Hi there, info1731. I'll help you how to add your GoCardless facility or PayPal in QuickBooks.
Yes, it is possible to add pay by credit card as a payment option in QuickBooks Online. QuickBooks Online offers integration with several payment processors, including GoCardless and PayPal, which allow you to accept credit card payments.
To add pay by credit card as a payment option in QuickBooks Online using GoCardless or PayPal, you can follow these general steps:
- Set up a GoCardless or PayPal account: If you don't have an account with GoCardless or PayPal, you'll need to sign up for one. Visit the GoCardless or PayPal website and follow their instructions to create an account.
- Connect your GoCardless or PayPal account to QuickBooks Online: Once you have your GoCardless or PayPal account, log in to your QuickBooks Online account and go to the "Gear icon" menu. Select "Account and Settings" from there and navigate to the "Payments" tab. Look for the section allowing you to connect a payment processor and choose GoCardless or PayPal. Follow the on-screen instructions to connect your account.
- Customize your payment options: After connecting your payment processor, you can customize your payment options in QuickBooks Online. Go to the "Gear icon" menu, select "Custom Form Styles," and choose the form style you want to edit. In the form customization window, click the "Content" tab and add the credit card payment option to your preferred invoice or sales receipt template.
- Test the payment option: Once you've set up the payment option, it'sensuring everything works correctly is a good idea. Create a test invoice or sales receipt and pay using a credit card. Verify that the payment goes through and reflects accurately in your QuickBooks Online account.
Please note: This is only available in the US version of QuickBooks. For other regions or countries, I encourage you to check for a third-party application outside QBO that would integrate into the system to process credit card payments, or you can use our add-on service.
I will also include some helpful articles if you need future reference.
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