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mgrimme
Level 1

Can I set up invoicing so customers can pay via credit card or directly from their bank account?

 
1 Comment 1
SarahannC
Moderator

Can I set up invoicing so customers can pay via credit card or directly from their bank account?

Hello there, mgrimme.

 

Yes, you can set up invoicing where your customers can pay via credit card. You'll need to connect your payment account to process credit cards in QuickBooks Online. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. Click the Payments tab. Then, choose either QuickBooks Payments or Existing account.
  4. Review the account details and make sure it's accurate. If everything looks good, select Connect. You can then sign out and log back into your account to reflect the changes.

 

Afterward, add your customer's credit card information to their profile. Here's how:

 

  1. Go to the Sales menu and select the Customers tab.
  2. Hit Edit at the upper-right corner. Then, select Payments and billing.
  3. Click the Preferred payment method drop-down arrow.
  4. Enter other necessary details. Then, Save.

 

Here are some articles that you can check about processing credit card payment:

 

 

Let me know if you have other questions. Take care always.

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