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patriagrande-jos
September 2, 2024
Question

I need to finish my payments set up. How can I do it?

  • September 2, 2024
  • 2 replies
  • 0 views
I need the answer soonest possible

2 replies

D
Deity Alpha
September 2, 2024

Any specific concern?

C
Conni1
April 23, 2025

I need to set up AutoPay. I already paid the invoice. I had it set up, but the charged amount changed. How do I ret up autopay with the new amount?

JoesemM
JoesemM
April 23, 2025

You'll need to disable or delete your existing AutoPay setup, Conni1. Let me guide you through the steps to set up your new payment arrangement.

 

Since the amount has changed, the previous Autopay setup won't be displayed. To continue using this feature, you must set up autopay again. Please note that it's only available for pay-enabled recurring invoices.

 

If you have a recurring invoice set up, there's no need to generate a new one. Customers can activate AutoPay using the payment methods specified on your invoice, which includes both card and ACH transactions.

 

To assist your customers in establishing AutoPay, follow these steps:

 

  1. To set up Autopay, your customer opens your invoice and selects Set up Autopay to enroll.
  2. Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint).

  3. Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date.

  4. Once everything looks good, your customer selects the Autopay button to pay the current invoice. They’ll receive a confirmation email that Autopay is set up.

 

For more details about the process, refer to the article: Set up Autopay for recurring invoices in QuickBooks Online. This resource will also guide you on how to check the autopay status of your customers.

 

On the other hand, QuickBooks Live Expert Assisted offers expert help with your transactions. Our team simplifies financial tasks for your business, ensuring compliance and accurate categorization. With our support, you can efficiently track expenses, manage cash flow, and access detailed reports to empower your business.

 

Furthermore, for guidance on sending automatic or manual reminders for overdue invoices, check out this article: Send invoice reminders automatically or manually in QuickBooks Online.

 

Should you have questions about setting up AutoPay or other aspects of QBO, please feel free to reach out. We're here to help with any inquiries you might have. Stay safe!

M
MAnneJ
September 2, 2024

Let me help you set up your QuickBooks Payments account, Patria. 

 

First off, we can set up the payments in the Settings of your QuickBooks Online (QBO) account.
 

Here's how: 

 

  1. Open your QBO account.
  2. Go to the Gear icon.
  3. Select Account and settings.
  4. In the left panel, choose Payments, then Learn more in the QuickBooks Payment section.
  5. Click Set up Payments.
  6. Follow the onscreen instructions.
     

Please refer to this article for detailed information on setting up QuickBooks Payments: Sign up for QuickBooks Payments.

 

After signing up, you will receive an approval email within two business days. The approval email has instructions on how to get started with your merchant account. Then, you'll need to link your account to QBO and activate online payments.

 

Additionally, you can learn more about commonly asked questions about payment deposits and get answers about how it works. 

 

I'm always happy to guide you if you have more questions about setting up your payments. Have a great day ahead.

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