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m-seiltz-yahoo-c
Level 1

If my customer pays an invoice online with a credit card before add my bank info, where does the money go? The transaction days it's paid to QB payments credit card.

 
2 Comments 2
KlentB
Moderator

If my customer pays an invoice online with a credit card before add my bank info, where does the money go? The transaction days it's paid to QB payments credit card.

Hi there, m-seiltz-yahoo-c.

 

I can share some information about how QuickBooks handles customer payments.

 

We'll be the ones to temporarily hold the funds until you enter your bank information in the program. Take note that QuickBooks accepts any standard business, personal checking, or savings account.

 

In addition, the bank account needs to be based in the United States. When you're ready, follow these steps to add your bank account details:

 

  1. Sign in to QuickBooks Online in a web browser. 
  2. Go to the Gear icon, then select Account and settings.
  3. Select the Payments tab.
  4. Enter the routing number and account number of the bank in the Deposits section.
  5. Review the bank account infomation, then click Save to complete the process.

If you still have questions about the customer payment, you may contact our Payments Support Team. This way, we'll be able to pull up your account and check the payment status.

 

I'm also adding these articles to help manage your customer payments for online invoices:

 

Don't hesitate to visit us again if you have any other concerns. The Community is always here to help you.

KlentB
Moderator

If my customer pays an invoice online with a credit card before add my bank info, where does the money go? The transaction days it's paid to QB payments credit card.

Hi m-seiltz-yahoo-c,

Hope you’re doing great. I wanted to see how everything is going about the concern you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

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