QuickBooks Desktop Payments?

ToddG34292 · ‎March 07, 2023

Greetings,

We are considering adding Merchant Services from QuickBooks so that we can email invoices to customers with a link to pay via credit card, ACH or Echeck. My question is that we future date our invoices to when the project is scheduled to start and I do not want to send invoices out way in advance of the start date. I have invoices already created for April 2023 until December 2023. Can I edit an invoice closer to the actual invoice date and enable the Pay Now button and email well after the initial invoice was created? Thanks in advance!

GebelAlainaM · ‎March 07, 2023

That's great to hear that you considered adding Merchant services to your QuickBooks account so you can easily manage invoices and other payments, Todd. I'll ensure to address your concern.

I confirm that you can modify the invoice closer to the actual date of the invoice and enable the Pay now button. After then, you can email the invoice.

Furthermore, I'll be adding some articles you can read about managing payments for your invoices and in-person sales with QuickBooks Desktop and QuickBooks Payments.

You can see this article for details if you want to know when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

Tag me if you have additional concerns about managing invoices in QuickBooks Desktop. I'll get back to you as soon as possible. Take care!

View solution in original post

GebelAlainaM · ‎March 07, 2023

That's great to hear that you considered adding Merchant services to your QuickBooks account so you can easily manage invoices and other payments, Todd. I'll ensure to address your concern.

I confirm that you can modify the invoice closer to the actual date of the invoice and enable the Pay now button. After then, you can email the invoice.

Furthermore, I'll be adding some articles you can read about managing payments for your invoices and in-person sales with QuickBooks Desktop and QuickBooks Payments.

You can see this article for details if you want to know when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

Tag me if you have additional concerns about managing invoices in QuickBooks Desktop. I'll get back to you as soon as possible. Take care!

mgaratty · ‎April 04, 2024

I have a question regarding re: QB Desktop Payments. We also are considering using this option to take credit card payments from customers. I did speak with Khevin from QB the other day, however I have a question. We have four team members that would be using this function in our QB Database. Does EACH individual have to go through the process of setting it up through Intuit? I am the Business Administrator for the company and would rather do the leg work for all users so it functions seamlessly. Any help is appreciated! I can give emails / user names for the QB users that will be handling payments.

Thank you!

Maggie

Erika_K · ‎April 04, 2024

Yes, your employees will have to set up their own Intuit account if they don't have one to process payments, mgaratty.

If multiple team members manage customer payments, we can add them to your QuickBooks Payments account. This will enable them to process payments in QuickBooks without having full access to your accounting data.

You can refer to the outlined steps below:

Go to Account Center and select Payments.
Choose Add User. Enter the EMAIL of the user you want to invite, select a ROLE, and click Send.

Afterward, the new user will receive an invitation email to start using QuickBooks Payments. If they already have an Intuit account, they can select Sign in. Otherwise, sign up.

Also, if you want to edit your payment permissions from specific products, you can visit this article: Add users to QuickBooks Payments.

Lastly, I've included this guide to learn how to check when QuickBooks deposits customer payments into your bank account, receives customer remittances, and sets up and edits credit card types:

I'll be glad to help you further. Let me know in the comments if you have any other questions about payment management. Take care!

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QuickBooks Desktop Payments?