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June 1, 2024
Question

New. How do I accept payment by entering their cc info they’ve given me myself?

  • June 1, 2024
  • 1 reply
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1 reply

June 1, 2024

Providing convenient payment options for your customers is crucial, Nicole. I'll ensure you can easily accept credit card payments and get paid faster in QuickBooks Online (QBO).

 

You'll need to enroll in QuickBooks Payments to accept payments via credit card in QBO. Then, connect this account to QBO to activate online payments.

 

Once your accounts are connected, the next step is setting up your chart of accounts to track deposits and fees accordingly.

 

Here's how:

 

  1. In QBO, head to the Gear icon from the left pane. 
  2. Choose Account and Settings, then select Payments.
  3. Locate Chart of Accounts and click Edit.
  4. Select a deposit account to track payments from the Standard Deposit dropdown.
  5. Choose an expense account from the Processing Fees dropdown to keep track of the processing fee.
  6. Once done, click on Save.

 

For reference, you can check out this article: Take and process payments with QuickBooks Payments

 

On the other hand, if you don’t use QuickBooks Payments, please check out this article on how you can record the payment manually: Record invoice payments in QuickBooks Online.

 

Consider revisiting the Community if you have other queries when receiving customer payments or related concerns in QuickBooks Online. You can notify us by clicking the Reply button.