Hi there, Joneill. I appreciate you for reaching out to us here in the Community. I'm here to share some information about the online payment feature.
The master administrator can enable the online payment option in QuickBooks Desktop (QBDT). Thus, you can use the admin credentials when turning on the feature. Otherwise, you may ask your admin to do the process.
First, sign up or connect an existing QuickBooks Payments account. If you have a QuickBooks Payments account, connect your existing account to QuickBooks Desktop. If not, sign up for QuickBooks Payments.
After that, enable the payments from the Preferences
- Go to the Edit menu, then select Preferences.
- Select Payments and then the Company Preferences tab.
- In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
- Tap on Apply to existing customers.
These become the default payment settings for all invoices.
Once done, here's how to process online invoices.
On the other hand, you can check out this link to learn more about the different user roles and restrictions in QBDT: QuickBooks Desktop Users and Restrictions.
Aside from the online payment, you can also keep track of your other customer entries by opening the topics from this link: Get started with customer transaction workflows in QuickBooks Desktop.
Let me know if you need additional help with online payments in QuickBooks. I'm more than happy to help. Keep safe!
