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Payments
Congratulation on being ready to collect payments, DIAMOND S BUILDINGS.
QuickBooks GoPayment is a different app that allows you to accept payments while on the go. You can integrate it with your QuickBooks Online account to let your customer pay their invoice. I'll show you how.
- Log in to your QuickBooks Online account.
- Go to the the Gear icon, then choose Account and Settings.
- Click Payments from the left menu.
- In the Existing account section, select Connect.
- Quickbooks will search for any Merchant accounts associated with your user id.
- Confirm that the correct Merchant account is listed.
- Hit Link account to link the account.
Once GoPayment already connected, you can turn on payment options.
Here's how:
- Go to Settings ⚙.
- Select Account and settings, and click the Sales tab.
- Under Invoice payments, select the pencil icon ✎ and mark the checkbox for the payment options you want.
- Once done, hit Save.
You can now create invoices and send them to your customers. Also, you can process payment through the GoPayment app. Check out this article for more details: Process payments in the GoPayment app.
Do you need to personalize your sales form so your customer can only see information that matters to your business? If so, you can read this article on how to do it: Customize invoices, estimates, and sales receipts in QuickBooks Online.
You're welcome to post again if you have further questions about processing payments. I'll be around to assist you.