adding a bank account and online payment options

Do you need to accept online payments from your customers?

Are you running B2B or B2C?

Hello s_creek,

I'm here to help connect your bank account to QuickBooks Online.

When linking an account, all you have to do is make sure you know your bank credentials like the username. From there, you can follow these steps to link the account:

1. From the Transactions tab, select Bank transactions.
2. Click Link account.
3. Select your bank's name.
4. Continue with the on-screen instructions to successfully link the account.

Once your account is connected, the system will automatically download the recent transactions and categorize the transactions.

As for processing payments online, you'll need to sign up for QuickBooks Payments account. This way, you can take and process electronically. Here's an article to know more: Connect your QuickBooks Payments to QuickBooks Online.

Furthermore, you can check these references on how you can manage downloaded entries:

• Connect bank account
• Categorize transactions

Keep me posted whenever you have concerns about processing customer payments and connecting your bank account.

How do I add the online payment option to my account? 

To enable the online payment method, consider signing up for QuickBooks Payments, @d-griffith. I'm here to help you in having this option available in your end.

Please note that to have this, you must first subscribe to QB Payments. If you are already subscribed, you will be able to integrate it with your QuickBooks Online (QBO) account, allowing you to accept a variety of payment methods.

To activate your payments in QBO, you can follow the steps I'll provide below.

1. Open your QBO account.
2. Head to the Gear icon.
3. Select Accounts and Settings, then go to the Payments section.
4. Click the Connect your payments account.
5. Choose the payment account you want to connect to and then click Connect.
6. Review the account details and ensure that's everything correct.
7. Once done, select Connect.
8. After completing, please log out and log in again to your QBO company.

Once you're connected, you'll have the ability to activate various online payment methods that are accessible from your end.

You can also read this helpful article for guidance on voiding transactions and receiving process in using QB Payments:

• Void or refund transactions in QuickBooks Payments
• Receive and process payments in QuickBooks Online with QuickBooks Payments

I'll be sure to get back to you if you have further questions about adding an online payment option to your account. You can always count on me anytime.