How do I (or can I) collect a payment from a customer while on a Zoom call with them?

Collecting payments directly during a Zoom call depends on the payment method the customer chooses, Steven.

If your customer plans to pay online, they can use a credit card, debit card, ACH bank transfer, Apple Pay, PayPal, or Venmo. Also, if you use QuickBooks Payments, the invoice will automatically be marked as paid once the transaction is completed.

Please note that in QuickBooks Self-Employed (QBSE), the Transactions and Invoice pages are not connected. This means that income from invoices on the Invoice page will not automatically appear on the Transactions page, where your income and expenses are recorded.

If your bank account is connected, the customer payment will appear, and you can tag it as income. If your bank account is not connected, you’ll need to manually record the payment.

Here’s how to manually record a payment:

1. In the left menu, click Transactions and select Add Transaction.
2. Enter the amount and a description.
3. Open the Select a category menu and choose the most appropriate category for the transaction.
4. If you have a receipt, you can drag and drop it onto the form.
5. When you’re done, click Save.

If you have additional questions, the Community is always here to help.