Company Settings Customers Invoice Online Payment Button Pay Now Button QuickBooks Payments

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 (⚙) 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.






Turn on Online Invoicing

1. Click on the Gear (⚙) 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.



QuickBooks Merchant Services or QuickBooks Online support — who should I contact for help?

QuickBooks Payments

When sending Invoice to a client, how does Bank Transfer option work? Is this payment feature easy for a client to do?

In QuickBooks payments, “Bank Transfer” option is like ACH direct deposit type.
Customer/Client will receive the invoice by email. It’s very few simple clicks for a customer to pay that invoice.

    1. Open the Invoice button. See screenshot below.


    1. Click Pay Now button. See screenshot below.


Payment information screen will open. Customer will need to fill out the following information:
a) Routing Number
b) Account number and Confirm account number again
c) Account holder’s name
d) Optional: leave the default check box to save payment method to pay faster next time.

See attached screenshot below.



Merchant Fee: It’s a flat $0.50 (YES, FIFTY CENTS) per bank transfer payment. No dollar limit on how much that transaction is. On credit card payment, they charge +-3.% on the transaction amount. So, on $1,000 invoice, you can actually save $30.00 merchant fee. That’s huge!




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