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Bpkeeper
June 5, 2024
Question

How can i link my quickbooks payments account with quickbooks online?

  • June 5, 2024
  • 1 reply
  • 0 views
Ive tried using the steps that the automated help says but I dont get the " connect" button. The deposits show in my register, but it doesnt credit the payments to my customers accounts.

1 reply

Bryan_M
Bryan_M
June 5, 2024

A pleasant day, @Bpkeeper.

 

I'll gladly guide you on where to locate the "connect" button when linking payments and your QuickBooks Online (QBO).

 

The Connect button is located in the Payments section from the Account and settings.

 

Feel free to follow these steps:

 

  1. From Settings, go to Account and settings.
  2. Pick Payments.
  3. In the Existing account section, click Connect.
  4. Choose the QuickBooks Payment account you want to connect to. Then, Connect.
  5. Ensure the account info is accurate. If everything looks good, click Connect.
  6. Once done, sign out in QBO and sign in.

 

For more info, check out this article: Connect your QuickBooks Payments account to QuickBooks Online.

 

The payment won't be credited to the customer's account even if the deposit shows in the register; if you accept the invoice payments even if your Payments account isn't successfully linked to your QBO.

 

To fix this, we'll need to go to the Banking page and match the deposit to the invoice so it'll show in the customer account. Here's how:

 

  1. Go to the Transactions tab, and select Bank transactions.
  2. Look for the Account cards tile where the deposit is located. Then, from the Categorize tab, Undo the deposit.
  3. Go back to the For review section.
  4. Click the deposit transaction and select Match.
  5. Pick the invoice that matches the deposit. Once done, click Match.

 

If you want to learn the commonly asked questions in QuickBooks Payments, feel free to check this article: QuickBooks Payments FAQ.

 

Leave a comment below if you have additional questions about the connection of your payments account to QBO. We'll be willing to help you. Keep safe, and have a good one.

B
BpkeeperAuthor
June 5, 2024

What I mean is that i see the bulk deposit from intuit in my bank account on quickbooks but it does not show what payments made up the deposit and the amount that the customer paid does not get applied against their balances. 

 

When i go into the settings then payments section it shows an active subscription for quickbooks payments and no connect button.

K
Kurt_M
June 5, 2024

We appreciate you returning to the thread and providing more details about your query, @Bpkeeper. We'll share further information to help you determine where those payment deposits came from.

 

Before digging deeper into your query, please be aware that if you use QuickBooks Payments and your customers settle their dues online, it'll automatically link the payment to the invoice and mark it as paid inside the program. Since you're unsure where the deposits came from, we recommend downloading your bank statements from your financial firm. This way, you can use it to determine the origin of the payment deposits inside your account.

 

Another way to review deposits is to access the Merchant Service Center and run a report to find and review all the deposits. For more details, please see this page: Find transactions, deposits, or fees in the Merchant Service Center.

 

Also, please know that the Connect or Activate button in the Payments section inside the Account and Settings page will only show if you haven't linked your account.

 

Additionally, here's an article to learn more about the when QuickBooks process or deposits your funds: Common questions about QuickBooks Payments deposits in QuickBooks Online.

 

You can comment below if you have any additional QuickBooks-related questions. Our team will be around to provide a helping hand. Keep safe.

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