Categories
QuickBooks Payments

Where to add payments settings if I have already been approved for Merchant Services in new QuickBooks Online?

Payment Existing Account
Payment Existing Account

  • Select the Company Gear (located top upper corner)
  • Select “Company Settings” under Settings header
  • Select “Payments” under Settings”
  • Select “Existing Accounts:” under Payments
  • Click “Connect” button
  • New Intuit login screen will open (see screenshot photo below)
  • Sign in and follow the instructions
Payment Existing Account - Intuit Login
Payment Existing Account – Intuit Login

For accepting QuickBooks Merchant Online Payment feature, select QuickBooks payment learn more button

QuickBooks Payments Get paid more ways, fast!
Take credit card or bank transfers
Accept payments through QuickBooks, emailed invoices, and mobile
QuickBooks automatically updates when you’re paid

Payment QuickBooks Merchant Online Payment
Payment QuickBooks Merchant Online Payment
Categories
Payment QuickBooks Payments

How to record processed credit refund by Merchant Credit Card account to a customer and account payment is linked to a bank account?

Refund Receipt
Refund Receipt

In order to record processed credit refund by Merchant Credit Card account to a Customer, first create “Refund Receipt” to a customer.
From Home page screen

  • Select “+” sign (top middle section)
  • Select “Refund Receipt” under Customers heading
  • Select Customer and enter necessary information
  • Select “Undeposited Funds” as Refund From (IMPORTANT)
  • Save
  • See screenshot photo for reference.

Refund Receipt Bank Deposit
Refund Receipt Bank Deposit

Second entry is to record refund credit from Undeposited Funds to bank account.

From Home page screen

  • Select “+” sign (top middle section)
  • Select “Bank Deposit” under Other heading
  • Select “Select Existing Payments” checkbox to match Deposit Total Amount with the bank deposit.
  • Save
  • See screenshot photo for reference.

New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

Categories
QuickBooks Payments Recurring Transactions

How can we add the pay now feature (Online Payment button) into already setup recurring invoices list without having to recreate them in new QuickBooks Online?

Recurring Transactions
Recurring Transactions

Unfortunately, there’s no way to avoid recreating your recurring invoices if they were created before you had the pay now feature (Online Payment button).

Here’s a suggestion that might help save you some time in the future!

Instead of going to the recurring transaction list, clicking on new, and recreating every line, you can save time by clicking the “Use” button! If you go to the recurring transaction list (from Company Gear > select Recurring Transactions under Lists heading) select a recurring transaction, then select “Use” button it will take you to the invoice screen. On that screen, you can turn on Online payments up at the top, and on the bottom in the middle there will be an option “Make recurring.” If you click that it will take you to the template page where you can give it a template name (it has to be one character different from the existing template), set the schedule and save it.

Using this method, you still will have to go through your templates and delete the old ones, but if you have several line items on an invoice, using the “Use” button, then clicking “make recurring” definitely saves time.

Recurring Transactions - Use Online Payment button
Recurring Transactions – Use Online Payment button


New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit