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March 20, 2024
Question

Why can't I add a payment method to my QBSE invoices? Every time I try, it thinks I'm trying to add a bank to my QBSE account + starts putting me through that process!

  • March 20, 2024
  • 1 reply
  • 0 views
I've successfully added both PayPal and a business checking account to my QBSE account as a whole. When I hit "Activate Payments" from within invoice creation, I keep expecting some sort of drop-down letting me choose which account I'd like clients to pay through. Instead it thinks I want to add yet another bank. Am I missing something?

1 reply

JaeAnnC
March 20, 2024

Hello there, @TextElevate. Let me share insights about activating payments in QuickBooks Self-Employed (QBSE).

 

In QBSE, connecting your bank account differs from setting up the bank account where QuickBooks Payments deposits customer payments. That said, you'll need to re-enter your bank account details since it is subject to eligibility criteria, credit, and application approval. 

 

You can refer to these steps on how to activate payments:

 

  1. Go to Invoices and select Create Invoice.
  2. On the Ways to Pay section, click Activate Payments.
  3. Enter your business information in the About your business dropdown.
  4. Enter your personal information in the About You section.
  5. Click Add in the Your Deposit Account dropdown to add a bank account where you want to deposit customer payments.
  6. Select Save.

 

Furthermore, here's an article to know how long it takes to get customer payments in your bank account after processing: Find out when QuickBooks Payments deposits customer payments.

 

Keep me updated if you need further assistance setting up your Payments account in QBSE. We're always here to help. Stay safe, and have a good one.