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January 9, 2025
Question

Quickbooks Payments

  • January 9, 2025
  • 1 reply
  • 0 views

We are trying to set up the Payment feature - however in order to do so, QBO is asking for personal information and personal address associated with the owner.  We are an 'association' and thus there is no ownership.   How do we answer these questions? 

1 reply

January 9, 2025

I know that setting up QuickBooks Payments can be a bit tricky, especially when your organization is structured as an association rather than a traditional business, Gallen. I'm here to help you through it.

 

When setting up your payment in QuickBooks Online, you don't need to locate the account owner. You can use the personal information of the bank holder to link the payments.

 

Follow these steps to set up your payments successfully:

 

  1. Select Settings ⚙, then select Account and Settings.
  2. Select Payments, then select Learn more in the QuickBooks Payment section. 
  3. Select Set up Payments.

 

For detailed instructions, you can follow this article on how to do so: Sign up for QuickBooks Payments.

 

Additionally, you can refer to this article to learn how to accept online payments for online and in-person sales with QuickBooks Payments: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

With these steps, I'm confident you'll successfully set up your payment in QBO. Don't hesitate to comment if you still have concerns about managing your QuickBooks Payments.