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Joe232
Level 1

How do I add a Venmo account and bank account to my QuickBooks to take payment

How do I add a Venmo account and bank account to my QuickBooks to take payment

1 Comment 1
Mich_S
QuickBooks Team

How do I add a Venmo account and bank account to my QuickBooks to take payment

I know how to add a Venmo and a bank account to QuickBooks Payments, @Joe232.I'll walk you through the process.

 

Let's set your company preferences and add the accounts from there. Here's how:

 

  1. Click on Settings ⚙.
  2. Go to Account and settings, and click on Sales.
  3. Go to the Invoice payments area, hit Edit ✎, then add the payment options you want.
  4. Click on Save.
  5. Hit Done.

 

Once done, you can manually select the desired account in the Payment method section if you want to use it on an invoice. If you modify it, your changes will only apply to that invoice and not the company's preferences. Browse this article for the detailed steps: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

If you're all set and you'd want to personalize your invoices, read this for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to get back to us in case you need extra help with invoices, payments, or QuickBooks. We'll make sure to respond as soon as we can. Have a good one!

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