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April 22, 2021
Question

How do I take payments? Is it something else to download?

  • April 22, 2021
  • 1 reply
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1 reply

April 22, 2021

Hi there, bundybernard06-g.

 

Welcome to QuickBooks Community. I'll ensure to share details on how to receive payments and how it works in QuickBooks Online.

 

To take payments in QuickBooks Online, you'll need to have QuickBooks Payments Services in your account. If you haven't already, you'll have to sign up and activate the Payments Services so your customers can pay their invoices online.

 

Here's how:

 

  1. Click the Gear icon and select Account and Settings.
  2. Proceed to the Payments tab. Then, click the Learn more button beside QuickBooks Payments.
  3. Select between BusinessOwner/Proprietor, or Bank.
  4. Enter the required information. Then, click Next.
  5. Follow the succeeding prompts and fill in all necessary details. 

 

For additional information, you can click this article: Sign up for QuickBooks Payments.

 

However, if you already have a QuickBooks Payments account, please refer to this article to see the detailed steps on how you can link your existing payments account to QuickBooks: Connect your QuickBooks Payments account to QuickBooks Online.

 

Once done, you'll have the option to select if you want to accept customer payments via credit card or bank transfer. Your customer will get a link in the invoice where they can enter their payment details. Please take note that the first payment will be deposited in your account within 5 business days.

 

Please open this link to view information on when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

 

Comment back below if you have more questions about this or other QuickBooks concerns. I'll be eyeing out your reply. Have a great day.