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December 9, 2020
Question

How do I get payment from QB to Bank

  • December 9, 2020
  • 1 reply
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1 reply

Rebecca R
December 9, 2020

Hello Nina and welcome to the QuickBooks Community!

 

It sounds like you've made the awesome decision to use QuickBooks Payments Canada as an add-on to your QuickBooks Online subscription. This makes accepting your customers' payments a breeze. It's important that you know where your money is going once it's been processed by the system, so let me go over this.

 

When you applied to use Payments you would've supplied a bank account where the funds will be deposited and the fees associated with Payments withdrawn. Once a payment is processed, the funds will automatically be deposited into your account without any action required on your end. It's really that easy. 

 

If you're not sure which account you used on set-up or in your Chart of Accounts, or if you'd like to make changes, please follow the steps below:

 

  1. From the Gear icon, select Account and Settings.
  2. Choose Payments from the left.
  3. Use the appropriate fields to edit your bank account information, where your payments are recorded, or where your processing fees are recorded.
  4. Hit Save to save your changes.

 

In case you need help with using Payments further, here's a great article on how to Process a credit card payment in QuickBooks Online.

 

If this isn't quite what you mean, feel free to expand on your inquiry by replying to my post. I'd be happy to provide you with further guidance. Just remember that this is a public forum so it's not safe to share your sensitive account details here. You're also welcome to reach out to our team of trained support agents via one of the channels below. With a quick screen share, there's almost nothing we can't solve!

 

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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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I wish you the best of luck and hope you have an enjoyable evening.