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Level 1

How can I receive credit card payments? If yes how do I confirm the payment?

 
8 Comments
Moderator

How can I receive credit card payments? If yes how do I confirm the payment?

Glad to see you here in the Community, evandenbrulle.

 

I'm happy to walk you through in receiving a credit card payment in QuickBooks Online.

 

First, you'll have to sign up for QuickBooks Payments. Then, connect Payments to QuickBooks Online

 

Once your Payments application has been successfully approved, you can now process credit card payments for sales receipts and invoices.

 

Let me show you how:

 

Process payment for a sales receipt

  1. Click the Plus icon (+), then Sales Receipt.
  2. Choose a customer, then enter the sale details.
  3. Under the Payment method drop-down, choose the card type.
  4. Select Enter card details.
  5. Enter the credit card info, or select Swipe Card.
  6. Select Process credit card, complete the receipt, then Save (see screenshot below).
  7. You should now see a confirmation showing the status of the sale.

Process payment for an invoice

  1. Click Plus icon (+), then Receive Payment.
  2. Choose a customer, then enter the sale details.
  3. Under the Payment method drop-down, choose the card type.
  4. Select Enter card details.
  5. Enter the credit card info, or select Swipe Card.
  6. Select Process credit card, complete the invoice, then Save.
  7. You should now see a confirmation showing the status of the sale.

To confirm the payment, you can sign in to Merchant Service Center, then go to Transactions report. Check out the search for transactions in the Merchant Service Center article for more details.


The steps above will help you accept credit card payments. Please reach out to me if there is anything else you need about QuickBooks Online. I'd be happy to help. Have a lovely day!undefined

Level 1

How can I receive credit card payments? If yes how do I confirm the payment?

HI,

I have confirmed through Merchant Services a credit card payment was received and approved.  How do I now move it into Quickbooks? I have QB Desktop. There is no option to do this so I can properly receive the payment against a customer's invoice.

Thanks.

Moderator

How can I receive credit card payments? If yes how do I confirm the payment?

Hello there, @roemerino!

 

Once you started accepting payments online, you'll have to connect your bank account to the bank feeds so you can easily download the payments.

 

From here, you can start matching the payments to the corresponding invoices. You can read this article to learn more: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Lastly, I've got you these helpful articles for ideas to help manage your bank account and related tasks: Banking and Bank Feeds for QuickBooks Desktop.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

Anonymous
Not applicable

How can I receive credit card payments? If yes how do I confirm the payment?

I am trying to add a credit card fee to a client that is paying with credit card,  how do i that

QuickBooks Team

How can I receive credit card payments? If yes how do I confirm the payment?

I’d be glad to guide you on how to add credit card fee to your client, @Malvarez2984.

 

To do so in your QuickBooks Online (QBO) account, you’ll need to create a service item for the fee. Let me guide you how.

  1. Go to Sales menu and select Products and Services.
  2. Click on New then select Service.
  3. Enter the name of the service item (Example Credit card,CC Fee).
  4. Select the account you'd use to track our processing fees from the Income account drop-down menu. (I suggest reaching out to your accountant for guidance on what account to choose).
  5. Once done, click Save and Close.

You can also refer to this article for more details about this process: Add inventory products in QuickBooks Online.

 

Once done, you can now add the fee as a line item in the invoice. I’ve attached a screenshot below for reference. 1.JPG

I’m also attaching this article that you can utilize for your future guidance in case you’ll need to refund you customer: Record a customer refund in QuickBooks Online.

 

In case you have any other concerns with your QBO account, you can always tag me in. it’s always my pleasure to keep you in working order. Take care!

Level 15

How can I receive credit card payments? If yes how do I confirm the payment?

@Anonymous 

As another option, ask your client to pay your invoice thru MP. They can pay it by credit card and you will get paid by bank transfer or check for free.

https:// melio.grsm.io/quickbooks

Level 1

How can I receive credit card payments? If yes how do I confirm the payment?

what is MP?

QuickBooks Team

How can I receive credit card payments? If yes how do I confirm the payment?

Thanks for joining this thread, @sdolinger.

 

The MP that our Community backers meant is Merchant Payments. This feature allows you to accept credit card, debit, and ACH bank transfer payments. Then QuickBooks automatically categorizes each processed payment on your chart of accounts for you.

 

You can follow the steps below in case you want to sign-up in the future. 

 

  1. Sign in to QuickBooks Online as an admin.
  2. Select the Gear icon ⚙ and then select Account and Settings.
  3. Select Payments. In the QuickBooks Payment section, select Learn more

 

This opens a signup window with three sections. Then follow the onscreen instructions. You also have an option to sign up directly on the QuickBooks Payments website.

 

For more information, you can browse this article: Sign up for QuickBooks Payments.

 

Once everything is set up, you can refer to these articles for additional information about how merchant payments work in QuickBooks: 

 

 

If you have any additional questions or other concerns about QuickBooks Payments, please let me know by clicking the Reply button below. I'm always here to help. Take care always!

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