cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
deidad_1924
Level 1

Good I need a template to load payments if I perform the function would be new, clients, receive payments

 
1 Comment 1
LieraMarie_A
QuickBooks Team

Good I need a template to load payments if I perform the function would be new, clients, receive payments

Glad to see you here, @deidad_1924.

 

The Receive Payment option from the New button only applies to receive a payment to an invoice entered in QuickBooks.

 

May I ask where your company is located? QuickBooks Payments is only available for a few countries. The closest way to load your payments in Global QuickBooks Online is through online banking. Once connected, it automatically downloads your transactions.

 

Here's how: 

  1. Go to the Banking menu or Transactions menu.
  2. Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.
    Capture.JPGCapture.JPG
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
  5. Select the accounts you want to connect (savings, current, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.
  6. For each account, select the account type from the dropdown. These are accounts currently on your chart of accounts.
  7. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  8. Select Connect.

 

Then, it shows you if they match any records you've already entered in QuickBooks. Otherwise, it will start a new record for you. All you have to do is review and approve the way QuickBooks categorises them. Refer to this article for more info: Categorise and match online bank transactions in QuickBooks Online.

 

In case you're having problems downloading or getting an error, check out this link: What to do if you see a bank error or bank transactions won’t download.

 

I'm always here to help if you need further assistance. Have a good one, @deidad_1924!