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rsyung
Level 1

I thought I set up receiving credit card payment correctly but have not received the funds from my client. Please help with step-by-step guidance. Thank you

 
1 Comment 1
Tori B
QuickBooks Team

I thought I set up receiving credit card payment correctly but have not received the funds from my client. Please help with step-by-step guidance. Thank you

Hey there, @rsyung

 

Thanks for reaching out to the Community for support. I'm happy to provide you with step-by-step guidance to correctly set up credit card payments. Don't sweat. You can set up your credit card payments with just a few simple clicks. 

 

When you first decide that you want to take credit card payments, it's always good to make sure that you've signed up for QuickBooks Payments. If you've already signed up for QuickBooks Payments, that's great! Now you'll only have to choose where to record your payments and processing fees for QuickBooks Payments. I've included the steps to do this below. 

 

  1. Click on the Gear Icon at the top, then choose Account and Settings.
  2. Select Payments from the menu.
  3. In the Chart of Accounts section, tap on the pencil (edit) icon.
  4. In Where do you want to record payments?, choose the correct bank account.
  5. From the Where do you want to record processing fees?, pick the proper expense account for tracking processing fees.
  6. Select Save.

After setting up where you want the payments and fees to record, you're ready to get started with receiving credit card payments. 

 

Let's get started.

 

  1. Tap on the + New button at the top.
  2. Choose Receive payment or Receive invoice payment.
  3. Fill out the customer info and payment date.
  4. In the Outstanding Transactions section, pick an open invoice to apply the payment toward. 
  5. From the Payment method drop-down menu, select Credit card.
  6. Click on Enter credit card details.
  7. Enter the credit card information or choose to Swipe Card.
  8. Hit Process credit card.
  9. Select Save.
  10. Lastly, tap on Save and close or Save and new.

That's all there is to it. I'm also including some helpful articles that cover all the details to receiving credit card payments in QuickBooks Online below. 

 

Please feel free to let me know if you have additional questions or concerns. I'll be here every step of the way. You can reach out to the Community or me at any time. Have a fantastic day! 

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