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jamie41
Level 1

I will be accepting payments soon. I want to ensure I’m set up to do this and confirm the account it is going to. I want to ensure my Chase acct I ending in #5117

 
1 Comment 1
JasroV
QuickBooks Team

I will be accepting payments soon. I want to ensure I’m set up to do this and confirm the account it is going to. I want to ensure my Chase acct I ending in #5117

I’m more than happy to assist you in ensuring you’re using your Chase account in accepting payments, @jamie41.

 

Let’s go to the Account and Settings in your QuickBooks Online (QBO) account and set it up from there. Here’s how:

  1. Navigate to the Gear icon.
  2. Select Account and Settings.
  3. Click the Payments tab.
  4. Select Learn more from the QuickBooks Payments section.
  5. Click Set Up Payments to begin.
  6. Enter the needed information and ensure to select your Chase account 1 as to where to record the payments and deposit.

You can also check this link that provides complete information on how to set up and use QuickBooks Payments.

 

I'd also recommend checking our QuickBooks Payments page for more details and frequently asked questions on how QuickBooks Payment works.

 

Additionally, you might also want to check this article that guides you through the process in case you’ll need to link a deposit to an invoice: How to link a deposit to an invoice.

 

Let me know if you have other concerns setting up payments in your QBO account. I’ll be more than happy to help out again. Keep safe and more success in your business!

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