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Level 1

Should we do "Set up payment", and enter every information?

 
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Moderator

Should we do "Set up payment", and enter every information?

Hello there, info-fabbit-glob.

 

Setting up payment in your QuickBooks account is a good way to let your customers pay with their invoices online. To connect your payment account, you may need to enter some information. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. Click the Payments tab. Then, select Connect or Link Merchant Service in the Existing account section
  4. Connect your payment account. Afterward, review the account info and make sure it's accurate.
  5. Another way is to go in the QuickBooks Payments section that requires a few details from you.
  6. Hit Connect.

 

When you’re creating your invoice, be sure to select the types of payments you’ll accept. Let's take a look at this sample screenshot:

 

For additional tips and information about accepting payments, please check this link: Take and process payments with QuickBooks. Also, you may want to set up and send progress invoices in QuickBooks Online. 

 

Please let me know if you have other concerns. I'm here to help you. Take care and stay safe!

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