Pay Down Credit Card Quickbooks

Once yous've got your QuickBooks Online subscription prepare, the adjacent important step is to set upwards your QuickBooks credit card payments business relationship. Accepting credit card payments makes it easier for your customers or clients to pay you lot, as well as reducing the time you spend recording payment transactions.

Setting up your QuickBooks credit bill of fare payments account is easy. Hither's all y'all need to know.

Setting up QuickBooks credit carte du jour payments

To create a new Credit Carte Payments account in QuickBooks Online, click the gear icon in the top right corner then choose "Account and Settings":

From in that location, click the "Payments" tab on the left navigation bar:

Then you'll see details about rates (note: if your customers cull bank transfers, your QuickBooks Credit Card Payments fee is nothing ).

Now, enter the data about your business:

And the owner/principal of your business:

Last, enter your business banking concern data:

You'll be notified chop-chop if yous are approved, and QuickBooks Credit Card Payments will be bachelor to use within virtually 24 hours.

If you're not approved, y'all can telephone call support to inquire about the reasons. Please be aware that it may not necessarily exist credit-related; it could be that your concern is an industry that isn't on their approved listing (i.e., medical marijuana).

Make payments brand sense

Notice the correct payment provider to meet your unique business needs.

Managing your QuickBooks credit bill of fare payments account

Once your account is approved, you can verify the connection and brand changes to how transactions are handled by going back to the gear icon, choosing Business relationship and Settings and over again clicking the Payments tab.

You lot tin then choose the bank business relationship in your QuickBooks Online nautical chart of accounts that you'd similar to have deposits post, every bit well the expense account for merchant fees.

If y'all need to see a history of transactions or change your QuickBooks Credit Carte du jour Payments settings, you lot can click the "Manage Account" button.

Clicking that push will open a new page (merchantcenter.intuit.com). From hither, you tin review all of the QuickBooks Credit Card Payments transaction history, manage mobile-only users, fix alert preferences, access help and resources and change the bank business relationship if needed.

Creating transactions

Now that your QuickBooks Credit Bill of fare Payments are all set and fix to go, you can get-go creating transactions — and getting paid!

Allow's accept a look at sending invoices — both what happens on your cease, too every bit your customers'.

First, ready a preference to make certain your customers will view the invoice via the Online Invoice portal. To do this, click that gear icon, get to Account and Settings and then choose the Sales tab.

Here, click on the section titled "Online delivery" and make sure that the check box next to "Adhere invoice as PDF" is not checked. You don't desire to attach the invoice because y'all'll want to get the recipient to view it in the invoice portal, where they have the selection to pay.

At present you're set to send an invoice. The easiest way to create an invoice is to click on the Quick Create button in the elevation correct corner and choose Invoices. (Quick Create is the QuickBooks term for that spinning plus sign.)

One time you get the invoice course open, just make full it out as you normally would — make certain you select which types of online payment options y'all'll accept — and then click "Salve and send" in the bottom right corner.

The next screen lets you brand whatever changes to the subject line and body of the email before y'all send information technology. You can as well change your mind almost the payment options or add them, in case y'all forgot when you created the invoice.

When everything looks good, striking the "Ship and close" button.

As long equally your client pays online, yous're done. I'll bear witness you what I mean below.

Customer online invoice portal

After you lot send that invoice, your customer volition go an email (without the invoice attached as a PDF) that includes a push button they'll click to view their invoice. As long every bit they don't delete this email, they'll be able to go back and view the invoice whatever time they choose.

Once they click the "View Invoice," they'll exist taken to the Online Invoice Portal — and this is where the magic of QuickBooks Credit Carte Payments really happens. From the Online Invoice Portal, the customer tin can impress, salve the invoice as a PDF and pay it.

One time they click the "Pay At present" button, the customer chooses the payment method and enters the information. They also accept the option of creating an account to save their payment info to utilise the next time they receive an invoice from a QuickBooks Online user.

Y'all can encounter in the screenshot beneath, the customer has chosen to use a credit bill of fare to pay. In one case they've chose the amount to pay (it can be less than or equal to the residue due on the invoice merely not over), they'll be asked to enter the proper name on the card, card number, expiration engagement, CVV lawmaking and billing ZIP code.

Afterward they click the "Send payment" button, they'll see a confirmation on their screen and the Online Invoice Portal will show a paid condition.

They'll also receive an electronic mail with the payment confirmation, which includes a link to the invoice in the Online Invoice Portal.

QuickBooks Online marked every bit paid

Before, I told that y'all that one time the invoice is sent, if you're using QuickBooks Credit Card Payments, your task is washed. QuickBooks Online does all the residual of the work for you lot.

Afterwards your customer pays, you lot'll also receive an e-mail notifying you that yous've been paid — and when y'all open the invoice in QuickBooks Online, you lot'll run into information technology now has a paid status with a link to the payment in QBO.

When you click the link from the invoice, you lot'll see the receive payment screen; this will show y'all the date, corporeality and that the transaction has been processed via QuickBooks Credit Card Payments.

Once the deposit hits your bank, QuickBooks Credit Card Payments enters the deposit for you.

In the screenshot below, you tin run into the audit history for the eolith, showing that QuickBooks Credit Card Payments worked its magic and posted the deposit for you.

Even better, if the customer pays with a credit carte, QuickBooks Credit Card Payments also magically enters the transaction for the merchant fee!

Accept payments without worry

See our payment provider recommendations that fit your business organisation.

Storing payment information in QuickBooks Online

In addition to creating invoices and sending them to customers, you lot can have your customers complete a payment authorization form and store their bank or credit carte information. QuickBooks Online and QuickBooks Credit Card Payments are PCI compliant , and one time you enter the payment details, all but the final four digits are masked.

The screenshot below shows an American Express carte, simply you tin can store Visa, MasterCard, Find or depository financial institution routing/account numbers, depending on the client'due south preference. You cannot store more than than one bill of fare or account.

To create a sales receipt, only click the Quick Create button (coil up a scrap and check out that sweet GIF once again, if y'all desire), then choose Sales Receipt. Consummate the form as you unremarkably would, and choose the type of payment method you've just added.

The best function, near using QuickBooks Credit Bill of fare Payments is that if you have an accounting tool for recurring sales, yous can cull to turn a sales receipt into a recurring transaction. This means that QBO will automatically create a new sales receipt at whatever interval you set.

And if you have the payment information stored, it also charges the bill of fare or drafts the bank and emails the customer and you a copy, all at the aforementioned magical time.

If you're non doing recurring sales, yous can yet store the carte. So whenever the customer is ready, they can let you know that information technology'south OK to receive a payment using the payment method on file. In this case, yous'd click on your Quick Create, choose Receive Payment and enter the appropriate information.