Hello there, Martino3.
Let me share what I know about online payment options in QuickBooks Desktop (QBDT).
If you don't have QuickBooks Payments, you can sign up for an account to be able to send invoices online and process customer payments online through credit card or ACH bank transfer.
If you already have a QuickBooks Payments account, you can check out this article and connect your existing account to QuickBooks Desktop: Connect your QuickBooks Payments account to QuickBooks Desktop.
Once you've successfully connected your your QuickBooks Payments account to QBDT, you may now turn on payment options to all of your customers or for a specific customer.
To turn on online payments for all customers:
- Go to Edit menu, then Preferences.
- Choose Payments and then the Company Preferences tab.
- In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
- Select Apply to existing customers.
If you'd only like to turn on online payments for a specific customer, you can follow the steps below:
- Go to the Customers menu and select Customer Center.
- Look for the customer's name.
- Select the Edit icon to edit their profile.
- Click on Payment Settings.
- In the Online Payments section, select the payment options you want to make available to this customer. Then select OK.
After that, you're now ready to send an online invoice to your customers. You can check this link (under Step 3: Send an online invoice) for the steps: Send online invoices in QuickBooks Desktop.
Let me know if you still have other questions or clarifications about online payments. I'll be here to answer them. Have a great weekend!
