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userbwsydnor
Level 1

How do I get setup for online payments on invoices without opening a Quickbooks bank account? I just want to use my existing bank account.

 
1 Comment 1
MichelleBh
Moderator

How do I get setup for online payments on invoices without opening a Quickbooks bank account? I just want to use my existing bank account.

Hi there, @userbwsydnor.

 

Yes, you can set up online payments using your existing bank accounts. I'm happy to provide steps on how to accomplish this. 

 

Here's how: 

 

  1. Log in to your QBO account as an admin.
  2. Go to the Gear icon, then choose Account and Settings
  3. Click Payments on the right pane. 
  4. Hit Connect perpendicular to Existing account
  5. Follow the on-screen instructions. 

 

The application will take about 24-48 hours, and you will be notified via email once it's approved. From there, you can start sending invoices with the Pay Now button. 

 

With this, I'd suggest creating a sample invoice to check how it looks like. Let me guide you how: 

 

  1. Go to the Plus Sign icon and select Invoice
  2. Complete the required data. 
  3. Under the Payment options, make sure to select the types of payments you’ll accept.
  4. Received the payments, then hit Enter credit card details

 

You also have an option to create recurring payments to make it easier for you. Please click the Make recurring on the Sales Receipts page. Then choose Scheduled under Type

 

 

For more details, check out this article: Set up a recurring sales receipt

 

I've added some articles about managing payments, users, and other topics. 

 

 

Let me know how I can help you further by posting more questions. Have a great day! 

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