How to Setup Credit Card Payments in QuickBooks
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- 18 steps |
- 50 seconds
1
To begin, you'll need to have a QuickBooks Online account and be logged in. Once you're logged in, follow these steps:
2
Navigate to the Gear icon in the top-right corner of the screen and click on it.
3
From the drop-down menu, select "Account and Settings."
4
In the left-hand menu, click on "Payments."
5
Click "Learn more"
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Click "Set up Payments"
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Fill in your business information.
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Click "Save and continue"
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Fill in your personal information.
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Click "Save and continue"
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Click "Connect a bank account"
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Click "Add"
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Before you can start accepting credit card payments, you need to ensure that you have added a bank account to QuickBooks Online. This is necessary for the funds from credit card payments to be deposited into your bank account.
14
Click "Review and finish"
15
Click here.
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Click this icon.
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Click "Finish setup"
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Once you have successfully added a bank account, you can link it to your credit card payment processor account. This will allow QuickBooks Online to automatically deposit funds from credit card payments into your designated bank account.
Setting up credit card payments in QuickBooks Online can help streamline your payment process and improve your cash flow. By following the steps outlined in this guide, you'll be able to accept credit card payments and manage your business finances more efficiently.