Quickbooks Desktop for mac - Adding Pay Online option to invoice

Hi there, t2blue. I see the relevance of enabling online payment options on your invoices to provide convenience for your customers. I'm here to help you add this feature and be visible when invoicing them.

When handling online payments, it's best to ensure your merchant service account is connected to your QuickBooks Desktop file. Then, you can enable a link that includes options for your customers to pay online. Since your payments account is active, you can follow the steps below on how to integrate them with QuickBooks:

1. Open the QBDT file that you’d like to connect.
2. Select Customers and then Link QuickBooks Payments to bring up the payment preference. 
3. Select Sign In to enter and link your QuickBooks Payments account.

After you successfully connect your payments account, QuickBooks Payments Enabled shows inside the payments preference window. 

You may check out this guide for additional insights: Turn on online payments in QuickBooks Desktop for Mac.

Furthermore, if you've connected your banking account to your desktop data, we recommend adding and matching your transactions regularly to track the info entered on your registers. This way, your QuickBooks accounting records match your bank statements.

We'll keep an eye on this thread if you require additional assistance managing online payment options on invoices. Feel free to let us know by utilizing the reply section below. We'll be around to provide further help. Keep safe!

Thanks for replying. However, I don't have the Link QuickBooks Payments option under Customers tab in QB. I can't upload the screenshot unfortunately because it won't let me.

I'm here to help you link QuickBooks Payments to your books, t2blue.

Adding a screenshot is a great way for us to verify why the option is missing. I've added the supported image types to ensure you can add a picture: .jpg, .jpeg, .gif, .png.

To enable customers to pay invoices online, it is necessary to first sign up for QuickBooks Payments and then connect your Payments account.

Beforehand, please note we’ve made an upgrade to the Payments service that requires the current release of QuickBooks Desktop for Mac. If you have: 

• QuickBooks Desktop Mac 2021 R6 or earlier
• QuickBooks Desktop Mac 2020 R9 or earlier

Upgrade to the latest available version to keep your full Payments service.

1. Go to the Preferences menu and then select Payments.
2. Click Sign up or Sign in to proceed.
3. Add the details of your Payment account.

After your Payments account is connected, you can send your customers an invoice that includes a link to pay online.

1. Create an invoice.
2. From the invoice, select either Accept Credit Cards or Accept Bank Transfer.
3. Note: You can select both options to let your customers choose how to pay.
4. Select Save, then click Share to email the invoice to your customer.
5. Note: Before you can send an invoice, you need to connect to your email provider in QuickBooks.

Your customer will receive an email that will include a Pay Online link. From the secure payment portal, your customer can enter their credit, debit, or bank info.

Please know that we will continue to monitor this thread if you need to. further assistance managing online payment options on invoices. Please don't hesitate to let us know by replying below.