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E-Invoicing: Accept bank transfer and credit card payment options from invoices you email to customers

In order to accept Bank Transfer and Credit Card payments from invoices you email to customers, you need an active QuickBooks Payments merchant account and payment options enabled in QuickBooks.

To link your QuickBooks Payments account to QBO
(If you already have Intuit Payments merchant account you will need to verify if it’s attached to your QuickBooks Online company.)

1. Click on the Gear (βš™) icon at the top right corner of the QBO homepage.
2. Select Account and Company Settings under Your Company tab.
3. Select Payments on the left-hand side.
4. Ensure you have an active payments account.

If QuickBooks Online is not enabled for payments you will have a green “Learn more” button and “Finish setup” button. Use the appropriate button to sign up for payments or connect an existing account.
If QuickBooks payments setup is already enabled you will see Manage Details button.

 

ENABLE FOR QUICKBOOKS PAYMENTS

 

VERIFY YOUR MERCHANT ACCOUNT ENABLED

 

Turn on Online Invoicing

1. Click on the Gear (βš™) icon at the top right corner of the QBO homepage.
2. Select Account and Company Settings under Your Company tab.
3. Select Sales on the left-hand side.
4. Scroll down and select Online Delivery to be sure to change Email options for Invoices drop down to say Online Invoice and click Save.

 

 
Now when creating invoices you can check or uncheck Bank transfer ACH and Credit card payment options.

E-INVOICING: ONLINE PAYMENTS

 

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