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August 2, 2024
Question

My customers are no longer able to pay invoice through the email they are sent. Something changed in June. There is no longer a review and pay button. What changed? Help!

  • August 2, 2024
  • 1 reply
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1 reply

August 2, 2024

Let me help you fix the issue of your customers not able to pay invoices online, @Kris61.

 

Online payment processing is an additional feature if you have QuickBooks Payments. If you have signed up for QuickBooks Payments already, you need to connect it with QuickBooks Online. It can also be that the option is turned off. I'll guide you in turning it on.

 

First, you need to set up your chart of accounts.

 

Here's how:

 

  1. Click the Gear icon Settings gear icon. and choose Accounts and settings.
  2. Select Payments.
  3. Click Edit ✎ from the Chart of Accounts.
  4. Choose the Standard deposits ▼ dropdown. 
  5. Select a deposit account where you want to record the payments.
  6. Choose the Processing fees ▼ dropdown and choose an expense account to track processing fees.
    Note: If you use QuickBooks Solopreneur, you can't change the default expense account.
  7. Hit Save.

 

Then, set up invoice payments using the steps below.

 

  1. Go to Sales.
  2. Find Invoice payments and click Edit ✎.
  3. Choose the payment method/s your customers will use.
  4. Click Save, then hit Done.

 

For future reference, you can read this article to guide you in reconciling your account in QuickBooks Online to ensure your books are accurate:  Reconcile an account in QuickBooks Online.


Feel free to click the Reply button below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.