Setup for receiving PayPal and Venmo from invoices

EBC2024 · ‎February 15, 2024

Using QBO Simple Start for less than a month using MacOS. I see that QBO has the ability to accept customer payments from PayPal and Venmo. I don’t see anywhere on where/how this can be activated in QBO. What am I missing? Thanks.

Erika_K · ‎February 15, 2024

I'm here to ensure you can receive customer payments through PayPal and Venmo, EBC.

QuickBooks Online (QBO) offers the option for your customers to pay e-invoices with PayPal and Venmo. All you need is a QuickBooks Payment account. To subscribe to this plan, we can sign in to our QBO account and go to the Invoice window. Refer to this image for visual reference.

For old invoice layout:

On the new experience:

Also, you can check out this website directly to learn more about QuickBooks Payment's different plans and rates: https://quickbooks.intuit.com/money/see-plans/.

Moreover, I'll add these articles about managing customer payments in QBO:

Hit the Reply button if you have additional questions about setting up payment methods in QBO. I'll be here to lend a hand. Take care!

View solution in original post

Erika_K · ‎February 15, 2024

I'm here to ensure you can receive customer payments through PayPal and Venmo, EBC.

QuickBooks Online (QBO) offers the option for your customers to pay e-invoices with PayPal and Venmo. All you need is a QuickBooks Payment account. To subscribe to this plan, we can sign in to our QBO account and go to the Invoice window. Refer to this image for visual reference.

For old invoice layout:

On the new experience:

Also, you can check out this website directly to learn more about QuickBooks Payment's different plans and rates: https://quickbooks.intuit.com/money/see-plans/.

Moreover, I'll add these articles about managing customer payments in QBO:

Hit the Reply button if you have additional questions about setting up payment methods in QBO. I'll be here to lend a hand. Take care!

BrightSide1 · ‎February 20, 2024

Do I need to separately set up a business Paypal or Venmo account to accept these payment methods from customers?

Kurt_M · ‎February 20, 2024

Thanks for joining the thread, @BrightSide1. We have details about using PayPal and Venmo to manage customer invoice payments inside QuickBooks Online (QBO).

If you accept Venmo or PayPal payments from your customers, you'll want to connect both accounts to your QBO company. This way, when they pay their invoices, it goes directly to the account you have inside QuickBooks. We'll write down the steps below to get you going:

Access your QuickBooks Online company.
Go to Transactions, then select Bank transactions.
Click Link Account.
Enter the URL or name of your bank in the Search field, then select the bank.
Enter your Sign info in the Login and Password fields, then select Continue.
Follow the on-screen instructions.

Feel free to check this page for more details: Connect bank and credit card accounts to QuickBooks Online.

Also, we recommend visiting this article to know more about using PayPal and Venmo: Use PayPal and Venmo with QuickBooks Online.

Furthermore, here are some articles to help you create personalize sales forms and keep track of every transaction you have inside the program:

It's always a pleasure to have you here, @BrightSide1. If you encounter any problem or need assistance managing customer payments inside QuickBooks, visit us anytime. We'll be around to help you up. Have a good one.

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Setup for receiving PayPal and Venmo from invoices