A pleasant day, @Bpkeeper.
I'll gladly guide you on where to locate the "connect" button when linking payments and your QuickBooks Online (QBO).
The Connect button is located in the Payments section from the Account and settings.
Feel free to follow these steps:
- From Settings, go to Account and settings.
- Pick Payments.
- In the Existing account section, click Connect.
- Choose the QuickBooks Payment account you want to connect to. Then, Connect.
- Ensure the account info is accurate. If everything looks good, click Connect.
- Once done, sign out in QBO and sign in.
For more info, check out this article: Connect your QuickBooks Payments account to QuickBooks Online.
The payment won't be credited to the customer's account even if the deposit shows in the register; if you accept the invoice payments even if your Payments account isn't successfully linked to your QBO.
To fix this, we'll need to go to the Banking page and match the deposit to the invoice so it'll show in the customer account. Here's how:
- Go to the Transactions tab, and select Bank transactions.
- Look for the Account cards tile where the deposit is located. Then, from the Categorize tab, Undo the deposit.
- Go back to the For review section.
- Click the deposit transaction and select Match.
- Pick the invoice that matches the deposit. Once done, click Match.
If you want to learn the commonly asked questions in QuickBooks Payments, feel free to check this article: QuickBooks Payments FAQ.
Leave a comment below if you have additional questions about the connection of your payments account to QBO. We'll be willing to help you. Keep safe, and have a good one.
