said way, or committed to making this feature available.

It's outrageous, really, that an individual invoice can be paid by Paypal and Venmo, but a recurring one can't.

I know how helpful it is to enable the feature to allow your customer to pay their invoice using PayPal or Venmo, Adam.

Currently, QuickBooks Online (QBO) only allows to use of PayPal and Venmo as payment methods for each invoice (individual). Adding it as an option for recurring invoices is unavailable. With that said, I recommend sending feedback to our product developers to add this feature. Our developers often study the submitted requests to determine which functions are most desired by users.

Here's how:

1. In your QBO account, navigate to the Gear icon.
2. Next, select the Feedback option.
3. From there, enter the details of your product comments, suggestions, and requests. 
4. Then, click Next to submit. 

You can also visit our Customer Feedback for QuickBooks Online website to track the suggestions you've submitted.  

It's also easy to modify the appearance of your sales form like the invoice to reflect more of your business identity. To get started, check this guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can count on me if you have other concerns processing your invoices, just leave a comment below. I'll be here to provide a prompt response. 

So, it seems that the developers and support staff are quite siloed within the organization. This causes clunkiness in most areas especially support. While super frustrating, you have to understand that the employees aren’t oracles or beings on high; they are just employees at a fast paced tech company (which usually means there’s a lot of disconnects). The employees aren’t power users of the software. They are contact center staff that mostly respond from a script (which is an effort to present a single, consistent response to paying users). The paying users are power users that are usually also working professionals and will, most likely, have more in-depth knowledge of the software than support techs (frustrating as that may be). Hence the Community where users try to help each other and the very canned replies from support staff.

Regarding recurring invoices, PayPal and Venmo aren’t available at the initial creation of recurring invoices. Using the legacy layout (not the new layout which is super buggy), allow a recurring invoice to be produced, edit the invoice by adding the PayPal/Venmo payment method, and save the invoice. You should get two pop-up splashes. The first one is whatever. The second one actually saves the changes for future iterations of the recurring invoice. You won’t see this with the new layout, only with the legacy layout. This seems to have worked for me for now, but it does mean editing each product of a recurring invoice template, ugh.

I try to switch to the new layout by the invoice goes back to the old layout and my Venmo and Payal are turned off. 

Why does my layout goes back to the Old Lay out?

Hello, @Pitarra. 

Let's resolve the error you're having when trying to use the new layout for invoices. 

The problem you're having with your invoice's layout going back to the old layout can be caused by the piled-up cache in your regular browser. It stores temporary internet files from your browsing history. As it collects too many files, it can cause some issues in your account.

I've got some steps to help fix this issue. First, sign in to your QuickBooks Online (QBO) account using a private browser. This helps isolate the issue since it doesn’t store data in the cache. 

Here are the following keyboard shortcuts: 

• Safari: Command + Shift + N
• Mozilla Firefox: CTRL + Shift + P
• Google Chrome: CTRL + Shift + N
• Microsoft Edge: CTRL + Shift + N

If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. You can also try to check with other supported browsers (Firefox, Google Chrome, Safari, Microsoft Edge) if the steps above don't work.

Here's additional information about letting customers pay you via credit card, PayPal, Venmo, or ACH transfer: Connect your QuickBooks Payments account to QuickBooks Online. 

Let me know if you need more help with your invoices or anything else. I'm always here to assist. Have a wonderful day!