Learn How to Take and Process
Payments in QuickBooks Online
QuickBooks accounting software application is inevitable in today’s trade and business, and therefore,
efficient and appropriate payment processing is significant for any firm that applies it. You must learn to
take and process payments in QuickBooks Online.
If QuickBooks Online is connected to QuickBooks Payments, all customers’ online payments flow directly
into QuickBooks, saving time on manual data entry. For businesses that do not use QuickBooks
Payments, this guide offers detailed descriptions of how to accept and record customers’ payments
regarding the money owed on invoices.
To prevent incorrect transactions, you must be careful when receiving and processing payments
in QuickBooks. If you require an accountant by your side, it is recommended that you contact our
team of QuickBooks ProAdvisors by dialing +1.833.802.0002.
Steps to Process Payments in QuickBooks Online?
If you are handling financial management for your business via QuickBooks online, it is easy to process
payments in QuickBooks to avoid QuickBooks payment issues. You can follow the below-mentioned steps
to ensure that your payment interface is satisfactory from the customer’s perspective.
Step 1: Connect to your QB account
1.To sign up for the QuickBooks payment portal, you must first sign up for or connect an existing
QuickBooks Payments account.
2.If you are not a user of QuickBooks Payments, register it initially.
3.If you have another QuickBooks Payments account, connecting the new one to QuickBooks Desktop
is possible.
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Step 2: Connecting a Card Reader
1. Cards have become small paper documents that serve as identification or proof of admission to a
given event, establishment, or organization, among other uses.
2. To connect the card to your PC, click on the shortcut on your computer’s desktop to open
QuickBooks Desktop.
3. Use the card reader to process in-person payments.
Step 3: Process Payments in QuickBooks Desktop
You are now ready to process payments. Follow these steps to send an online invoice or process inperson payments.
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Process In-Person Payments
If a customer visits your business or calls to make a payment, you can create a sales receipt instead of
sending an invoice:
1.Go to the ‘Customers’ menu and select ‘Create Sales Receipts.’
2.From the Customer and Job breakdown, click on ‘Customer.’
3.Add the products and services the customer is purchasing.
4.Complete the rest of the sales receipt.
5.Next, choose the method of payment: Cash, Visa, or Checks/
6.When finished, select ‘Save’ & ‘Close.’
For Visa Payments
1. Enter the credit card details in the pop-up window and select ‘Done.’
2. If you have a Magtek card reader, select ‘Insert/Swipe Card’ and swipe the card.
3. Finally, choose the option to ‘Process Payment.’
For Check Payments
1. You should always have a signed authorization from the customer to allow you to charge their account.
2. If you include the customer’s email address details in the sales receipt, the customer is automatically
alerted to these details through QuickBooks.
In this guide, we have outlined how to take and process payments in QuickBooks Online. You can also
consider contacting our support team directly through the +1.833.802.0002 to improve the cash flow from
our own resources.
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