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ChrisRoush
February 19, 2024
Question

PayPal and Venmo off by default

  • February 19, 2024
  • 1 reply
  • 0 views
Are PayPal and Venmo off by default? I have all payment methods on in Account and Settings > Sales > Invoice Payments, but PayPal and Venmo are off on my recurring invoices.

1 reply

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IrishNinoJ
February 19, 2024

I appreciate you for what you've done on your end, Chris. Let me help you set up your QuickBooks payments.

 

In QuickBooks Online (QBO), PayPal and Venmo payments are only available in the new layout. I'd recommend switching to the new face for a better experience. I also added a screenshot for your better visual reference.

 

 

 

Furthermore, you can check out this article if you want to learn how to accept electronic customer payments for online invoices and in-person sales: Take and process payments in QBO with QuickBooks Payments.

 

Please let me know if you have additional questions about your QuickBooks payments. The Community is here 24/7.

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ChrisRoushAuthor
February 20, 2024

I'm really new to the platform or payments. I have been using QBO quite extensively since I started my own small business in 2021. Before then I implemented and was an admin with NetSuite ERP.  I say that not to come across as a know it all, but because I have experience and really put a good deal of effort into setting my instance up for success.

 

I transitioned to the new layout pretty much as soon as it was available.

 

I have recurring transactions (invoices) that are being auto-created and auto emailed but with PayPal and Venmo turned off. All payment methods are turned on in settings (which seems to be a global setting for all invoices). I recently spoke with a support rep over the phone and was told that PayPal and Venmo are turned off by default for all recurring invoices? That's literally what I was told, but it is quite consistent because I am seeing some recurring invoices with PayPal and Venmo active and others are not. I can activate them manually (the QBO API doesn't send PayPal and Venmo payment methods to Zapier to create a fallback automation either - so it's a completely manual fix until I figure out what's broken).

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