Let me guide you on how to process payments in QuickBooks Online, kharman777.
QuickBooks Payments lets you accept credit card, debit, and ACH bank transfers for invoices you send and sales you make. For now, setting up recurring payments isn't possible. You'll want to use our Merchant Service to take and process payments. To do this, you'll have to sign up for QuickBooks Payments account. Here's how:
Read this article for more information: Take and Process Payments with QuickBooks Payments. Furthermore, to make sure your payments and processing fees are recorded to the correct account, learn from this article for your guide: Choose Where To Record Payments and Processing Fees For QuickBooks Payments.
Reach out to us if you have any concerns with recurring transactions or payments. We're always right here to assist you further.
Thank you for the help but when I follow these instructions, the prompts to click on are not there. I would really love is to have someone sit down with me on zoom and walk me through it. I’m even happy to pay them to do that. Is that service available at Quickbooks?
Yes, we provide services similar to that, kharman777.
You can contact our Customer Care Team by going to the Help icon in your QuickBooks Online Account. This way, we'll be able to look into your account through screen sharing and guide you in setting up this option. Here's how to connect with us:
I've also included an article that will help you in managing your customer payments in the program: Take and process payments with QuickBooks Payments.
Feel welcome to reach out to me again with any concerns or questions you may have. Have a great rest of the day.