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Take and process payments in QuickBooks Online with QuickBooks Payments

SOLVED•by QuickBooks•1447•Updated 1 month ago

Learn how to accept electronic customer payments for online invoices and in-person sales.

QuickBooks Payments allows you to add links to invoices so customers can pay online. Customers can pay with PayPal, Venmo, credit card, or ACH bank transfer. All they have to do is follow the link in the email. You can also process payments in person or over the phone.

To watch more how-to videos, visit our video section.

If you don’t use QuickBooks Payments, here's how to record credit card payments processed outside QuickBooks.

Note: Check the QuickBooks Payments website for the latest plans. If you're a ProAdvisor, see how you can qualify for lower payment rates.

Step 1: Sign up or connect an existing QuickBooks Payments account

If you haven't already, sign up for QuickBooks Payments.

If you already have a QuickBooks Payments account, follow these steps to connect your existing account to QuickBooks Online.

Step 2: Set up your account so customers can pay invoices online

Set your company preferences

First, set up your account settings for invoice payments:

Go to Settings , then select Account and settings.
Select the Sales tab.
Under Invoice payments, select Edit, then select the payment options you want.
You can also enter Payment instructions. They will show on all invoices regardless of the template, when payments are enabled.
Select Save.
Select Done.

Set your payment options directly on the invoice

You can choose how to receive payment on each invoice you send. If you change them on one invoice, this will only affect the invoice you change and won’t affect the company preferences.

Your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience. Find out which experience you have.

Change the invoice payment options with new invoicing

Go to Sales, then select Invoices (Take me there).
Find the invoice you want to update, then select Edit.
Select Payment methods.
Turn the switches on or off for the payment method you want to use.
Select Save or Save and close.

Change the invoice payment options with old invoicing

To change the payment options on an existing invoice:

Go to Sales, then select Invoices (Take me there).
Find the invoice you want to update, then select Edit.
In the Online payments section, select Edit.
Select the payment options you want.
Select OK.
Select Save or Save and close.

Step 3: Process payments in QuickBooks Online

Now you're ready to get paid. Follow the steps based on how you received the payment:

Process payments for sales receipts

If customers come into your business, you don't need to send them an invoice. Instead, create a sales receipt:

Select + New.
Select Sales receipt or Make a sale, then fill out the customer info.
Add a product or service to sell.
From the Payment method dropdown, select Credit Card.
Select Enter credit card details.
Enter the credit card info or select Swipe Card.
Optional: To save this customer's credit card, select Use this credit card in the future.
Select Save or Use this info.
Select Got it, then select Save and close or Save and new.

If you add the customer's email address, QuickBooks sends them a copy of the sales receipt.

Process payments for invoices

If you sent a customer an invoice but they wish to pay in person, you have a few options. Ask them to follow the link in the email and finish paying for the invoice online.

Or process the payment for them and match it to their existing invoice:

Select + New.
Select Receive payment.
Enter the customer name and payment date.
In the Outstanding Transactions section, select an open invoice to apply the payment. To take a partial payment, change what's in the PAYMENT field.
From the Payment method dropdown, select Credit Card.
Select Enter credit card details.
Enter the credit card info or select Swipe Card.
Optional: To save this customer's credit card, select Use this credit card in the future.
Select Save or Use this info.
Select Got it, then select Save and close or Save and new.

QuickBooks sends automated receipts to the registered email when an invoice is paid through QuickBooks Online Payments. You can also re-print a copy of the receipt from QuickBooks Online Payments, here’s how:

Go to the invoice that was paid, then select the payment.
Select Transaction Processed from the customer details, a copy of the receipt that you can print will display.

Process payments for invoices in QuickBooks Solopreneur

Select Get paid, then Invoices (Take me there).
Find the invoice that you want to record as fully or partially paid. Under the Action column, select Record payment.
In the Deposit to dropdown▼, choose the account to record the payment to.
Fill out the remaining fields, such as amount paid and the payment date.
When finished, select Save.

Learn more about using your payments account in QuickBooks.

Step 4: Learn about deposit times for customer payments

After you process payments, QuickBooks puts the money into your bank account. It uses the bank account you picked when you signed up for QuickBooks Payments. Deposit speeds depend on your product and the type of payment. Get more info about deposit times for QuickBooks Payments.

Note: If you're new to payments, your first payments may take a bit longer while we set up your accounts. Once your accounts are setup, customer payments will process much faster.

Disclaimer: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

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