How to Set Up and Use QuickBooks Payments

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Go to your Company Settings.

Click the Gear icon then Company Settings.

Click Payments then Learn More.

Choose a Payments plan that best works for you.

Tell us about your business.

Enter information about your business including the bank account where you want your customers’ payments to be deposited.

Then tell us about you.

Tell us more about yourself so we can verify your for using QuickBooks Payments.

Select a bank account.

Tell us which bank account in QuickBooks you want to use to record the deposit. This is the bank account you entered a routing number for earlier.

Now you can ask for payment on invoices.

Click the Plus Sign icon and Invoices. When you’re creating your invoice, be sure to select the types of payments you’ll accept. Then send to email the invoice to your customer.

You can also receive payments.

Click the Plus Sign icon then Receive Payment. Click “Enter credit card details.” Enter your customer’s credit card number or swipe their card. We’ll send you a free card reader for your tablet or phone.

If the customer pays you at the time of the sale, create a sales receipt.

Click the Plus Sign icon and Sales Receipt. Then select Credit Card as the payment method.

You can also set up auto-payments.

Click the Gear icon then Recurring Transactions.

Track your transactions.

On the Navigation bar, click Transactions then Sales.