How do i accept payments with Quickbooks?

Let's charge your customer and learn how to accept payments in QuickBooks, V-805.

First, we can add a service item on their invoice every time you charge your customers. 

1. Go to the Sales menu.
2. Click Products and Services and select  New.
3. Select Service.
4. Enter the name of your service item. For example, Charges.
5. Select an income account.
6. Then, click Save and Close.

Once done, create an invoice. Let us make sure to add this item as another line item. If you have already created an existing one, we can open it and edit it to add the charge item. 

1. Go to the +New button.
2. Select Invoice.
3. Enter all the required details.
4. Add the charge item as non-taxable. In the Tax column, ensure to uncheck the box.
5. Click Save.

The steps below will walk you through how to record and accept their payments:

1. Select + New.
2. Select Receive payment.
3. From the Customer dropdown, choose a customer.
4. Select the unpaid invoice.
5. In the Payment method dropdown, select the payment method.
6. Select Save and close.

To accept electronic customer payments for online invoices, we can sign up QuickBooks Payments account and set up your account so customers can pay invoices online. Please check this article for details: Take and process payments in QuickBooks Online with QuickBooks Payments.

You will receive the payments in a few days. 

1. Sign in to QuickBooks Online.
2. Go to Get paid & pay and select Deposits.
3. Select the bank deposit you want to review.

Also, we can visit these resources to learn more about credit card processing.

• Credit card processing.
• Common terms to process credit cards for Intuit Payments.
• Find out when QuickBooks Payments deposits customer payments.

Feel free to post a comment if you have more concerns about accepting payments and recording a charge to your customer card. I’m more than happy to lend a helping hand.