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Mtasker
Level 1

How can the "Accept card payments with paypal" payment option be automatically selected when an invoice is created?

I create invoices and the tick box is not selected is there a way to have it automaticly selected?

1 Comment 1
KayePe
QuickBooks Team

How can the "Accept card payments with paypal" payment option be automatically selected when an invoice is created?

Thanks for posting here in the Community, @Mtasker.


To ensure the Accept Card Payments with PayPal option is automatically selected, you first need to set it up. You can do this through the Apps section or by clicking Connect to PayPal directly from the Invoice page.

 


Here are the steps for the app:
 

  1. Go to the Apps section and search for Accept Card Payments with PayPal.
  2. Click Get App Now.
  3. Follow the prompts to authorize PayPal to connect to QuickBooks.
  4. Choose the Chart of Account where PayPal payments will be recorded, then click Next.
  5. Select the Chart of Account for categorizing PayPal fees, then click Done.

 

 

You can check out this article for further guidance: Set up the Accept Card Payments with PayPal app in QuickBooks Online.


Let us know if you have more questions. We're here to assist.