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mstowingassociat
Level 1

How do i send invoices that customers can digitally pay directly into my checking account?

 
1 Comment 1
RenjolynC
QuickBooks Team

How do i send invoices that customers can digitally pay directly into my checking account?

I'll be happy to provide the instructions on how you can process your customer payments, mstowingassociat.

 

If you're not yet subscribed to QuickBooks Payments, you'll want to click on this link:Sign up for QuickBooks Payments. Otherwise, follow these steps to connect your account in QuickBooks Online. 

 

  1. Sign in to QuickBooks Online as an admin.
  2. Go to the Gear > Account and Settings.
  3. On the left panel, click Payments
  4. In the Existing account section, select Connect or Link Merchant Service.
  5. Select the QuickBooks Payment account you want to connect in the Connect your existing QuickBooks Payments account window.
  6. Click the Connect button. Review the account info and make sure it's accurate. If everything looks good, hit Connect.
  7. When the connection is finished, sign out and sign back into QuickBooks Online.

Once done, let's make sure to enable the Online Invoice option in the settings.

 

Here's how: 

 

  1. Go back to the Gear > Account and settings.
  2. On the left panel, click Sales.
  3. In the Online delivery section, choose Online invoice from the Additional email options for invoices drop-down menu.
  4. Select Save and then Done.

Finally, you're now ready to get paid. To do that, send the invoice they can online to their email. You can learn more about the process, by checking out this article: Take and process payments with QuickBooks Payments.

 

For any follow-up questions or other concerns with QuickBooks Online, please let me know in the comments below. I'm always around to answer them. Thanks.

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