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ecmafrica-tz-gma
Level 1

I want to be able to accept payment

 
1 Comment 1
DivinaMercy_N
Moderator

I want to be able to accept payment

I'm glad to share some steps so you can accept payments in QuickBooks, @ecmafrica-tz-gma.

 

If you want to sign up for a QuickBooks Payments account to process your customer's payments, here are the steps you can take:

 

  1. Set up your QuickBooks Payments account.
  2. Next, select where to record your payments and fees.
  3. Once done, you can now accept payments in QuickBooks.

 

If you want to manually record the payment, you just need to use the Receive Payment option. To do so, please refer to these steps:

 

  1. Go to the +New button.
  2. Choose Receive Payment.
  3. On the Customer dropdown select the customer's name.
  4. Under the Outstanding Transactions, select the invoice you need to apply the payment to.
  5. When done, click Save and closeRP2.PNG

 

For your reference, please visit this page: Record invoice payments in QuickBooks Online.

 

Also, QuickBooks makes it easy to view your customer's transactions and monitor your sales data. To get started, simply head to the Reports menu and scroll down to the Who owes you section. From there, open any customer report you need.

 

Keep me posted if you have other questions about accepting payments in QBO. I'll be on the lookout for your response. Have a good one.

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