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paysssk
New Member

What else do I need to do to get paid?

 
2 Comments 2
ArnoldJohn_C
QuickBooks Team

What else do I need to do to get paid?

Welcome to the Community, paysssk.
 

There are multiple ways to get paid in QuickBooks Online (QBO), which depend on how you accept payments.


If you'd like to get paid online, you’ll need to sign up for QuickBooks Payments. This lets you accept payments like PayPal, Venmo, credit card, or ACH bank transfer directly from your invoices.

Once you have signed up, configure your company preferences with these steps:

  1. Click on the Gear icon, then choose Account and Settings.
  2. Go to the Payments section.
  3. Locate the Chart of Accounts and click Edit.
  4. Under the Standard deposits dropdown, pick the account where you want payments to be deposited.
  5. On the Processing fees dropdown, select the expense account you’d like to use for tracking processing fees.
  6. Click Save.
     

After that, here’s how to set up your account settings for invoice payments.
 

  1. Go to the Sales section.
  2. Locate Invoice payments and click Edit.
  3. Choose the payment methods your customers will use. You can also add payment instructions to appear on your invoices.

    image (5).png
  4. Click Save, then Done.
     

When you’re ready to get paid, follow step 3 in this article: Receive and process payments.

If a customer pays you with cash or through another method outside of QuickBooks Payments, you can still record the transaction in QBO to keep your records accurate. If there’s an invoice involved, you can manually record the payment using the Receive Payment option. Otherwise, if there's no invoice and the customer pays you immediately for a product or service, you can use a Sales Receipt instead.

 

Let us know if you have more questions about payments. We’re here to help.

ArnoldJohn_C
QuickBooks Team

What else do I need to do to get paid?

Hi there, @paysssk.

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.

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