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Level 1

How to add credit card options?

 
1 Comment
QuickBooks Team

How to add credit card options?

I'd be glad to provided the steps on how you can add the credit card option, 

wingyee1138-gmai.

 

Let's make sure to set up QuickBooks Payments by following these steps:

 

  1. Go to the Gear > Account and settings.
  2. Click Payments from the left navigation and then the Learn More button.
  3. Select Set Up Payments to get started.
  4. Follow the on-screen instructions.

You can read this article for reference: Connect your QuickBooks Payments account to QuickBooks Online.

 

Once done, make sure that Online Invoice is selected from the Online Delivery settings.

 

Here's how:

 

  1. Go back to the Gear > Account and settings.
  2. On the left panel, click Sales.
  3. Scroll down to the Online Delivery section. 
  4. Select Online invoice from the Additional email options for invoices drop-down.
  5. Click Save and then Done.

Finally, add the payment options when you create the invoice. Go to the + New > Invoice. Here's what it looks like:

 

 

I'm also adding this article as guide on when payments are deposited: Find out when QuickBooks Payments deposits customer payments.

 

Should you have more questions related to QuickBooks Payments or other concerns with QuickBooks Online, I'll be right here to answer them. Have a good day!

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