Can I add Zelle (and/ or venmo) as a payment option in my invoices?

Hello there, aodhan.

Yes, you can add Venmo as a payment option to an invoice. But you need to connect the Venmo account to QuickBooks first. However, Zelle is not yet supported in QuickBooks Self-Employed. We can request to add your Zelle bank to QuickBooks Self-Employed.

To add Venmo, here's how:

1. Click the Gear icon, and select Connect bank.
2. In the search bar, enter Venmo.
3. Enter all the information needed.
4. Tap Connect once done.

 To send a request to add your Zelle bank to QuickBooks Self-Employed. Here's how:

1. Click the Gear icon, and select Connect bank.
2. In the search bar, enter Venmo.
3. Scroll down to see Still can't find your bank? and click it.
4. Enter your Bank web address URL.
5. Hit Request.

Once the connection is established, you can generate an invoice, choose the linked Venmo account, and utilize it for payment.

For future reference, please visit the following articles. They provide additional information about the categories:

• Categories in QuickBooks Self-Employed.
• QuickBooks Self-Employed Schedule C Categories breakdown.

Please know that you can always drop by here if you need help or further information connecting your Zelle or Venmo. I will be happy to assist you further. Have a wonderful day!

Hi, thanks so much for this info. So I've requested the Zelle be added and connected the Venmo account.

The Venmo however still isn't showing up as an option in the invoices I generate for clients (ie so they can pay me via Venmo). Does this just take time to become an option? Or am I missing a step?

Thanks

Thanks for your answer. So I requested the Zelle be added as a payment option, and I linked the Venmo to my account.

However, Venmo is still not showing up as a payment option on my invoices? Will this just take time or am I missing a step is making it an option for my clients to use to pay me?

Thanks again

Thanks for your answer. So I requested the Zelle be added as a payment option, and I linked the Venmo to my account.

However, Venmo is still not showing up as a payment option on my invoices? Will this just take time or am I missing a step is making it an option for my clients to use to pay me?

Thanks again

I appreciate all the efforts in following the provided steps, aodhan_o. Let's go over some details about why Venmo isn't showing as a payment option when paying invoices.

Currently, the Venmo payment option when paying invoices is only available in QuickBooks Online (QBO) and not in QuickBooks Self-Employed (QBSE). In QBSE, Venmo can only be connected as a bank to download transactions, but it cannot be used as a payment option to receive invoice payments.

If you want to categorize your downloaded transactions, feel free to visit this article for reference: Categorize transactions in QuickBooks Self-Employed.

If you have more questions or need further assistance with your payment options, please don't hesitate to get in touch with me. I'm here to help you maintain precise financial records.