Connect with and learn from others in the QuickBooks Community.
Hey there, jheyne.
Thanks for stopping by the QuickBooks Community this afternoon, I'm happy to help. First off, you'll need a QuickBooks Payments account to process credit cards in QuickBooks Online.
If you don’t use QuickBooks Payments, you should record a credit card payment you processed outside of QuickBooks.
Before you continue, make sure you:
There are two ways to process card payments with your payments account. How you do it depends on if you create invoices in QuickBooks.
Option 1: Receive a payment toward an invoice:
If you invoice your customers, you'll want to receive a payment. This way, you can apply the payment you process to an open invoice.
Tip: Let your customers pay you at their convenience. Send them an invoice they can pay online.
Option 2: Create a sales receipt:
If you don't use invoices, you can process a credit card with a sales receipt.
I'm also including a helpful link all about payments and how they work. For additional information on these steps as well as a tutorial video, you can check out the following link on processing credit card payments in QuickBooks Online.
If there's anything else that you need, please, don't hesitate to post here anytime. Thanks again and I hope you have a nice day.