Skip to main content
June 15, 2022
Question

How can I set up my payment to go directly to my business checking account that is linked in QuickBooks?

  • June 15, 2022
  • 1 reply
  • 0 views
How do I link my invoices paid to my business checking account?

1 reply

MariaSoledadG
June 15, 2022

Let me guide you on how to link payments to your checking account, djhinkle52.

 

You can accept electronic payments like credit cards and ACH transactions directly from an invoice or email if you have a QuickBooks Payment account. If you haven't got one, you'll want to sign up so you can process customer payments. Then connect your business check account to QuickBooks Online (QBO). To do this, follow the steps below:

  1. Sign in to QuickBooks Online as an admin.
  2. Go to the Gear ⚙ icon and then Account and settings.
  3. Select the Products and services tab.
  4. In the Existing account section, select Connect or Link Merchant Service.
  5. In the window, select the QuickBooks Payment account you want to connect. Then select Connect.
  6. Review the account info and make sure it's accurate. If everything looks good, select Connect.
  7. When the connection is finished, sign out and sign back into QuickBooks Online.

 

For more information on how you set up your company preferences and set your payment options directly on the invoice, follow the steps in this article guide: Take and Process Payments In QuickBooks Online.

 

Furthermore, QuickBooks downloads bank transactions automatically and tries to look for a match with those you've already entered in QuickBooks. To learn more about this, go through this article for your reference: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

Still, have questions about QuickBooks Payments? Let us know if you do and we'll always be here to assist you.